Success Story:

About Sobi (Swedish Orphan Biovitrum AB)

Sobi is a specialized international biopharmaceutical company transforming the lives of people with rare and debilitating diseases. They provide reliable access to innovative medicines in hematology, immunology, and specialty care. Sobi has approximately 1,800 employees across Europe, North America, the Middle East, and Australia. 

Meet the Manager of Stakeholder Communications and Corporate Access at Sobi

Jennifer Kretzmann is the Manager of Stakeholder Communications and Corporate Access at Sobi. She joined the company in 2022 after spending over eight years at AstraZeneca in communications, the External Media Corporate Teams function, before moving over to the Corporate Access, and investor relations roles. She also spent over nine years at Takeda Pharma supporting the C-Suite with executive assistance for travel and events. 

Why Sobi chose Irwin

Jennifer and the team at Sobi wanted to be able to better organize meetings and target investors that were a good fit for the company:

“For a company like ours, we need to be sure that we’re making the most of our management’s time and ensuring they’re meeting with the right investors. We aren’t always able to get the highest level of accuracy from brokers, so we wanted to be equipped to organize meetings on our own.”

The team at Sobi didn’t have a CRM system, and Jennifer had used both of the legacy IR solutions during her time at AstraZeneca:

“With the solution I used in my previous role to track all our meetings, it was quite cumbersome–we did a lot of manual data entry for meetings and attendees, but it wasn’t always clear who we were meeting with, previous topics we’d discussed, and what their sentiment was.”

After joining Sobi, Jennifer found herself using Outlook to track investor interactions, but it wasn’t an intuitive experience and pulling reports and profiles was not as starightforward when searching for analysts and investors:

“Using a mix of tools like Outlook and Excel didn’t give me the information I needed and wasn’t an intuitive way to track our IR activities, management want to see this information in an easy to read format prior to meetings”

From her previous experience with other systems and an introduction to Irwin from a former colleague, Jennifer knew that Irwin would better support her in her day-to-day tasks:

“With Irwin’s advanced targeting and CRM capabilities, it was a no-brainer. My time is so limited, and the fact that I could save time on manual tasks made Irwin the best choice for us.”

How Sobi uses Irwin to support their IR program

Tracking investor interactions

The team at Sobi uses Irwin’s CRM to track and manage their investor interactions and often use Irwin Assistant to support them in ensuring nothing gets missed:

“I often send the Irwin Assistant Team event schedules or meeting notes, and they upload them directly into our CRM. It’s saved me so much time.”

Making the most of management’s time with precise investor targeting

For Jennifer, ensuring that she’s making the most of her management team’s time is of critical importance, and she leans on Irwin’s extensive targeting capabilities to ensure that their time is well spent:

“Being able to filter for the right-fit investors builds confidence with our senior management team. They can make the most of their time and have conversations with relevant investors, something we’ve struggled with using other providers who didn’t always know how the targeting suggestions worked in their solution. We confidently know why an investor is suggested in Irwin, which allows us to give the added context to management.”

Integrated workflows with Irwin + FactSet

Having access to market data helps Jennifer and the team at Sobi access the most important IR workflows within a single tool. Jennifer had previously struggled to aggregate data, get a good read on analysts, and understand analyst notes. The integrated solution allows Jennifer to get the information and insights she needs faster:

“I use Irwin + FactSet all the time, it allows us to better understand analyst reports and get the context we need.”

Having a pulse on market news and information also helps the Sobi team stay informed:

“Seeing what’s going on in the wider market is useful and much easier with Irwin + FactSet than the tool we previously used for market data. With our previous solution, I would have to spend 10-15 minutes searching for needed information. It was also expensive, which made us question if the cost justified the value that we were getting. On top of that, the service quality at Irwin is very interactive, and we weren't able to use it in a meaningful way for targeting in an easy to use tool.”

Another benefit to IR teams who leverage the integrated Irwin + FactSet solution is simplified billing–two industry-leading tools with a single, simplified invoicing process. 

“I also manage the accounts and finances side for our external communications, so the simplified billing has been a big help.”

Jennifer also uses StreetAccount within FactSet to stay on top of news and what’s happening in the markets that could impact the share price:

“When something is going on in the markets that affects our share price, it’s really helpful to have the ability to look in FactSet and get an overall view of what could be contributing to that. Keeping on top of market developments allows me to quickly understand and answer questions with our management team.”

Accessing the powerful data within FactSet coupled with CRM data from Irwin, allows Jennifer to stay prepared and informed in her role:

“It allows me to stay ahead, be ready, be prepared, and learn as much as possible with FactSet’s data at my fingertips.”

High-quality support

Service excellence is something that’s important to the team at Sobi, and they’ve felt well-supported since becoming Irwin customers:

“The support is just all brilliant. I know that if I have a question or need support with targeting, I will always have a good experience with the Irwin team, it’s been a great experience.”

A message to IROs considering Irwin:

“Irwin has saved me so much time, and the integrated FactSet solution allows you to deeply understand your sector so that you’re always prepared. It’s clear that Irwin is an intuitive IR CRM, and the solution is focused on saving you time, which is critical for IROs. If you’ve used other IR solutions in the past, once you see Irwin, it’s a no-brainer.”