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Westwicke Blog

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

How (and How Often) to Conduct a Perception Study

Posted on March 15th, 2019. Posted by

How (and How Often) to Conduct a Perception Study

“Honesty is the first chapter in the book of wisdom.”
— Thomas Jefferson

Just as honesty fuels wisdom on life’s great matters, candid thoughts from outsiders can prove invaluable for corporate executives seeking to learn how key market participants view their company. A perception study can play a vital role in gathering these opinions.

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5 Ways Experience Drives Strategic IR Best Practices

Posted on February 26th, 2019. Posted by

Investor Relations

At Westwicke, an ICR Company, we know what constitutes investor relations (IR) best practices for one important reason: as former investors, bankers, analysts, and salespeople, we have the experience to understand information flow dynamics on Wall Street and the proven strategies. We have discussed specific best practices of a good IR strategy at length – sometimes in broad strokes and other times in greater detail. Every once in a while, however, it is important to pick your head up out of the trees and view the forest to get a sense of the prevailing buy-side perspective on IR and confirm that your intuition is in fact correct. I recently came across a global buy-side survey conducted by Rivel Research Group that underscores our qualitative expertise on IR strategy with quantitative measures. It is important for management teams of publicly traded companies to consider these buy-side perspectives as they approach IR.

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6 Tips for an Effective Annual Letter to Shareholders

Posted on February 7th, 2019. Posted by

Annual Letter to Shareholders

To some companies, the annual letter to shareholders is an art. Warren Buffet, for example, may write a 30-page letter that addresses a range of topics — some that have little relevance to the letter’s intended audience. However, as you prepare to release your annual letter to shareholders, the best approach for most companies is to keep it clear and concise. This letter is an important piece of communication with your investors, and it should clearly lay out your vision, goals, and milestones achieved. Here are six tips to make your letter as effective as possible.

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10 Benefits of Non-Deal Road Shows

Posted on January 16th, 2019. Posted by

10 Benefits of Non-Deal Road Shows

To execute a successful non-deal road show, you must put in the planning and work. It’s critical to pinpoint the right city and sponsoring analyst to make the most of your trip. However, that work and coordination is well worth it. By getting on the road and telling your story to the Street, you’ll experience many benefits. Here are what we consider the top 10 benefits of non-deal road shows.

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8 Tips for Your 2019 Investor Relations Strategy

Posted on December 18th, 2018. Posted by

investor-relations-plan

As the year comes to a close, it’s time for management teams to start thinking about their 2019 investor relations strategies. How can you learn from your efforts in 2018 — and what needs to change for the year ahead? Should you shift the focus of your activities or hold steady on the path toward the goals you outlined for the past year?

Here, our team of IR experts at Westwicke provide their best advice for creating a top-notch investor relations plan that aligns with your company’s goals and priorities for the upcoming year.

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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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ICR ACQUIRES WESTWICKE PARTNERS

Westwicke will operate as ICR’s healthcare practice and integrate ICR’s capabilities. Read more in the press release announcement.

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