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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>M&amp;A and preannouncements led biopharma headlines last week, with nearly $20 billion in deals fueling some positive sentiment, but disappointing updates from LLY (4Q GLP-1 sales miss) and MRNA (lowered 2025 guidance) weighed on the group.</li><li>CMS released the next set of Medicare drugs for price negotiations, with NVO’s GLP-1 drugs classified as a single agent.</li><li>JNJ confirmed its ITCI bid, while LLY acquired Scorpion and GSK bought IDRx. </li></ul>

M&amp;A and preannouncements led biopharma headlines last week, with nearly $20 billion in deals fueling some positive sentiment, but disappointing updates from LLY (4Q GLP-1 sales miss) and MRNA (lowered 2025 guidance) weighed on the group.CMS released the next set of Medicare drugs for price negotiations, with NVO’s GLP-1 drugs classified as a single agent.JNJ confirmed its ITCI bid, while LLY acquired Scorpion and GSK bought IDRx. 

Biopharma Week in Review - January 21, 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, PBMs were targeted by Congress, NAMS had a CV outcomes preview, and CADL showed prostate cancer benefit.</li><li>LLY partnered GLP-1 access with telehealth Ro and presented oral SERD data in breast cancer, rattling HIMS, LFMD, ARVN, and OLMA. </li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week, PBMs were targeted by Congress, NAMS had a CV outcomes preview, and CADL showed prostate cancer benefit.LLY partnered GLP-1 access with telehealth Ro and presented oral SERD data in breast cancer, rattling HIMS, LFMD, ARVN, and OLMA. 

Biopharma Week in Review - December 16, 2024

United States

Keros Therapeutics, Inc. operates as a biotechnology company. The Company discovers and develops novel treatments for patients suffering from hematological and musculoskeletal disorders with high unmet medical need. Keros Therapeutics serves customers in worldwide.

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Keros Therapeutics (KROS US)

Biopharma Week in Review - January 21, 2025

M&A and preannouncements led biopharma headlines last week, with nearly $20 billion in deals fueling some positive sentiment, but disappointing...

Water Tower Research

Biopharma Week in Review - December 16, 2024

LLY partnered GLP-1 access with telehealth Ro and presented oral SERD data in breast cancer, rattling HIMS, LFMD, ARVN, and OLMA.

Water Tower Research

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