{
  "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": 87,
  "pageCount": 95,
  "prevPage": 86,
  "nextPage": 88,
  "slideType": "villain_critique",
  "function": "name_villain",
  "density": "balanced",
  "nDataPoints": 1,
  "notes": "Uses a press release excerpt to expose a contradiction between the nominee's background and the company's current strategic direction.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de075-36db-7707-8915-892fe9583948/87",
  "deckHref": "/decks/019de075-36db-7707-8915-892fe9583948",
  "deckJsonHref": "/decks/019de075-36db-7707-8915-892fe9583948.json",
  "deckAnchorHref": "/decks/019de075-36db-7707-8915-892fe9583948#slide-87",
  "components": [
    {
      "bbox": {
        "h": 0.12,
        "w": 0.92,
        "x": 0.07,
        "y": 0.74
      },
      "kind": "callout",
      "text": "The value of 18 years of experience in oncology-focused drug development (to use Alkermes’ words) is now irrelevant except perhaps with the oncology spin",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "56e7bf46-888d-4a49-8043-e46852dfc594",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.57,
        "x": 0.07,
        "y": 0.26
      },
      "kind": "image",
      "text": "Alkermes Announces the Appointment of Richard Gaynor, M.D. and Andy Wilson to its Board of Directors and the Retirement of Director Floyd Bloom, M.D. DUBLIN, Sept. 13, 2019 /PRNewswire/ Dr. Gaynor, who currently serves as the President of Research & Development at Neon Therapeutics, brings 18 years of experience in oncology-focused industrial drug development in addition to a distinguished career in academic medicine. He is board-certified in internal medicine and medical oncology and hematology.",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ba78bef2-f239-40a0-84cd-395ab179ec23",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.92,
        "x": 0.07,
        "y": 0.12
      },
      "kind": "paragraph",
      "text": "a cancer specialist is no longer needed on the board as Alkermes refocuses on neuroscience",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9956e892-5c79-4a0b-8c0b-a407024fb561",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.15,
        "x": 0.03,
        "y": 0.94
      },
      "kind": "source-note",
      "text": "Source: Alkermes Press Release",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ebae0881-92aa-4376-a87d-0b2034cbf0fa",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.07,
        "w": 0.62,
        "x": 0.07,
        "y": 0.05
      },
      "kind": "title",
      "text": "DO NOT RE-ELECT RICHARD GAYNOR",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "80416876-8fc4-49fb-bc81-fcae3b390472",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "ceo-quote-contradiction",
      "slug": null,
      "matchId": "4fcc1357-5289-4607-81c6-68da8835f59f",
      "evidence": "Uses company's own press release to argue against the nominee's relevance.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 90,
      "from": 78,
      "beatId": "508263c0-b212-4c81-8ede-d6ef6527d6d9",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Propose Solution",
      "beatSlug": null,
      "evidence": "The document proposes a solution with Sarissa's board representation and nominees",
      "position": 3,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 95,
      "from": 86,
      "beatId": "dc742b3e-b9cc-448d-940c-ce79fb491a7c",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Closing Ask",
      "beatSlug": null,
      "evidence": "The document concludes with a clear call to action for investors to vote for Sarissa's nominees",
      "position": 4,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}