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>Blueprint Medicines presented a mixed yet promising outlook for the first quarter of 2025, exhibiting growth and challenges in their financial and operational performance.</li><li>The company reported significant progress, particularly with AYVAKIT, their commercialized treatment for systemic mastocytosis (SM), which achieved a 61% year-over year revenue growth.</li><li>This reflects a robust market demand and a growing patient base on therapy, aligning with their $2 billion revenue target for 2030.</li></ul>

Blueprint Medicines presented a mixed yet promising outlook for the first quarter of 2025, exhibiting growth and challenges in their financial and operational performance.The company reported significant progress, particularly with AYVAKIT, their commercialized treatment for systemic mastocytosis (SM), which achieved a 61% year-over year revenue growth.This reflects a robust market demand and a growing patient base on therapy, aligning with their $2 billion revenue target for 2030.

Blueprint Medicines Targets $2 Billion—Can Soaring AYVAKIT Treatment Rates Make It Happen?

<ul><li>Blueprint Medicines' latest earnings report presents a comprehensive look into its financial health and future prospects.</li><li>The company reported a significant increase in product revenue, particularly from AYVAKIT, a treatment for systemic mastocytosis (SM), marking an annual growth of 135% with revenues hitting $479 million in 2024.</li><li>The forecast for 2025 includes an anticipated rise in AYVAKIT revenue to between $680 million and $710 million, reflecting a 45% growth rate at the midpoint.</li></ul>

Blueprint Medicines' latest earnings report presents a comprehensive look into its financial health and future prospects.The company reported a significant increase in product revenue, particularly from AYVAKIT, a treatment for systemic mastocytosis (SM), marking an annual growth of 135% with revenues hitting $479 million in 2024.The forecast for 2025 includes an anticipated rise in AYVAKIT revenue to between $680 million and $710 million, reflecting a 45% growth rate at the midpoint.

Blueprint Medicines Corporation: Enhancing Patient Identification & Diagnosis To Up Their Game!

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>M&amp;A and deal activity provided a much-needed tailwind for biotech last week.</li><li>Exiting a positive, but mostly expected, ASCO weekend, we witnessed the second-largest biotech acquisition in 2025, with SNY buying BPMC for $9.1 billion, and a mega-licensing deal, as BMY will pay up to $11.1 billion for co- rights to BNTX’s PD-1/VEGF (read-across to TIL, SMMT, PFE, MRK).</li><li>Gene and cell therapy (NTLA, BEAM, CRSP) got a boost, as the heads of the HHS, FDA, CBER, NIH, and CDC expressed support for faster rare disease approvals at an FDA roundtable. </li></ul>

M&amp;A and deal activity provided a much-needed tailwind for biotech last week.Exiting a positive, but mostly expected, ASCO weekend, we witnessed the second-largest biotech acquisition in 2025, with SNY buying BPMC for $9.1 billion, and a mega-licensing deal, as BMY will pay up to $11.1 billion for co- rights to BNTX’s PD-1/VEGF (read-across to TIL, SMMT, PFE, MRK).Gene and cell therapy (NTLA, BEAM, CRSP) got a boost, as the heads of the HHS, FDA, CBER, NIH, and CDC expressed support for faster rare disease approvals at an FDA roundtable. 

Biopharma Week in Review Large M&A and Licensing Deals Provide a Boost

<ul><li>Blueprint Medicines Corporation, during its third quarter of 2024 financial results presentation, highlighted both promising developments and ongoing challenges.</li><li>The company reported robust revenue growth, primarily driven by the performance of AYVAKIT, which achieved $128.2 million in net product revenue, marking a 137% year-over-year increase.</li><li>This strong performance led the company to raise its annual revenue guidance to between $475 million and $480 million, positioning AYVAKIT on track for substantial long-term revenue, potentially exceeding $2 billion.</li></ul>

Blueprint Medicines Corporation, during its third quarter of 2024 financial results presentation, highlighted both promising developments and ongoing challenges.The company reported robust revenue growth, primarily driven by the performance of AYVAKIT, which achieved $128.2 million in net product revenue, marking a 137% year-over-year increase.This strong performance led the company to raise its annual revenue guidance to between $475 million and $480 million, positioning AYVAKIT on track for substantial long-term revenue, potentially exceeding $2 billion.

Blueprint Medicines: Expanding International Market Footprint For A Potentially Unmatched Revenue Impact? - Major Drivers

<ul><li>Blueprint Medicines has commemorated a full year since the U.S. approval of AYVAKIT for indolent systemic mastocytosis (ISM), showcasing significant achievements in both financial and operational domains.</li><li>The company's Q2 2024 financial results reflect a robust trajectory for AYVAKIT, bolstered by favorable reception among physicians, patients, and payers, and underscored by promising revenue figures that outstrip prior expectations.</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>

Blueprint Medicines has commemorated a full year since the U.S. approval of AYVAKIT for indolent systemic mastocytosis (ISM), showcasing significant achievements in both financial and operational domains.The company's Q2 2024 financial results reflect a robust trajectory for AYVAKIT, bolstered by favorable reception among physicians, patients, and payers, and underscored by promising revenue figures that outstrip prior expectations.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.

Blueprint Medicines Corporation: Expanding Global Markets & 3 Reasons Why We Are Bullish! - Major Drivers

United States

Blueprint Medicines Corporation develops and distributes biomedical treatments. The Company researches and produces medicines and treatments for cancer targeting the molecular differences. Blueprint Medicines focuses selective drugs for genomically defined cancer patients.

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Blueprint Medicines (BPMC US)

Blueprint Medicines Targets $2 Billion—Can Soaring AYVAKIT Treatment Rates Make It Happen?

Blueprint Medicines presented a mixed yet promising outlook for the first quarter of 2025, exhibiting growth and challenges in their financial and...

Baptista Research

Blueprint Medicines Corporation: Enhancing Patient Identification & Diagnosis To Up Their Game!

Blueprint Medicines' latest earnings report presents a comprehensive look into its financial health and future prospects. The company reported a...

Baptista Research

Biopharma Week in Review Large M&A and Licensing Deals Provide a Boost

Gene and cell therapy (NTLA, BEAM, CRSP) got a boost, as the heads of the HHS, FDA, CBER, NIH, and CDC expressed support for faster rare disease...

Water Tower Research

Blueprint Medicines: Expanding International Market Footprint For A Potentially Unmatched Revenue Impact? - Major Drivers

Blueprint Medicines Corporation, during its third quarter of 2024 financial results presentation, highlighted both promising developments and...

Baptista Research

Blueprint Medicines Corporation: Expanding Global Markets & 3 Reasons Why We Are Bullish! - Major Drivers

Blueprint Medicines has commemorated a full year since the U.S. approval of AYVAKIT for indolent systemic mastocytosis (ISM), showcasing...

Baptista Research

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