Public Company Pivot

Service Offerings: Private Companies

• High-Stakes Communication

• Market Intelligence

• Ongoing IR & Analyst Engagement

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Situation

We worked closely with management to define the strategic rationale for a portfolio reset and identify the new programs that could anchor the story. We addressed the board to secure buy-in, then developed the refreshed narrative including investor decks, Q&A scripts and FAQs. We also utilized our network to gather market intelligence to refine the narrative and ensure alignment with expectations.

Approach

We worked closely with management to define the rationale for a portfolio reset, identifying new programs to anchor the story. We built board materials to secure leadership buy-in, then developed refreshed investor decks, Q&A scripts, and FAQs for analysts. We also gathered direct buy- and sell-side feedback to refine the narrative and ensure alignment before the pivot was announced.

Result

The company sustained board and investor support through one of the most challenging strategic pivots a biotech can face. With a refreshed portfolio narrative and direct feedback from both the buy- and sell-side, management was able to realign stakeholders and reposition the company around new programs with credibility.