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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>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>Welcome to a new year and we are excited for the innovation and therapeutic breakthroughs that biopharma will reveal this year, while navigating through any changes in the regulatory and M&amp;A environment.</li><li>For our first Biopharma <span style="font-size: var(--content-font-size);">Review report in 2025, we cover the news that we missed during </span>the holiday break.</li><li>On the obesity front, NVO’s CagriSema fell short of expectations, while the FDA reaffirmed LLY’s GLP-1 shortage resolution, bearing bad news for HIMS and LFMD. </li></ul>

Welcome to a new year and we are excited for the innovation and therapeutic breakthroughs that biopharma will reveal this year, while navigating through any changes in the regulatory and M&amp;A environment.For our first Biopharma Review report in 2025, we cover the news that we missed during the holiday break.On the obesity front, NVO’s CagriSema fell short of expectations, while the FDA reaffirmed LLY’s GLP-1 shortage resolution, bearing bad news for HIMS and LFMD. 

Biopharma Week in Review - January 6, 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, 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

<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, PCVX had pneumococcal vaccine data that could seriously challenge PFE’s market leading Prevnar 20.</li><li>TVTX celebrated full FDA approval of its IgAN drug, just in time for new KDIGO guidelines. </li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week, PCVX had pneumococcal vaccine data that could seriously challenge PFE’s market leading Prevnar 20.TVTX celebrated full FDA approval of its IgAN drug, just in time for new KDIGO guidelines. 

Biopharma Week in Review - September 9, 2024

<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, Medicare posted the first negotiated prices for Part D drugs, an additional 11% discount by our estimate.</li><li>Mpox declared a global emergency, as the SIGA antipox treatment drug failed study, but mpox vaccine makers BVNRY and GOVX got a boost. </li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week, Medicare posted the first negotiated prices for Part D drugs, an additional 11% discount by our estimate.Mpox declared a global emergency, as the SIGA antipox treatment drug failed study, but mpox vaccine makers BVNRY and GOVX got a boost. 

Biopharma Week in Review - August 19, 2024

United States

Sanofi is a global pharmaceutical company that researches, develops and manufactures prescription pharmaceuticals and vaccines.  The Company develops cardiovascular, thrombosis, metabolic disorder, central nervous system, internal medicine and oncology drugs, and vaccines.

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Sanofi ADR (SNY 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 - January 6, 2025

On the obesity front, NVO’s CagriSema fell short of expectations, while the FDA reaffirmed LLY’s GLP-1 shortage resolution, bearing bad news for...

Water Tower 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

Biopharma Week in Review - September 9, 2024

Last week, PCVX had pneumococcal vaccine data that could seriously challenge PFE’s market leading Prevnar 20. TVTX celebrated full FDA approval of...

Water Tower Research

Biopharma Week in Review - August 19, 2024

PFE/BNTX COVID-flu vaccine missed on one endpoint, extending MRNA’s lead and allowing SNY/NVAX to catch up. SYRS ended up futile on AML.

Water Tower Research

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