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Matching slides 110,471
Current window 68,281-68,310
Pages 3,683
Rows per page 30
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68,281-68,310 of 110,471

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55
Uses a bar chart to compare revenue concentration of blockbuster drugs and a stacked area chart to visualize the revenue decline of Celgene's portfolio.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
57
Uses a bar chart to illustrate the valuation gap and potential for multiple compression.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
61
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
62
The slide uses a line chart to contrast the revenue decay curves of small molecules vs biologics to argue that Celgene's portfolio is structurally vulnerable.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
63
The chart uses a waterfall-style visualization to show cumulative revenue loss over time.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
64
The slide uses a red trend line and callouts to highlight the frequency and magnitude of price hikes.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
66
Uses a 'guilt by association' framing to isolate the target company.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
71
Uses a screenshot of a Bristol-Myers slide to expose the contradiction.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
72
The slide uses a stacked bar chart to visualize the components of the deal value and a bulleted list to detail the specific DCF assumptions.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
73
The slide uses a stacked area chart to visualize the revenue cliff for Celgene's portfolio.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
75
Includes a table of DCF projections and a stacked bar chart illustrating the deal value components.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
76
Uses a table to highlight a logical impossibility (synergies > costs) to challenge management's valuation assumptions.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
86
The slide uses a series of small bar charts (indexed to 100) with arrows indicating direction of variance (red for negative, green for positive).Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
90
Uses a before-after framing to highlight the shift from non-specific bullishness to specific product hype.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
93
Uses a 'before-after' style critique of management guidance vs reality.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
96
Uses a combination of direct quotes and a bar chart to demonstrate the gap between management guidance and reality.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
99
The slide uses a screenshot of a Celgene presentation to highlight the company's 'blockbuster' claims, which the activist then challenges.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
100
Uses a combination of a bar chart and pull-quotes to highlight the gap between management's 'blockbuster' narrative and analyst reality.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
105
Uses CEO and President quotes to establish the baseline of management's public optimism.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
106
Uses a before-after framing to contrast management's pre-RTF optimism with post-RTF deflection.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
110
Uses a screenshot of a research report with a callout box to emphasize the contradiction.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
111
The slide uses a 'Competitive Landscape' map to visualize the density of ongoing research, contrasting the limited number of approved products with the high volume of pipeline candidates.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
113
Uses screenshots of news articles as evidence of public and regulatory sentiment.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
114
Uses a screenshot of a Celgene investor presentation to highlight the $3B peak sales claim.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
119
Uses a combination of a bar chart to show analyst variance and pull-quotes to show expert skepticism.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
121
The slide highlights the long-term cash burn associated with the Celgene acquisition pipeline.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
122
The chart uses a line graph to show NPV crossing the zero threshold at $15B revenue.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
123
The slide uses a numbered list to structure the argument, focusing on product failure, sales underperformance, and generic competition risks.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
125
Uses a timeline to contrast historical launch frequency with projected future requirements.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
127
The chart uses a waterfall-like logic to show value destruction based on the number of product failures.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit