slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 26,161-26,190
Pages 10,128
Rows per page 30
Component
26,161-26,190 of 303,834
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 2 hits
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
Activist deck Activist investor 2 hits
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 2 hits
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 2 hits
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 2 hits
91
The slide uses a before-and-after comparison to highlight management inconsistency.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
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 2 hits
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 2 hits
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 2 hits
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 2 hits
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 2 hits
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 2 hits
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 2 hits
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 2 hits
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 2 hits
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 2 hits
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 2 hits
113
Uses screenshots of news articles as evidence of public and regulatory sentiment.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
116
Uses a timeline framework to highlight management's shifting narrative.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
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 2 hits
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 2 hits
125
Uses a timeline to contrast historical launch frequency with projected future requirements.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
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 2 hits
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 2 hits
129
Uses a Gordon Growth Method for terminal value calculation.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
133
Uses a waterfall-bridge style chart to illustrate the gap between base case and historical performance.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
136
This is a classic 'preempt rebuttal' slide used by activist investors to undermine management's optimistic projections.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits