The 2019 J.P. Morgan Healthcare Conference will be here soon. Prepare with 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.

Changes to Your IR Plan for Year Two as a Public Company

Posted on July 11th, 2018. Posted by

Westwicke-Partners_IR-Strategy

You have successfully completed your public offering, laid out a solid investor relations strategy, and successfully managed through your first year as a public company. As you enter your second year and once again map out your investor relations and communication strategy, it is important to make sure that plan evolves with you.

While many of the same components of the strategy should remain – a comprehensive buy-side targeting approach, conference and NDRS plans, etc. – there are a number of changes that you must begin to implement to ensure the strategy adapts to your company’s current circumstances.

Continue Reading

The Market for Life Sciences IPOs: Crunching the Numbers

Posted on June 27th, 2018. Posted by

Life Cycle IPOs

We are regularly asked to characterize the market backdrop for potential life sciences IPOs. While biotech ETF performance can offer a glimpse at current conditions, we dug deeper and analyzed recent biopharma index strength, IPO activity and follow-on offerings, among other metrics.

Our analysis indicates the market remains strong, albeit with some signs of moderation.

Continue Reading

Why You Need a Perception Audit

Posted on June 19th, 2018. Posted by

Westwicke Partners Perception Audit

“Fear grows in darkness; if you think there’s a bogeyman around, turn on the light.”

The late journalist Dorothy Thompson may not have directed these words at corporate management, but the sentiment applies all the same.

Turning on the light and finding out how others really see your business can be a scary prospect. Staying in the dark and not knowing, however, can be costly for companies reliant on capital markets.

Continue Reading

Avoiding Missteps That Can Derail Your IPO

Posted on May 31st, 2018. Posted by

Avoiding Missteps That Can Derail Your IPO

An initial public offering marks an important milestone in a company’s journey — a positive one, assuming the process is meticulously designed and implemented. Errors in planning and communication, however, can turn a vital Wall Street debut into a credibility-damaging flop.

Unfortunately, there’s no shortage of examples of IPOs gone wrong. One case of fairly recent vintage: meal-kit delivery service Blue Apron.

Continue Reading

Top 10 Credibility Busters

Posted on May 9th, 2018. Posted by

Top 10 Credibility Busters

Establishing credibility in the investor community is key to your company’s success. Delivering a simple story, consistent metrics, and financial transparency are all ways to build relationships with your company’s stakeholders. But even one minor mistake can put a chip in your reputation. What are the credibility busters you should avoid that could negatively shape investor perception? Here are the top 10 things you should work hard to avoid.

Continue Reading

A New Approach to Corporate Access and Investor Targeting

Posted on April 25th, 2018. Posted by

A New Approach to Corporate Access and Investor Targeting

The newly implemented MiFID II regulation, aimed at improving fairness and transparency in financial markets, may bring about important changes in the way many publicly traded companies in the United States introduce themselves to desirable investors.

In a post-MiFID II environment, it is imperative that management teams of public healthcare companies take a proactive approach to shareholder targeting and their corporate-access strategy.

Continue Reading

5 Ideas for Creating New Analyst Coverage

Posted on April 18th, 2018. Posted by

5 Ideas for Creating New Analyst Coverage

Who doesn’t want new analyst coverage for their stock? As new coverage is generated, your stock becomes more visible, which, in turn, can potentially create more demand. When strategizing on which analysts make the most sense to cover your stock, there are several factors to consider. First and foremost, the main thing you should keep in mind is that getting the analysts you want to follow your stock is usually challenging and can typically take time, so set your expectations about new analyst coverage accordingly.

Continue Reading

6 Questions to Ask Before Your Company Seeks an IPO

Posted on April 11th, 2018. Posted by

6 Questions to Ask Before Your Company Seeks an IPO

Completing a successful IPO is a major milestone in the life of a company. Deciding to embark on the journey to public markets is an exciting time, but it’s essential to ensure that your company is ready. Once the process kicks off, there’s no time to go back and complete important tasks — like meeting with institutional investors and finalizing your company message — that should have been done prior to your organizational meeting. This is when you’ll discuss your offering process with management, counsel, and other advisors.

A false start can significantly damage your company’s credibility on the Street. So how do you know if your company is ready? We’ve compiled a list of six key questions to consider that will help you evaluate whether your company is ready for an IPO.

Continue Reading

Is Your IR Website Any Good?

Posted on March 27th, 2018. Posted by

Is Your IR Website Any Good

Financial news travels instantly, and investors must process its market impact and take action at a similar pace. To help investors analyze new information and make key investment decisions, they look to the IR portion of your website — often a microsite available from your corporate website. An easy-to-use IR website must contain readily available information including up-to-date financials, a recent corporate presentation deck, event listings with access to replays, stock information, and news releases. How do you know if your IR site is any good? Here are five must-haves.

Continue Reading

The End is Nigh: What You Need to Know About the Impact of MiFID II

Posted on March 14th, 2018. Posted by

What You Need to Know About the Impact of MiFID II

Over the past few months, much has been made of the new MiFID II regulation and the impact it will have on Wall Street, and ultimately, public companies. While it has been in effect since the beginning of the year, we’ve only just begun to experience the impact. We’ve heard stories of lower trading commissions to Wall Street firms; seen buy-side accounts changing the way they compensate sell-side analysts; and caught wind that some of the largest buy-side firms are building out their own corporate access departments.

Many of the MiFID II-related news articles published to date are vague and draw uncertain conclusions about its impact. With that in mind, we want to take this opportunity to outline exactly how we think MiFID II will play out, and provide guidance to senior management to help them thrive under this new world order. Here’s how we see this new regulation snowballing in the coming months.

Continue Reading

READ OUR INSIDER’S GUIDE TO INVESTOR RELATIONS

Click here to download our latest eBook, J.P. Morgan Healthcare Conference: Your Keys to Success, for insight into how to prepare for the 2019 event.

DOWNLOAD NOW

Our Locations