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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.

ATM Financing: 6 Considerations for Public Companies

Posted on October 19th, 2016. Posted by

ATM Financing: 6 Considerations for Public Companies

As an executive, you understand the importance of formulating a long term capital sourcing strategy that will provide you the cash necessary to support your company’s growth. You are constantly asked in investor meetings: “How much cash do you have on the balance sheet?” “How long will that last you?” So how do you prepare to ensure that your business remains well capitalized?

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How to Answer the Buy Side’s Trickiest Questions

Posted on October 12th, 2016. Posted by

How to Answer the Buy-Side’s Trickiest Questions

“The analysts are projecting your revenue for next year” — a year in which you have not provided guidance — “at $50 million. Are you comfortable with this projection?”

Most CEOs and CFOs of public companies have heard a question like that — a “trick” question for which it seems any answer you give can potentially cause you problems. If you say you’re not “comfortable” with that revenue number, for example, do you risk projecting weakness to the investor community? On the other hand, do you want to effectively provide guidance before you formally release it?

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Do’s and Don’ts for Working With Your Investor Relations Advisor

Posted on September 21st, 2016. Posted by

Do’s and Don’ts for Working With Your Investor Relations Advisor

We’ve met with plenty of companies over the years that are unsatisfied with the service they’re getting from their existing investor relations advisor (and some of them are happy clients of ours today). In many cases, they really weren’t getting great service. But all great relationships are two-way streets. So to ensure that you have the best possible relationship with your partner, keep these do’s and don’ts in mind.

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To Be Ready for J.P. Morgan 2017, Do These 9 Things Now

Posted on September 14th, 2016. Posted by

To Be Ready for J.P. Morgan 2017, Do These 9 Things Now

With the J.P. Morgan Healthcare Conference quickly approaching (again), it is now time to start your planning for one of the most important healthcare events of the year. It is not too early to secure your meeting and sleeping space, refresh your messaging for your meetings with investors, analysts, bankers and strategists, and start the outreach to lock in your schedule with the folks you want to spend time with. As you well know, most people involved with healthcare will attend this event and being more organized than the next guy may be the reason you achieve your strategic goals for attending this important event. The J.P. Morgan event is so important, in fact, that I asked our team for their best advice in preparing for the show.

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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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Updating Your Investor Relations Deck: Who Should Do It, and How Often?

Posted on August 17th, 2016. Posted by

Investor Relations Deck

Your investor presentation is one of the first things that investors and analysts look for (along with SEC filings) when trying to get up to speed on your company. It’s often the first chance to tell your story in a crafted manner.

In other words, it’s crucial.

An effective deck contains a clear communication of management’s vision, the company’s market opportunity, its competitive advantages, and its growth strategy.

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Your IPO Is Delayed: 5 Ways to Take Advantage of the Time

Posted on August 10th, 2016. Posted by

Delayed IPO

While the window for IPOs has been closed for most of this year, there have been signs of hope recently, with several transactions being priced. However, some bankers we speak to think it may not be until early 2017 that the overall market for life sciences companies really comes back.

Although disappointing for management teams that are trying to responsibly conserve their cash until better days, we think the wait could actually be a good thing for many companies. The extra time allows you to better polish your story and message, and build critical new relationships with potential investors. We think the remainder of 2016 is a pivotal time to be busily prepping ahead of a potential upturn in the market.

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Attracting More Coverage From the Sell Side

Posted on August 3rd, 2016. Posted by

Sell-Side Coverage

One of the more common things we hear from current and prospective clients is their desire to get more coverage from the sell side. This is particularly the case when the company is smaller in size, is a “restart,” or is an international company looking to list on one of the U.S. stock exchanges. Here are a few things to consider as you look to expand your sell-side coverage.

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Non-GAAP Financial Measures Getting More SEC Scrutiny

Posted on July 20th, 2016. Posted by and

Non-GAAP Financial Measures


The Division of Corporation Finance (the Division) is a branch of the U.S. Securities and Exchange Commission (SEC) that supports the SEC’s mission to “protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation.” Among its duties, the Division “provides interpretive assistance to companies with respect to SEC rules and forms and makes recommendations to the Commission regarding new rules and revisions to existing rules.” This duty is performed, in part, through the issuance of Compliance and Disclosure Interpretations (or “C&DIs”) on a variety of subjects.

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5 Ways to Build Credibility with Investors

Posted on July 13th, 2016. Posted by

Build Credibility with Investors

In investor relations, credibility is everything. When your authority is damaged, everything you tell the Street will be filtered through the jaded minds of professional skeptics who remember your past failure to deliver, or a time they felt misdirected. That’s why it’s vital to maintain a constant focus on sustaining and growing your level of trust with investors.

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