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>Biogen's third-quarter 2024 earnings highlighted both strides and challenges the company is navigating in its ongoing operations and strategic objectives.</li><li>This dual focus underscores Biogen’s efforts in addressing existing market demands while steering through the inherent complexities of pharmaceutical development and market penetration.</li><li>Starting on a positive note, Biogen reported several advancements in key areas.</li></ul>

Biogen's third-quarter 2024 earnings highlighted both strides and challenges the company is navigating in its ongoing operations and strategic objectives.This dual focus underscores Biogen’s efforts in addressing existing market demands while steering through the inherent complexities of pharmaceutical development and market penetration.Starting on a positive note, Biogen reported several advancements in key areas.

Biogen Inc.: Market Expansion & Commercial Execution Of New Launches Driving Our 'Buy' Rating! - Major Drivers

Global Healthcare Analyst

Tina Banerjee

Thematic (Sector/Industry)

<ul>
<li>Eisai Announced that global revenue of Leqembi in Q2FY25 was ¥10B, up 1.6x than Q1FY25. Takeda Pharma announced positive interim results from a Phase 3 study.</li>
<li>Shionogi’s COVID-19 drug was effective in reducing transmission of the disease. JCR Pharmaceuticals initiated first patient dosing in Japan in the Phase I clinical trial of JR-441.</li>
<li>Celltrion signed a contract with a U.S. GPO to list Zymfentra on private insurance formularies, which will expand the drug's coverage to 90%+ of the U.S. health insurance market.</li>
</ul>


Eisai Announced that global revenue of Leqembi in Q2FY25 was ¥10B, up 1.6x than Q1FY25. Takeda Pharma announced positive interim results from a Phase 3 study.
Shionogi’s COVID-19 drug was effective in reducing transmission of the disease. JCR Pharmaceuticals initiated first patient dosing in Japan in the Phase I clinical trial of JR-441.
Celltrion signed a contract with a U.S. GPO to list Zymfentra on private insurance formularies, which will expand the drug's coverage to 90%+ of the U.S. health insurance market.


APAC Healthcare Weekly (Nov 3)- Eisai, Takeda, Shionogi, Astellas Pharma, Celltrion, Wuxi AppTec

<ul><li>Biogen recently reported its earnings for the second quarter of 2024.</li><li>The company, a leading biotechnology entity known for its pioneering work in neuroscience, highlighted a period of transformative growth and strategic reshuffling under President and CEO Chris Viehbacher.</li><li>Central to the earnings discussion was Biogen's emphasis on accelerating new product launches, optimizing existing portfolios, and expanding through strategic acquisitions, notably the addition of HI-Bio.</li></ul>

Biogen recently reported its earnings for the second quarter of 2024.The company, a leading biotechnology entity known for its pioneering work in neuroscience, highlighted a period of transformative growth and strategic reshuffling under President and CEO Chris Viehbacher.Central to the earnings discussion was Biogen's emphasis on accelerating new product launches, optimizing existing portfolios, and expanding through strategic acquisitions, notably the addition of HI-Bio.

Biogen Inc.: How Is Their Expansion and Execution of New Product Launches Going? - Major Drivers

Global Healthcare Strategist

Vincy Ip

<ul>
<li>Brain disorders, including various neurological and mental diseases, are the hidden danger with the largest social burden among all diseases. </li>
<li>With strong government support across the globe and accelerating private financing, we identify four key areas of investment opportunities in brain science, including neurotherapeutics, neurodiagnostics, neurosurgery, and brain-computer interface (BCI).</li>
<li>Even though the concept of BCI looks promising, its scalability, application, and monetisation potential remain uncertain in the near term and hence the invesmtent risks would be high. </li>
</ul>


Brain disorders, including various neurological and mental diseases, are the hidden danger with the largest social burden among all diseases. 
With strong government support across the globe and accelerating private financing, we identify four key areas of investment opportunities in brain science, including neurotherapeutics, neurodiagnostics, neurosurgery, and brain-computer interface (BCI).
Even though the concept of BCI looks promising, its scalability, application, and monetisation potential remain uncertain in the near term and hence the invesmtent risks would be high. 


Brain Science - An Opportunity or a Trap?

<ul><li>Biogen's first quarter 2024 earnings reflect the company's commitment to growth and innovation within its portfolio, coupled with an unwavering focus on improving profitability.</li><li>The company has seen growth in its earnings per share for the first time in several years, largely due to the performance of its underlying business.</li><li>CEO, Chris Viehbacher, praised the company’s teams for their commitment and the role they play in driving the company’s success, notwithstanding the ongoing changes within the company.</li></ul>

Biogen's first quarter 2024 earnings reflect the company's commitment to growth and innovation within its portfolio, coupled with an unwavering focus on improving profitability.The company has seen growth in its earnings per share for the first time in several years, largely due to the performance of its underlying business.CEO, Chris Viehbacher, praised the company’s teams for their commitment and the role they play in driving the company’s success, notwithstanding the ongoing changes within the company.

Biogen Inc.: Advancement of Neuroscience Drug Delivery & 6 Major Drivers

United States

Biogen Inc. develops, manufactures, and commercializes therapies, focusing on neurology, oncology, and immunology. The Company products address diseases such as multiple sclerosis, non-hodgkin's lymphoma, rheumatoid arthritis, crohn's disease, and psoriasis.

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Biogen (BIIB UW)

Biogen Inc.: Market Expansion & Commercial Execution Of New Launches Driving Our 'Buy' Rating! - Major Drivers

Biogen's third-quarter 2024 earnings highlighted both strides and challenges the company is navigating in its ongoing operations and strategic...

Baptista Research

APAC Healthcare Weekly (Nov 3)- Eisai, Takeda, Shionogi, Astellas Pharma, Celltrion, Wuxi AppTec

Large APAC healthcare companies are reporting mixed earnings. Demography will play a key role in ensuring how the overall domestic demand scenario...

Tina Banerjee

Biogen Inc.: How Is Their Expansion and Execution of New Product Launches Going? - Major Drivers

Biogen recently reported its earnings for the second quarter of 2024. The company, a leading biotechnology entity known for its pioneering work in...

Baptista Research

Brain Science - An Opportunity or a Trap?

We identify four key areas of investment opportunities in brain science, including neurotherapeutics, neurodiagnostics, neurosurgery, and brain...

Vincy Ip

Biogen Inc.: Advancement of Neuroscience Drug Delivery & 6 Major Drivers

Biogen's first quarter 2024 earnings reflect the company's commitment to growth and innovation within its portfolio, coupled with an unwavering...

Baptista Research

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