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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.

How to Get the Most Out of Investment Banking Conferences

Posted on September 14th, 2017. Posted by

How to Get the Most Out of Investment Banking Conferences

Attending Wall Street investment banking conferences is a large part of a strategic investor relations plan. Along with non-deal road shows, management’s visibility and interaction with buy-side accounts during one-on-one meetings are critical for conveying your story to potential investors, addressing unanswered questions, and expanding on an investment theme. But, finding the appropriate conference strategy can be harder than it seems, especially when it comes to lining up a successful meeting schedule with key buy-side accounts.

For private companies well ahead of an IPO, developing relationships to garner conference invitations can sometimes be challenging. Then getting the attention of potential investors at those meetings takes some perseverance and creativity. That can also be the case for smaller cap, more illiquid names with an absence of upcoming news to report. On the opposite end of the spectrum are larger cap companies that may not be able to make enough meeting time to accommodate all the requests.

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Post IPO: Pros and Cons of the Quarterly Conference Call

Posted on August 29th, 2017. Posted by

Quarterly Conference Call

You are an executive at a development-stage life sciences company. You have just been through the intense and grueling process of completing your initial public offering. Congratulations. You must now look towards executing a strategic investor relations plan. Quickly, you are faced with a significant decision: Should our company host quarterly conference calls?

Ultimately, there are pros and cons associated with both options.

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Investor Relations: The Evolution of a Compelling Biotech Deck

Posted on August 23rd, 2017. Posted by

Evolution of a Biotech Corporate Deck

The story of development-stage biotech companies is one of continuous fundraising. Not until approved products generate enough revenue to ensure a degree of self-sufficiency can you take a break from raising capital.

This process can take many years and many companies won’t make it. Either they’ll be acquired along the way or their product will fail one or more clinical trials.

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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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