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Campaigns / Elliott Management → Alexion Pharmaceuticals, Inc.
Elliott Management vs. Alexion Pharmaceuticals, Inc.

Alexion Pharmaceuticals, Inc. · ALXN

1 deck published between 2020-05-12 and 2020-05-12 — 10 pages, 10 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. 2020-05-12 follow up

    alexion

    10pp · letter

    Alexion's stand-alone strategy has failed — serial M&A missteps and a deep valuation discount mean the Board must pursue a sale now to unlock 40-50% upside for shareholders.