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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.

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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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.

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The Rise of Retail Investors: How Public Companies Should Manage the Masses

Posted on February 14th, 2018. Posted by

While most management teams tend to view investors as strictly institutional — professionals putting capital to work for mutual funds, hedge funds, family offices, asset managers, etc. — “retail investors,” individuals investing their personal capital, are continuing to become a bigger and more influential part of the investor landscape.

This emerging community of investors runs the gamut in terms of profile and motivation. They’re day-traders moving in and out of stocks on an everyday basis, individuals controlling the execution of their retirement funds, households investing for the future, true speculators looking for high-flying returns, and everyday people simply looking to generate extra cash.

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Maximizing Industry Meetings While Tending to Investors

Posted on February 7th, 2018. Posted by

Medical meetings allow analysts and investors to explore an array of public and private healthcare companies in one place and gain deeper insight into the industry’s competitive dynamics as they meet with management teams and learn about new products and strategies.

These and other industry events play an important role in enhancing Wall Street professionals’ understanding of the quickly changing healthcare landscape – helping them reinforce and update their investment ideas, conduct due diligence, evaluate new prospects, and spot emerging competitive threats.

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Top Takeaways From 2018’s J.P. Morgan Healthcare Conference

Posted on January 30th, 2018. Posted by

As head of business development for Westwicke Partners, I always look forward to a jam-packed, action-filled week of conversations. This year did not disappoint.

With almost 50 meetings scheduled, I had the pleasure of meeting with many compelling private and public healthcare companies. And there was no shortage of innovation, grit, and creativity this year. I found many management teams determined to advance their science, technology, and businesses in 2018.

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Choosing an Investment Bank? 3 Things to Look For

Posted on January 17th, 2018. Posted by

For public and mature private companies in need of financing, finding the right investment bank is a vital early step. Choose wrong, and your deal could sour, or you could wind up accepting an unfavorable valuation. But the right banker will guide you through your IPO, follow-on investment, or other financing deal while maintaining a long-term relationship with you that could bear fruit for years to come.

So what should you be looking for? For each investment bank you consider, you’ll want to look hard at three things above all: the quality of each firm’s banking team itself, the credibility of its research team, and the relationships that you can forge with its people, as well as their own relationships with the Street.

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Expecting Disappointing News? 6 Tips for Managing Disclosure

Posted on January 5th, 2018. Posted by

Managing Disclosure Crowd-Sourced

The last thing any company wants is disappointing news. But it’s more than likely that your company will experience a bump in the road from time to time. Don’t let the prospect of delivering bad news rattle you. Even the best managed companies can experience a “miss.”

How you communicate that miss can have a lasting impact. Thorough preparation and a well thought out action plan is the best way to ensure things go smoothly. I asked a few of my colleagues to share their advice for the best way to deliver bad news. Here’s what they said:

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