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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.

5 Things to Look for at the 2019 J.P. Morgan Healthcare Conference

Posted on November 20th, 2018. Posted by

J.P.-Morgan-Healthcare-Conference

The J.P. Morgan Healthcare Conference provides an insightful beginning to the year. Beyond offering an opportunity to meet with analysts, investors, and other professionals in the healthcare industry, it illuminates trends that you’re likely to see throughout the upcoming year.

As you look forward to the 2019 event in January, start thinking about the information you can glean from the sessions you’ll attend, meetings you’ll facilitate, and announcements you’ll hear over the course of the conference.

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Why Some Companies Don’t Provide Guidance — and Why You Should

Posted on November 7th, 2018. Posted by

Guidance_Westwicke-Partners

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 guidance signals management’s confidence in the company’s growth and stability.

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The 4 Biggest Mistakes Executives Make With Analyst Communications

Posted on September 20th, 2018. Posted by

analyst-communication

Wall Street analysts can play a key role in a company’s investor relations plan, so executives should approach these relationships carefully. Properly handled analyst relationships can become a significant asset to a company, while missteps may create unnecessary problems — especially considering that analysts may share anything you say with the public markets.

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An Intro to ESG Research Providers and How to Respond to Their Requests

Posted on August 15th, 2018. Posted by

Westwicke - ESG research providers

For companies that want to remain attractive to the investment community, the rise of environmental, social and corporate governance (ESG) investing is an important trend to monitor. In 2018, Morningstar Research estimated that the total assets managed in portfolios that incorporate elements of ESG investing has grown by more than 600 percent over the last decade to $23 trillion worldwide.

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Presenting Your M&A Deal To Wall Street

Posted on July 18th, 2018. Posted by

Westwicke-Partners_M&A

An acquisition carries the promise of growth and change, and a fair amount of risk, for any company. As a buyer, you may be seeking to broaden your service offerings or geographic footprint, add a new technology, transform the company by expanding into a new healthcare segment, or become a bigger player in a consolidating market.

The prospect of change can be exciting and energizing. At the same time, the process — from shopping to deal integration — is complex and requires skillful planning and management.

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

Posted on July 11th, 2018. Posted by

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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.

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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.

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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.

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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.

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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.

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