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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>Pharma benefited from some defensive sector rotation, led by the big obesity duo, LLY and NVO, ahead of this week’s major diabetes conference (ADA 2025).</li><li>Vaccine concerns reached new heights as RFK Jr. suddenly (but not surprising) dismantled the CDC’s ACIP (vaccine expert panel) and replaced it with vaccine skeptics to reshape vaccine policy and guidance.</li><li>Most- Favored-Nation (MFN) appeared to be in a stand-off as the 30- day deadline (June 11) for drug price targets passed without any action. </li></ul>

Pharma benefited from some defensive sector rotation, led by the big obesity duo, LLY and NVO, ahead of this week’s major diabetes conference (ADA 2025).Vaccine concerns reached new heights as RFK Jr. suddenly (but not surprising) dismantled the CDC’s ACIP (vaccine expert panel) and replaced it with vaccine skeptics to reshape vaccine policy and guidance.Most- Favored-Nation (MFN) appeared to be in a stand-off as the 30- day deadline (June 11) for drug price targets passed without any action. 

Biopharma Week in Review - Vaccine Advisory Board Overhaul Sudden but Not Surprising

<ul><li>The forced resignation of the FDA’s CBER Director Peter Marks shook the biopharma market, as he called out RFK Jr.’s goal of confirming vaccine “misinformation and lies.”</li><li>President Donald Trump’s broad reciprocal tariffs weakened biopharma further, as the exemption for pharmaceuticals was unclear and eventual tariffs on drug products are now largely expected.</li><li>The FDA uncertainty and stagflation fears remain an overhang on the industry. </li></ul>

The forced resignation of the FDA’s CBER Director Peter Marks shook the biopharma market, as he called out RFK Jr.’s goal of confirming vaccine “misinformation and lies.”President Donald Trump’s broad reciprocal tariffs weakened biopharma further, as the exemption for pharmaceuticals was unclear and eventual tariffs on drug products are now largely expected.The FDA uncertainty and stagflation fears remain an overhang on the industry. 

Biopharma Week in Review - Concerning FDA Resignation; Tariffs Trigger Deeper Selloff

<ul><li>The HHS rescheduled the CDC’s postponed February ACIP (vaccine experts panel) meeting for mid-April, with a revised agenda to include the ongoing measles outbreak.</li><li>Flu vaccine guidelines for fall strains are not on the schedule, as the FDA issued recommendations without the usual ACIP guidance. </li><li>The CDC’s Division of HIV Prevention is under review, which could disrupt a major funding source of HIV prophylaxis (PrEP) drugs (GILD, GSK). </li></ul>

The HHS rescheduled the CDC’s postponed February ACIP (vaccine experts panel) meeting for mid-April, with a revised agenda to include the ongoing measles outbreak.Flu vaccine guidelines for fall strains are not on the schedule, as the FDA issued recommendations without the usual ACIP guidance. The CDC’s Division of HIV Prevention is under review, which could disrupt a major funding source of HIV prophylaxis (PrEP) drugs (GILD, GSK). 

Biopharma Week in Review - March 24, 2025

<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

<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, election headlines and earnings dominated the news cycle.</li><li>The Trump win could be positive for biopharma if RFK Jr.’s influence can be held in check. </li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week, election headlines and earnings dominated the news cycle.The Trump win could be positive for biopharma if RFK Jr.’s influence can be held in check. 

Biopharma Week in Review - November 11, 2024

United States

Sarepta Therapeutics, Inc. is a biopharmaceutical company focused on the discovery and development of unique RNA-based therapeutics for the treatment of both rare and infectious diseases. The Company offers its products to the medical industry in countries around the world.

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Sarepta Therapeutics (SRPT US)

Biopharma Week in Review - Vaccine Advisory Board Overhaul Sudden but Not Surprising

Pharma benefited from some defensive sector rotation, led by the big obesity duo, LLY and NVO, ahead of this week’s major diabetes conference (ADA...

Water Tower Research

Biopharma Week in Review - Concerning FDA Resignation; Tariffs Trigger Deeper Selloff

he forced resignation of the FDA’s CBER Director Peter Marks shook the biopharma market, as he called out RFK Jr.’s goal of confirming vaccine...

Water Tower Research

Biopharma Week in Review - March 24, 2025

The HHS rescheduled the CDC’s postponed February ACIP (vaccine experts panel) meeting for mid-April, with a revised agenda to include the ongoing...

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

Biopharma Week in Review - November 11, 2024

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&A. Last week, election headlines...

Water Tower Research

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