Contrarian Corpus
activist letter initial thesis
2016-04-08 · 5 pages

Depomed, Inc. DEPO

Depomed's board is entrenching itself via a California-to-Delaware reincorporation and rejected Horizon's premium bid; Starboard seeks a special meeting to replace directors and explore a sale.

N 3 Narrative
V 2 Visual
C 1 Craft
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Thesis

Starboard Value, a 9.8% shareholder, argues Depomed is deeply undervalued and the board has repeatedly entrenched itself at shareholders' expense. In July 2015 the board rejected Horizon Pharma's unsolicited $29.25/share offer (later raised to $33.00) at a 42% premium, adopted a 10% poison pill and onerous special-meeting bylaws, and pursued a Janssen-related lawsuit that cost shareholders $11.9 million in legal fees; the stock has since fallen 56% to $15.00. Now the board proposes reincorporating from California to Delaware with buried provisions that raise the special-meeting threshold to 25%, eliminate shareholders' ability to remove directors at a special meeting, and hand the board sole discretion over timing. Starboard has filed a Record Date Request Notice, nominated six director candidates, and demands board change to preserve shareholder rights and explore a sale.

SCQA

Situation

Depomed is a specialty pharmaceutical company whose board, following Horizon Pharma's 2015 unsolicited acquisition approach, has repeatedly adopted defensive bylaws and a poison pill to block shareholder input on strategic alternatives.

Complication

The board rejected Horizon's $33/share bid, pursued costly litigation, and is now pushing a California-to-Delaware reincorporation with buried provisions that gut shareholders' right to call special meetings and remove directors.

Resolution

Starboard has filed a Record Date Request Notice to call a special meeting, nominated six director candidates, and urges shareholders to oppose the Reincorporation Proposal so a sale and capital discipline can be pursued.

Reward

No explicit price target is given, but Horizon's $33 bid versus the $15 current price implies upside of over 120% if a board change enables a sale or better capital allocation.

The three reasons

  1. 1

    Board rejected Horizon's $33/share offer; stock has since fallen 56% to $15

  2. 2

    Reincorporation Proposal buries provisions raising special-meeting threshold to 25% and blocking director removal

  3. 3

    Ill-advised Horizon lawsuit cost shareholders $11.9M and deprives them of strategic acquirers

Primary demands

  • Withdraw or substantially amend the California-to-Delaware Reincorporation Proposal
  • Call a special meeting of shareholders to replace board members
  • Cease entrenchment tactics (poison pill, onerous special-meeting bylaws)
  • Drop the Horizon/Janssen lawsuit that deprives shareholders of strategic acquirers
  • Explore a sale of the Company given operating, financial and tax synergies
  • Halt acquisition ambitions given levered capital structure and expensive debt
  • Rationalize R&D and improve capital allocation

KPIs cited

Starboard ownership stake
~9.8% of outstanding Depomed shares
Horizon initial offer / premium
$29.25/share all-stock, 42% premium to $20.64 close on July 6, 2015
Horizon revised offer
$33.00/share (withdrawn November 2015 after injunction)
Stock price decline
56% decline from $33.74 high (July 21, 2015) to $15.00 on April 7, 2016
Horizon defense legal fees
~$11.9 million paid by Depomed in 2015
Special-meeting solicitation threshold
Would rise from 10% (California) to 25% (Delaware) under Reincorporation Proposal
Director slate
Six nominees (five Starboard investment professionals)

Pattern membership

Where this document fits across the library's 12 rhetorical / structural patterns.

Precedents cited

  • Horizon Pharma 2015 unsolicited bid and special-meeting consent solicitation
  • ISS and Glass Lewis recommendations supporting Horizon's special meeting (Sept 2015)

Notable slides (2)

Notes

Plain-text letter on Starboard letterhead, signed by Jeffrey C. Smith; announces Record Date Request Notice and simultaneous nomination of six director candidates (five Starboard professionals). Strong governance/entrenchment narrative leveraging ISS and Glass Lewis quotes and the Horizon withdrawn bid as implicit valuation anchor. Letter promises follow-up materials with more detail on value-creation opportunities. No charts, no sum-of-parts, no explicit target price.