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Campaigns / Starboard Value → Pfizer Inc.
Starboard Value vs. Pfizer Inc.

Pfizer Inc. · PFE

2 decks published between 2024-10-01 and 2024-10-01 — 148 pages, 148 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. 2024-10-01 initial thesis

    2024 10 2024_Active Passive_Investor_Summit_ _Pfizer_Inc

    74pp · conference_presentation

    Pfizer squandered its $40bn COVID windfall on overpriced M&A while delivering almost none of the 15 promised blockbusters; the Board must hold management accountable.

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  2. 2024-10-01 initial thesis

    2024 10 Starboard Value Pfizer Healthcare Starboard Pfizer Presentation Oct 2024

    74pp · conference_presentation

    Pfizer destroyed $20-60bn of value since 2019 despite a $40bn COVID windfall; Starboard wants the board to hold Bourla accountable for peer-median R&D/M&A returns.