Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>The HHS rescheduled the CDC’s postponed February ACIP (vaccine experts panel) meeting for mid-April, with a revised agenda to include the ongoing measles outbreak.</li><li>Flu vaccine guidelines for fall strains are not on the schedule, as the <span style="font-size: var(--content-font-size);">FDA issued recommendations without the usual ACIP guidance. </span></li><li><span style="font-size: var(--content-font-size);">The </span>CDC’s Division of HIV Prevention is under review, which could disrupt a major funding source of HIV prophylaxis (PrEP) drugs (GILD, GSK). </li></ul>

The HHS rescheduled the CDC’s postponed February ACIP (vaccine experts panel) meeting for mid-April, with a revised agenda to include the ongoing measles outbreak.Flu vaccine guidelines for fall strains are not on the schedule, as the FDA issued recommendations without the usual ACIP guidance. The CDC’s Division of HIV Prevention is under review, which could disrupt a major funding source of HIV prophylaxis (PrEP) drugs (GILD, GSK). 

Biopharma Week in Review - March 24, 2025

<ul><li>M&amp;A and preannouncements led biopharma headlines last week, with nearly $20 billion in deals fueling some positive sentiment, but disappointing updates from LLY (4Q GLP-1 sales miss) and MRNA (lowered 2025 guidance) weighed on the group.</li><li>CMS released the next set of Medicare drugs for price negotiations, with NVO’s GLP-1 drugs classified as a single agent.</li><li>JNJ confirmed its ITCI bid, while LLY acquired Scorpion and GSK bought IDRx. </li></ul>

M&amp;A and preannouncements led biopharma headlines last week, with nearly $20 billion in deals fueling some positive sentiment, but disappointing updates from LLY (4Q GLP-1 sales miss) and MRNA (lowered 2025 guidance) weighed on the group.CMS released the next set of Medicare drugs for price negotiations, with NVO’s GLP-1 drugs classified as a single agent.JNJ confirmed its ITCI bid, while LLY acquired Scorpion and GSK bought IDRx. 

Biopharma Week in Review - January 21, 2025

<ul><li>We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.</li><li>Last week, PBMs were targeted by Congress, NAMS had a CV outcomes preview, and CADL showed prostate cancer benefit.</li><li>LLY partnered GLP-1 access with telehealth Ro and presented oral SERD data in breast cancer, rattling HIMS, LFMD, ARVN, and OLMA. </li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week, PBMs were targeted by Congress, NAMS had a CV outcomes preview, and CADL showed prostate cancer benefit.LLY partnered GLP-1 access with telehealth Ro and presented oral SERD data in breast cancer, rattling HIMS, LFMD, ARVN, and OLMA. 

Biopharma Week in Review - December 16, 2024

<ul><li>We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.</li><li>Last week, Trump named RFK Jr. to lead the HHS, placing an overhang on XBI and vaccine makers PFE, GSK, MRNA, MRK, and SNY. BNTX and MRK made moves in the PD- 1/VEGF space.</li><li>ABBV’s costly neuro play failed, removing the main threat to BMY’s Cobenfy. AMGN was rattled by bone loss data for its obesity drug. </li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week, Trump named RFK Jr. to lead the HHS, placing an overhang on XBI and vaccine makers PFE, GSK, MRNA, MRK, and SNY. BNTX and MRK made moves in the PD- 1/VEGF space.ABBV’s costly neuro play failed, removing the main threat to BMY’s Cobenfy. AMGN was rattled by bone loss data for its obesity drug. 

Biopharma Week in Review - November 18, 2024

United States

GSK PLC operates as a research-based pharmaceutical company. The Company develops, manufactures, and markets vaccines, prescription, and over-the-counter medicines, as well as health-related consumer products. GSK provides products for infections, depression, skin conditions, asthma, heart and circulatory disease, and cancer.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

GSK (GSK US)

Biopharma Week in Review - March 24, 2025

The HHS rescheduled the CDC’s postponed February ACIP (vaccine experts panel) meeting for mid-April, with a revised agenda to include the ongoing...

Water Tower Research

Biopharma Week in Review - January 21, 2025

M&A and preannouncements led biopharma headlines last week, with nearly $20 billion in deals fueling some positive sentiment, but disappointing...

Water Tower Research

Biopharma Week in Review - December 16, 2024

LLY partnered GLP-1 access with telehealth Ro and presented oral SERD data in breast cancer, rattling HIMS, LFMD, ARVN, and OLMA.

Water Tower Research

Biopharma Week in Review - November 18, 2024

ABBV’s costly neuro play failed, removing the main threat to BMY’s Cobenfy. AMGN was rattled by bone loss data for its obesity drug.

Water Tower Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)