Download - Stern Fact Sheet
Stern Investor Relations is a leading investor relations (IR) firm specializing in providing IR consulting services to biotechnology and healthcare companies in the U.S. and around the world. Since our inception in 1998, we have worked with over 200 companies in all stages of development and in a wide range of clinical indications, including bellwethers in the industry, small- and mid-cap companies, recent IPOs and private companies.
• We possess an extensive, detailed and up-to-the-minute knowledge of the
sector, regulatory issues and the current market environment.
• We closely monitor industry trends to provide a comprehensive approach
to investor relations counsel.
Specialization in Healthcare IR
Relationships with the Investment Community• We have cultivated many valuable relationships within the investment
community and know the major players and industry events.
• We facilitate introductions with crucial contacts on Wall Street and help
our clients develop and improve existing relationships.
Focus on Best Industry Practice• We believe that high-quality companies should operate their IR programs
according to current best industry practice.
• We advise our clients accordingly, helping them convey news and
information to research analysts and investors regularly and consistently,
with special attention to timing, positioning, accuracy and fair disclosure
policies.
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 favor-
able interactions with the investment community.
We believe that a successful investor relations program depends on a multifaceted approach, including effective strategy and also tactical execu-
tion. Thoughtful strategic advice, commitment to execution and a careful
attention to detail are central to our approach.
We aim to provide cost-effective investor relations counsel and support and
to maximize the impact of our clients’ time and effort.
ApproAch
clientsACCeleROn PHARmA, InC.ACORdA THeRAPeUTICS InC.AlkeRmeS, InC.AlnylAm PHARmACeUTICAlS, InC.AmAG PHARmACeUTICAlS, InC.ARCHemIx CORP.BIOSPeCIFICS TeCHnOlOGIeS CORP.CURIS, InC.ImmUnOGen, InC.InTeRleUkIn GeneTICS, InC.IROnWOOd PHARmACeUTICAlS, InC.lUx BIOSCIenCeS, InC.mIllennIUm: THe TAkedA OnCOlOGy COmPAny mOmenTA PHARmACeUTICAlS, InC.TOkAI PHARmACeUTICAlS, InC.VeRenIUm CORPORATIOn
Stern Investor Relations, Inc. ■ new york, ny ■ 212.362.1200 ■ [email protected] ■ Copyright 2009
Tactical IR • We provide full tactical and event planning support, assisting with
various IR events, including roadshows (sell-side, bank-sponsored,
non-deal and investor conferences), Analyst and Investor days and
events, earnings and news announcements and events at medical
meetings.
• We assist with the development of news releases, fact sheets,
FAQs, annual reports and other IR-related documents.
Our team of experienced, analytical, IR professionals offers a
proven track record of delivering results. years of experience and
superior client service allow us to provide sophisticated and critical
direction, unique insights and a total perspective to meet clients’
needs.
lilian Stern, Principal and Founder, has been a senior IR
counselor in the biotechnology industry for over 15 years,
representing more than 200 companies. Prior to founding Stern
IR, lilian established and ran the investor relations group at Burns
mcClellan for six years and worked as a biotechnology sell-side
analyst at donaldson, lufkin & Jenrette/Credit Suisse First Bos-
ton. She holds an A.B. with distinction from Cornell University and
a J.d. with honors from Harvard law School.
teAMserVicesWorking closely with each client, we develop and execute custom-
ized strategic investor relations programs designed to manage com-
munications effectively with the investment community. Committed
to superior client service, we provide each client with senior level
attention, strategic counsel and critical, disciplined tactical support.
Stern IR offers a broad range of investor relations services that often
includes working with senior management to achieve key investor
relations goals, such as effective positioning, enhancing visibility,
improving institutional ownership and sell-side coverage, preparing
for financings and IPOs, developing good guidance practices and
managing communications around m&A, binary events and other
strategic issues.
Strategic IR• We emphasize the importance of strategic planning. each
relationship begins with an analysis of the client’s investment
considerations, including perceived strengths and challenges and
upcoming news items and milestones.
• We then develop documents to help guide our communications
and outreach strategies, including corporate messaging, a client-
catered yearly calendar, an outreach plan and a sophisticated
analyst and investor targeting analysis program.
Stern Investor Relations, Inc. ■ new york, ny ■ 212.362.1200 ■ [email protected] ■ Copyright 2009