Posted on May 8th, 2024. Posted by ICR Westwicke
In the U.S., healthcare is a $4.3 trillion industry. But beyond its sheer size, there are a range of convincing reasons why the space is worthy of consideration by investors.
During the 2024 Benzinga Virtual Healthcare Summit, ICR Westwicke’s Mark Klausner, Co-Founder and Managing Partner, and Sameer Khambadkone, Partner and Head of Healthcare Capital Markets, discussed emerging trends in the healthcare sector and why investors should consider financing the exciting innovations in the industry.
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Posted on February 27th, 2024. Posted by Paul Hatton
Since November 2023, the IPO market for companies has shown some signs of life – dare we say, “green shoots.” Over the most recent 15-week period, 10 firms transition to their new chapters as publicly listed companies. In 8 of the 10 cases, the stock price has risen above the new issue price, with notable increases from Cargo Therapeutics (“CRGX”) +55.0%; Arrivent Biopharma (“AVBP”) + 28.9%; and CG Oncology (“CGON”) + 129.5% (as of EOD, February 23). Continue Reading
Posted on January 22nd, 2024. Posted by Jack Powell
With the J.P. Morgan Healthcare Conference behind us, now is the ideal time to opine on what the future holds for the MedTech sub-sector in 2024.
See below for several thoughts and key takeaways on the general sentiment and outlook for MedTech this year. This is my personal view, which has been informed in part by a review of outlook-focused, long-form research from nearly two dozen MedTech sell-side analysts, discussions with many of the top institutional investors in healthcare, and (seemingly countless) meetings with investors, analysts, bankers and clients during the week of the J.P. Morgan Conference. Continue Reading
Posted on January 15th, 2024. Posted by Mark Corbae
Artificial Intelligence (AI), instrumental in many healthcare trends of 2023, promises to dramatically gain momentum in 2024, with increased use of transformative technologies that have applications across the healthcare industry, from the way pharmaceuticals are developed and patients are treated to the commercial side of the business.
AI is already used in healthcare for end-to-end drug development, helping to diagnose patients, improving physician-to-patient communication, transcribing and organizing medical files and images, and treating patients remotely. Continue Reading
Posted on December 7th, 2023. Posted by Sean Leous
When entering the public markets, successfully announcing your milestone hinges on preparation and telling the right story at the right time. Learn how.
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Posted on November 16th, 2023. Posted by ICR Westwicke
Each year, the J.P. Morgan Healthcare Conference provides a critical opportunity to meet with analysts, investors, and other leaders in the healthcare industry. However, making the most of the conference takes preparation.
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Posted on November 14th, 2023. Posted by Kate Coyle
In less than two months, seasoned investors, influential media, game changing startups and established industry giants will convene at the 42nd Annual JP Morgan Healthcare Conference. Continue Reading
Posted on September 29th, 2023. Posted by Bob East
Properly positioning your story within the investment community can help you build a quality, long-term shareholder base and enhance equity market value. To develop an effective investor relations strategy, you must understand how to best interact with investors, stay visible, and adapt to deliver both good news and bad.
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Posted on July 31st, 2023. Posted by Terri Clevenger
In 2019, I wrote a piece on Why You Need an IPO Communications Strategy Well Before the IPO. That was before a pandemic, during which time the healthcare industry experienced a breakthrough year of SPACs and IPOs, only to be followed by an austere 18+ months of market uncertainty. Add rising interest rates and a tough fundraising environment, and going public is now often a conversation that stays on the shelf. But the outlook may be looking brighter and the life sciences industry is showing a heartbeat.
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Posted on June 26th, 2023. Posted by Asher Dewhurst
Some management teams assume — incorrectly — that they can play it safe by withholding financial guidance, believing they can’t miss estimates they don’t provide. To the contrary, companies may inadvertently limit their Street credibility by opting out of earnings forecasts and, at the same time, miss an opportunity to manage investor expectations.
Investors judge financial results against analysts’ consensus estimates even if a company doesn’t provide projection, so it makes sense for leadership to set expectations themselves and provide some guardrails. Perhaps more importantly, formal earnings guidance signals management’s confidence in the company’s growth and stability.
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