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Matching slides 78,129
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49,201-49,230 of 78,129
05
The slide uses a dual-axis chart to visually suggest a causal link between vaccine rollout and reduced mortality.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
06
The slide uses a green dashed oval to highlight the incremental FCF generated in 2021 and 2022 relative to the 2020 baseline.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
07
The chart uses a red vertical arrow to explicitly quantify the 132 percentage point underperformance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
08
The slide uses a custom bridge visualization to calculate total value lost by combining share price decline and COVID benefit adjustments.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
09
The chart highlights LLY and NVO as outliers due to GLP-1 participation. Pfizer is shown in green to distinguish it from the peer group.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
12
The chart uses a dashed red line to indicate the peer median of 46 drugs. Pfizer is highlighted with a dashed green box.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
The slide uses a callout to highlight that royalties were donated, framing the divestment as a negative financial outcome.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
22
The slide uses a visual gap analysis to demonstrate underperformance against a market benchmark.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
23
The slide uses a visual gap analysis to demonstrate that the drug will underperform relative to the blockbuster benchmark.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
33
The slide highlights the gap between internal management targets and external market expectations.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
35
The chart uses a broken axis or truncated scale for the $10,000 bar to fit the visual.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
36
The slide uses a grouped bar chart to contrast the revenue growth of two specific competitors (LLY and NVO) in the GLP-1 space.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
38
The chart highlights Pfizer's projected decline compared to positive growth across most peers.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
39
The chart uses a blue dashed line to indicate the peer median of 51%. Pfizer and Pfizer Excl. COVID are highlighted in red.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
40
The chart uses a broken axis for the top two bars (NVO, LLY) to accommodate high values.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
42
The slide uses a bracket to aggregate the total investment value.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
43
The slide uses a stacked bar chart to visualize the gap between acquisition costs and projected revenue, implying poor capital allocation.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
44
The chart highlights the 'PFE Consolidated Deals (Mgmt)' as an outlier in red compared to the 10-year median.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
45
The chart uses a stacked bar format to compare company projections against analyst consensus, highlighting a $7.2B discrepancy.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
46
The chart highlights a 10-year median of 2.4x, with Pfizer's recent deals (3.3x and 5.1x) significantly exceeding this benchmark.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
47
The slide uses a simple arithmetic bridge to show how different multiples (2.4x, 3.3x, 3.5x) applied to $13.3B in sales result in different implied values, compared against current market valuations.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
53
The chart highlights Pfizer (PFE) and PFE Excl. COVID in red, while peers are in dark blue. A dashed line indicates the peer median of 77%.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
55
The slide uses a visual comparison to cast doubt on management's 2023 guidance by contrasting it with the high performance of previous years.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
56
The slide is from a Starboard Value presentation critiquing Pfizer's management. It uses a bar chart to illustrate the expected trajectory of doses sold vs. doses used.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
57
The slide uses a red color for the actuals bar and the gap annotation to emphasize the negative performance.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
58
The slide uses red bars to emphasize the negative performance and missed guidance.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
59
Uses a waterfall-style gap annotation to emphasize the magnitude of the earnings miss.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
63
The chart uses a red vertical arrow to quantify the 132-point underperformance gap.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
66
The chart uses a broken axis for the top two performers (NVO, LLY) to accommodate the scale.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
13
The chart uses a broken axis for the ORCL bar. The 'Rule of 50' is a common SaaS performance metric.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Ultimate Achievement1 hit