{
  "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": 23,
  "pageCount": 41,
  "prevPage": 22,
  "nextPage": 24,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": "Uses callouts to highlight specific roles (Biogen Director, Candidate's employer) within the email text.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de075-3630-758c-9196-25f7a74eb952/23",
  "deckHref": "/decks/019de075-3630-758c-9196-25f7a74eb952",
  "deckJsonHref": "/decks/019de075-3630-758c-9196-25f7a74eb952.json",
  "deckAnchorHref": "/decks/019de075-3630-758c-9196-25f7a74eb952#slide-23",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.2,
        "x": 0.12,
        "y": 0.78
      },
      "kind": "callout",
      "text": "Candidate's employer",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "244428a3-9b35-47b2-916e-32bd5773685c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.08,
        "x": 0.39,
        "y": 0.285
      },
      "kind": "callout",
      "text": "Biogen Director",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8ffc6c87-5fbc-4a6b-b6d9-0563804c423b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.45,
        "x": 0.05,
        "y": 0.25
      },
      "kind": "image",
      "text": "Alkermes email 1",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "44cd5672-770b-47f7-bb18-35fb56ee2ba3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.45,
        "x": 0.5,
        "y": 0.25
      },
      "kind": "image",
      "text": "Alkermes email 2",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a05e539e-293e-4d4a-9a89-8f9a09180e91",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.3,
        "x": 0.05,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "Source: Email agreement between Alkermes management and Sarissa",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c8ecc388-8539-496d-b484-a8a0a3ccedfa",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.9,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "Alkermes conveniently ignored that it previously cleared a different Biogen director to become a director candidate",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7f96a8fe-8754-44e0-a25e-a4389c204b9e",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "ceo-quote-contradiction",
      "slug": null,
      "matchId": "605b4bc3-6e2c-4659-b461-dca7e4c47822",
      "evidence": "The slide explicitly highlights a contradiction between past email agreements and current company claims.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 30,
      "from": 19,
      "beatId": "de9e60d9-86bd-4a3a-8fc5-c59223e88b7f",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "The Struggle",
      "beatSlug": "overcoming-monster-the-struggle",
      "evidence": "Slides 19-30 present the struggle, highlighting the need for change and the obstacles to be overcome",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [
    {
      "to": 25,
      "from": 20,
      "name": "Voice Of Customer",
      "slug": "51-voice-of-customer",
      "bestFor": "Product strategy, customer experience, market research",
      "matchId": "1ae9ddc0-456d-49fa-8255-715d6bb417d4",
      "evidence": "The document presents Sarissa's nominees and their qualifications",
      "position": 1,
      "objective": "What do Sarissa's nominees bring to the table?",
      "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response",
      "confidence": 0.6,
      "description": "Let customer quotes and feedback drive the narrative and validate the insight"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}