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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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MiFID II: New EU Regulations Will Have a Huge Global Impact

Posted on July 25th, 2017. Posted by

MiFID II is a term you are bound to hear more often over the second half of 2017. It is the European Union’s Markets in Financial Instruments Directive II, a financial services regulation in the EU that will unbundle broker/dealer research and corporate access services from execution services. It is scheduled to become effective on January 3, 2018.

As an executive of an American public healthcare company, you might be asking yourself why you need to be aware of a European regulation. The answer: Because many major institutions operate on a global basis, the impact, while initially centered in Europe, will ultimately be felt in all corners of the global financial markets.

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Are There Reasons for Optimism in the Healthcare IPO Market?

Posted on July 12th, 2017. Posted by

Are There Reasons for Optimism in the Healthcare IPO Market?

At Westwicke Partners, we’re often asked for our opinion on the state of the market for new public offerings. And the sad truth is that for all but a fortunate few, the IPO window has been shut tight for more than a year.

But the IPO market, like all markets, is cyclical. This bearish view of new public offerings will eventually turn, just as it has many times before.

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What to Consider When Choosing a Data Room

Posted on July 5th, 2017. Posted by

What to Consider When Choosing a Data Room

At some point during your company’s growth, you will need to share sensitive data with investors and financial professionals by using a data room. In the old days, a data room was just that: a room filled with printed files and reams of paper containing patent descriptions, clinical data, and financial projections.

Today, data rooms are usually virtual. And with hackers increasing their efforts (and their ability) to steal sensitive data, it’s vital you consider security as well as service and convenience as you evaluate data room solutions.

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Five Don’ts for an Investor Meeting Over Lunch

Posted on June 14th, 2017. Posted by

Five Don’ts for an Investor Meeting Over Lunch

A lunch meeting with an investor provides the opportunity to interact in a more relaxed atmosphere than what you’ll find in typical investor meetings. It’s a chance to build rapport and get to know the investor better. It’s also a nice opportunity to strengthen your investment thesis by providing color and anecdotes supporting your strategic initiatives.

But just because it’s not a conventional business meeting doesn’t mean it’s risk-free. On the contrary, whether it’s with a potential new investor or an update with an existing investor, these informal situations include plenty of opportunities to make costly mistakes.

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Biotech Investor Relations: Six Burning Questions Answered

Posted on June 7th, 2017. Posted by

Biotech Investor Relations: Six Burning Questions Answered

I have always found it interesting to discover what is on people’s minds in the moment and to delve into what keeps them up at night. So, I thought it would be useful to share the questions I have received recently from a mix of public and private biotech management teams, along with my responses.

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Life Sciences Capital Markets: Insight From Two Experts

Posted on May 23rd, 2017. Posted by

Life Sciences Capital Markets: Insight From Two Experts

Recently, we hosted a luncheon discussion, led by the Healthcare Investment Banking group at Wells Fargo Securities, with executives from several life science companies. The primary topic was the outlook for Life Science Capital Markets in 2017. Geoffrey Goodman, Managing Director of Equity Capital Markets at Wells Fargo, and Filippo Petti, Vice President of Healthcare Investment Banking at Wells Fargo, led the discussion.

Below are our key takeaways from the discussion.

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Going Public? Five Tips From Experts Who’ve Been There

Posted on May 17th, 2017. Posted by

Going Public? Five Tips From Experts Who’ve Been There

With our colleagues at NASDAQ, we recently co-hosted an informational luncheon for private-company CEOs and CFOs on the IPO process. Guest speakers included a life science venture capital investor and a CFO of a company that went public in 2016.

The management teams in the audience for the well-attended event had plenty of questions for our guests, on everything from how to prepare for an IPO to avoiding pitfalls to making the transition to being a public company.

Our speakers had much to say. Below are a few of their most important pieces of advice:

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Six Ways to Make the Most of Dinner with a Research Analyst

Posted on May 3rd, 2017. Posted by

Six Ways to Make the Most of Dinner with a Research Analyst

Dining with one of your analysts can be nerve-racking, but it really doesn’t need to be.

Sharing a meal at a restaurant should make for a less formal meeting than one conducted in a boardroom. The mood should prove to be friendlier and less business-like, and conversations rarely venture deep into the numbers.

Over dinner, analysts frequently probe for “color” related to previously disclosed themes to gather the kind of details that can animate their coverage and talking points for investors.

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Investors Make Decisions By Asking These 6 Questions

Posted on April 19th, 2017. Posted by

Investors Make Decisions By Asking These 6 Questions

In the 30-40 minutes that a typical investor meeting lasts, you need to accomplish several critically important goals. You must:

• Provide your audience with the investment merits of your company

• Answer their questions

• Inspire them to do more research into your market opportunity

If you fail to achieve these objectives, if the investor leaves the meeting without sufficient information and inspiration, then you’ve effectively wasted everyone’s time, including your own.

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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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