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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.

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<ul><li>Biopharma lagged as Trump’s pending pharma tariffs loom.</li><li>The 90-day pause in reciprocal tariffs was a short-lived reprieve for biopharma, as Trump later clarified pharma tariffs were not part of the pause.</li><li>After a second unvaccinated child died from measles (three deaths total), RFK Jr. endorsed the vaccine as the most effective way of prevention. </li></ul>

Biopharma lagged as Trump’s pending pharma tariffs loom.The 90-day pause in reciprocal tariffs was a short-lived reprieve for biopharma, as Trump later clarified pharma tariffs were not part of the pause.After a second unvaccinated child died from measles (three deaths total), RFK Jr. endorsed the vaccine as the most effective way of prevention. 

Biopharma Week in Review : Pharma Tariffs Overhang; Worrying Vaccine Comments from RFK Jr.

<ul><li>Trump’s pick for CDC director, former Congressman Dave Weldon, had his nomination withdrawn just hours before the Senate committee hearing.</li><li>Weldon lacked sufficient support from Republicans to clear the committee, as he adhered to his anti-vaccine views more strongly than RFK Jr.</li><li>While vaccine makers (PFE, MRNA, BNTX, NVAX) rebounded briefly on the news, other federal actions kept the space under pressure, including the termination of NIH grants for research on vaccine hesitancy and uptake. </li></ul>

Trump’s pick for CDC director, former Congressman Dave Weldon, had his nomination withdrawn just hours before the Senate committee hearing.Weldon lacked sufficient support from Republicans to clear the committee, as he adhered to his anti-vaccine views more strongly than RFK Jr.While vaccine makers (PFE, MRNA, BNTX, NVAX) rebounded briefly on the news, other federal actions kept the space under pressure, including the termination of NIH grants for research on vaccine hesitancy and uptake. 

Biopharma Week in Review - March 17, 2025

<ul><li>More troubling signs for vaccines emerged last week, as next month’s annual VRBPAC meeting was canceled and RFK Jr. shrugged off latest measles outbreak.</li><li>The Vaccines and Related Biological Products Advisory Committee (VRBPAC) selects the flu strains for the fall vaccines, six months in advance to allow for manufacturing.</li><li>One unvaccinated child died from the Texas measles outbreak and ~20 were others hospitalized, as RFK Jr. called the outbreak not unusual, even though measles was eradicated in the US in 2000. </li></ul>

More troubling signs for vaccines emerged last week, as next month’s annual VRBPAC meeting was canceled and RFK Jr. shrugged off latest measles outbreak.The Vaccines and Related Biological Products Advisory Committee (VRBPAC) selects the flu strains for the fall vaccines, six months in advance to allow for manufacturing.One unvaccinated child died from the Texas measles outbreak and ~20 were others hospitalized, as RFK Jr. called the outbreak not unusual, even though measles was eradicated in the US in 2000. 

<ul><li>Vaccine makers (PFE, MRNA, BNTX, NVAX) had an up-and- down week, as the HHS postponed the CDC’s first scheduled ACIP (vaccine experts panel) meeting of the year.</li><li>Deeper concerns came with reports of RFK Jr.’s plans to overhaul the committee (Politico), possibly replacing members with vaccine skeptics.</li><li>Ending the group’s week was a new bat coronavirus identified in China with transmission potential to humans. </li></ul>

Vaccine makers (PFE, MRNA, BNTX, NVAX) had an up-and- down week, as the HHS postponed the CDC’s first scheduled ACIP (vaccine experts panel) meeting of the year.Deeper concerns came with reports of RFK Jr.’s plans to overhaul the committee (Politico), possibly replacing members with vaccine skeptics.Ending the group’s week was a new bat coronavirus identified in China with transmission potential to humans. 

Biopharma Week in Review - February 24, 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, 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

Moderna, Inc. operates as a biotechnology company. The Company focuses on the discovery and development of messenger RNA therapeutics and vaccines. Moderna develops mRNA medicines for infectious, immuno-oncology, and cardiovascular diseases.

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Moderna (MRNA US)

Biopharma Week in Review : Pharma Tariffs Overhang; Worrying Vaccine Comments from RFK Jr.

The 90-day pause in reciprocal tariffs was a short-lived reprieve for biopharma, as Trump later clarified pharma tariffs were not part of the pa

Water Tower Research

Biopharma Week in Review - March 17, 2025

Trump’s pick for CDC director, former Congressman Dave Weldon, had his nomination withdrawn just hours before the Senate committee hearing.

Water Tower Research

Biopharma Week in Review - March 3, 2025

More troubling signs for vaccines emerged last week, as next month’s annual VRBPAC meeting was canceled and RFK Jr. shrugged off latest measles...

Water Tower Research

Biopharma Week in Review - February 24, 2025

Vaccine makers (PFE, MRNA, BNTX, NVAX) had an up-and- down week, as the HHS postponed the CDC’s first scheduled ACIP (vaccine experts panel)...

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

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