Valeant Pharmaceuticals International (VRX)

Citron Research · 2015-10

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 6 total

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Loops

Hook 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits

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

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Expose Contradiction 5 slides 100% 5/5 slides 100% 5/5 slides · 32 hits

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80% 4/5 slides 100% 5/5 slides 60% 3/5 slides

every slide · same image gating as the playbook

This is a classic short-seller research note designed to frame a company as a fraud (Enron comparison).expose_contradiction

Image file at /tmp/legacy-images/839c06ad1c27/slides/002.jpg was not present on disk; could not inspect content.other

This is a page from a Citron Research short report on Valeant Pharmaceuticals.expose_contradiction

Open slide detailBeat · Expose ContradictionLoop · Aha Moment

Includes red annotations circling phone numbers and drawing a connection between two contact blocks.expose_contradiction

Open slide detailBeat · Expose ContradictionLoop · Aha Moment

This is a page from a short-seller research report (Citron Research) targeting Valeant Pharmaceuticals.expose_contradiction

Open slide detailBeat · Expose Contradiction

The slide uses a 'vs.' structure to draw parallels between Enron and Valeant, implying a pattern of behavior.expose_contradiction

Open slide detailBeat · Expose Contradiction

Uses a historical precedent (Arthrocare) to frame the current Valeant investigation.expose_contradiction

Open slide detailBeat · Expose ContradictionLoop · The Reveal

The slide uses a historical analogy (Enron/Lay/Skilling) to frame the current Valeant situation as a deception.expose_contradiction