Research from Water Tower Research, Water Tower Research

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.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>Preannouncements were abundant as we approached this week’s major healthcare conference in SF.</li><li>As investors prepped for company updates and significant news flow, signs of M&amp;A activity were trickling in, with BIIB bidding for SAGE, LLY looking at Scorpion, and JNJ talking with ITCI.</li><li>Last week, Medicare confirmed coverage for LLY’s obesity drug, SANA had a successful hypoimmune transplant for T1D, and VIR’s dual- masked TCE kept up with JANX. </li></ul>

Preannouncements were abundant as we approached this week’s major healthcare conference in SF.As investors prepped for company updates and significant news flow, signs of M&amp;A activity were trickling in, with BIIB bidding for SAGE, LLY looking at Scorpion, and JNJ talking with ITCI.Last week, Medicare confirmed coverage for LLY’s obesity drug, SANA had a successful hypoimmune transplant for T1D, and VIR’s dual- masked TCE kept up with JANX. 

Biopharma Week in Review - January 13, 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, BIOA discontinued its lead obesity study, while JANX had impressive prostate cancer data, which also lifted VIR.</li><li>MRUS gained from earlier HNSCC abstract data but may give it back after its weekend presentation. </li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week, BIOA discontinued its lead obesity study, while JANX had impressive prostate cancer data, which also lifted VIR.MRUS gained from earlier HNSCC abstract data but may give it back after its weekend presentation. 

Biopharma Week in Review - December 9, 2024

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Janux Therapeutics has taken the biopharmaceutical industry by storm with its recent announcement of groundbreaking results from its Phase 1 clinical trial of JANX007, a tumor-activated T-cell engager targeting advanced prostate cancer.</li><li>The data reveals a stunning 100% PSA50 response rate among heavily pretreated patients, with 63% achieving PSA90 and 31% achieving PSA99—a significant milestone in prostate cancer treatment.</li><li>The company has prioritized the development of second- and third-line therapies for metastatic castration-resistant prostate cancer (mCRPC), aiming to address a substantial unmet need in oncology.</li></ul>

Janux Therapeutics has taken the biopharmaceutical industry by storm with its recent announcement of groundbreaking results from its Phase 1 clinical trial of JANX007, a tumor-activated T-cell engager targeting advanced prostate cancer.The data reveals a stunning 100% PSA50 response rate among heavily pretreated patients, with 63% achieving PSA90 and 31% achieving PSA99—a significant milestone in prostate cancer treatment.The company has prioritized the development of second- and third-line therapies for metastatic castration-resistant prostate cancer (mCRPC), aiming to address a substantial unmet need in oncology.

Janux Therapeutics: Transforming Prostate Cancer Treatment With Unprecedented Results!

United States

Janux Therapeutics, Inc. operates as a biotech company. The Company offers immunotherapies for cancer patients that direct their immune system to eradicate tumors to overcome their diseases as well as provides testing services. Janux Therapeutics serves customers worldwide.

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Janux Therapeutics (JANX US)

Biopharma Week in Review - January 13, 2025

As investors prepped for company updates and significant news flow, signs of M&A activity were trickling in, with BIIB bidding for SAGE, LLY...

Water Tower Research

Biopharma Week in Review - December 9, 2024

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

Water Tower Research

Janux Therapeutics: Transforming Prostate Cancer Treatment With Unprecedented Results!

Janux Therapeutics has taken the biopharmaceutical industry by storm with its recent announcement of groundbreaking results from its Phase 1...

Baptista Research

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