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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>In a week of bad industry news, biopharma surprisingly held onto its bounce from recent two-year lows.</li><li>With pharma tariffs now expected by June and federal health agencies’ prospects looking worse, we may be close to peak negativity, but too much uncertainty remains for any confidence in a bottom.</li><li>In obesity, LLY had a win for an oral GLP-1, while PFE lost, affecting NVO, GPCR, VKTX, AMGN, MTSR, ALT, and TERN. VERV gained on CVD data and BMY’s heart drug failed, affecting CYTK and EWTX, while MURA stopped development.</li></ul>

In a week of bad industry news, biopharma surprisingly held onto its bounce from recent two-year lows.With pharma tariffs now expected by June and federal health agencies’ prospects looking worse, we may be close to peak negativity, but too much uncertainty remains for any confidence in a bottom.In obesity, LLY had a win for an oral GLP-1, while PFE lost, affecting NVO, GPCR, VKTX, AMGN, MTSR, ALT, and TERN. VERV gained on CVD data and BMY’s heart drug failed, affecting CYTK and EWTX, while MURA stopped development.

Biopharma Week in Review Shrugging Off Constant Bad News; LLY Winning Obesity Drug Race

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>MURA is a micro-cap, speculative, pre-revenue, and non-compounder company that spun off from Alkermes</li><li>Despite a rough start, it is gaining attention and has a market cap of $74 million with $16/share in cash</li><li>Morgan Stanley projects a trading value range estimate of $32-$63/share based on potential sales from their lead pipeline candidate; company is funded with $275 million in cash until 2025</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>

MURA is a micro-cap, speculative, pre-revenue, and non-compounder company that spun off from AlkermesDespite a rough start, it is gaining attention and has a market cap of $74 million with $16/share in cashMorgan Stanley projects a trading value range estimate of $32-$63/share based on potential sales from their lead pipeline candidate; company is funded with $275 million in cash until 2025This 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.

Mural Oncology Plc (MURA) - Tuesday, Dec 26, 2023

United States

Mural Oncology Public Limited Company operates as a clinical-stage oncology company. The Company focuses on discovering and developing immunotherapies that may meaningfully improve the lives of patients with cancer. Mural Oncology serves customers worldwide.

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Mural Oncology (MURA US)

Biopharma Week in Review Shrugging Off Constant Bad News; LLY Winning Obesity Drug Race

With pharma tariffs now expected by June and federal health agencies’ prospects looking worse, we may be close to peak negativity, but too much...

Water Tower Research

Mural Oncology Plc (MURA) - Tuesday, Dec 26, 2023

MURA is a micro-cap, speculative, pre-revenue, and non-compounder company that spun off from Alkermes. Despite a rough start, it is gaining...

Value Investors Club (VIC)

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