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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.

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.

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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.

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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.

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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.

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Raising Capital: Now or Later? A Biotech Banker’s Thoughts

Posted on October 30th, 2017. Posted by

Raising Capital: Now or Later? A Biotech Banker’s Thoughts

We recently hosted a luncheon for biotech execs where our special guest speaker was Ed Baxter, senior managing director of Evercore’s corporate advisory business, focused on life sciences and healthcare. Ed has broad experience in biotech and life sciences investment banking and M&A at a variety of firms from boutiques to bulge brackets. Here are his key thoughts and takeaways on raising capital for the sector and where it may be headed.

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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.

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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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