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This presentation contains forward-looking statements. All statements contained herein that are not clearly historical in nature or that necessarily depend on future events are forward-looking.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:47:08.322+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "430d4540-54fc-4fdc-b116-3bfe2283510c", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.846, "x": 0.077, "y": 0.225 }, "kind": "disclaimer", "text": "NOT AN OFFER TO SELL OR BUY. Under no circumstances is this presentation intended to be, nor should it be construed as, an offer to sell or a solicitation of an offer to buy any security.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:47:08.322+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65f0d3da-4a96-46eb-ac9d-0f6d110555c4", "parentComponentId": null }, { "bbox": { "h": 0.071, "w": 0.283, "x": 0.077, "y": 0.105 }, "kind": "title", "text": "Disclosures", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:47:08.322+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c772408-79f6-4aba-976d-f518cc80cd5d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 17, "type": "setup", "function": "other", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 3, "textChars": 1296, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:47:12.526+00", "seconds": 8.091, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de075-3589-71eb-96c0-dd2299a964c6/17", "deck": "/decks/019de075-3589-71eb-96c0-dd2299a964c6", "deckAnchor": "/decks/019de075-3589-71eb-96c0-dd2299a964c6#slide-17", "deckJson": "/decks/019de075-3589-71eb-96c0-dd2299a964c6.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.846, "x": 0.077, "y": 0.345 }, "kind": "paragraph", "text": "ADDITIONAL INFORMATION\nSarissa Capital Management LP (\"Sarissa Capital\"), together with other participants, filed a definitive proxy statement and an accompanying BLUE universal proxy card with the SEC on June 2, 2023, in connection with the solicitation of shareholders of the Company for the 2023 annual general meeting of shareholders (the \"Annual Meeting\"). Shareholders are advised to read the definitive proxy statement and other documents related to the Annual Meeting as they contain important information.\nThe definitive proxy statement and other relevant documents are available at no charge on the SEC's website at www.sec.gov. The definitive proxy statement and other relevant documents filed by Sarissa Capital are also available at no charge at www.upgradealkermes.com or by directing a request to Sarissa Capital's proxy solicitor, D.F. King & Co., Inc., 48 Wall Street, New York, New York 10005 (Shareholders can call toll-free: (866) 207-3648).", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:47:12.526+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a7e9fd3-080f-4b22-b8be-0b8b2fa70478", "parentComponentId": null }, { "bbox": { "h": 0.105, "w": 0.846, "x": 0.077, "y": 0.22 }, "kind": "paragraph", "text": "CONCERNING INTELLECTUAL PROPERTY\nAll registered or unregistered service marks, trademarks and trade names referred to in this presentation are the property of their respective owners, and Sarissa's use herein does not imply an affiliation with or endorsement by the owners of these service marks, trademarks and trade names.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:47:12.526+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a54c12d2-a85f-4d87-a148-ca8930223bf7", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.283, "x": 0.077, "y": 0.105 }, "kind": "title", "text": "Disclosures", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:47:12.526+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80206c0a-9f6e-4fcf-95bc-6670af87228b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 1, "label": "Hook", "description": "The cover slide sets the tone for the presentation." }, { "from": 3, "to": 4, "label": "Villain Critique", "description": "Slides 3-4 critique Richard Pops' leadership and empire building." }, { "from": 5, "to": 5, "label": "Expose Contradiction", "description": "Slide 5 highlights the contradiction between Alkermes' revenue and operating loss." }, { "from": 6, "to": 7, "label": "Cite Precedent", "description": "Slides 6-7 cite ISS's recommendations for board change." }, { "from": 8, "to": 8, "label": "Nominee Bio", "description": "Slide 8 presents Sarissa's nominees for the board." }, { "from": 12, "to": 13, "label": "Closing Ask", "description": "Slides 12-13 reiterate the ask to vote for Sarissa's nominees." } ], "loops": [ { "from": 3, "to": 5, "label": "Logic Chain", "description": "Show Alkermes' underperformance and mismanagement" }, { "from": 6, "to": 9, "label": "Golden Circle", "description": "Show ISS's endorsement of Sarissa's nominees" } ] }