{
  "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": 27,
  "pageCount": 109,
  "prevPage": 26,
  "nextPage": 28,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": "Uses a bomb icon to emphasize the 'disruptive' nature of the risk.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de074-640b-7614-ba57-564b2e029ae4/27",
  "deckHref": "/decks/019de074-640b-7614-ba57-564b2e029ae4",
  "deckJsonHref": "/decks/019de074-640b-7614-ba57-564b2e029ae4.json",
  "deckAnchorHref": "/decks/019de074-640b-7614-ba57-564b2e029ae4#slide-27",
  "components": [
    {
      "bbox": {
        "h": 0.2,
        "w": 0.12,
        "x": 0.8,
        "y": 0.72
      },
      "kind": "image",
      "text": "bomb icon",
      "attrs": null,
      "subkind": "illustration",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "93c97535-99de-4ebe-9550-54e7dcd5b023",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.07,
        "w": 0.86,
        "x": 0.07,
        "y": 0.63
      },
      "kind": "legend",
      "text": "In the United States, we face increasing competition from generic drug companies in the near term and our revenues and results of operations could be materially and adversely affected.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ea8813d7-3a27-43a4-aa42-0544f6dcdfd0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.42,
        "x": 0.07,
        "y": 0.27
      },
      "kind": "paragraph",
      "text": "Amarin 10-Q (November 2021) – Risk Factors",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c1d58044-b455-40c2-936d-9c9f7d2a85d7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.86,
        "x": 0.07,
        "y": 0.355
      },
      "kind": "table",
      "text": "Summary Risk Factors: Our business is subject to numerous risks... We are substantially dependent upon VASCEPA... In the United States, we face increasing competition from generic drug companies...",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "407f49f5-b76b-4864-813f-26dd24c7e7a1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.86,
        "x": 0.07,
        "y": 0.07
      },
      "kind": "title",
      "text": "Amarin fully understood the disruptive potential from increasing generic competition",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f0773995-0927-4f98-8172-df1d976b1adf",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "fraud-exposure",
      "slug": null,
      "matchId": "2ab6cd33-c30c-4bb6-a59e-79010f86a08f",
      "evidence": "Highlighting a company's own risk disclosures to contradict their current narrative or performance.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 63,
      "from": 14,
      "beatId": "98f8728e-8e6f-4524-abbe-b936d0ae5c62",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Agitate",
      "beatSlug": "problem-agitate-solution-agitate-make-it-worse",
      "evidence": "The deck agitates the problem by highlighting Amarin's poor management decisions and lack of alignment with shareholder interests",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}