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

<ul><li>Axogen reported a robust start to 2025 with a revenue increase of 17.4% in the first quarter, reaching $48.6 million.</li><li>This growth was attributed to the continued adoption and execution of customer-focused initiatives centered around nerve repair in its key markets, including extremities, oral maxillofacial, head and neck, and breast surgery.</li><li>The company emphasized its efforts in strategically targeting high-potential accounts, which yielded a 24% increase in average account productivity, surpassing the anticipated 21%.</li></ul>

Axogen reported a robust start to 2025 with a revenue increase of 17.4% in the first quarter, reaching $48.6 million.This growth was attributed to the continued adoption and execution of customer-focused initiatives centered around nerve repair in its key markets, including extremities, oral maxillofacial, head and neck, and breast surgery.The company emphasized its efforts in strategically targeting high-potential accounts, which yielded a 24% increase in average account productivity, surpassing the anticipated 21%.

AXOGEN In Buyout Talks? $18 Per Share Bid Sparks Market Buzz!

Global Healthcare Analyst

Tina Banerjee

Tactile Systems Technology I / Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/tactile-systems-technology-i" target="_blank" data-smartkarma-citation="entities:26307:1" rel="noopener">Tactile Systems Technology I (TCMD US)</a> offers pneumatic compression pump, which has total current addressable market opportunity of $10B+ in the U.S. The company’s annual run rate is ~$200M.</li>
<li>To penetrate the addressable market deeper, Tactile is aggressively expanding commercial team, which should lay the foundation for long-term sustainable revenue growth and margin expansion.</li>
<li>With the declining COVID-related headwinds, new product launch, and better commercial execution, Tactile should be well-positioned for accelerated growth trajectory.  </li>
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Tactile Systems Technology I (TCMD US) offers pneumatic compression pump, which has total current addressable market opportunity of $10B+ in the U.S. The company’s annual run rate is ~$200M.
To penetrate the addressable market deeper, Tactile is aggressively expanding commercial team, which should lay the foundation for long-term sustainable revenue growth and margin expansion.
With the declining COVID-related headwinds, new product launch, and better commercial execution, Tactile should be well-positioned for accelerated growth trajectory.  


Tactile Systems Technology (TCMD US): Subsiding COVID to Drive Mid-Teens Sales Growth in 2022

United States

AxoGen, Inc. is a regenerative medicine company focused on the development and commercialization of technologies for peripheral nerve reconstruction and regeneration. The Company offers products to help repair peripheral nerves.

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AxoGen Inc (AXGN US)

Tactile Systems Technology (TCMD US): Subsiding COVID to Drive Mid-Teens Sales Growth in 2022

Tactile Systems has a significant runway ahead as the company continues to penetrate the combined multibillion-dollar annual addressable market...

Tina Banerjee

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AXOGEN In Buyout Talks? $18 Per Share Bid Sparks Market Buzz!

Axogen reported a robust start to 2025 with a revenue increase of 17.4% in the first quarter, reaching $48.6 million. This growth was attributed...

Baptista Research

Tactile Systems Technology (TCMD US): Subsiding COVID to Drive Mid-Teens Sales Growth in 2022

Tactile Systems has a significant runway ahead as the company continues to penetrate the combined multibillion-dollar annual addressable market...

Tina Banerjee