slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 73,201-73,230
Pages 3,950
Rows per page 30
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73,201-73,230 of 118,471
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
58
Uses CEO/CFO quotes as evidence to support the thesis that patent cliffs drive M&A activity.Bristol-Myers Squibb Company (BMY) · Starboard Value
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61
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
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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
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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
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67
The slide uses a combination of a quote/excerpt and a data table to build a case against the company's business practices.Bristol-Myers Squibb Company (BMY) · Starboard Value
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68
The slide uses a process-style arrow to show the transition from a list of challengers to specific settlement outcomes.Bristol-Myers Squibb Company (BMY) · Starboard Value
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69
The slide uses a stacked area chart to visualize the 'cliff' effect of patent expirations.Bristol-Myers Squibb Company (BMY) · Starboard Value
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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
74
Includes a waterfall-style bridge diagram showing the components of the BMY deal value.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
78
The slide uses a DCF model to cap the potential synergy value, explicitly noting that 100% cost elimination is unrealistic.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
79
Includes a waterfall-style bridge diagram comparing the $62B calculated value to the $75B management claim.Bristol-Myers Squibb Company (BMY) · Starboard Value
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80
The slide uses a waterfall-style logic to bridge the total synergy value into two distinct buckets (marketed vs pipeline).Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
81
Uses a waterfall-style bridge to reallocate synergies and expose the true cost of the pipeline.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
84
The slide uses a callout box to emphasize the short due diligence period relative to the size of the revenue bet.Bristol-Myers Squibb Company (BMY) · Starboard Value
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85
The slide uses a bar chart with a red arrow to highlight the 59% delta between the two figures.Bristol-Myers Squibb Company (BMY) · Starboard Value
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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
87
Uses a combination of a 10-K excerpt and a pie chart to highlight the discrepancy between industry reality and management's valuation assumptions.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
88
The slide uses a red dashed circle to highlight the 'Average Expected Revenue Per Product' metric as the key point of contention.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
89
Uses a timeline to visualize the gap between historical performance (3 launches in 15 years) and projected performance (10 launches in 8 years).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
91
The slide uses a before-and-after comparison to highlight management inconsistency.Bristol-Myers Squibb Company (BMY) · Starboard Value
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92
The slide uses a chronological sequence of screenshots to demonstrate the degradation of management's pipeline transparency.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
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94
The slide uses color-coding (red, orange, green) to categorize drug status, effectively visualizing the failure of management's previous projections.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit