{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 3486, "pageSize": 60, "pageCount": 5333, "rows": [ { "docId": "019de075-3630-758c-9196-25f7a74eb952", "docSlug": "7e832f58890c6d5f3f05fff919c18d79", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 41 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 36, "slideType": "closing_ask", "function": "closing_ask", "notes": "Includes specific voting instructions for nominees, compensation, and other proposals.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-3630-758c-9196-25f7a74eb952/36", "deckHref": "/decks/019de075-3630-758c-9196-25f7a74eb952", "deckAnchorHref": "/decks/019de075-3630-758c-9196-25f7a74eb952#slide-36", "loopMatches": [], "arcBeatMatches": [ { "to": 37, "from": 31, "beatId": "5b3b49d1-1736-443d-be8c-e26f8cc17d1c", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "The Victory", "beatSlug": "overcoming-monster-the-victory", "evidence": "Slides 31-37 present the victory, highlighting the solution and the benefits of Sarissa's nominees", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-3630-758c-9196-25f7a74eb952", "docSlug": "7e832f58890c6d5f3f05fff919c18d79", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 41 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 37, "slideType": "closing_ask", "function": "state_next_steps", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-3630-758c-9196-25f7a74eb952/37", "deckHref": "/decks/019de075-3630-758c-9196-25f7a74eb952", "deckAnchorHref": "/decks/019de075-3630-758c-9196-25f7a74eb952#slide-37", "loopMatches": [], "arcBeatMatches": [ { "to": 37, "from": 31, "beatId": "5b3b49d1-1736-443d-be8c-e26f8cc17d1c", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "The Victory", "beatSlug": "overcoming-monster-the-victory", "evidence": "Slides 31-37 present the victory, highlighting the solution and the benefits of Sarissa's nominees", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-3630-758c-9196-25f7a74eb952", "docSlug": "7e832f58890c6d5f3f05fff919c18d79", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 41 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 38, "slideType": "appendix_disclosure", "function": "state_next_steps", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-3630-758c-9196-25f7a74eb952/38", "deckHref": "/decks/019de075-3630-758c-9196-25f7a74eb952", "deckAnchorHref": "/decks/019de075-3630-758c-9196-25f7a74eb952#slide-38", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-3630-758c-9196-25f7a74eb952", "docSlug": "7e832f58890c6d5f3f05fff919c18d79", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 41 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 39, "slideType": "appendix_disclosure", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-3630-758c-9196-25f7a74eb952/39", "deckHref": "/decks/019de075-3630-758c-9196-25f7a74eb952", "deckAnchorHref": "/decks/019de075-3630-758c-9196-25f7a74eb952#slide-39", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-3630-758c-9196-25f7a74eb952", "docSlug": "7e832f58890c6d5f3f05fff919c18d79", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 41 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 40, "slideType": "appendix_disclosure", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-3630-758c-9196-25f7a74eb952/40", "deckHref": "/decks/019de075-3630-758c-9196-25f7a74eb952", "deckAnchorHref": "/decks/019de075-3630-758c-9196-25f7a74eb952#slide-40", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-3630-758c-9196-25f7a74eb952", "docSlug": "7e832f58890c6d5f3f05fff919c18d79", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 41 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 41, "slideType": "appendix_disclosure", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-3630-758c-9196-25f7a74eb952/41", "deckHref": "/decks/019de075-3630-758c-9196-25f7a74eb952", "deckAnchorHref": "/decks/019de075-3630-758c-9196-25f7a74eb952#slide-41", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": "https://imgproxy.kitesheet.com/P91VlKSMRzuuvclLGY-aaZRuJVP6txtWhjK6TZ-vzEM/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMDg4MDcxYTMzNzE4Yzc3MTcxNjYxM2JhYjA4Y2IyOC9wMDAxLmpwZw", "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/1", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-1", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": "https://imgproxy.kitesheet.com/xMlfaJgVqHcokP1Yqu9Tc8NWe279TA2Au7HQrW8qMpg/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMDg4MDcxYTMzNzE4Yzc3MTcxNjYxM2JhYjA4Y2IyOC9wMDAxLnBuZw", "thumbSrc": "https://imgproxy.kitesheet.com/_MGe3sEfze2YSXmmsswmpeQPg2nmRgZmH2bgLiEYYc8/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMDg4MDcxYTMzNzE4Yzc3MTcxNjYxM2JhYjA4Y2IyOC9wMDAxLmpwZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/TJoPaPbt28waIl9MK2piESOFkGJXHpljc8nxoB9DVl4/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9lMDg4MDcxYTMzNzE4Yzc3MTcxNjYxM2JhYjA4Y2IyOC9wMDAxLnBuZw" }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 2, "slideType": "executive_summary", "function": "establish_context", "notes": "Slide 2 of an activist deck by Sarissa Capital.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/2", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-2", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 3, "slideType": "problem_statement", "function": "diagnose_problem", "notes": "The slide uses a 2x2 grid layout to illustrate the lack of focus or scale in the company's business units.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/3", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-3", "loopMatches": [], "arcBeatMatches": [ { "to": 3, "from": 3, "beatId": "312815f3-23bb-454b-9788-e5fd8e135a40", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem Statement", "beatSlug": null, "evidence": "The document starts by stating the problem with Alkermes' current business model", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 4, "slideType": "valuation_reveal", "function": "show_valuation_bridge", "notes": "The slide uses a waterfall-style bridge to visualize the components of value (Net Cash, Commercial Franchise, Royalties, Manufacturing, Prudent R&D Spend) that contribute to the 'optimal' valuation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/4", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-4", "loopMatches": [ { "to": 20, "from": 4, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "8bf925c3-51e1-404f-a83d-6bb9b737c143", "evidence": "The document builds a logical chain of arguments to show the flaws in Alkermes' model", "position": 0, "objective": "To show the logical inconsistency in Alkermes' business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 5, "slideType": "key_messages", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/5", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-5", "loopMatches": [ { "to": 20, "from": 4, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "8bf925c3-51e1-404f-a83d-6bb9b737c143", "evidence": "The document builds a logical chain of arguments to show the flaws in Alkermes' model", "position": 0, "objective": "To show the logical inconsistency in Alkermes' business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 6, "slideType": "precedent_table", "function": "cite_precedent", "notes": "The slide uses a series of company logos and acquisition metrics to establish credibility.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/6", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-6", "loopMatches": [ { "to": 20, "from": 4, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "8bf925c3-51e1-404f-a83d-6bb9b737c143", "evidence": "The document builds a logical chain of arguments to show the flaws in Alkermes' model", "position": 0, "objective": "To show the logical inconsistency in Alkermes' business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 7, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/7", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-7", "loopMatches": [ { "to": 20, "from": 4, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "8bf925c3-51e1-404f-a83d-6bb9b737c143", "evidence": "The document builds a logical chain of arguments to show the flaws in Alkermes' model", "position": 0, "objective": "To show the logical inconsistency in Alkermes' business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 8, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a visual metaphor of a gap/chasm between the two parties.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/8", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-8", "loopMatches": [ { "to": 20, "from": 4, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "8bf925c3-51e1-404f-a83d-6bb9b737c143", "evidence": "The document builds a logical chain of arguments to show the flaws in Alkermes' model", "position": 0, "objective": "To show the logical inconsistency in Alkermes' business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 9, "slideType": "closing_ask", "function": "closing_ask", "notes": "Includes branding elements (Sarissa Capital logo and Spartan icon).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/9", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-9", "loopMatches": [ { "to": 20, "from": 4, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "8bf925c3-51e1-404f-a83d-6bb9b737c143", "evidence": "The document builds a logical chain of arguments to show the flaws in Alkermes' model", "position": 0, "objective": "To show the logical inconsistency in Alkermes' business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 10, "slideType": "executive_summary", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/10", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-10", "loopMatches": [ { "to": 20, "from": 4, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "8bf925c3-51e1-404f-a83d-6bb9b737c143", "evidence": "The document builds a logical chain of arguments to show the flaws in Alkermes' model", "position": 0, "objective": "To show the logical inconsistency in Alkermes' business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 11, "slideType": "comparison_table", "function": "compare_peers", "notes": "The slide uses a visual bridge to emphasize the delta between the two indices.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/11", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-11", "loopMatches": [ { "to": 20, "from": 4, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "8bf925c3-51e1-404f-a83d-6bb9b737c143", "evidence": "The document builds a logical chain of arguments to show the flaws in Alkermes' model", "position": 0, "objective": "To show the logical inconsistency in Alkermes' business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 12, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses a visual gap analysis to emphasize the underperformance of ALKS relative to its peers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/12", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-12", "loopMatches": [ { "to": 20, "from": 4, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "8bf925c3-51e1-404f-a83d-6bb9b737c143", "evidence": "The document builds a logical chain of arguments to show the flaws in Alkermes' model", "position": 0, "objective": "To show the logical inconsistency in Alkermes' business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 13, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart uses a visual bridge to emphasize the performance delta between the indices and ALKS.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/13", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-13", "loopMatches": [ { "to": 20, "from": 4, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "8bf925c3-51e1-404f-a83d-6bb9b737c143", "evidence": "The document builds a logical chain of arguments to show the flaws in Alkermes' model", "position": 0, "objective": "To show the logical inconsistency in Alkermes' business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 14, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a visual metaphor (roller coaster) to imply volatility and cyclical failure.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/14", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-14", "loopMatches": [ { "to": 20, "from": 4, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "8bf925c3-51e1-404f-a83d-6bb9b737c143", "evidence": "The document builds a logical chain of arguments to show the flaws in Alkermes' model", "position": 0, "objective": "To show the logical inconsistency in Alkermes' business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 15, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a dual-chart layout to highlight the divergence between operational success and market valuation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/15", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-15", "loopMatches": [ { "to": 20, "from": 4, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "8bf925c3-51e1-404f-a83d-6bb9b737c143", "evidence": "The document builds a logical chain of arguments to show the flaws in Alkermes' model", "position": 0, "objective": "To show the logical inconsistency in Alkermes' business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 16, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses visual framing (dashed boxes) to contrast revenue scale vs loss scale.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/16", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-16", "loopMatches": [ { "to": 20, "from": 4, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "8bf925c3-51e1-404f-a83d-6bb9b737c143", "evidence": "The document builds a logical chain of arguments to show the flaws in Alkermes' model", "position": 0, "objective": "To show the logical inconsistency in Alkermes' business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 17, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a satirical tone to frame the company's financial performance as incompetent.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/17", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-17", "loopMatches": [ { "to": 20, "from": 4, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "8bf925c3-51e1-404f-a83d-6bb9b737c143", "evidence": "The document builds a logical chain of arguments to show the flaws in Alkermes' model", "position": 0, "objective": "To show the logical inconsistency in Alkermes' business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 18, "slideType": "villain_critique", "function": "name_villain", "notes": "Uses a vivid analogy to frame capital allocation as wasteful.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/18", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-18", "loopMatches": [ { "to": 20, "from": 4, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "8bf925c3-51e1-404f-a83d-6bb9b737c143", "evidence": "The document builds a logical chain of arguments to show the flaws in Alkermes' model", "position": 0, "objective": "To show the logical inconsistency in Alkermes' business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 19, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a visual metaphor of predator/prey to emphasize the disparity between expenses and revenue.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/19", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-19", "loopMatches": [ { "to": 20, "from": 4, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "8bf925c3-51e1-404f-a83d-6bb9b737c143", "evidence": "The document builds a logical chain of arguments to show the flaws in Alkermes' model", "position": 0, "objective": "To show the logical inconsistency in Alkermes' business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 20, "slideType": "thesis_headline", "function": "state_demand", "notes": "The illustration uses a metaphor of Spartan-like figures guarding a treasure chest, likely representing the activist's role in protecting shareholder capital.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/20", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-20", "loopMatches": [ { "to": 20, "from": 4, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "8bf925c3-51e1-404f-a83d-6bb9b737c143", "evidence": "The document builds a logical chain of arguments to show the flaws in Alkermes' model", "position": 0, "objective": "To show the logical inconsistency in Alkermes' business model", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 21, "slideType": "executive_summary", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/21", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-21", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 22, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a cartoon character to mock the company's financial performance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/22", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-22", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 23, "slideType": "villain_critique", "function": "name_villain", "notes": "Uses a 'House That Pops Built' illustration to visually represent the company as unstable or poorly constructed.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/23", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-23", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 24, "slideType": "appendix_data", "function": "analyze_data", "notes": "The table highlights the financial dependency on specific royalty streams and their respective patent cliffs.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/24", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-24", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 25, "slideType": "thesis_headline", "function": "quantify_opportunity", "notes": "Uses a cartoon illustration to emphasize the 'easy money' narrative.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/25", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-25", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 26, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide argues that royalty revenue is essentially pure profit, contrasting it with the company's overall spending.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/26", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-26", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 27, "slideType": "comparison_table", "function": "compare_peers", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/27", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-27", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 28, "slideType": "kpi_overview", "function": "analyze_data", "notes": "The chart uses a red arrow to visually emphasize the growth trend.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/28", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-28", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 29, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a callout to explain why the S&M percentage is calculated against commercial revenues rather than total revenues.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/29", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-29", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 30, "slideType": "market_sizing", "function": "size_opportunity", "notes": "Uses a map-based visual to represent the scale of the target population relative to the company's reach.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/30", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-30", "loopMatches": [ { "to": 35, "from": 30, "name": "Analogy", "slug": "08-analogy", "bestFor": "Complex concepts, new markets, technical explanations for non-experts", "matchId": "b0bf76f5-53a6-4c03-9624-25bcdf15431b", "evidence": "The document uses analogies to compare Alkermes' model to others in the industry", "position": 1, "objective": "To compare Alkermes' commercialization model to larger pharmaceutical companies", "structure": "The Familiar Domain -> Key Parallel -> Applied to Our Situation -> Insight", "confidence": 0.6, "description": "Explain the unfamiliar through a well-understood parallel domain" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 31, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart uses red arrows to emphasize the valuation gap between Alkermes and larger peers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/31", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-31", "loopMatches": [ { "to": 35, "from": 30, "name": "Analogy", "slug": "08-analogy", "bestFor": "Complex concepts, new markets, technical explanations for non-experts", "matchId": "b0bf76f5-53a6-4c03-9624-25bcdf15431b", "evidence": "The document uses analogies to compare Alkermes' model to others in the industry", "position": 1, "objective": "To compare Alkermes' commercialization model to larger pharmaceutical companies", "structure": "The Familiar Domain -> Key Parallel -> Applied to Our Situation -> Insight", "confidence": 0.6, "description": "Explain the unfamiliar through a well-understood parallel domain" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 32, "slideType": "villain_critique", "function": "name_villain", "notes": "Uses a visual metaphor of paper bags containing pills to represent sales force efficiency.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/32", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-32", "loopMatches": [ { "to": 35, "from": 30, "name": "Analogy", "slug": "08-analogy", "bestFor": "Complex concepts, new markets, technical explanations for non-experts", "matchId": "b0bf76f5-53a6-4c03-9624-25bcdf15431b", "evidence": "The document uses analogies to compare Alkermes' model to others in the industry", "position": 1, "objective": "To compare Alkermes' commercialization model to larger pharmaceutical companies", "structure": "The Familiar Domain -> Key Parallel -> Applied to Our Situation -> Insight", "confidence": 0.6, "description": "Explain the unfamiliar through a well-understood parallel domain" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 33, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses red underlining to highlight key phrases in quotes; uses a callout box to synthesize the contradiction.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/33", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-33", "loopMatches": [ { "to": 35, "from": 30, "name": "Analogy", "slug": "08-analogy", "bestFor": "Complex concepts, new markets, technical explanations for non-experts", "matchId": "b0bf76f5-53a6-4c03-9624-25bcdf15431b", "evidence": "The document uses analogies to compare Alkermes' model to others in the industry", "position": 1, "objective": "To compare Alkermes' commercialization model to larger pharmaceutical companies", "structure": "The Familiar Domain -> Key Parallel -> Applied to Our Situation -> Insight", "confidence": 0.6, "description": "Explain the unfamiliar through a well-understood parallel domain" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 34, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a contrast between the physical assets (facilities) and the implied poor performance/uncertainty of the manufacturing business unit.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/34", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-34", "loopMatches": [ { "to": 35, "from": 30, "name": "Analogy", "slug": "08-analogy", "bestFor": "Complex concepts, new markets, technical explanations for non-experts", "matchId": "b0bf76f5-53a6-4c03-9624-25bcdf15431b", "evidence": "The document uses analogies to compare Alkermes' model to others in the industry", "position": 1, "objective": "To compare Alkermes' commercialization model to larger pharmaceutical companies", "structure": "The Familiar Domain -> Key Parallel -> Applied to Our Situation -> Insight", "confidence": 0.6, "description": "Explain the unfamiliar through a well-understood parallel domain" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 35, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a two-column layout to present evidence of operational failure.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/35", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-35", "loopMatches": [ { "to": 35, "from": 30, "name": "Analogy", "slug": "08-analogy", "bestFor": "Complex concepts, new markets, technical explanations for non-experts", "matchId": "b0bf76f5-53a6-4c03-9624-25bcdf15431b", "evidence": "The document uses analogies to compare Alkermes' model to others in the industry", "position": 1, "objective": "To compare Alkermes' commercialization model to larger pharmaceutical companies", "structure": "The Familiar Domain -> Key Parallel -> Applied to Our Situation -> Insight", "confidence": 0.6, "description": "Explain the unfamiliar through a well-understood parallel domain" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 36, "slideType": "problem_statement", "function": "diagnose_problem", "notes": "The slide uses a red dashed box to highlight the stagnation of revenue levels over the 5-year period.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/36", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-36", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 37, "slideType": "problem_statement", "function": "diagnose_problem", "notes": "Uses a seesaw visual metaphor to illustrate the imbalance between costs and revenue.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/37", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-37", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 38, "slideType": "propose_solution", "function": "propose_solution", "notes": "Uses a visual metaphor of transferring a factory icon to a larger cluster of factories to represent value unlocking.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/38", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-38", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 39, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a cartoon of Einstein to sarcastically frame the company's R&D strategy as incompetent.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/39", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-39", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 40, "slideType": "villain_critique", "function": "name_villain", "notes": "The chart uses a stacked bar format where the bottom segment represents R&D and the top represents the remainder of revenue, with percentages labeled.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/40", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-40", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 41, "slideType": "villain_critique", "function": "name_villain", "notes": "The slide uses a callout bracket to summarize total spend, framing the investment as a negative outcome for shareholders.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/41", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-41", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 42, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a callout box to interpret the press release text.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/42", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-42", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 43, "slideType": "villain_critique", "function": "name_villain", "notes": "The caricature depicts the CEO wearing a crown, implying arrogance or wastefulness.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/43", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-43", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 44, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses red dashed boxes and stamps to visually indicate program status (discontinued/spun out).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/44", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-44", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 45, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a visual metaphor of burning money to represent the failed acquisition value.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/45", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-45", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 46, "slideType": "villain_critique", "function": "name_villain", "notes": "Uses a cartoon character to mock management's spending habits.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/46", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-46", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 47, "slideType": "key_takeaways", "function": "summarize", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/47", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-47", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 48, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a sarcastic annotation about the Soviet Union to highlight the long tenure of the CEO.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/48", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-48", "loopMatches": [ { "to": 60, "from": 48, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "1e512f1a-100d-4df0-aa13-d0cb7ab19cde", "evidence": "The document emphasizes the consequences of not taking action to change Alkermes' board and model", "position": 2, "objective": "To highlight the cost of inaction for shareholders", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 49, "slideType": "villain_critique", "function": "name_villain", "notes": "Uses a famous literary parable to illustrate the 'fish in water' cognitive bias, implying the CEO is oblivious to the environment they created.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/49", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-49", "loopMatches": [ { "to": 60, "from": 48, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "1e512f1a-100d-4df0-aa13-d0cb7ab19cde", "evidence": "The document emphasizes the consequences of not taking action to change Alkermes' board and model", "position": 2, "objective": "To highlight the cost of inaction for shareholders", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 50, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a causal-chain/contrast structure to highlight management failure.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/50", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-50", "loopMatches": [ { "to": 60, "from": 48, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "1e512f1a-100d-4df0-aa13-d0cb7ab19cde", "evidence": "The document emphasizes the consequences of not taking action to change Alkermes' board and model", "position": 2, "objective": "To highlight the cost of inaction for shareholders", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 51, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses callout boxes to highlight the contradiction between two public statements.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/51", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-51", "loopMatches": [ { "to": 60, "from": 48, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "1e512f1a-100d-4df0-aa13-d0cb7ab19cde", "evidence": "The document emphasizes the consequences of not taking action to change Alkermes' board and model", "position": 2, "objective": "To highlight the cost of inaction for shareholders", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 52, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a 'villain' framing technique to highlight management inconsistency.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/52", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-52", "loopMatches": [ { "to": 60, "from": 48, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "1e512f1a-100d-4df0-aa13-d0cb7ab19cde", "evidence": "The document emphasizes the consequences of not taking action to change Alkermes' board and model", "position": 2, "objective": "To highlight the cost of inaction for shareholders", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 53, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a red arrow to visually connect the timeline of quotes to the summary callout.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/53", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-53", "loopMatches": [ { "to": 60, "from": 48, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "1e512f1a-100d-4df0-aa13-d0cb7ab19cde", "evidence": "The document emphasizes the consequences of not taking action to change Alkermes' board and model", "position": 2, "objective": "To highlight the cost of inaction for shareholders", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de075-36db-7707-8915-892fe9583948", "docSlug": "e088071a33718c771716613bab08cb28", "documentTitle": "Sarissa Capital | Activist Presentation Deck | 95 slides", "authorId": "sarissa-capital", "authorName": "Sarissa Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2023-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 54, "slideType": "villain_critique", "function": "name_villain", "notes": "Uses a 'Press for change' button metaphor to signal urgency.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/54", "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948", "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-54", "loopMatches": [ { "to": 60, "from": 48, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "1e512f1a-100d-4df0-aa13-d0cb7ab19cde", "evidence": "The document emphasizes the consequences of not taking action to change Alkermes' board and model", "position": 2, "objective": "To highlight the cost of inaction for shareholders", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 77, "from": 4, "beatId": "a83e7dc1-821d-4dd1-9d31-0dc7f5e2a605", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document repeatedly exposes contradictions in Alkermes' strategies and performance", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 76, "from": 20, "beatId": "e138ce19-87e9-4f77-98f8-9b0d2dd59e9c", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Alkermes' management and board, particularly CEO Pops", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }