Research from Water Tower Research, Water Tower Research

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.

Research from Water Tower Research

Equity Research Firm

Thematic (Sector/Industry)

United states Health care / Thematic (Sector/Industry)

<ul><li>RFK Jr. was confirmed as HHS Secretary a day before health agencies were hit by the broad federal layoffs ordered by Trump.</li><li>About 5,200 federal health jobs were cut through the weekend, including at the FDA, NIH, and CDC (STAT), but RFK Jr. could further reduce the FDA workforce, having vowed to overhaul the regulatory agency.</li><li>At a certain point, the drug review process would slow down, negatively affecting biopharma. Also at risk are user fees (PDUFA), which start renegotiations this year and could be targeted by RFK Jr.’s efforts to cut FDA ties with the industry. </li></ul>

RFK Jr. was confirmed as HHS Secretary a day before health agencies were hit by the broad federal layoffs ordered by Trump.About 5,200 federal health jobs were cut through the weekend, including at the FDA, NIH, and CDC (STAT), but RFK Jr. could further reduce the FDA workforce, having vowed to overhaul the regulatory agency.At a certain point, the drug review process would slow down, negatively affecting biopharma. Also at risk are user fees (PDUFA), which start renegotiations this year and could be targeted by RFK Jr.’s efforts to cut FDA ties with the industry. 

Biopharma Week in Review