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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.

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<ul><li>The forced resignation of the FDA’s CBER Director Peter Marks shook the biopharma market, as he called out RFK Jr.’s goal of confirming vaccine “misinformation and lies.”</li><li>President Donald Trump’s broad reciprocal tariffs weakened biopharma further, as the exemption for pharmaceuticals was unclear and eventual tariffs on drug products are now largely expected.</li><li>The FDA uncertainty and stagflation fears remain an overhang on the industry. </li></ul>

The forced resignation of the FDA’s CBER Director Peter Marks shook the biopharma market, as he called out RFK Jr.’s goal of confirming vaccine “misinformation and lies.”President Donald Trump’s broad reciprocal tariffs weakened biopharma further, as the exemption for pharmaceuticals was unclear and eventual tariffs on drug products are now largely expected.The FDA uncertainty and stagflation fears remain an overhang on the industry. 

Biopharma Week in Review - Concerning FDA Resignation; Tariffs Trigger Deeper Selloff

<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, ALDX completed the additional study needed to resubmit dry eye NDA.</li><li>Kidney disease drugs continue to benefit from regulatory tailwinds, as NVS gained IgAN approval and APLS succeeded in a pivotal biomarker study in C3G/IC- MPGN.</li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week, ALDX completed the additional study needed to resubmit dry eye NDA.Kidney disease drugs continue to benefit from regulatory tailwinds, as NVS gained IgAN approval and APLS succeeded in a pivotal biomarker study in C3G/IC- MPGN.

Biopharma Week in Review - August 12, 2024

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>Mack885 identified buying opportunity in ALDX due to management's plan to address FDA setback</li><li>Perceptive Advisors increased stake in anticipation of reproxalap approval for dry eye disease</li><li>Potential option agreement with AbbVie could greatly benefit ALDX financially, making its share price undervalued</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Mack885 identified buying opportunity in ALDX due to management's plan to address FDA setbackPerceptive Advisors increased stake in anticipation of reproxalap approval for dry eye diseasePotential option agreement with AbbVie could greatly benefit ALDX financially, making its share price undervaluedThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Aldeyra Therapeutics Inc (ALDX) - Wednesday, Apr 10, 2024

United States

Aldeyra Therapeutics, Inc. provides medical services. The Company deals in treatment and research for dry eye disease, allergic conjunctivitis, and other forms of ocular inflammation. Aldeyra Therapeutics serves patients in the United States.

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Aldeyra Therapeutics (ALDX US)

Biopharma Week in Review - Concerning FDA Resignation; Tariffs Trigger Deeper Selloff

he forced resignation of the FDA’s CBER Director Peter Marks shook the biopharma market, as he called out RFK Jr.’s goal of confirming vaccine...

Water Tower Research

Biopharma Week in Review - August 12, 2024

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&A.

Water Tower Research

Aldeyra Therapeutics Inc (ALDX) - Wednesday, Apr 10, 2024

Mack885 identified buying opportunity in ALDX due to management's plan to address FDA setback. Perceptive Advisors increased stake in anticipation...

Value Investors Club (VIC)

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