Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

Clarity Pharmaceuticals Ltd / Equity Bottom-Up

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<li>
<a href="https://www.smartkarma.com/entities/clarity-pharmaceuticals-ltd" target="_blank" data-smartkarma-citation="entities:34095:1" rel="noopener">Clarity Pharmaceuticals Ltd (CU6 AU)</a> received FDA fast track designation for its lead candidate 64Cu-SAR-bisPSMA for PET imaging of prostate cancer lesions. Currently, 64Cu-SAR-bisPSMA is in phase 3 trial.</li>
<li>If approved, 64Cu-SAR-bisPSMA has the potential the best-in-class diagnostic as the product has improved lesion detection capability compared to existing prostate cancer diagnostics.</li>
<li>Clarity’s copper platform, strong prostate pipeline and therapeutic and diagnostic efficacy data represents an attractive opportunity to grow a significant radiopharmaceutical franchise in oncology and other indications.</li>
</ul>



Clarity Pharmaceuticals Ltd (CU6 AU) received FDA fast track designation for its lead candidate 64Cu-SAR-bisPSMA for PET imaging of prostate cancer lesions. Currently, 64Cu-SAR-bisPSMA is in phase 3 trial.
If approved, 64Cu-SAR-bisPSMA has the potential the best-in-class diagnostic as the product has improved lesion detection capability compared to existing prostate cancer diagnostics.
Clarity’s copper platform, strong prostate pipeline and therapeutic and diagnostic efficacy data represents an attractive opportunity to grow a significant radiopharmaceutical franchise in oncology and other indications.


Clarity Pharmaceuticals Ltd (CU6 AU): An Attractive Bet on Red Hot Radiopharmaceutical Field

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Bristol Myers Squibb Co / Equity Bottom-Up

<ul><li>Bristol-Myers Squibb reported its second quarter 2024 earnings showcasing continued execution of its long-term strategy aimed at fostering sustainable growth.</li><li>The company highlighted an 18% year over-year increase in its growth portfolio revenues, amounting to a 21% rise when excluding the impact of foreign exchange.</li><li>This bolstered growth originated largely from several marketed products gaining traction in the market.</li></ul>

Bristol-Myers Squibb reported its second quarter 2024 earnings showcasing continued execution of its long-term strategy aimed at fostering sustainable growth.The company highlighted an 18% year over-year increase in its growth portfolio revenues, amounting to a 21% rise when excluding the impact of foreign exchange.This bolstered growth originated largely from several marketed products gaining traction in the market.

Bristol-Myers Squibb: Will The Enhanced Focus on Cell Therapy and Innovative Cancer Treatments Pay Off? - Major Drivers

<ul><li>It is clear from Bristol-Myers Squibb's first quarter 2024 earnings that the company has had a strong start to the year, even as it navigates some challenges.</li><li>The firm’s performance during this time showcased the strength and potential of its commercial portfolio and the progress it has made in advancing its pipeline.</li><li>Key brands such as Eliquis, Opdualag, Reblozyl, Yervoy, and Breyanzi have demonstrated significant strength, contributing to the company's overall performance.</li></ul>

It is clear from Bristol-Myers Squibb's first quarter 2024 earnings that the company has had a strong start to the year, even as it navigates some challenges.The firm’s performance during this time showcased the strength and potential of its commercial portfolio and the progress it has made in advancing its pipeline.Key brands such as Eliquis, Opdualag, Reblozyl, Yervoy, and Breyanzi have demonstrated significant strength, contributing to the company's overall performance.

Bristol-Myers Squibb Company: A Deep Dive Into The Progress Of Its Clinical Portfolio! - Major Drivers

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<li>
<a href="https://www.smartkarma.com/entities/peptidream-inc" target="_blank" data-smartkarma-citation="entities:13514:1" rel="noopener">Peptidream Inc (4587 JP)</a> has obtained first-in-human imaging studies approval for its first in-house peptide radiopharmaceutical therapeutic program, PD-32766 targeting patients with clear cell renal cell carcinoma.</li>
<li>
<a href="https://www.smartkarma.com/entities/novartis-ag-8261b5d2-53ba-409e-8628-86d59cd6f853" target="_blank" data-smartkarma-citation="entities:27907:1" rel="noopener">Novartis (NOVN SW)</a> has expanded peptide discovery collaboration with Peptidream. The expanded partnership could bring up to $2.7B in milestone payments plus royalties to Peptidream.</li>
<li>In 2023, Peptidream reported revenue of ¥29B, up 7% YoY, with radiopharmaceutical revenue growing 40% YoY to ¥16B. For 2024, the company guided for revenue of ¥35B, up 22% YoY.  </li>
</ul>



Peptidream Inc (4587 JP) has obtained first-in-human imaging studies approval for its first in-house peptide radiopharmaceutical therapeutic program, PD-32766 targeting patients with clear cell renal cell carcinoma.

Novartis (NOVN SW) has expanded peptide discovery collaboration with Peptidream. The expanded partnership could bring up to $2.7B in milestone payments plus royalties to Peptidream.
In 2023, Peptidream reported revenue of ¥29B, up 7% YoY, with radiopharmaceutical revenue growing 40% YoY to ¥16B. For 2024, the company guided for revenue of ¥35B, up 22% YoY.  


Peptidream (4587 JP): Steadily Riding the Next Wave of Drug Discovery

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Karuna Therapeutics Inc / Equity Bottom-Up

<ul>
<li>In December 2023, American multinational pharmaceutical company Bristol Myers Squibb has agreed to acquire Karuna Therapeutics for $330 per share in cash, implying a total equity value of $14B.</li>
<li>The special meeting of Karuna’s shareholders to be held on March 12, 2023, to consider and vote on various proposals necessary to approve upcoming M&amp;A deal.</li>
<li>I expect the bidding battle among big pharma to acquire Karuna Therapeutics and its valuable pipeline of transformative medicines to treat schizophrenia and psychosis in Alzheimer’s disease.</li>
</ul>


In December 2023, American multinational pharmaceutical company Bristol Myers Squibb has agreed to acquire Karuna Therapeutics for $330 per share in cash, implying a total equity value of $14B.
The special meeting of Karuna’s shareholders to be held on March 12, 2023, to consider and vote on various proposals necessary to approve upcoming M&amp;A deal.
I expect the bidding battle among big pharma to acquire Karuna Therapeutics and its valuable pipeline of transformative medicines to treat schizophrenia and psychosis in Alzheimer’s disease.


Karuna Therapeutics: Is The Bidding Battle Underway?

United States

Bristol-Myers Squibb Company is a global biopharmaceutical company. The Company develops, licenses, manufactures, markets, and sells pharmaceutical and nutritional products. Bristol-Myers Squibb products and experimental therapies address cancer, heart disease, HIV/AIDS, diabetes, rheumatoid arthritis, hepatitis, organ transplant  rejection, and psychiatric disorders.

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Bristol Myers Squibb Co (BMY US)

Clarity Pharmaceuticals Ltd (CU6 AU): An Attractive Bet on Red Hot Radiopharmaceutical Field

Clarity’s copper platform, strong prostate pipeline and therapeutic and diagnostic efficacy data represent an attractive opportunity to grow a...

Tina Banerjee

Bristol-Myers Squibb: Will The Enhanced Focus on Cell Therapy and Innovative Cancer Treatments Pay Off? - Major Drivers

Bristol-Myers Squibb reported its second quarter 2024 earnings showcasing continued execution of its long-term strategy aimed at fostering...

Baptista Research

Bristol-Myers Squibb Company: A Deep Dive Into The Progress Of Its Clinical Portfolio! - Major Drivers

It is clear from Bristol-Myers Squibb's first quarter 2024 earnings that the company has had a strong start to the year, even as it navigates some...

Baptista Research

Peptidream (4587 JP): Steadily Riding the Next Wave of Drug Discovery

Peptidream got nod for first human trial for radiopharma targeting renal cell carcinoma. Expanded peptide discovery collaboration with Novartis...

Tina Banerjee

Karuna Therapeutics: Is The Bidding Battle Underway?

I see a strong wave of M&A activity in neuropsychiatry space and think the risk/reward of owning KRTX shares is favorable despite the substantial...

Andrei Zakharov

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