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236,071-236,100 of 303,780

filter-aware
07
The chart uses a red vertical arrow to quantify the 132-point gap between the market and Pfizer.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
08
The chart uses a custom bridge structure to calculate total value lost by adding market cap decline and COVID benefit.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
09
The chart highlights LLY and NVO as GLP-1 participants; PFE is highlighted in a different color.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
11
Starboard Value | Activist Presentation Deck | 74 slidesStarboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
15
The slide uses a quote to highlight a specific management commitment, likely to be contrasted with later performance.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
16
The slide is used by Starboard Value to contrast Pfizer's historical R&D projections with current performance.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
17
The slide uses a table to track 15 specific drug programs, noting their therapeutic area, next steps, and timing, with symbols indicating status (check for approval, star for designation, box for negative data).Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
18
The slide uses a table to highlight specific programs that had already achieved approvals or failed (negative pivotal data) to challenge the company's narrative.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
21
Uses a screenshot of a news article as evidence of failure.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
Uses a red arrow annotation to emphasize the gap between projected 2030 sales and the blockbuster threshold.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
23
The slide uses a visual gap analysis to highlight the shortfall against a market benchmark.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
The slide uses a highlighted excerpt from a third-party report to undermine the company's R&D track record.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
27
The slide uses a direct quote from a press release to highlight a clinical trial failure.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
28
The slide uses a primary source excerpt to establish the clinical efficacy and subsequent commercial success of the drug.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
29
The slide uses a screenshot of a news article as evidence.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
30
The slide highlights a contradiction between the CEO's stated focus on innovation and the market's focus on shareholder return.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
32
Uses highlighted text to draw attention to specific claims within the quotes.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
33
The slide highlights the skepticism of Wall Street analysts regarding management's projections.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
34
Uses a 'villain critique' style to undermine management's R&D track record.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
35
The chart highlights the massive gap between company optimism and market reality.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
37
Starboard Value | Activist Presentation Deck | 74 slidesStarboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
38
The chart highlights Pfizer's underperformance relative to peers, including a specific callout for 'PFE Excl. COVID'.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
39
The chart uses a 'broken axis' visual style for the top two bars (LLY, NVO) to accommodate their significantly higher growth rates.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
40
The chart uses a broken axis for the top two performers (NVO, LLY) to accommodate the scale.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
41
Starboard Value | Activist Presentation Deck | 74 slidesStarboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
42
The slide highlights the scale of capital allocation into M&A, framing it as a potential misuse of COVID-19 windfall cash.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
43
The slide uses a visual comparison to contrast the $70B spend against the $20.5B revenue target, implying poor capital allocation.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
44
The chart uses a red bar to emphasize the outlier status of the 'PFE Consolidated Deals (Mgmt)' metric.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
45
The slide uses a stacked bar chart to contrast company expectations ($20.5bn) against sell-side consensus ($13.3bn).Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
46
The chart highlights the discrepancy between management's valuation assumptions and consensus expectations.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit