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.

Equity Bottom-Up

Astrazeneca Plc Spons Adr / Equity Bottom-Up

<ul><li>AstraZeneca has reported its first quarter 2025 financial results, revealing a robust performance marked by a 10% increase in total revenue.</li><li>The pharmaceutical giant's growth was driven by rising demand for its innovative medicines, with core operating profit up by 12% and core EPS rising by 21%.</li><li>This performance was partially bolstered by favorable tax settlements.</li></ul>

AstraZeneca has reported its first quarter 2025 financial results, revealing a robust performance marked by a 10% increase in total revenue.The pharmaceutical giant's growth was driven by rising demand for its innovative medicines, with core operating profit up by 12% and core EPS rising by 21%.This performance was partially bolstered by favorable tax settlements.

<ul><li>AstraZeneca presented robust financial outcomes for the year 2024, achieving a total revenue growth of 21% and an increase in core earnings per share (EPS) of 19%.</li><li>This reflects solid demand across its diverse portfolio and geographical footprint.</li><li>The company's strategic focus led to numerous pipeline advancements, notably nine high-value pivotal trial readouts that signify future growth potential, with an ambition to introduce 20 new medicines by 2030.</li></ul>

AstraZeneca presented robust financial outcomes for the year 2024, achieving a total revenue growth of 21% and an increase in core earnings per share (EPS) of 19%.This reflects solid demand across its diverse portfolio and geographical footprint.The company's strategic focus led to numerous pipeline advancements, notably nine high-value pivotal trial readouts that signify future growth potential, with an ambition to introduce 20 new medicines by 2030.

AstraZeneca: A Tale Of Oncology, Rare Diseases & Big Acquisitions!

Global Healthcare Analyst

Tina Banerjee

Thematic (Sector/Industry)

<ul>
<li>Chugai Pharmaceutical enters inlicensing agreement with Gero to develop novel therapies for age-related diseases. JCR Pharmaceuticals stuck outlicening deal with Alexion for its proprietary JUST-AAV capsids to develop genomic medicines.</li>
<li>Cochlear got FDA approval for new product, which will be launched in 1Q26. CStone Pharmaceuticals entered exclusive partnership with Istituto Gentili to commercialize sugemalimab across Western Europe and UK.</li>
<li>Glenmark signed exclusive licensing agreement with AbbVie for their oncology drug candidate ISB 2001. Lupin entered license and supply agreement for commercialization of its biosimilar Certolizumab Pegol in global markets.</li>
</ul>


Chugai Pharmaceutical enters inlicensing agreement with Gero to develop novel therapies for age-related diseases. JCR Pharmaceuticals stuck outlicening deal with Alexion for its proprietary JUST-AAV capsids to develop genomic medicines.
Cochlear got FDA approval for new product, which will be launched in 1Q26. CStone Pharmaceuticals entered exclusive partnership with Istituto Gentili to commercialize sugemalimab across Western Europe and UK.
Glenmark signed exclusive licensing agreement with AbbVie for their oncology drug candidate ISB 2001. Lupin entered license and supply agreement for commercialization of its biosimilar Certolizumab Pegol in global markets.


APAC Healthcare Weekly (July 13) – Chugai, JCR, Cochlear, CStone, Celltrion, Glenmark, Lupin

<ul><li>AstraZeneca's recent earnings outlined promising developments but also noted potential areas for concern.</li><li>The company's total revenue saw a significant increase of 21% in Q3, driven by strong global demand for its medicines, resulting in a core EPS rise of 27%.</li><li>Year-to-date, total revenue and core EPS have increased by 19% and 11%, respectively.</li></ul>

AstraZeneca's recent earnings outlined promising developments but also noted potential areas for concern.The company's total revenue saw a significant increase of 21% in Q3, driven by strong global demand for its medicines, resulting in a core EPS rise of 27%.Year-to-date, total revenue and core EPS have increased by 19% and 11%, respectively.

AstraZeneca PLC: Expansion in Rare Disease & Complement Therapeutics Driving Our Optimism! - Major Drivers

<ul><li>AstraZeneca's recent financial performance has shown substantial growth, signaling robust underlying demand for its diverse product range across multiple therapy areas and geographies, as reflected in its first half of the year 2024 results.</li><li>The company reported a significant 18% growth in total revenue, driven primarily by its core therapeutic areas including Oncology, Biopharmaceuticals, and Rare Diseases.</li><li>This revenue increase translated to a core operating profit of $8.4 billion and a core EPS increase of 5% to $4.03.</li></ul>

AstraZeneca's recent financial performance has shown substantial growth, signaling robust underlying demand for its diverse product range across multiple therapy areas and geographies, as reflected in its first half of the year 2024 results.The company reported a significant 18% growth in total revenue, driven primarily by its core therapeutic areas including Oncology, Biopharmaceuticals, and Rare Diseases.This revenue increase translated to a core operating profit of $8.4 billion and a core EPS increase of 5% to $4.03.

AstraZeneca PLC: Acquisition of Fusion Pharmaceuticals to Advance Cancer Treatment & Other Major Drivers

United Kingdom

AstraZeneca PLC is a holding company. The Company, through its subsidiaries, researches, manufactures, and sells pharmaceutical and medical products. AstraZeneca focuses its operations on eight therapeutic areas: Gastrointestinal, Oncology, Cardiovascular, Respiratory, Central Nervous System, Pain Control, Anaesthesia, and Infection.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Astrazeneca Plc Spons Adr (AZN US)

AstraZeneca: Pipeline Diversification

AstraZeneca has reported its first quarter 2025 financial results, revealing a robust performance marked by a 10% increase in total revenue. The...

Baptista Research

AstraZeneca: A Tale Of Oncology, Rare Diseases & Big Acquisitions!

AstraZeneca presented robust financial outcomes for the year 2024, achieving a total revenue growth of 21% and an increase in core earnings per...

Baptista Research

APAC Healthcare Weekly (July 13) – Chugai, JCR, Cochlear, CStone, Celltrion, Glenmark, Lupin

Chugai entered inlicensing agreement. JCR Pharma and Glenmark stuck outlicensing deal. Cochlear got new product approval. CStone and Lupin found...

Tina Banerjee

AstraZeneca PLC: Expansion in Rare Disease & Complement Therapeutics Driving Our Optimism! - Major Drivers

AstraZeneca's recent earnings outlined promising developments but also noted potential areas for concern. The company's total revenue saw a...

Baptista Research

AstraZeneca PLC: Acquisition of Fusion Pharmaceuticals to Advance Cancer Treatment & Other Major Drivers

AstraZeneca's recent financial performance has shown substantial growth, signaling robust underlying demand for its diverse product range across...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)