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Westwicke Blog

The Westwicke Blog is designed to deliver information and insights into the ever-changing world of healthcare communications.

Top 10 Questions to Ask Sell-Side Analysts

Posted on June 21st, 2021. Posted by

top 10 questions for sell-side analysts

There’s a saying in investor relations: “You date your investment bankers, but you marry your research analysts.” Essentially, this means that most sell-side analysts who cover your company will remain your partner for the long run. Investment bankers, on the other hand, work with a long list of companies and deal with jam-packed, demanding schedules. They don’t disappear after the initial public offering (IPO), but the time they can devote to your company diminishes.

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How to Host an Effective R&D Day: 5 Key Elements

Posted on June 9th, 2021. Posted by

Hosting an R&D Event

A well-planned and executed research and development (R&D) day can reinforce a company’s message, heighten a company’s visibility, and allow a management team to highlight their investment thesis. It can be an effective and efficient investor relations tool if done correctly.

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The Evolution of SPACs: New Challenges and Opportunities

Posted on May 20th, 2021. Posted by

Evolution of SPAC

Special purpose acquisition company (SPAC) activity has exploded in the past two years, from 59 transactions in 2019, to 248 deals in 2020, to 308 SPACs so far in 2021. However, SPACs are not new. This type of transaction has been around for decades, continually evolving as it rises and falls in popularity.

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What to Know About Going Public Through an IPO, SPAC, or Direct Listing

Posted on May 6th, 2021. Posted by

Going Public: IPO, SPAC, or Direct Listing?

Going public is a transformational event that gives companies the capital they need to invest in future growth, attract top talent, and raise their profile, while providing liquidity to investors and employees.

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Quiet Periods FAQ: What You Need to Know

Posted on April 22nd, 2021. Posted by

Quiet Periods

Unlike quiet periods following an IPO, which are closely regulated by the Securities and Exchange Commission (SEC), end-of-quarter quiet periods are more loosely defined and not strictly regulated.

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Top 10 Benefits Of Non-Deal Road Shows

Posted on April 8th, 2021. Posted by

Top 10 Benefits of Non-Deal Road Shows

Right after you report earnings is the ideal time to get out on the road and tell your story to the Street. Sell-side analysts are incentivized to market with management teams, so they are always willing to sponsor a non-deal road show (NDRS).

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The Evolution of the Retail Investor and Sentiment Trading

Posted on March 18th, 2021. Posted by

Retail Investors

In 2018, we wrote a piece on best practices to manage and communicate with the growing retail investor community. While the basic tenants of those recommendations hold today, the retail investor has fundamentally changed over the last couple of years.

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Form 8-K or Press Release: Know the Difference When You Disclose News

Posted on March 4th, 2021. Posted by

Form 8-k or Press Release

One of our clients, a recently public diagnostics company, settled an ongoing royalty dispute with a major pharmaceutical company. The settlement amount was significantly lower than what our client had accrued, resulting in nearly $750 thousand upside to their P&L in the upcoming quarter.

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Our Most-Read Investor Relations Posts of 2020

Posted on February 23rd, 2021. Posted by

Top 2020 Westwicke Content

No one would argue that 2020 was unique and challenging for almost every industry, including healthcare. The year forced both public and private companies to reconsider many aspects of how they do business and communicate with the investment community. As we all adapted and learned, our Westwicke blog covered a variety of investor relations topics, both pandemic related and not. Below are some of the most popular blog posts we published this year.

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Formal Financial Guidance for FY’ 21: Reinstate or Wait?

Posted on February 10th, 2021. Posted by

Formal Financial Guidance

Many public companies withdrew, or never introduced, formal financial guidance in spring 2020 as a result of severe and widespread business disruption and the high level of uncertainty surrounding the COVID-19 pandemic. We are now roughly two weeks into the fourth quarter and fiscal year 2020 earnings reporting season and wanted to share a few notable trends and key considerations that public company management teams should bear in mind as they evaluate whether to give formal financial guidance for 2021.

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