"For example, it shows that Abbot, J&J, Merck, Pfizer, and others all tried and failed in their H3R programs for narcolepsy and excessive daytime sleepiness."
Callouts & quotes from 82+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"We typically find that excessive compensation, frequent shareholder dilution, and minimal insider alignment to be hallmarks indicative of stock promotions."
"The timeline provided by [L3] has the potential for disruption in schedule, due to the excessive time it takes to install an individual system."
"Can you possibly stretch? Can you possibly make excessive sleepiness narcolepsy? Can you possibly make it cataplexy? Can you possibly do that?"
"We are concerned with Zillow's excessive use of stock-based compensation (“SBC”); 115% of FY23 reported Adj. EBITDA was comprised of SBC."
"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"
"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"
"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"
"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"
"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"
"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"
"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"
"Shareholders frustrated by the excessive compensation and poor performance can VOTE AGAINST the compensation committee"
"Most DCD's have excessive warm ischemic time; organs deteriorate rapidly after 30 minutes and unrecoverable"
"A combination of factors are driving the excessive valuation discount, but they can be readily addressed"
"The Rollins Family Is Selling While ROL’s Valuation Is Excessive: We See 30% – 40% Downside Risk"
"The old model was excessively promotional, which hurt the JCP brand and complicated the company"
"Darden’s facilities are very impressive, but can management justify this excessive G&A spend?"
"Huntsman's CEO has accumulated excessive pension benefits compared to the Proxy Peers"
"Excessive equity issuance directly and adversely impacts common stockholders"
"ACAS has consistently paid excessive compensation for failed performance"
"This excessive SG&A spend is unacceptable and must be improved"