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 Financials / Thematic (Sector/Industry)

<ul><li>Political and regulatory uncertainty to start 2025. The pending health leadership in government will likely be the overarching theme for at least the first half of 2025.</li><li>We have seen controversial Trump picks for the HHS, CMS, CDC, and NIH, bringing investor concerns over regulatory disruption and vaccine skepticism.</li><li>The FDA pick was closer to a more traditional choice and could maintain current regulatory standards.</li></ul>

Political and regulatory uncertainty to start 2025. The pending health leadership in government will likely be the overarching theme for at least the first half of 2025.We have seen controversial Trump picks for the HHS, CMS, CDC, and NIH, bringing investor concerns over regulatory disruption and vaccine skepticism.The FDA pick was closer to a more traditional choice and could maintain current regulatory standards.

WTR Small-Cap Spotlight Recap - Biopharma Trends for 2025