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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>Vaccine makers (PFE, MRNA, BNTX, NVAX) had an up-and- down week, as the HHS postponed the CDC’s first scheduled ACIP (vaccine experts panel) meeting of the year.</li><li>Deeper concerns came with reports of RFK Jr.’s plans to overhaul the committee (Politico), possibly replacing members with vaccine skeptics.</li><li>Ending the group’s week was a new bat coronavirus identified in China with transmission potential to humans. </li></ul>

Vaccine makers (PFE, MRNA, BNTX, NVAX) had an up-and- down week, as the HHS postponed the CDC’s first scheduled ACIP (vaccine experts panel) meeting of the year.Deeper concerns came with reports of RFK Jr.’s plans to overhaul the committee (Politico), possibly replacing members with vaccine skeptics.Ending the group’s week was a new bat coronavirus identified in China with transmission potential to humans. 

Biopharma Week in Review - February 24, 2025

<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, Trump named RFK Jr. to lead the HHS, placing an overhang on XBI and vaccine makers PFE, GSK, MRNA, MRK, and SNY. BNTX and MRK made moves in the PD- 1/VEGF space.</li><li>ABBV’s costly neuro play failed, removing the main threat to BMY’s Cobenfy. AMGN was rattled by bone loss data for its obesity drug. </li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week, Trump named RFK Jr. to lead the HHS, placing an overhang on XBI and vaccine makers PFE, GSK, MRNA, MRK, and SNY. BNTX and MRK made moves in the PD- 1/VEGF space.ABBV’s costly neuro play failed, removing the main threat to BMY’s Cobenfy. AMGN was rattled by bone loss data for its obesity drug. 

Biopharma Week in Review - November 18, 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 started a busy season of medical and healthcare conferences, with obesity and cancer as major themes. SMMT led with Keytruda-beating (MRK) data in lung cancer, lifting TIL and BNTX with similar drugs.</li><li>NVO boosted amylin class of obesity drugs with positive early data, including ZLDPF, GPCR, and VKTX. </li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week started a busy season of medical and healthcare conferences, with obesity and cancer as major themes. SMMT led with Keytruda-beating (MRK) data in lung cancer, lifting TIL and BNTX with similar drugs.NVO boosted amylin class of obesity drugs with positive early data, including ZLDPF, GPCR, and VKTX. 

Biopharma Week in Review - September 16, 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

Germany

BioNTech SE provides biotechnological solutions. The Company develops various types of treatments for cancer patients' tumors. BioNTech serves customers worldwide.

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BioNTech (BNTX US)

Biopharma Week in Review - February 24, 2025

Vaccine makers (PFE, MRNA, BNTX, NVAX) had an up-and- down week, as the HHS postponed the CDC’s first scheduled ACIP (vaccine experts panel)...

Water Tower Research

Biopharma Week in Review - November 18, 2024

ABBV’s costly neuro play failed, removing the main threat to BMY’s Cobenfy. AMGN was rattled by bone loss data for its obesity drug.

Water Tower Research

Biopharma Week in Review - September 16, 2024

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

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

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