Our Services

We offer a complete range of investor relations services.

Our goal is to help each client achieve a valuation that reflects the company’s accomplishments, technology and assets through enhanced visibility and communications and through favorable and credible interactions within the investment community and other key audiences.

We believe that a successful investor relations program depends on a multifaceted approach, including thoughtful strategy and seamlessly executed tactics.


Informed, tailored strategic advice, commitment to execution and a careful attention to detail are central to our approach. We work with senior management to achieve the following key investor relations goals.

  • Effective positioning across all audiences
  • Enhancing visibility in the financial community
  • Thought leadership initiatives, patient advocacy/trial recruitment programs and social media campaigns
  • Improving and expanding institutional investor ownership and sell-side analyst coverage
  • Preparing for and executing successful private and crossover financings; initial public offerings (IPOs); follow-on offerings
  • Developing good financial disclosure and guidance practices
  • Disclosure of clinical and scientific news
  • Managing communications around merger and acquisition activity
  • Strategic IR planning


Stern IR emphasizes the importance of thoughtful strategic planning. Each new client relationship begins with an analysis of the client's investment considerations, including perceived strengths and challenges as well as upcoming news and catalysts.

We then make data-driven recommendations and develop corporate messaging documents, a client-catered yearly IR calendar, an outreach plan and a sophisticated sell-side and investor targeting analysis program.

See some examples that demonstrate our approach to IR.


Effective Messaging and Positioning

Stern IR works with each client to distill its strengths into concise and powerful key messages used throughout key communications materials, including investor presentations, the corporate website, press releases and other collateral materials. These messages demonstrate clear strategic vision and company direction and position the company within the broader healthcare landscape clearly outlining opportunities for value creation. SternIr


Among our many services, Stern IR provides full tactical and event planning support as follows: SternIr


  • Sell-side introductions, including analysts and investment bankers
  • Bank-sponsored non-deal roadshows to meet shareholders and institutional investor targets
  • Investor conference schedules
  • Self-managed buyside roadshows
  • Newsflow & Financial Announcements

  • News is often a catalyst for significant changes in market cap. We work with clients to maximize the visibility of their newsflow to create value-added inflection points.
  • Skilled communications around quarterly news announcements provides a regular occasion to enhance the company’s visibility and perceptions.


  • Stern IR has extensive knowledge and resources to help clients identify the right healthcare and biotechnology investors.
  • We also conduct quantitative targeting for each client based on a sophisticated analysis of comparable and peer companies to elucidate new potential investors.
  • IR Events

  • Every year, Stern IR conducts dozens of highly successful and value-added events for our clients that attract hundreds of key investors, analysts and other stakeholders.
  • These events include traditional Analyst and Investor/R&D days, KOL roundtables, as well as events at medical meetings such as the American Society of Clinical Oncology (ASCO), the American Society of Hematology (ASH), Digestive Disease Week (DDW), and many others.
  • We also host a premier corporate access event each year around the JP Morgan Healthcare Conference in January in San Francisco.

Additional Key Services

Stern IR provides media relations support and strategic corporate communications counsel, including social and digital media outreach tools.

A sophisticated and modern “look and feel” for corporate materials such as investors presentations communicates that a company takes a modern and proactive approach to its messages and its business.


  • Management transitions
  • Corporate rebranding
  • Corporate restructuring
  • M&A, reverse mergers
  • Partnerships
  • Spinoffs
  • Analyst model tracking
  • Thought leadership
  • Board material preparation
  • Patient advocacy / trial recruitment
  • Social media and media pitching
  • Presentation training
  • Graphic design, website design


  • Shareholder activism
  • Proxy voting
  • Short attacks
  • Initial public offerings
  • Crossover financings
  • Follow-on financings
  • Developing financial guidance
  • Quarterly earnings


  • Clinical trial updates and initiations
  • Data announcements – positive, negative, mixed
  • Receipt of orphan drug/fast track designation
  • FDA and other regulatory communications
  • Product approvals/launches
  • Shifts in clinical focus
  • Benchmarking

  • Perception studies
  • Peer monitoring