Bausch Health Companies | Results Presentation Deck | 82 slides

Bausch Health · 2021-02
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.

Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

82
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
Includes a footnote regarding CAGR definition.other
Open slide detailBeat · Attention
03
Standard corporate financial disclosure slide.other
Open slide detailBeat · Attention
04
front_matter
Open slide detailBeat · Attention
05
transition
Open slide detailBeat · Need
06
The slide uses a split-screen layout to contrast past performance with future outlook.summarize
Open slide detailBeat · Need
07
The slide uses a structured table format to present segment-specific performance data and corporate financial highlights.analyze_data
Open slide detailBeat · Satisfaction
08
Includes non-GAAP organic growth metrics; footnotes clarify definitions.analyze_data
Open slide detailBeat · Satisfaction
09
Includes GAAP and non-GAAP financial measures with extensive footnotes regarding adjustments and methodology.analyze_data
Open slide detailBeat · Satisfaction
10
Includes extensive footnotes regarding non-GAAP adjustments and constant currency calculations.analyze_data
Open slide detailBeat · Satisfaction
11
Includes detailed footnotes regarding non-GAAP adjustments and specific financial events.analyze_data
Open slide detailBeat · Visualization
12
Includes detailed footnotes explaining debt adjustments and restricted cash.analyze_data
Open slide detailBeat · Visualization
13
The slide uses a blue box to visually emphasize the years 2021-2023 having zero debt maturities.analyze_data
Open slide detailBeat · Visualization
14
transition
Open slide detailBeat · Visualization
15
Includes detailed footnotes regarding non-GAAP adjustments and specific expense categories.analyze_data
Open slide detailLoop · Cost Of Inaction
16
The slide uses two separate waterfall charts to illustrate the bridge between 2020 actuals and 2021 guidance.show_valuation_bridge
Open slide detailLoop · Cost Of Inaction
17
summarize
Open slide detailLoop · Cost Of Inaction
18
Includes a bar chart showing quarterly organic growth from 1Q16 to 4Q20, highlighting a pre-COVID growth period and a post-COVID recovery.analyze_data
Open slide detailLoop · Cost Of Inaction
19
The slide uses a consistent visual language (blue dashed lines and arrows) to highlight 'Recovery in Progress' across different metrics.analyze_data
Open slide detailLoop · Cost Of Inaction
20
The slide uses a mix of simple bar charts for product growth and grouped bar charts for consumer segment growth.analyze_data
Open slide detailLoop · Cost Of Inaction
21
The slide uses a three-part structure to validate the product launch: market size, global reach, and customer satisfaction.size_opportunity
Open slide detailLoop · Cost Of Inaction
22
Includes a visual callout for 'Strong Growth Pre-COVID' and 'Recovery in Progress'.analyze_data
Open slide detailLoop · Cost Of Inaction
23
The slide uses trend lines to indicate recovery trajectories for three key pharmaceutical products.analyze_data
Open slide detailLoop · Cost Of Inaction
24
The slide also includes a specific callout regarding Trulance NRx market share growth from March 2019 to December 2020.analyze_data
Open slide detailLoop · Cost Of Inaction
25
Includes a bar chart showing quarterly organic growth trends and text summaries of product-specific performance.analyze_data
Open slide detailLoop · Cost Of Inaction
26
The slide uses a mix of bar charts for market share and line charts for prescription trends to demonstrate recovery.analyze_data
Open slide detailLoop · Cost Of Inaction
27
present_solution
Open slide detailLoop · Cost Of Inaction
28
Includes a list of key growth drivers and a visual grid of brand logos.summarize
Open slide detailLoop · Cost Of Inaction
29
The slide uses a timeline-like structure to present upcoming clinical trial milestones and recent COVID-19 treatment developments.plan_implementation
Open slide detailLoop · Cost Of Inaction
30
summarize
Open slide detailLoop · Cost Of Inaction
31
transition
Open slide detailLoop · Quick Win Big Bet
32
The diagram shows a process flow starting from operational improvements (EBITDA, working capital, delever) leading to three distinct strategic paths.present_solution
Open slide detailLoop · Quick Win Big Bet
34
The slide uses specific financial growth targets to set expectations for the 2019-2022 period.summarize
35
The slide uses a list-based structure to track product development milestones and launch timelines.plan_implementation
36
LOE = Loss of Exclusivity. Data points include revenue and profit figures for 5 business units plus an overall company total.analyze_data
37
The table tracks financial performance variances across six business segments.analyze_data
38
LOE stands for Loss of Exclusivity. The table highlights the financial decline associated with these events.analyze_data
39
LOE = Loss of Exclusivity. Red text in product list indicates anticipated dates.analyze_data
40
The table tracks inventory changes across two periods (4Q19 and 4Q20) for four specific business units.analyze_data
41
The table tracks inventory levels for Bausch Health business units.analyze_data
42
The slide highlights a 0% organic revenue change for the segment.analyze_data
43
Includes non-GAAP metrics like EBITA and organic growth.analyze_data
44
Includes non-GAAP metrics and organic growth calculations.analyze_data
45
Includes a callout box highlighting a 6% growth in WELLBUTRIN/APLENZIN revenue.analyze_data
46
Includes non-GAAP metrics and constant currency adjustments.analyze_data
47
The slide includes a specific callout for the 6% organic revenue decline and provides context on product-level performance (XIFAXAN and APRISO).analyze_data
48
Includes non-GAAP metrics like EBITA and organic growth; highlights LOE revenue drag.analyze_data
49
Includes specific commentary on product-level revenue drivers and LOE impacts.analyze_data
50
Includes footnotes regarding non-GAAP information and constant currency calculations.analyze_data
51
Includes footnotes regarding non-GAAP information and constant currency calculations.analyze_data
52
The table provides a comparative view of product performance over time.analyze_data
53
analyze_data
54
The table provides a comparative view of product performance over time.analyze_data
55
The table highlights FY20 and FY19 data in blue columns.analyze_data
56
Data represents U.S. only sales.analyze_data
57
The table provides a detailed breakdown of income/expense and earnings per share impact for both three-month and twelve-month periods ending December 31, 2020 aanalyze_data
58
The table provides a detailed breakdown of financial metrics for the segment, including non-GAAP adjustments.analyze_data
59
Includes non-GAAP metrics and segment-specific P&L line items.analyze_data
60
Includes footnotes regarding F/X changes, non-GAAP information, and amortization/impairment details.analyze_data
61
The table includes non-GAAP financial measures and references an appendix for further details.analyze_data
62
The slide presents two separate tables for Q4 2020 and Q4 2019, detailing various expense adjustments.analyze_data
63
The slide presents two separate tables for YTD 2020 and YTD 2019, detailing various non-GAAP adjustments.analyze_data
64
Includes a footnote regarding asset impairments for Q4 2020.analyze_data
65
The table reconciles GAAP to non-GAAP metrics by adding back acquisition-related costs and adjustments.analyze_data
66
The slide provides a detailed breakdown of non-GAAP financial adjustments.analyze_data
67
The table details adjustments for exchange rates, acquisitions, divestitures, and discontinuations to arrive at organic revenue figures.analyze_data
68
The table details adjustments for exchange rates, acquisitions, divestitures, and discontinuations to arrive at organic revenue figures.analyze_data
69
The table is split into two main sections comparing different periods to calculate organic revenue and growth.analyze_data
70
The slide contains two distinct tables side-by-side representing different periods of time.analyze_data
71
The slide contains two distinct tables side-by-side for different time periods.analyze_data
72
The slide provides a bridge from reported revenue to organic revenue by adjusting for exchange rates, divestitures, and discontinuations.analyze_data
73
The table reconciles GAAP operating cash flow to non-GAAP adjusted cash flow by adding back legacy legal settlements and separation costs.analyze_data
74
The table reconciles Net loss to Adjusted EBITDA by adding back interest, taxes, depreciation, and various non-recurring or non-cash adjustments.analyze_data
75
The right-hand sidebar acts as a navigation menu for the appendix section.appendix
76
The right-hand sidebar acts as a navigation menu for the appendix section.appendix
77
The right-hand sidebar acts as a navigation menu for the appendix section.appendix
78
The right-hand sidebar lists the specific non-GAAP measures covered in the subsequent appendix pages.appendix
79
The slide serves as a glossary/disclosure for financial metrics.appendix
80
The right-hand sidebar acts as a navigation menu for the appendix section.appendix
81
Includes a sidebar navigation menu for other appendix sections.appendix
82
The right-hand sidebar acts as a navigation menu for the appendix section.appendix