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Westwicke Blog

The Westwicke Blog is designed to deliver information and insights into the ever-changing world of investor relations and the capital markets, with a specific focus on the healthcare industry.

Rebranding? Here’s How to Communicate With Investors

Posted on August 2nd, 2017. Posted by

Rebranding the Right Way

Not long ago I was surprised to discover that a client of mine that had recently completed a rebranding effort had sent out some messaging to investors under its former name. It turns out that the company was still using its old name with some audiences.

In this case, the company had good reasons to hold onto the benefits of its old brand, so it retained it as a subsidiary to its newly named parent company. And that’s not unusual. Many well-known brands or and products are owned by corporate parents you’ve never heard of (just as many well-known corporations have low-profile subsidiaries or product lines).

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Answering Investors’ Awkward Questions: Stick to the Script

Posted on March 8th, 2017. Posted by

Answering Investors’ Awkward Questions: Stick to the Script

When you get a question from an investor or analyst that seems to be from out of left field, it makes you wonder what the underlying intention is. It may be that the questioner is just new to your story.

However, the questioner could also be heavily shorting your company or long your biggest competitor. The question could be awkwardly phrased or come across as a bit sneaky because the investor is trying to get you to elaborate on an answer or provide more detail on a topic than you have in the past.

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Three New Ways to Approach Your Earnings Call

Posted on September 7th, 2016. Posted by

3 New Ways to Approach Your Earnings Call

We’re often asked by clients and others for ideas on how to liven up their earnings calls. And that’s understandable. Nobody loves earnings calls. They’re tedious, repetitive, and (if things in your business are going as they should) they offer few surprises.

So the desire to make your earnings calls more compelling is certainly reasonable. Still, we always recommend that companies think carefully before they change any aspect of their usual call process just for the sake of change.

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The Four Essential Elements of the Optimized IR Website

Posted on May 11th, 2016. Posted by

Your company’s investor relations website is one of your most important tools for communicating with existing shareholders and attracting new ones. Yet too often the IR website is neglected, with outdated or irrelevant information, multiple versions of the same document, and obsolete design.

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How to Succeed at the J.P. Morgan Healthcare Conference

Posted on December 2nd, 2015. Posted by

The J.P. Morgan Healthcare Conference is a few weeks away, and just about every management team and major investor in the industry understands the crucial role this conference plays in bringing all sides together. Simply put, there is no more important single event of the year within the world of healthcare investing.

But things will be a bit different in San Francisco next month from what attendees have been used to. Over the past few years, with strong equity markets, picking winning investments was relatively easy. As a sea captain once said, a rising tide lifts all boats. But the pullback in the equity markets and uncertainty surrounding the IPO market has changed the climate in which the 2016 conference will take place.

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De-Stress Earnings Calls, Part 2: Earnings Call Etiquette

Posted on July 15th, 2015. Posted by

Earnings Calls pt2

Executives who are both passionate and informed can talk about their companies in great detail and at great length. There are certainly times when elaborate and extended presentations are appropriate. The earnings-day conference call, however, is not one of them.

Last week, we offered some tips on preparing for your earnings calls. Now here are three tips to help you execute an efficient and effective conference call while maintaining proper etiquette.

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Countdown to Investor Day

Posted on March 4th, 2015. Posted by

Countdown to Investor Day

Once you’ve made the decision to host an investor day, there are a few critical things to accomplish before announcing it publicly — namely, selecting the date, location, and speakers. A well-planned event is much more likely to be a well-attended event. How can you avoid mistakes and plan an effective investor day? Below, I share a few strategies.

Select the right date.
No one wants to send out a “save the date” announcement only to find out that most of your anticipated guests have a conflict.  Be careful to consider Wall Street conferences, previously scheduled investor days by companies your covering analysts also follow, and religious holidays. All of these have the potential to prompt an investor to make the tough decision to skip your event and just listen to a replay of the webcast.

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Must-Haves on Your Investor Day Guest List

Posted on August 20th, 2014. Posted by

An investor day is a perfect opportunity to get the public up to speed on your corporate story, but compiling the appropriate guest list can be tricky. Having coordinated nearly 100 investor days as a firm, we know exactly who you should be targeting to attract the perfect audience for your event.

Current shareholders and covering analysts
First, and perhaps most obvious, you should invite your current shareholders and your covering analysts. These two groups have a vested interest in understanding every aspect of your business and will be most engaged and active in the discussions during the event. Additionally, given their relationships with your company, this group will show the highest attendance rate.

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Why Do Some Analysts Go Rogue?

Posted on March 14th, 2014. Posted by

Senior management teams are very thoughtful about the financial guidance they provide the Street. Internal and external factors are considered and result in ranges that reflect the management team’s best estimates at the time they are provided. Given the amount of brainpower that goes into crafting the guidance, management teams often become frustrated when their analysts go “rogue” by publishing estimates outside of the guidance range. As a former analyst, I can tell you this happens for a variety of reasons.

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Plan Now for the J.P. Morgan Healthcare Conference

Posted on November 20th, 2013. Posted by

For 31 years running, the mosh-pit that is J.P. Morgan’s Healthcare Conference kicks off the new year. In addition to the more than 400 companies that officially present, the conference attracts countless other healthcare companies looking to meet with the investment community. It is also the only event that attracts sell-side analysts and investment bankers from all corners of Wall Street.

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Westwicke Enters Partnership with Consilium Strategic Communications

Announcing our exciting new partnership that extends the Westwicke Partners footprint internationally.

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