Research from Water Tower Research, Water Tower Research

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.

Research from Water Tower Research

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Equity Bottom-Up

Pharmala Biotech Holdings  / Equity Bottom-Up

<div><ul><li>Global MDMA supply leadership. PharmAla has established itself as a leading global supplier of clinical-grade MDMA, supporting ~35 clinical trials, including research at Harvard, Yale, Johns Hopkins, and the US Department of Veterans Affairs.</li><li>Kadysh highlighted manufacturing reliability, regulatory compliance, and repeat orders as key differentiators.</li><li>Drugs-for-data strategy for long-term IP value. PharmAla selectively provides discounted or free drug product in exchange for perpetual licenses that need not be exclusive to granular safety and efficacy outcomes from novel clinical trials. </li></ul></div>

Global MDMA supply leadership. PharmAla has established itself as a leading global supplier of clinical-grade MDMA, supporting ~35 clinical trials, including research at Harvard, Yale, Johns Hopkins, and the US Department of Veterans Affairs.Kadysh highlighted manufacturing reliability, regulatory compliance, and repeat orders as key differentiators.Drugs-for-data strategy for long-term IP value. PharmAla selectively provides discounted or free drug product in exchange for perpetual licenses that need not be exclusive to granular safety and efficacy outcomes from novel clinical trials. 

MDMA: Leveraging MDMA Supply Leadership for Development Optionality and Asset Monetization