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>We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.</li><li>Last week, LBPH was acquired, providing a boost to comps PRAX, MRNS, JAZZ, and DRUG.</li><li>Biopharma M&amp;A may start seeing an uptick after a slow summer.</li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week, LBPH was acquired, providing a boost to comps PRAX, MRNS, JAZZ, and DRUG.Biopharma M&amp;A may start seeing an uptick after a slow summer.

Biopharma Week in Review - October 21, 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, ALNY’s detailed ATTR cardiomyopathy data left room for competitors, with BBIO benefiting and an opening for IONS.</li><li>NBIX schizophrenia Phase 2 data fell short but will move forward.</li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week, ALNY’s detailed ATTR cardiomyopathy data left room for competitors, with BBIO benefiting and an opening for IONS.NBIX schizophrenia Phase 2 data fell short but will move forward.

Biopharma Week in Review - September 3, 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, Medicare posted the first negotiated prices for Part D drugs, an additional 11% discount by our estimate.</li><li>Mpox declared a global emergency, as the SIGA antipox treatment drug failed study, but mpox vaccine makers BVNRY and GOVX got a boost. </li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week, Medicare posted the first negotiated prices for Part D drugs, an additional 11% discount by our estimate.Mpox declared a global emergency, as the SIGA antipox treatment drug failed study, but mpox vaccine makers BVNRY and GOVX got a boost. 

Biopharma Week in Review - August 19, 2024

United States

Novavax, Inc. is a clinical stage biotechnology company. The Company creates novel vaccines to address a broad range of infectious diseases worldwide using proprietary virus-like particle (VLP) technology.

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

Novavax (NVAX US)

Biopharma Week in Review - October 21, 2024

Last week, LBPH was acquired, providing a boost to comps PRAX, MRNS, JAZZ, and DRUG. Biopharma M&A may start seeing an uptick after a slow summer.

Water Tower Research

Biopharma Week in Review - September 3, 2024

Last week, ALNY’s detailed ATTR cardiomyopathy data left room for competitors, with BBIO benefiting and an opening for IONS.

Water Tower Research

Biopharma Week in Review - August 19, 2024

PFE/BNTX COVID-flu vaccine missed on one endpoint, extending MRNA’s lead and allowing SNY/NVAX to catch up. SYRS ended up futile on AML.

Water Tower Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)