45 IBD presentation 2008 Tercica Inc Lehman Brothers 1

-ibd-presentation-2008-tercica-inc-lehman-brothers-1 · 2008-01

arc beats above · slides in the middle · loops below · scroll → 3 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 14 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 7 hits

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50% 1/2 slides

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100% 2/2 slides

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Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 8 hits

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50% 1/2 slides 50% 1/2 slides 100% 2/2 slides 100% 2/2 slides Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 5 hits

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50% 1/2 slides 50% 1/2 slides 100% 2/2 slides 100% 2/2 slides Financials 8 slides 100% 8/8 slides 100% 8/8 slides · 40 hits

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12.5% 1/8 slides 12.5% 1/8 slides 100% 8/8 slides

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Slide inventory

every slide · same image gating as the playbook

front_matter

Open slide detail

front_matter

Open slide detail

front_matter

Open slide detail

transition

Open slide detailBeat · Problem

The slide outlines the agenda for the discussion, focusing on strategic alternatives, company outlook, valuation, and timing.front_matter

Open slide detailBeat · Problem

Includes valuation bridge, premia analysis, EV/Revenue multiples, and a 2-year stock price chart with volume.analyze_data

Open slide detailBeat · Market SizeLoop · Mece Breakdown

Lehman Brothers slide, likely from an M&A advisory deck.compare_peers

Open slide detailBeat · Market SizeLoop · Mece Breakdown

transition

Open slide detail

Includes a specific 'Dolphin Indication of Interest' price point and a 2-year average price marker.compare_peers

Open slide detail

Includes a pie chart for ratings, a bar chart for target prices, and two text boxes for bullish/bearish commentary.analyze_data

Open slide detail

Includes a legend explaining color-coded variance between management estimates and Wall Street averages.analyze_data

Open slide detail

The slide presents a multi-scenario financial model comparing revenue and net income outcomes.analyze_data

Open slide detailBeat · Financials

Includes an annotation highlighting an estimated Q1/Q2 financing requirement for 2009.analyze_data

Open slide detailBeat · Financials

The slide uses a numbered legend system to map specific events to a timeline grid.plan_implementation

Open slide detailBeat · Financials

The slide uses a grouped bar chart to compare NPV/Share outcomes across two time periods, two POS scenarios (40% vs 60%), and two discount rates (15% vs 20%).analyze_data

Open slide detailBeat · Financials

Includes a table of CAGR sensitivities and a detailed data table for projected share prices and present values at 15% and 20% discount rates.analyze_data

Open slide detailBeat · Financials

Includes detailed footnotes regarding stock options, RSUs, debt, and discount rates.analyze_data

Open slide detailBeat · Financials

Includes a sensitivity table for CAGR and a detailed table of projected share prices and present values at 15% and 20% discount rates.analyze_data

Open slide detailBeat · Financials

Includes a table of CAGR sensitivities and a detailed table of projected share prices and present values at 15% and 20% discount rates.analyze_data

Open slide detailBeat · Financials

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Open slide detailBeat · SolutionLoop · Expert Witness

Includes specific valuation benchmarks against a current price of $5.63 and an indication of interest at $8.00.cite_precedent

Open slide detailBeat · SolutionLoop · Expert Witness

Includes EV/Revenue multiples for 2008-2011 based on Street Data and Management Adjusted Base.analyze_data

Open slide detailLoop · Waterfall Value

Includes a list of peer companies and a separate section for 'T-Bird' (Thunderbird) scenarios.compare_peers

Open slide detailLoop · Waterfall Value

Includes summary statistics (Max, Mean, Median, Min) at the bottom of the table.cite_precedent

Open slide detailLoop · Waterfall Value

transition

Open slide detail

Includes company logos and financial data for 11 potential acquirors.compare_peers

Open slide detail

This slide outlines specific legal and contractual constraints (standstill, veto rights, change of control clauses) governing the relationship between Dolphin acite_precedent

Open slide detail

Includes footnotes regarding market information and conversion methodology.analyze_data

Open slide detail