Our Investor Relations Approach
Our ultimate goal is to help each client realize a valuation that best reflects the company's assets and the
internal value of the company through favorable interactions with the investment community.
We believe that a successful investor relations program depends on a multifaceted approach, including effective
strategy and also tactical execution. Thoughtful strategic advice, commitment to execution and a careful attention
to detail are central to our approach.
Stern IR also recognizes the importance of reevaluating each client's program periodically to achieve the greatest return
on its investment in investor relations. To that end, we consider a combination of quantitative and qualitative data to
help direct our strategic and tactical recommendations, using a sophisticated targeting program to identify the most
appropriate investor targets for each client. We work with our clients to determine the most strategic industry events
for participation and assist with the relevant logistics. By regularly monitoring short interest and industry funds
flow, Stern IR can adapt clients' IR programs to the changing market environment.
We aim to provide cost-effective investor relations counsel and support and to maximize the impact of our clients'
time and effort.
Biotech IR and Healthcare IR Case Studies
Successful investor relations programs help companies communicate their intangible assets along with more quantifiable
company updates. Conveying the nuances of value, setting and managing expectations and establishing confidence in
management leadership are vital to the communications effort, which, when shaped by a strategic IR effort, can have a
positive and tangible effect on trading activity, institutional investor ownership, analyst coverage and visibility
in the investment community.
Companies frequently contact us with a specific task in mind, such as broadening a shareholder base, securing analyst
coverage or leveraging a year of significant clinical milestones. Using our expertise and relationships,
we develop and launch a comprehensive IR program.
The following are a few significant examples that demonstrate our approach to IR and the results we achieve:
Small-Cap Biotech:
Small-cap biotechnology company with an upcoming pivotal Phase 3 data announcement
Early-Stage Biotech:
Small-cap, early-stage public biotechnology company without a strong industry following
Biotech IPO:
Early-stage IPO with a novel discovery platform
