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>Biopharma was heavily pressured by the appointment of Dr. Vinay Prasad as the FDA’s Center for Biologics Evaluation and Research (CBER) head and concerns over Most-Favored-Nation (MFN) drug pricing.</li><li>The group is again wary of the FDA with Prasad overseeing the regulation of biologics, including vaccines, cell and gene therapies, and blood supply.</li><li>While not anti-vaccine, Prasad’s ideology is closer to RFK Jr. than former CBER head Peter Marks.</li></ul>

Biopharma was heavily pressured by the appointment of Dr. Vinay Prasad as the FDA’s Center for Biologics Evaluation and Research (CBER) head and concerns over Most-Favored-Nation (MFN) drug pricing.The group is again wary of the FDA with Prasad overseeing the regulation of biologics, including vaccines, cell and gene therapies, and blood supply.While not anti-vaccine, Prasad’s ideology is closer to RFK Jr. than former CBER head Peter Marks.

Biopharma Week in Review - New CBER Head and MFN Headlines Renew Prior Fears

<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. 

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ImmunityBio, Inc. operates as a biotechnology company. The Company focuses on developing cell and immunotherapy products for the treatment of cancers, infectious, and inflammatory diseases. ImmunityBio serves customers in the United States.

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ImmunityBio (IBRX US)

Biopharma Week in Review - New CBER Head and MFN Headlines Renew Prior Fears

Biopharma was heavily pressured by the appointment of Dr. Vinay Prasad as the FDA’s Center for Biologics Evaluation and Research (CBER) head and...

Water Tower Research

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

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