Sarissa Capital · activist-deck
Sarissa Capital | Activist Presentation Deck | 41 slides
41 pages · 3 arc beats · 2 loops
Sarissa Capital | Activist Presentation Deck | 41 slides
Sarissa Capital · 2023-06 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 35 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Monster 16 slides 100% 16/16 slides 100% 16/16 slides · 73 hits — 0/16 slides
12.5% 2/16 slides 87.5% 14/16 slides 100% 16/16 slides 50% 8/16 slides The Struggle 12 slides 100% 12/12 slides 100% 12/12 slides · 50 hits — 0/12 slides
— 0/12 slides
91.7% 11/12 slides 100% 12/12 slides 50% 6/12 slides The Victory 7 slides 100% 7/7 slides 100% 7/7 slides · 39 hits — 0/7 slides
14.3% 1/7 slides 57.1% 4/7 slides 100% 7/7 slides — 0/7 slides
Slide inventory
41 every slide · same image gating as the playbook
01
The logo features a Spartan warrior, which is the namesake of the firm (a sarissa is a long spear used by Macedonian phalanxes).front_matter
02
Includes specific voting instructions for nominees, compensation, and other proposals.closing_ask
03
Uses a quote from Thomas Jefferson to frame the underperformance as a lack of honesty/transparency.expose_contradiction
04
Uses a puzzle piece metaphor to represent the 'hodgepodge' nature of the business segments.name_villain
05
The slide uses a callout to emphasize that royalty revenue should have low expenses, making the operating loss even more notable.expose_contradiction
06
Uses a side-by-side bar chart comparison to highlight the inefficiency of revenue growth relative to cost growth.expose_contradiction
07
Uses a visual metaphor of predator/prey to illustrate financial loss.expose_contradiction
08
The scale metaphor is used to visually represent the 'weighing in' of the market.diagnose_problem
09
Uses a causal arrow to link activist pressure to corporate policy change.expose_contradiction
10
Uses a visual metaphor (Pinocchio) to frame the company's management as untrustworthy.expose_contradiction
11
Uses a callout box to provide a cynical interpretation of the company's stated profitability targets.expose_contradiction
Open slide detailBeat · The Monster
12
Uses a high-jump metaphor to illustrate the gap between management performance and shareholder expectations.name_villain
Open slide detailBeat · The Monster
13
The red box highlights the royalty revenue column, and the callout explains the implication of these specific revenue streams.expose_contradiction
Open slide detailBeat · The Monster
14
Uses a timeline framework to illustrate the lack of independent director engagement.expose_contradiction
Open slide detailBeat · The Monster
15
Uses a 'Not true!' callout to visually emphasize the contradiction.expose_contradiction
Open slide detailBeat · The Monster
16
Uses a callout box to speculate on the implications of the board's governance process.expose_contradiction
Open slide detailBeat · The Monster
17
Uses a visual metaphor (ostrich with head in sand) to imply willful ignorance or negligence by the board.name_villain
Open slide detailBeat · The Monster
18
Uses a famous misattributed quote to frame the management's strategy as futile.expose_contradiction
Open slide detailBeat · The Monster
19
The image is a satirical cartoon illustrating the disconnect between board members and shareholder capital.propose_solution
Open slide detailBeat · The Struggle
20
The slide uses a timeline-like structure to demonstrate historical success.illustrate_case
21
Uses a cartoon metaphor of a Spartan warrior (Sarissa) being denied entry to a house (Alkermes).expose_contradiction
22
Uses a news release snippet as evidence to invalidate a counter-argument.preempt_rebuttal
23
Uses callouts to highlight specific roles (Biogen Director, Candidate's employer) within the email text.expose_contradiction
24
Uses a callout box to link a specific text point to a financial impact.expose_contradiction
25
The slide uses a direct quote from a regulatory filing to expose operational failure.expose_contradiction
26
Uses a visual metaphor (lemonade stand) to mock the scale of the target company's operations.name_villain
Open slide detailBeat · The Struggle
27
Uses red boxes to highlight the name 'Dr. Sarah Schlesinger' in both email texts and a large yellow callout box to emphasize the contradiction.expose_contradiction
Open slide detailBeat · The Struggle
28
Uses an ambulance-chaser metaphor (ambulance illustration) to characterize the law firm.preempt_rebuttal
Open slide detailBeat · The Struggle
29
Uses a numbered list format to systematically dismantle the opposition's argument.preempt_rebuttal
Open slide detailBeat · The Struggle
30
Uses a causal chain diagram to frame the narrative of a principled stand against legal exploitation.expose_contradiction
Open slide detailBeat · The Struggle
31
The slide uses a narrative structure to link a specific individual's past regulatory/legal issues to their current role as an independent director.expose_contradiction
Open slide detailBeat · The Victory
33
Uses a famous quote about insanity to critique the board's decision to keep the CEO.name_villain
Open slide detailBeat · The Victory
34
Uses a direct quote from the company's proxy statement to highlight the mismatch in board composition.expose_contradiction
Open slide detailBeat · The Victory
35
The slide uses a 'villain' framing by linking the nominee to the incumbent management team.introduce_nominees
Open slide detailBeat · The Victory
36
Includes specific voting instructions for nominees, compensation, and other proposals.closing_ask
Open slide detailBeat · The Victory