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.

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<ul><li>More troubling signs for vaccines emerged last week, as next month’s annual VRBPAC meeting was canceled and RFK Jr. shrugged off latest measles outbreak.</li><li>The Vaccines and Related Biological Products Advisory Committee (VRBPAC) selects the flu strains for the fall vaccines, six months in advance to allow for manufacturing.</li><li>One unvaccinated child died from the Texas measles outbreak and ~20 were others hospitalized, as RFK Jr. called the outbreak not unusual, even though measles was eradicated in the US in 2000. </li></ul>

More troubling signs for vaccines emerged last week, as next month’s annual VRBPAC meeting was canceled and RFK Jr. shrugged off latest measles outbreak.The Vaccines and Related Biological Products Advisory Committee (VRBPAC) selects the flu strains for the fall vaccines, six months in advance to allow for manufacturing.One unvaccinated child died from the Texas measles outbreak and ~20 were others hospitalized, as RFK Jr. called the outbreak not unusual, even though measles was eradicated in the US in 2000. 

<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

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>Moderna, Inc. reported its financial results for the third quarter of 2024, highlighting key developments and challenges in its business operations.</li><li>The company delivered $1.9 billion in revenue, with a net income of $13 million, and ended the quarter with $9.2 billion in cash and investments.</li><li>This financial position underscores Moderna's robust liquidity, providing it with a solid foundation to support ongoing and future initiatives.</li></ul>

Moderna, Inc. reported its financial results for the third quarter of 2024, highlighting key developments and challenges in its business operations.The company delivered $1.9 billion in revenue, with a net income of $13 million, and ended the quarter with $9.2 billion in cash and investments.This financial position underscores Moderna's robust liquidity, providing it with a solid foundation to support ongoing and future initiatives.

Moderna Inc.: Expanding Global Presence For Unmatched Impact! - Major Drivers

<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

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

<ul>
<li>In this insight, we provide some of the main highlights of the book <em><strong>"The Real Anthony Fauci",</strong></em> which was written by Robert F. Kennedy Jr. (RFK Jr) in 2021.</li>
<li>We discuss how the appointment of RFK Jr could impact some of the major health care stocks in Korea, especially those that are involved in developing and producing vaccines.</li>
<li>Although the share prices of many Korean vaccines related stocks have declined materially in the past 2-3 years, RFK Jr becoming the next US Health Secretary could pose further headwinds.</li>
</ul>


In this insight, we provide some of the main highlights of the book "The Real Anthony Fauci", which was written by Robert F. Kennedy Jr. (RFK Jr) in 2021.
We discuss how the appointment of RFK Jr could impact some of the major health care stocks in Korea, especially those that are involved in developing and producing vaccines.
Although the share prices of many Korean vaccines related stocks have declined materially in the past 2-3 years, RFK Jr becoming the next US Health Secretary could pose further headwinds.


Appointment of RFK Jr as the US Health Secretary and a Book Review Of "The Real Anthony Fauci"

United States

Moderna, Inc. operates as a biotechnology company. The Company focuses on the discovery and development of messenger RNA therapeutics and vaccines. Moderna develops mRNA medicines for infectious, immuno-oncology, and cardiovascular diseases.

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Moderna (MRNA US)

Biopharma Week in Review - March 3, 2025

More troubling signs for vaccines emerged last week, as next month’s annual VRBPAC meeting was canceled and RFK Jr. shrugged off latest measles...

Water Tower Research

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

Moderna Inc.: Expanding Global Presence For Unmatched Impact! - Major Drivers

Moderna, Inc. reported its financial results for the third quarter of 2024, highlighting key developments and challenges in its business...

Baptista 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

Appointment of RFK Jr as the US Health Secretary and a Book Review Of "The Real Anthony Fauci"

We provide some of the main highlights of the book "The Real Anthony Fauci." We also discuss the impact of appointment of RFK Jr as US Health...

Douglas Kim

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