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ICR Westwicke Blog

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

How to Succeed at the J.P. Morgan Healthcare Conference

Posted on December 6th, 2022. Posted by

The J.P. Morgan Healthcare Conference is a few weeks away, and just about every management team and major investor in the industry understands the crucial role this conference plays in bringing all sides together. Simply put, there is no more important single event of the year within the world of healthcare investing.

However, this year will be different in San Francisco, not only from the standpoint of increased in-person attendance, but also much has changed in the equity markets over the last 12 months. With the NYSE and NASDAQ reflecting negative returns for 2022, the IPO market has seen a significant pullback in activity – down more than 80% from the new issue volume in 2021.  These factors have led investors to become more cautious with an increased level of due diligence related to both new and existing investments.

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5 Benefits of Proper Earnings Call Preparation

Posted on September 7th, 2022. Posted by

Businessman dialing phone number on corporate desk phone close up on hand

While quarterly earnings calls may happen routinely, they should be anything but routine. Earnings calls are your opportunity to tell your story to the world — and they’re one of the few times each year you have the chance to capture the undivided attention of your analysts and investors. So, it’s essential to make these calls count.

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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 a sell side analyst who covers 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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5 Tips for Effective Analyst Communications

Posted on June 4th, 2020. Posted by

5 Tips for Effective Analyst Communications

Properly handled relationships with Wall Street analysts can play a key role in a company’s investor relations plan and overall success. However, missteps can create unnecessary problems — especially considering that analysts may share anything you say with the public markets — so executives should approach these relationships carefully. Use the checklist below to maintain effective analyst communications.

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What to Do If Analyst Estimates Veer Off Track

Posted on June 13th, 2019. Posted by

When Analysts Veer Off Track

Any company that finds Wall Street analyst estimates out of line with its own financial projections faces a potentially risky perception problem. How management handles the situation can determine whether they reassure investors or lose credibility with the Street.

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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.

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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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MiFID II: New EU Regulations Will Have a Huge Global Impact

Posted on July 25th, 2017. Posted by

MiFID II is a term you are bound to hear more often over the second half of 2017. It is the European Union’s Markets in Financial Instruments Directive II, a financial services regulation in the EU that will unbundle broker/dealer research and corporate access services from execution services. It is scheduled to become effective on January 3, 2018.

As an executive of an American public healthcare company, you might be asking yourself why you need to be aware of a European regulation. The answer: Because many major institutions operate on a global basis, the impact, while initially centered in Europe, will ultimately be felt in all corners of the global financial markets.

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What to Consider When Choosing a Data Room

Posted on July 5th, 2017. Posted by

What to Consider When Choosing a Data Room

At some point during your company’s growth, you will need to share sensitive data with investors and financial professionals by using a data room. In the old days, a data room was just that: a room filled with printed files and reams of paper containing patent descriptions, clinical data, and financial projections.

Today, data rooms are usually virtual. And with hackers increasing their efforts (and their ability) to steal sensitive data, it’s vital you consider security as well as service and convenience as you evaluate data room solutions.

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