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Campaigns / Pershing Square → Valeant Pharmaceuticals International
Pershing Square vs. Valeant Pharmaceuticals International

Valeant Pharmaceuticals International · VRX

1 deck published between 2015-10-30 and 2015-10-30 — 39 pages, 0 analysed slides total.

follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2015-10-30 follow up

    2015 10 Pershing Square Valeant Third Presentation Oct 2015

    39pp · full_deck

    Citron's 'next Enron' attack on Valeant is a 1963 AmEx Salad Oil rerun — Philidor is ~7% of sales, the franchise is intact, and VRX at 7x cash EPS offers 60-215% upside.