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

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<ul><li>Biogen built its reputation on a differentiated modality-agnostic approach to drug development, deploying innovative technologies to address complex and intractable diseases.</li><li>This innovative approach yielded the company’s golden era, which lasted ~20 years from the mid- 1990s to 2017. During this period, Biogen enjoyed near unrivaled leadership in the disease-modifying treatment of multiple sclerosis (MS).</li><li>But the adage of ‘all good things must come to an end’ could not be more of a truism for the company, as genericization and the entry of more efficacious next-generation treatments began to erode revenue from its MS franchise. </li></ul>

Biogen built its reputation on a differentiated modality-agnostic approach to drug development, deploying innovative technologies to address complex and intractable diseases.This innovative approach yielded the company’s golden era, which lasted ~20 years from the mid- 1990s to 2017. During this period, Biogen enjoyed near unrivaled leadership in the disease-modifying treatment of multiple sclerosis (MS).But the adage of ‘all good things must come to an end’ could not be more of a truism for the company, as genericization and the entry of more efficacious next-generation treatments began to erode revenue from its MS franchise. 

バイオジェン社：画期的な医薬品開発会社がリセットモードに、保険適用開始

Biogen Inc

バイオジェン社：画期的な医薬品開発会社がリセットモードに、保険適用開始