Our Services
Objectives:
Help management improve the quality and reliability, and therefore the efficiency, of its communication with the capital market, while remaining compliant.
We support, on an ad hoc or recurring basis, the following 3 key areas:
– Strategic review of company financial communication practices
– Public speaking training for executives spokespersons
– IR competencies upgrade for newly appointed Investor Relations Officer
Target audience:
– Mainly executives (CEO, CFO, CMO/CSO etc.), and those in charge of Investor Relations (IRO or not), in biotechs / healthtechs, listed or not
– Some “prescribers” (investors, investment banks, biotech clusters and incubators, communication agencies etc.) who would like to suggest or offer our services
√ Strategic review of financial communication practices
√ Recommendations, implementation, follow-up
Specific objectives
Provide executives the opportunity to identify and select improvements in their current financial communication practices.
» Assessment and discussion with the management team, in particular on:
- Equity Story (vs. Investment Case)
- decision and validation procedures vs. Market Abuse Regulation (MAR)
- modeling elements provided to markets
- organization of the financial communication / IR function, its objectives, its tools and advisors
- financial communication strategy / IR programs
- Individual / retail shareholders, ESG / CSR …
√ Public speaking training for executives spokespersons
√ Coaching and follow-up
Specific objectives
Improve company spokespersons self-confidence as well as the relevance of their messages to investors and sellside analysts.
» Q&A training sessions, combining theory and practice, in particular on the following points:
- overall principles of communication with capital markets, biotech specificities
- helping formulation specific key messages, interpretable by investors, and Storytelling
- practicing anticipated and difficult or unanticipated questions
- managing market expectations
√ IR competencies upgrade for newly appointed Investor Relations personnels
√ Training and follow-up
Specific objectives
Increase the influence of the IR function on the quality of business decisions, by taking better account of market expectations; secondly, increase the credibility and reputation of the management team.
» Training covering:
- overall principles of financial communication and biotech specificity
- mandatory communication tools, and optional tools
- support to management
- professional technical tools and consulting agencies
- other (ESG / SRI aspects, crisis communication, etc. )
√ One-off ad-hoc support
√ Execution, operational implementation, coaching
Examples
– Evaluation / preparation for dilutive and non-dilutive financing
– Support during changes in IR processes and practices
– Implementation of routine IR Reporting for management and board
– Strategic review or Corporate or Business Development decks
– Implementation of MiFID II mitigating strategies
– Cohesion between operational teams, and with the Board
– Alignment and validation of key messages
– Conduct of Perception Study / 360 Study
– Help during the preparation of major events (IPO, Capital Market Day / R&D Day…)
– Retail Shareholders strategies [ more in French » ]
– …
Some Clients
