We kick off every client engagement with a deep dive on the science, pipeline and investment considerations including both strengths and challenges. We analyze a client’s value potential with a lens on the competitive landscape, upcoming news flow and milestones, and identify opportunities for value creation. We then develop and implement a one-year targeting and outreach plan and calendar, and continually evolve it to meet our IR objectives.
We possess an extensive history of targeting specialized investors as well analysts utilizing a combination of analytical techniques and our qualitative knowledge base. We conduct attitudinal surveys to ensure that companies understand the needs and objectives of their investors.
We provide market insight and research on a variety of topics and events for our clients, including competitive intelligence; relevant market materials for Board of Directors meetings (Board Reports); background briefs on institutional investors, analysts and funds; financing, deal and M&A monitoring; industry short-interest analysis and ad hoc market analyses.
We plan and execute multiple events to keep a client’s value proposition top of mind, including full planning, execution and feedback for conference 1on1s, non-deal roadshows, R&D Days, Investor/Analyst Days, as well as our own signature KOL and thought leader events. These include the Solebury Trout Annual Management Access Event during the J.P. Morgan Healthcare Conference in San Francisco, KOL Series, Private Company Showcase, as well as the Solebury Trout Hamptons CEO Roundtable for emerging life science companies.