Pershing Square Activist Presentation Deck
Research Analysts Are Confident in Valeant's
Operating Model and the Strategic Combination
William Tanner, FBR; "Allergan Bid Upped Again, and Pershing Square Goes All In for Stock--
Looks Like a Best and Final Offer to Us", June 2, 2014:
"The CEO's extensive management consulting experience may
provide unique insight into how to best avoid mistakes made by larger
companies in the industry. For the last several years, since the
merger with Biovail, Valeant has executed on an ambitious business
development strategy that is unique among peers."
Lennox Gibbs, TD Securities; "Increased Clarity and a New Bid", May 29, 2014:
"We believe that Valeant is in a strong position, both with respect to
its base business and relative to the strategic growth opportunity that
exists across the Pharmaceutical industry"
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