{
  "docId": "019de074-640b-7614-ba57-564b2e029ae4",
  "docSlug": "dcb04f24edfbf49f2d2db8f66e75d66c",
  "documentTitle": "Sarissa Capital | Activist Presentation Deck | 109 slides",
  "authorId": "sarissa-capital",
  "authorName": "Sarissa Capital",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2023-02-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 12,
  "pageCount": 109,
  "prevPage": 11,
  "nextPage": 13,
  "slideType": "peer_gap",
  "function": "expose_gap",
  "density": "sparse",
  "nDataPoints": 3,
  "notes": "The slide uses a visual gap analysis to emphasize the divergence between the company's stock and the broader sector index.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de074-640b-7614-ba57-564b2e029ae4/12",
  "deckHref": "/decks/019de074-640b-7614-ba57-564b2e029ae4",
  "deckJsonHref": "/decks/019de074-640b-7614-ba57-564b2e029ae4.json",
  "deckAnchorHref": "/decks/019de074-640b-7614-ba57-564b2e029ae4#slide-12",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.2,
        "x": 0.68,
        "y": 0.58
      },
      "kind": "callout",
      "text": "Difference of 105.5%",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0bf1df23-cc5d-488e-9681-3f5ec05e3037",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.55,
        "x": 0.15,
        "y": 0.25
      },
      "kind": "chart",
      "text": "Price Performance since Vascepa Outcomes Label Expansion on December 13, 2019",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "728aeab1-71a9-4a4b-a697-30d64ec7b5e3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.3,
        "x": 0.03,
        "y": 0.9
      },
      "kind": "source-note",
      "text": "*Price return calculated between Dec 13, 2019 and Jan 31, 2023",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "300e33e7-518f-4b74-b59a-234d71a083cd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.85,
        "x": 0.07,
        "y": 0.07
      },
      "kind": "title",
      "text": "Amarin has massively underperformed the biotech index since label expanded to include outcomes benefit",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a95c4160-c3ed-4a7c-a6b7-58a6031c2da4",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "comparison_frame",
      "slug": null,
      "matchId": "ff9e720a-de8c-455f-a382-42a0d92b43d4",
      "evidence": "Direct comparison of AMRN vs IBB performance over a specific time period.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 13,
      "from": 1,
      "beatId": "1d909efc-b320-48f6-8051-84e2a877a586",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Problem",
      "beatSlug": "problem-agitate-solution-problem-identify-pain",
      "evidence": "The deck identifies the problem of Amarin's poor stock performance and destruction of shareholder value",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [
    {
      "to": 13,
      "from": 11,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "bdcc96a2-e155-4176-af95-ba0775a34afb",
      "evidence": "The deck highlights the significant losses incurred by Amarin shareholders due to the company's poor performance",
      "position": 0,
      "objective": "What is the cost of inaction for Amarin 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"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}