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>CSL Limited, an Australian multinational specialty biotechnology company, reported its financial performance for the first half of fiscal year 2025, presenting a nuanced picture of its current business landscape.</li><li>From an investor's standpoint, analyzing both the positive aspects and the challenges noted in the earnings call gives a clearer sense of CSL Limited's operational and strategic trajectory.</li><li>Starting with the positives, the company reported solid financial results, with group revenues reaching $8.5 billion, reflecting a 5% increase at constant currency.</li></ul>

CSL Limited, an Australian multinational specialty biotechnology company, reported its financial performance for the first half of fiscal year 2025, presenting a nuanced picture of its current business landscape.From an investor's standpoint, analyzing both the positive aspects and the challenges noted in the earnings call gives a clearer sense of CSL Limited's operational and strategic trajectory.Starting with the positives, the company reported solid financial results, with group revenues reaching $8.5 billion, reflecting a 5% increase at constant currency.

CSL Limited: Initiation of Coverage- Powering Global Growth with Solid Immunoglobulin & Albumin Wins!

Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

<ul><li>FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts.</li><li>Today's idea is on CSL</li></ul>

FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts.Today's idea is on CSL

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>
<a href="https://www.smartkarma.com/entities/csl-ltd" target="_blank" data-smartkarma-citation="entities:917:1" rel="noopener">CSL Ltd (CSL AU)</a> received FDA approval of Andemry, for prophylactic use to prevent attacks of hereditary angioedema (HAE) in adult and pediatric patients aged 12 years and older.</li>
<li>CSL will launch Andemry in the U.S. immediately, with availability before the end of June. Thus far, Andemry has been approved in Australia, the UK, EU, Japan, Switzerland, and UAE. </li>
<li>With FDA approval, Andembry is now set to compete with Takeda’s blockbuster drug Takhzyro and BioCryst Pharmaceuticals’ oral HAE drug Orladeyo. Andembry has a convenience and efficacy edge over Takhzyro.</li>
</ul>



CSL Ltd (CSL AU) received FDA approval of Andemry, for prophylactic use to prevent attacks of hereditary angioedema (HAE) in adult and pediatric patients aged 12 years and older.
CSL will launch Andemry in the U.S. immediately, with availability before the end of June. Thus far, Andemry has been approved in Australia, the UK, EU, Japan, Switzerland, and UAE. 
With FDA approval, Andembry is now set to compete with Takeda’s blockbuster drug Takhzyro and BioCryst Pharmaceuticals’ oral HAE drug Orladeyo. Andembry has a convenience and efficacy edge over Takhzyro.


CSL Ltd (CSL AU): First In-House Antibody Drug Gets US Approval; Has Blockbuster Potential

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Jul 25th (reported today). The aggregated short interest was USD26.0bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Fortescue, BHP, Aristocrat Leisure, CSL, Bigtincan.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Jul 25th (reported today). The aggregated short interest was USD26.0bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Fortescue, BHP, Aristocrat Leisure, CSL, Bigtincan.


ASX Short Interest Weekly (Jul 25th): Fortescue, BHP, Aristocrat Leisure, CSL, Bigtincan

United States

CSL Limited develops, manufactures, and markets human pharmaceutical and diagnostic products derived from human plasma. The Company provides products include pediatric and adult vaccines, infection, pain medicine, skin disorder remedies, antivenoms, anticoagulants, and immunoglobulins.

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CSL (CSL AT)

CSL Limited: Initiation of Coverage- Powering Global Growth with Solid Immunoglobulin & Albumin Wins!

CSL Limited, an Australian multinational specialty biotechnology company, reported its financial performance for the first half of fiscal year...

Baptista Research

Treasure Chest: CSL Not A One-Trick Pony

FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts. Today's idea is on CSL

FNArena

Treasure Chest: CSL Not A One-Trick Pony

FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts. Today's idea is on CSL

FNArena

CSL Ltd (CSL AU): First In-House Antibody Drug Gets US Approval; Has Blockbuster Potential

CSL's Andemry receives FDA approval for HAE, and is set to mainly compete with blockbuster drug Takhzyro, with convenience and efficacy edge. CSL...

Tina Banerjee

ASX Short Interest Weekly (Jul 25th): Fortescue, BHP, Aristocrat Leisure, CSL, Bigtincan

We analyzed ASX short interest report for the past week and highlight short interest changes in Fortescue, BHP, Aristocrat Leisure, CSL, Bigtincan.

Ke Yan, CFA, FRM

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52-week Range

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CSL Limited: Initiation of Coverage- Powering Global Growth with Solid Immunoglobulin & Albumin Wins!

CSL Limited, an Australian multinational specialty biotechnology company, reported its financial performance for the first half of fiscal year...

Baptista Research

Treasure Chest: CSL Not A One-Trick Pony

FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts. Today's idea is on CSL

FNArena

Treasure Chest: CSL Not A One-Trick Pony

FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts. Today's idea is on CSL

FNArena

CSL Ltd (CSL AU): First In-House Antibody Drug Gets US Approval; Has Blockbuster Potential

​CSL's Andemry receives FDA approval for HAE, and is set to mainly compete with blockbuster drug Takhzyro, with convenience and efficacy edge. CSL...

Tina Banerjee

ASX Short Interest Weekly (Jul 25th): Fortescue, BHP, Aristocrat Leisure, CSL, Bigtincan

We analyzed ASX short interest report for the past week and highlight short interest changes in Fortescue, BHP, Aristocrat Leisure, CSL, Bigtincan.

Ke Yan, CFA, FRM

CSL's Andemry receives FDA approval for HAE, and is set to mainly compete with blockbuster drug Takhzyro, with convenience and efficacy edge. CSL...