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>BioNTech, a pioneering biopharmaceutical company, revealed their fourth quarter and full year financial results for 2024, along with strategic priorities moving into 2025.</li>
<li>The company remains steadfast in its mission to leverage its immunotherapy and architectural prowess to tackle diseases, especially cancer and infectious diseases like COVID-19.</li>
<li>In 2024, BioNTech reported revenues of approximately EUR 2.8 billion, aligning with the midpoint of its guidance, although this represents a decline from the previous year, attributed to reduced COVID-19 vaccine demand.</li>
</ul>


BioNTech, a pioneering biopharmaceutical company, revealed their fourth quarter and full year financial results for 2024, along with strategic priorities moving into 2025.
The company remains steadfast in its mission to leverage its immunotherapy and architectural prowess to tackle diseases, especially cancer and infectious diseases like COVID-19.
In 2024, BioNTech reported revenues of approximately EUR 2.8 billion, aligning with the midpoint of its guidance, although this represents a decline from the previous year, attributed to reduced COVID-19 vaccine demand.


How BioNTech’s Growing Oncology Pipeline Could Reshape Its Future!

<ul>
<li>BioNTech's third quarter of 2024 earnings report reflects a balanced mix of progress in its oncology pipeline and its ongoing responses to the changing COVID-19 landscape.</li>
<li>The company has achieved notable advancements in both its COVID-19 vaccine franchise and its oncology development programs, showcasing a commitment to innovation while navigating the complexities of the healthcare market.</li>
<li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li>
</ul>


BioNTech's third quarter of 2024 earnings report reflects a balanced mix of progress in its oncology pipeline and its ongoing responses to the changing COVID-19 landscape.
The company has achieved notable advancements in both its COVID-19 vaccine franchise and its oncology development programs, showcasing a commitment to innovation while navigating the complexities of the healthcare market.
Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.


BioNTech: Strategic Partnerships & Innovation Driving Our ‘Outperform’ Rating!

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>
<a href="https://www.smartkarma.com/entities/3sbio-inc" target="_blank" data-smartkarma-citation="entities:459:1" rel="noopener">3SBio Inc (1530 HK)</a> signed an outlicensing deal worth more than $6B with Pfizer for its PD-1/VEGF bispecific antibody, SSGJ-707. Since signing the deal, 3SBio shares rallied more than 55%.</li>
<li>Considering deals signed with Chinese companies for bispecific antibody drug candidates in recent times, 3SBio seems to have secured best valuation for its asset.</li>
<li>Initiation of global trial of SSGJ-707 and data readout from its ongoing China trials for additional indications, continued strong financial performance, and new approvals are upcoming catalysts.</li>
</ul>



3SBio Inc (1530 HK) signed an outlicensing deal worth more than $6B with Pfizer for its PD-1/VEGF bispecific antibody, SSGJ-707. Since signing the deal, 3SBio shares rallied more than 55%.
Considering deals signed with Chinese companies for bispecific antibody drug candidates in recent times, 3SBio seems to have secured best valuation for its asset.
Initiation of global trial of SSGJ-707 and data readout from its ongoing China trials for additional indications, continued strong financial performance, and new approvals are upcoming catalysts.


3SBio Inc (1530 HK): Licensing Deal a Market Hit; Will It Continue?

<ul>
<li>BioNTech's second quarter of 2024 earnings revealed a company navigating both ongoing strides in its primary COVID-19 vaccine franchise and advancing its footprint in the oncology sector.</li>
<li>The call demonstrated BioNTech's commitment to expanding its product offerings while managing the shifts in market demands and regulatory landscapes.</li>
<li>For the second quarter of 2024, the total revenue reported by BioNTech was approximately EUR 129 million, a decline from EUR 168 million in the same quarter the previous year.</li>
</ul>


BioNTech's second quarter of 2024 earnings revealed a company navigating both ongoing strides in its primary COVID-19 vaccine franchise and advancing its footprint in the oncology sector.
The call demonstrated BioNTech's commitment to expanding its product offerings while managing the shifts in market demands and regulatory landscapes.
For the second quarter of 2024, the total revenue reported by BioNTech was approximately EUR 129 million, a decline from EUR 168 million in the same quarter the previous year.


BioNTech SE: Expansion of MRNA Technology Applications & Major Drivers

Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

<ul>
<li>In this report we analyzed data from technical publications to review leadership in RNA related therapeutics. We have listed the top thirty.</li>
<li>In terms of quantity and quality of innovations <a href="https://www.smartkarma.com/entities/alnylam-pharmaceuticals-inc" target="_blank" data-smartkarma-citation="entities:2191:1" rel="noopener">Alnylam Pharmaceuticals (ALNY US)</a>  and <a href="https://www.smartkarma.com/entities/moderna-inc" target="_blank" data-smartkarma-citation="entities:28744:1" rel="noopener">Moderna (MRNA US)</a>  are best positioned. Among private companies Senda Biosciences screened well. </li>
<li>Partnerships and acquisitions  between RNA startups and big pharma as well as between big pharma and big pharma highlight RNA's potential versatility, risks and the necessity for RNA related exposure.</li>
</ul>


In this report we analyzed data from technical publications to review leadership in RNA related therapeutics. We have listed the top thirty.
In terms of quantity and quality of innovations Alnylam Pharmaceuticals (ALNY US)  and Moderna (MRNA US)  are best positioned. Among private companies Senda Biosciences screened well. 
Partnerships and acquisitions  between RNA startups and big pharma as well as between big pharma and big pharma highlight RNA's potential versatility, risks and the necessity for RNA related exposure.


Who Are Leading the Charge in the RNAissance of Medicine

Germany

BioNTech SE provides biotechnological solutions. The Company develops various types of treatments for cancer patients' tumors. BioNTech serves customers worldwide.

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BioNTech (BNTX US)

How BioNTech’s Growing Oncology Pipeline Could Reshape Its Future!

BioNTech, a pioneering biopharmaceutical company, revealed their fourth quarter and full year financial results for 2024, along with strategic...

Baptista Research

BioNTech: Strategic Partnerships & Innovation Driving Our ‘Outperform’ Rating!

BioNTech's third quarter of 2024 earnings report reflects a balanced mix of progress in its oncology pipeline and its ongoing responses to the...

Baptista Research

3SBio Inc (1530 HK): Licensing Deal a Market Hit; Will It Continue?

3SBio signed $6B outlicensing deal with Pfizer for SSGJ-707, resulting in spectacular rally in 3SBio shares. Global trial initiation of SSGJ-707...

Tina Banerjee

BioNTech SE: Expansion of MRNA Technology Applications & Major Drivers

BioNTech's second quarter of 2024 earnings revealed a company navigating both ongoing strides in its primary COVID-19 vaccine franchise and...

Baptista Research

Who Are Leading the Charge in the RNAissance of Medicine

RNA therapeutics: We analyze the field and spotlight top players driving this precision medicine, for tackling rare diseases with innovative solutions

Pyari Menon

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Market Cap (USDm)

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How BioNTech’s Growing Oncology Pipeline Could Reshape Its Future!

BioNTech, a pioneering biopharmaceutical company, revealed their fourth quarter and full year financial results for 2024, along with strategic...

Baptista Research

BioNTech: Strategic Partnerships & Innovation Driving Our ‘Outperform’ Rating!

BioNTech's third quarter of 2024 earnings report reflects a balanced mix of progress in its oncology pipeline and its ongoing responses to the...

Baptista Research

3SBio Inc (1530 HK): Licensing Deal a Market Hit; Will It Continue?

​3SBio signed $6B outlicensing deal with Pfizer for SSGJ-707, resulting in spectacular rally in 3SBio shares. Global trial initiation of SSGJ-707...

Tina Banerjee

BioNTech SE: Expansion of MRNA Technology Applications & Major Drivers

BioNTech's second quarter of 2024 earnings revealed a company navigating both ongoing strides in its primary COVID-19 vaccine franchise and...

Baptista Research

Who Are Leading the Charge in the RNAissance of Medicine

RNA therapeutics: We analyze the field and spotlight top players driving this precision medicine, for tackling rare diseases with innovative solutions

Pyari Menon

3SBio signed $6B outlicensing deal with Pfizer for SSGJ-707, resulting in spectacular rally in 3SBio shares. Global trial initiation of SSGJ-707...