Considering an IPO? Read our eBook, Insider’s Guide to Going Public.Download Now

Westicke Partners IPO Advisory
Strategic Investor Relations
Independent Capital Markets Advice

Mobile Navigation

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.

Raising ATM Financing Requires Strategic Investor Relations

Posted on February 10th, 2016. Posted by

ATM Financing

At-The-Market (ATM) offerings represent a way for public companies to sell shares and raise capital while creating little disruption in the marketplace. Like their abbreviated namesake, they can be drawn upon intermittently and at will as long as there is enough trading liquidity on a daily basis.

Since ATMs essentially supply secondary market demand for a company’s stock with newly issued shares, they can be confidentially utilized at almost any time. This is where a strategic investor relations program comes in, because such institutional demand can be fostered only by the active engagement of investors through a mixture of non-deal road shows, conference attendance, one-on-one conference calls, quarterly earnings calls, an engaging content-rich website, news releases, and even investor days.

Continue Reading

Why Now Is Exactly the Time to Consider the IPO Process

Posted on February 3rd, 2016. Posted by

IPO eBook

Anyone who pays attention to Wall Street knows that 2016 has gotten off to a bruising start. The Dow is off nearly 7 percent since the beginning of the year, and more than 10 percent since peaking last May. The S&P 500 and NASDAQ Composite Index have seen similar declines since their peaks.

That’s a tough environment in which to go public. And, indeed, not a single company did so in January, the first month in more than four years that lacked an IPO. Right now, investors just aren’t sure how to value new offerings while the broader market continues its correction.

Continue Reading

Investor and Analyst Briefing: Alternative to Typical Analyst Day

Posted on January 27th, 2016. Posted by

Analyst Briefing

Recently we assisted a client that was announcing an important corporate update (in this case clinical data) and vital context regarding future events. We decided the material was significant enough to warrant being presented in person, so that ruled out the option of just hosting a conference call.

The next decision was how to proceed. Many companies host Analyst Days, a half- or full-day presentation space in New York (typically). While Analyst Days are great, we had developed three key message points with the company, and these were crucial. Our definition of success was that these messages be clear, concise and delivered with impact. We worried that these messages might de diluted in a half day presentation.

Continue Reading

2016 J.P. Morgan Healthcare Conference: Lessons Learned

Posted on January 20th, 2016. Posted by

2016 JPM Healthcare Conference Takeaways

The 2016 J.P. Morgan Healthcare Conference has concluded, and while the market backdrop for this year’s event was noticeably less positive than it has been in recent years, the conference was nevertheless rich with important lessons. We polled our team on what struck them most about the event, and what guidance they’d offer to companies attending future conferences. We found their responses illuminating, and we think you will, too. Enjoy.

Continue Reading

Our Top Healthcare Investor Relations Blog Posts of 2015

Posted on January 6th, 2016. Posted by

Top Investor Relations Blog Posts

2015 was a volatile year on Wall Street, but healthcare was a source of strength and stability for investors. While most of the major indices declined, healthcare stocks returned 5.3% last year, with several sub-sectors experiencing significant outperformance (see chart below). And 78 healthcare companies went public in 2015, the most of any sector.

Continue Reading

The 5 Key Considerations for Choosing an Investment Banker

Posted on December 16th, 2015. Posted by

Banker Bake-Off

I recently was able to sit in on a “banker bake-off.” It was very interesting to sit on the side of the table with the management team and hear how the various banks “pitch” their strengths. It didn’t take long to identify how each bank brings something unique to the table.

One bank talked about its relationships with the buy-side accounts while another bank highlighted its research analysts’ expertise in the company’s therapeutic space, and yet a third bank spoke highly of its track record for successfully getting private companies public.

Continue Reading

Tips for Planning Your 2016 Investor Relations Strategy

Posted on December 9th, 2015. Posted by

2016 Investor Relations Strategy

It’s time for management teams to start thinking comprehensively about their 2016 investor relations strategies. What did you learn in 2015, and how will you put that knowledge into action next year? Should you shift your IR focus, or stay the course?

Here, our team of IR experts at Westwicke answers these and other questions, and shares advice to help you create a top-notch investor relations plan that aligns with your company’s goals and priorities.

Continue Reading

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

Posted on December 2nd, 2015. Posted by

JP Morgan Healthcare Conference

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.

Continue Reading

How to Think Like a Sell-Side Analyst

Posted on November 18th, 2015. Posted by

Sell-Side Analysts

I worked on the sell side for seven years and I saw it all the time: Companies issuing material news — sometimes very good news — while failing to appreciate how the announcement would be received by a skeptical investor community.

As an executive, you want to minimize any negative reaction to your company’s latest update. That’s natural. And while there’s certainly nothing wrong with accentuating the positive, it’s important to remember that sell-side analysts are trained to poke holes in your story. That’s their job, and most of them are very good at it.

Continue Reading

How to Get the Most Out of Your Sell-Side Analyst Coverage

Posted on November 11th, 2015. Posted by

Sell Side Analysts

Over the last five years the healthcare market has performed well, and we’ve seen a large number of IPOs. Recently, however, times have been a little tougher and many of these newly minted IPOs are beginning to experience what life as a public company is like in a more volatile market environment.

In times like these it is more important than ever to keep your head down, run your business, hit your targets, and deliver on the promises you have made to your investors. All of this should be complemented with a comprehensive investor relations strategy that enables you to understand how to take full advantage of the resources you have at your disposal now that you are a public company. One such resource is the sell-side analyst.

Continue Reading

1 2 3 12

Going Public: read our insider’s guide

Download our complimentary eBook, Westwicke Partners Insider’s Guide to Going Public, to get our team’s best advice on the entire process.

DOWNLOAD NOW

Our Locations