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>Bristol-Myers Squibb's (BMS) Q3 2025 results reflect a mixed performance, characterized by robust growth in its new portfolio and strategic shifts, but also by challenges from legacy products.</li><li>The company's growth portfolio demonstrated strong sales, with a 17% increase year-over-year.</li><li>Growth was primarily driven by their immuno-oncology (IO) products, Reblozyl, Camzyos, and Breyanzi.</li></ul>

Bristol-Myers Squibb's (BMS) Q3 2025 results reflect a mixed performance, characterized by robust growth in its new portfolio and strategic shifts, but also by challenges from legacy products.The company's growth portfolio demonstrated strong sales, with a 17% increase year-over-year.Growth was primarily driven by their immuno-oncology (IO) products, Reblozyl, Camzyos, and Breyanzi.

Bristol-Myers Squibb Is Betting Big on Cobenfy — Could This Be the Next Blockbuster Drug?

<ul><li>Bristol Myers Squibb has made headlines once again—this time with its $1.5 billion all-cash agreement to acquire Orbital Therapeutics, a privately held biotechnology company pioneering nextgeneration RNA therapies.</li><li>The deal represents a significant move by Bristol to bolster its innovation pipeline amid looming patent expirations, increased payer scrutiny, and a shifting regulatory landscape.</li><li>Orbital Therapeutics' platform, which integrates circular and linear RNA engineering with AI-driven design and advanced lipid nanoparticle delivery, is anchored by its lead candidate OTX-201—an RNA immunotherapy targeting autoimmune disease via B cell depletion.</li></ul>

Bristol Myers Squibb has made headlines once again—this time with its $1.5 billion all-cash agreement to acquire Orbital Therapeutics, a privately held biotechnology company pioneering nextgeneration RNA therapies.The deal represents a significant move by Bristol to bolster its innovation pipeline amid looming patent expirations, increased payer scrutiny, and a shifting regulatory landscape.Orbital Therapeutics' platform, which integrates circular and linear RNA engineering with AI-driven design and advanced lipid nanoparticle delivery, is anchored by its lead candidate OTX-201—an RNA immunotherapy targeting autoimmune disease via B cell depletion.

Bristol Myers' $1.5 Billion RNA Gamble: Could Orbital Therapeutics Rewire Its Future?

<ul><li>Bristol-Myers Squibb reported notable second-quarter performance for 2025, illustrating both encouraging advances and some areas of concern.</li><li>On the positive side, the company showed strong growth in its key oncology and cardiovascular portfolios, along with significant revenue gains in their newer therapeutic areas.</li><li>Total company revenues reached approximately $12.3 billion, driven by a 17% increase in sales within the growth portfolio.</li></ul>

Bristol-Myers Squibb reported notable second-quarter performance for 2025, illustrating both encouraging advances and some areas of concern.On the positive side, the company showed strong growth in its key oncology and cardiovascular portfolios, along with significant revenue gains in their newer therapeutic areas.Total company revenues reached approximately $12.3 billion, driven by a 17% increase in sales within the growth portfolio.

Bristol-Myers Squibb Advances Immunology Pipeline – Could Sotyktu & Cell Therapies Up The Ante?

<ul><li>Bristol Myers Squibb (BMS) has made headlines with its recent $11.1 billion collaboration deal with German biotech BioNTech, a strategic move that underscores the company’s aggressive pivot toward growth in oncology.</li><li>The centerpiece of this deal is BNT327, a PD-L1/VEGF-A bispecific antibody, which BMS sees as a next-generation immuno-oncology asset capable of reshaping the cancer treatment landscape.</li><li>With an upfront payment of $1.5 billion and $2 billion guaranteed through 2028, the agreement also includes a potential $7.6 billion in milestone payments.</li></ul>

Bristol Myers Squibb (BMS) has made headlines with its recent $11.1 billion collaboration deal with German biotech BioNTech, a strategic move that underscores the company’s aggressive pivot toward growth in oncology.The centerpiece of this deal is BNT327, a PD-L1/VEGF-A bispecific antibody, which BMS sees as a next-generation immuno-oncology asset capable of reshaping the cancer treatment landscape.With an upfront payment of $1.5 billion and $2 billion guaranteed through 2028, the agreement also includes a potential $7.6 billion in milestone payments.

Bristol Myers Just Dropped $11.1 Billion on BioNTech: Is This the Pivot That Transforms Its Oncology Pipeline?

<ul><li>Bristol-Myers Squibb's first quarter results for 2025 reflect a blend of growth and strategic repositioning, highlighting both achievements and challenges facing the company in the ongoing fiscal year.</li><li>The company reported total revenues of approximately $11.2 billion, an outcome supported by substantial performance in its growth portfolio, comprising prominent products such as its immuno-oncology (IO) portfolio, Breyanzi, Reblozyl, and Camzyos, amidst a backdrop of generics impacting their legacy brands.</li><li>Their growth segment showcased an increase of 18% in sales, though offset by legacy products' decline due to generic competition and regulatory factors like the Medicare Part D redesign.</li></ul>

Bristol-Myers Squibb's first quarter results for 2025 reflect a blend of growth and strategic repositioning, highlighting both achievements and challenges facing the company in the ongoing fiscal year.The company reported total revenues of approximately $11.2 billion, an outcome supported by substantial performance in its growth portfolio, comprising prominent products such as its immuno-oncology (IO) portfolio, Breyanzi, Reblozyl, and Camzyos, amidst a backdrop of generics impacting their legacy brands.Their growth segment showcased an increase of 18% in sales, though offset by legacy products' decline due to generic competition and regulatory factors like the Medicare Part D redesign.

Bristol-Myers Squibb: Will Its Focus On Innovation In New Therapeutic Domains Pay Off?

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 Is Betting Big on Cobenfy — Could This Be the Next Blockbuster Drug?

Bristol-Myers Squibb's (BMS) Q3 2025 results reflect a mixed performance, characterized by robust growth in its new portfolio and strategic...

Baptista Research

Bristol Myers' $1.5 Billion RNA Gamble: Could Orbital Therapeutics Rewire Its Future?

Bristol Myers Squibb has made headlines once again—this time with its $1.5 billion all-cash agreement to acquire Orbital Therapeutics, a privately...

Baptista Research

Bristol-Myers Squibb Advances Immunology Pipeline – Could Sotyktu & Cell Therapies Up The Ante?

Bristol-Myers Squibb reported notable second-quarter performance for 2025, illustrating both encouraging advances and some areas of concern. On...

Baptista Research

Bristol Myers Just Dropped $11.1 Billion on BioNTech: Is This the Pivot That Transforms Its Oncology Pipeline?

Bristol Myers Squibb (BMS) has made headlines with its recent $11.1 billion collaboration deal with German biotech BioNTech, a strategic move that...

Baptista Research

Bristol-Myers Squibb: Will Its Focus On Innovation In New Therapeutic Domains Pay Off?

Bristol-Myers Squibb's first quarter results for 2025 reflect a blend of growth and strategic repositioning, highlighting both achievements and...

Baptista Research

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