Matching slides 118,471
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73,231-73,260 of 118,471

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Uses a side-by-side comparison table to highlight the gap between internal management hype and external analyst skepticism.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
97
The slide uses a waterfall-style annotation to highlight the $30 billion loss in shareholder value.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
98
The slide uses a table to systematically dismantle the credibility of management's revenue projections for the Celgene acquisition.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
101
Uses a Q&A excerpt from a 2019 conference to frame management's complacency.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
102
Uses screenshots of news articles to provide evidence of the company's past poor capital allocation and clinical failure.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
103
Uses news clippings as evidence to build a narrative of poor capital allocation or high-risk acquisition strategy.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
104
Uses a direct excerpt from a 10-K filing to establish the liability and a bar chart to establish the revenue expectation.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
108
The slide uses a combination of a logo grid for competitors and a series of pull-quotes to frame the product as facing an uphill battle.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
109
The slide uses a 'CEO quote contradiction' or 'authority citation' approach by leveraging Arena's own presentation materials to build the activist's case.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
115
The slide uses a 'yellow flags' metaphor to frame the management team as untrustworthy.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
116
Uses a timeline framework to highlight management's shifting narrative.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
117
The slide uses a timeline to frame the late entry as a strategic failure or disadvantage.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
118
Uses a combination of a line chart and qualitative quotes to build a bearish case on CAR-T commercial viability.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
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
124
Uses a waterfall-style bridge to decompose revenue expectations and contrast them with the reality of product development risk.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
126
The slide uses color-coding (red, yellow, green) to categorize drug status, effectively acting as a visual 'stoplight' framework for management credibility.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
128
Uses a waterfall-style bridge to illustrate the delta between management's case and analyst consensus.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
131
Uses a waterfall-style logic to bridge from base case to adjusted case, highlighting value destruction.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit