Need help with Investor Relations? Read our latest eBook. 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.

The Rise of Retail Investors: How Public Companies Should Manage the Masses

Posted on February 14th, 2018. Posted by

While most management teams tend to view investors as strictly institutional — professionals putting capital to work for mutual funds, hedge funds, family offices, asset managers, etc. — “retail investors,” individuals investing their personal capital, are continuing to become a bigger and more influential part of the investor landscape.

This emerging community of investors runs the gamut in terms of profile and motivation. They’re day-traders moving in and out of stocks on an everyday basis, individuals controlling the execution of their retirement funds, households investing for the future, true speculators looking for high-flying returns, and everyday people simply looking to generate extra cash.
Continue Reading

Maximizing Industry Meetings While Tending to Investors

Posted on February 7th, 2018. Posted by

Medical meetings allow analysts and investors to explore an array of public and private healthcare companies in one place and gain deeper insight into the industry’s competitive dynamics as they meet with management teams and learn about new products and strategies.

These and other industry events play an important role in enhancing Wall Street professionals’ understanding of the quickly changing healthcare landscape – helping them reinforce and update their investment ideas, conduct due diligence, evaluate new prospects, and spot emerging competitive threats.
Continue Reading

Top Takeaways From 2018’s J.P. Morgan Healthcare Conference

Posted on January 30th, 2018. Posted by

As head of business development for Westwicke Partners, I always look forward to a jam-packed, action-filled week of conversations. This year did not disappoint.

With almost 50 meetings scheduled, I had the pleasure of meeting with many compelling private and public healthcare companies. And there was no shortage of innovation, grit, and creativity this year. I found many management teams determined to advance their science, technology, and businesses in 2018.
Continue Reading

Choosing an Investment Bank? 3 Things to Look For

Posted on January 17th, 2018. Posted by

For public and mature private companies in need of financing, finding the right investment bank is a vital early step. Choose wrong, and your deal could sour, or you could wind up accepting an unfavorable valuation. But the right banker will guide you through your IPO, follow-on investment, or other financing deal while maintaining a long-term relationship with you that could bear fruit for years to come.

So what should you be looking for? For each investment bank you consider, you’ll want to look hard at three things above all: the quality of each firm’s banking team itself, the credibility of its research team, and the relationships that you can forge with its people, as well as their own relationships with the Street.

Continue Reading

Expecting Disappointing News? 6 Tips for Managing Disclosure

Posted on January 5th, 2018. Posted by

Managing Disclosure Crowd-Sourced

The last thing any company wants is disappointing news. But it’s more than likely that your company will experience a bump in the road from time to time. Don’t let the prospect of delivering bad news rattle you. Even the best managed companies can experience a “miss.”

How you communicate that miss can have a lasting impact. Thorough preparation and a well thought out action plan is the best way to ensure things go smoothly. I asked a few of my colleagues to share their advice for the best way to deliver bad news. Here’s what they said:

Continue Reading

Tax Reform Blues? How to Manage Investor Communication During Periods of Legislative Uncertainty

Posted on December 21st, 2017. Posted by and

Tax Reform Blues? How to Manage Investor Communication During Periods of Legislative Uncertainty

While it seems as though legislative uncertainty is increasingly an issue that the investment community needs to deal with on a year-round basis, at this time of year, many public companies in the healthcare sector are navigating the challenges of a “legislative overhang.”

With tax reform a key focus of President Trump’s legislative agenda, investors are keenly focused on how potential changes in healthcare policy may affect public companies’ growth and profitability profiles going forward. As always, heightened focus from investors means more questions for executive management teams; with legislative uncertainty however, there are no clean answers to these questions. So, what should you do?

Continue Reading

10 Investor Relations Best Practices

Posted on December 14th, 2017. Posted by

10 Investor Relations Best Practices

Shareholders, investors, and analysts all have a unique set expectations and a well-thought-out investor relations strategy can help you balance these demands. Executing a successful strategy is essential to your company’s appeal and can help build credibility with Wall Street. We’ve compiled a list of the top 10 things you can do to drive your investor relations strategy and keep investors engaged in your company’s story.

Continue Reading

Dealing with Date Conflicts Around Earnings Calls and Investor Events

Posted on December 6th, 2017. Posted by

Dealing with Date Conflicts Around Earnings Calls and Investor Events

One of the perennial issues during earnings season is setting a date for your quarterly financial release that doesn’t clash with a dozen or so of your peers. By choosing a date that’s too crowded, investor and analyst participation may be low. The same problem can happen when choosing a date for an R&D day or investor day. So how do you go about choosing a date for your event that doesn’t clash with everyone else’s?

The answer is you don’t. Or rather, you shouldn’t waste your time thinking too much about it. First, I’ll talk a little about why you shouldn’t overthink the matter, then I’ll address what you can do to combat low live participation on your call or at your event.

Continue Reading

How to Incorporate the Passive Investor Into Your IR Strategy

Posted on November 21st, 2017. Posted by

How to Incorporate the Passive Investor Into Your IR Strategy

According to a report by Moody’s Investors Service earlier this year, passive investments account for 28.5% of assets under management in the U.S., a figure expected to exceed 50% in the next four to seven years.

What’s the driving force behind this passive investing trend? Passive funds – including ETFs, index funds, and quant funds – often have lower fees and superior performance over many actively managed, and more expensive, mutual funds. Passive investments may track indexes, such as the S&P 500, or be driven by computer-based models.

Continue Reading

10 Ways to Prep for the J.P. Morgan Healthcare Conference

Posted on November 15th, 2017. Posted by

10 Ways to Prep for the J.P. Morgan Healthcare Conference

It’s time to start planning for the biggest healthcare investment conference of the year. For four days, investors, bankers, analysts, and business executives will be at the J.P. Morgan Healthcare Conference, from Monday January 8, 2018 through Thursday January 11, 2018, amid back-to-back sessions, corporate pitches, and networking events. From getting organized to figuring out how to maximize meeting time, it’s important to lock down your company’s approach so you can navigate the chaos with ease. Here is a checklist to help you prepare for the J.P. Morgan conference so that you make sure your time spent is a success.

Continue Reading

1 2 3 19

READ OUR INSIDER’S GUIDE TO INVESTOR RELATIONS

Click here to download our latest eBook, Westwicke Partners Insider’s Guide to Investor Relations, for our team’s insights on all things IR-related.

LEARN MORE

Our Locations