{
  "docId": "019de074-64e0-72b5-95dc-6b8e1900a65c",
  "docSlug": "e9cde31d37f36a409801fcfa02a89d82",
  "documentTitle": "Sarissa Capital | Activist Presentation Deck | 37 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": 21,
  "pageCount": 37,
  "prevPage": 20,
  "nextPage": 22,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": "Uses cartoon imagery (mailbox, confused person, meeting table) to illustrate the logistical friction of the voting process.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de074-64e0-72b5-95dc-6b8e1900a65c/21",
  "deckHref": "/decks/019de074-64e0-72b5-95dc-6b8e1900a65c",
  "deckJsonHref": "/decks/019de074-64e0-72b5-95dc-6b8e1900a65c.json",
  "deckAnchorHref": "/decks/019de074-64e0-72b5-95dc-6b8e1900a65c#slide-21",
  "components": [
    {
      "bbox": {
        "h": 0.1,
        "w": 0.35,
        "x": 0.53,
        "y": 0.275
      },
      "kind": "callout",
      "text": "Meeting Date: February 28, 2023",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4f40143a-fe94-465b-90c3-ef08b44baa4e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.35,
        "x": 0.14,
        "y": 0.275
      },
      "kind": "callout",
      "text": "Cut-off date for votes practically is February 21, 2023",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "76546267-8ee4-43c3-a7e4-febc46af3263",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.84,
        "x": 0.08,
        "y": 0.7
      },
      "kind": "callout",
      "text": "As shareholders realize, shortening the period to collect votes disenfranchises frustrated shareholders by making their votes harder to count",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dfec18e0-635e-443d-9b6f-15052d3b6058",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.2,
        "x": 0.6,
        "y": 0.4
      },
      "kind": "image",
      "text": null,
      "attrs": null,
      "subkind": "illustration",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5388972a-601f-4ae0-ae26-220cb27266a9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.15,
        "x": 0.23,
        "y": 0.4
      },
      "kind": "image",
      "text": null,
      "attrs": null,
      "subkind": "illustration",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f21fa036-6c64-4566-83cf-32d54515d753",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.9,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "Amarin’s deadline for votes ~1 week before the meeting makes it difficult to collect and count all shareholder votes",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c68dc79f-4879-4604-8875-84c2b024e572",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "expose_contradiction",
      "slug": null,
      "matchId": "d309d14a-0480-47e1-b511-dca06f84a461",
      "evidence": "Highlights the conflict between the voting deadline and the ability of shareholders to participate.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 27,
      "from": 2,
      "beatId": "aac252d2-ccd4-496e-8536-7eabed61a932",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "The Monster (Amarin's failures)",
      "beatSlug": "overcoming-monster-the-monster",
      "evidence": "Slides 2-27 expose contradictions and failures of Amarin's management and board",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": "Hook",
      "parentBeatSlug": "hook"
    },
    {
      "to": 25,
      "from": 17,
      "beatId": "4b358a1c-497c-4d1c-85e2-f66b94b59f9f",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "The Struggle (Sarissa's engagement)",
      "beatSlug": "overcoming-monster-the-struggle",
      "evidence": "Slides 17-25 describe Sarissa's engagement with Amarin and the company's responses",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}