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

<ul>
<li>For H1FY25, <a href="https://www.smartkarma.com/entities/csl-ltd" target="_blank" data-smartkarma-citation="entities:917:1" rel="noopener">CSL Ltd (CSL AU)</a> reported net profit of $2.01B, up 6% YoY, missing estimate of $2.07B. Underlying profit (NPATA) grew 3% YoY to $2.07B.</li>
<li>H1FY25 revenue increased 5% YoY to $8.48B. Solid performance from CSL Behring and CSL Vifor was partially offset by negative impact from CSL Seqirus.</li>
<li>The company has reaffirmed FY25 underlying profit guidance of $3.2–3.3B at constant currency, up 10–13% YoY. Revenue growth is anticipated to be 5–7% YoY at constant currency.    </li>
</ul>


For H1FY25, CSL Ltd (CSL AU) reported net profit of $2.01B, up 6% YoY, missing estimate of $2.07B. Underlying profit (NPATA) grew 3% YoY to $2.07B.
H1FY25 revenue increased 5% YoY to $8.48B. Solid performance from CSL Behring and CSL Vifor was partially offset by negative impact from CSL Seqirus.
The company has reaffirmed FY25 underlying profit guidance of $3.2–3.3B at constant currency, up 10–13% YoY. Revenue growth is anticipated to be 5–7% YoY at constant currency.    


CSL Ltd (CSL AU): Weak Vaccine Sales Affect H1FY25 Performance; FY25 Guidance Maintained

Australia

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

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CSL Ltd (CSL AU)

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

CSL Ltd (CSL AU): Weak Vaccine Sales Affect H1FY25 Performance; FY25 Guidance Maintained

CSL Ltd's H1FY25 net profit rises 6% YoY to $2.01B, missing estimates. Revenue is up 5% YoY to $8.48B. FY25 profit guidance reaffirmed at $3.2...

Tina Banerjee

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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

CSL Ltd (CSL AU): Weak Vaccine Sales Affect H1FY25 Performance; FY25 Guidance Maintained

​CSL Ltd's H1FY25 net profit rises 6% YoY to $2.01B, missing estimates. Revenue is up 5% YoY to $8.48B. FY25 profit guidance reaffirmed at $3.2...

Tina Banerjee

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

CSL Ltd's H1FY25 net profit rises 6% YoY to $2.01B, missing estimates. Revenue is up 5% YoY to $8.48B. FY25 profit guidance reaffirmed at $3.2...