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

Bristol Myers Squibb Co / Equity Bottom-Up

<ul><li>It is clear from Bristol-Myers Squibb's first quarter 2024 earnings that the company has had a strong start to the year, even as it navigates some challenges.</li><li>The firm’s performance during this time showcased the strength and potential of its commercial portfolio and the progress it has made in advancing its pipeline.</li><li>Key brands such as Eliquis, Opdualag, Reblozyl, Yervoy, and Breyanzi have demonstrated significant strength, contributing to the company's overall performance.</li></ul>

It is clear from Bristol-Myers Squibb's first quarter 2024 earnings that the company has had a strong start to the year, even as it navigates some challenges.The firm’s performance during this time showcased the strength and potential of its commercial portfolio and the progress it has made in advancing its pipeline.Key brands such as Eliquis, Opdualag, Reblozyl, Yervoy, and Breyanzi have demonstrated significant strength, contributing to the company's overall performance.

Bristol-Myers Squibb Company: A Deep Dive Into The Progress Of Its Clinical Portfolio! - Major Drivers

<ul><li>Bristol-Myers Squibb (BMS) reported a strong fourth quarter for 2023 with sales momentum in both their established and new product portfolios, showing a growth of 9% and earning nearly $10 billion in revenue.</li><li>Multiple key brands, including Eliquis, Opdivo, Reblozyl, Opdualag, Breyanzi, Camzyos, and Sotyktu, contributed to this growth.</li><li>In addition, BMS generated significant cash flows from operations amounting to $4.3 billion.</li></ul>

Bristol-Myers Squibb (BMS) reported a strong fourth quarter for 2023 with sales momentum in both their established and new product portfolios, showing a growth of 9% and earning nearly $10 billion in revenue.Multiple key brands, including Eliquis, Opdivo, Reblozyl, Opdualag, Breyanzi, Camzyos, and Sotyktu, contributed to this growth.In addition, BMS generated significant cash flows from operations amounting to $4.3 billion.

Bristol-Myers Squibb: The Ongoing Growth Story Of Each Of Its Core Drugs! - Major Drivers

<ul><li>Bristol-Myers Squibb's results were a major disappointment as the company failed to meet the revenue expectations as well as the earnings expectations of Wall Street.</li><li>The second quarter's total company sales were boosted by the sustained strength of its in-line and new product portfolio.</li><li>Several of their major products throughout the portfolio, including Reblozyl, their cell treatments Breyanzi and Abecma, as well as Camzyos and Zeposia, were responsible for this impressive result.</li></ul>

Bristol-Myers Squibb's results were a major disappointment as the company failed to meet the revenue expectations as well as the earnings expectations of Wall Street.The second quarter's total company sales were boosted by the sustained strength of its in-line and new product portfolio.Several of their major products throughout the portfolio, including Reblozyl, their cell treatments Breyanzi and Abecma, as well as Camzyos and Zeposia, were responsible for this impressive result.

Bristol-Myers Squibb Company: Can Opdualag’s Launch Save Its Market Position? – Key Drivers

Global Healthcare Analyst

Tina Banerjee

Thematic (Sector/Industry)

<ul>
<li>Despite ongoing recovery and fading effect of the COVID-19, 2023 was not a smooth sailing for the healthcare companies. All the countries and sub-sectors did not perform equally.</li>
<li>As we are heading into 2024, let us look back on the performance of some of our global healthcare stocks recommended throughout 2023.</li>
<li>
<a href="https://www.smartkarma.com/entities/lianbio" target="_blank" data-smartkarma-citation="entities:34478:1" rel="noopener">LianBio (LIAN US)</a> remained the best performer with 93% return in nearly eight months. <a href="https://www.smartkarma.com/entities/global-health-medanta" target="_blank" data-smartkarma-citation="entities:34649:1" rel="noopener">Global Health (Medanta) (MEDANTA IN)</a>, top pick for March 2023, generated 79% return in nine months.     </li>
</ul>


Despite ongoing recovery and fading effect of the COVID-19, 2023 was not a smooth sailing for the healthcare companies. All the countries and sub-sectors did not perform equally.
As we are heading into 2024, let us look back on the performance of some of our global healthcare stocks recommended throughout 2023.

LianBio (LIAN US) remained the best performer with 93% return in nearly eight months. Global Health (Medanta) (MEDANTA IN), top pick for March 2023, generated 79% return in nine months.     


2023 in Rear Mirror View: Top Performers From My Global Healthcare Coverage Universe

Equity Long-Short Analyst

Pyari Menon

In technical publications like patents and research papers, cross-references are made to existing patents and research papers. We believe these mentions and citations can provide valuable insights into the views and impressions of experts in the specific innovations and technologies within a sector and hence the likelihood of success. In this report (which is the first one we are publishing) we have crawled through more than ten years of publications (several thousand) to analyze a subset in the Lifesciences space namely PEPTIDES.  Needless to say the same can be done with respect to other technological areas in other sectors as well.We backtested our methodology (dating three years back) to look for any specific actionable idea the analysis might throw up. We noted that among the small or mid-cap stocks that screened well half were acquired over the next three years Specific to this report we highlight over ten companies that are likely acquisition targets over the next three years. Within those, two companies that screen very well based purely on data mined from the publications and our parameters of number of innovations, number of citations, Recency, and Impact are a Germany based Nasdaq listed - Immatics (IMTX) and US-based Coherus (CHRS)

In technical publications like patents and research papers, cross-references are made to existing patents and research papers. We believe these mentions and citations can provide valuable insights into the views and impressions of experts in the specific innovations and technologies within a sector and hence the likelihood of success. In this report (which is the first one we are publishing) we have crawled through more than ten years of publications (several thousand) to analyze a subset in the Lifesciences space namely PEPTIDES.  Needless to say the same can be done with respect to other technological areas in other sectors as well.We backtested our methodology (dating three years back) to look for any specific actionable idea the analysis might throw up. We noted that among the small or mid-cap stocks that screened well half were acquired over the next three years Specific to this report we highlight over ten companies that are likely acquisition targets over the next three years. Within those, two companies that screen very well based purely on data mined from the publications and our parameters of number of innovations, number of citations, Recency, and Impact are a Germany based Nasdaq listed - Immatics (IMTX) and US-based Coherus (CHRS)

Stock Ideas Based on Data Mined from Technical Publications - A Look Into Peptides

United States

Bristol-Myers Squibb Company is a global biopharmaceutical company. The Company develops, licenses, manufactures, markets, and sells pharmaceutical and nutritional products. Bristol Myers Squibb focuses on products and experimental therapies address cancer, heart disease, HIV and AIDS, diabetes, rheumatoid arthritis, hepatitis, organ transplant rejection, and psychiatric disorders.

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Bristol-Myers Squibb (BMY UN)

Bristol-Myers Squibb Company: A Deep Dive Into The Progress Of Its Clinical Portfolio! - Major Drivers

It is clear from Bristol-Myers Squibb's first quarter 2024 earnings that the company has had a strong start to the year, even as it navigates some...

Baptista Research

Bristol-Myers Squibb: The Ongoing Growth Story Of Each Of Its Core Drugs! - Major Drivers

Bristol-Myers Squibb (BMS) reported a strong fourth quarter for 2023 with sales momentum in both their established and new product portfolios,...

Baptista Research

Bristol-Myers Squibb Company: Can Opdualag’s Launch Save Its Market Position? – Key Drivers

Bristol-Myers Squibb's results were a major disappointment as the company failed to meet the revenue expectations as well as the earnings...

Baptista Research

2023 in Rear Mirror View: Top Performers From My Global Healthcare Coverage Universe

Despite ongoing recovery and fading effect of the COVID-19, healthcare companies had varying performances in 2023. From my coverage, the top...

Tina Banerjee

Stock Ideas Based on Data Mined from Technical Publications - A Look Into Peptides

We have screened for stock ideas in the area of PEPTIDES by datamining citations by industry experts in thousands of technical publications over...

Pyari Menon

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Bristol-Myers Squibb Company: A Deep Dive Into The Progress Of Its Clinical Portfolio! - Major Drivers

It is clear from Bristol-Myers Squibb's first quarter 2024 earnings that the company has had a strong start to the year, even as it navigates some...

Baptista Research

Bristol-Myers Squibb: The Ongoing Growth Story Of Each Of Its Core Drugs! - Major Drivers

Bristol-Myers Squibb (BMS) reported a strong fourth quarter for 2023 with sales momentum in both their established and new product portfolios,...

Baptista Research

Bristol-Myers Squibb Company: Can Opdualag’s Launch Save Its Market Position? – Key Drivers

Bristol-Myers Squibb's results were a major disappointment as the company failed to meet the revenue expectations as well as the earnings...

Baptista Research

2023 in Rear Mirror View: Top Performers From My Global Healthcare Coverage Universe

​Despite ongoing recovery and fading effect of the COVID-19, healthcare companies had varying performances in 2023. From my coverage, the top...

Tina Banerjee

Stock Ideas Based on Data Mined from Technical Publications - A Look Into Peptides

We have screened for stock ideas in the area of PEPTIDES by datamining citations by industry experts in thousands of technical publications over...

Pyari Menon

Despite ongoing recovery and fading effect of the COVID-19, healthcare companies had varying performances in 2023. From my coverage, the top...