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Campaigns / Starboard Value → Perrigo Company plc
Starboard Value vs. Perrigo Company plc

Perrigo Company plc · PRGO

1 deck published between 2016-09-12 and 2016-09-12 — 7 pages, 7 analysed slides total.

initial thesis

Timeline

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

  1. 2016-09-12 initial thesis

    Starboard Value Delivers Letter to Perrigo Company plc CEO

    7pp · letter

    Perrigo lost half its value after rejecting Mylan's $205 bid; divesting Rx and Tysabri royalty, fixing BCH margins, and restoring credibility can re-rate the stock to consumer-staples peers.