Bristol-Myers Squibb Company (BMY)

Jeffrey C. Smith · 2019-02

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 5 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits

— 0/1 slides

100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Agitate 3 slides 100% 3/3 slides 100% 3/3 slides · 21 hits

— 0/3 slides

100% 3/3 slides · 4 hits 100% 3/3 slides 100% 3/3 slides Solution 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides

Slide inventory

every slide · same image gating as the playbook

Open slide detail

The slide uses quantitative underperformance data to justify an activist campaign against a merger.expose_gap

Open slide detailBeat · ProblemLoop · Cost Of Inaction

Open slide detailLoop · Cost Of Inaction

The slide uses a combination of a bar chart for historical revenue concentration and a floating bar chart (range) for analyst revenue estimates.expose_gap

Open slide detailBeat · AgitateLoop · Cost Of Inaction

Uses a stacked area chart to show revenue projections and pull-quotes to highlight past management over-promising.expose_contradiction

Open slide detailBeat · AgitateLoop · Cost Of Inaction

The slide uses a combination of a line chart to show financial decline and a timeline to show management's shifting narrative.expose_contradiction

Open slide detailBeat · AgitateLoop · Cost Of Inaction

Open slide detail

Uses a 'CEO Quote vs. Reality' structure to highlight management failure.expose_contradiction

Open slide detailBeat · SolutionLoop · Voice Of Customer

Open slide detail