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>Eli Lilly has become one of the most recognizable names in global healthcare because of Mounjaro and Zepbound, the blockbuster medicines that helped reshape the obesity and diabetes markets.</li><li>Yet an increasingly important part of the company’s growth story is developing outside GLP-1 drugs.</li><li>Lilly is expanding its oncology portfolio across pancreatic cancer, breast cancer, lung cancer, chronic lymphocytic leukemia, multiple myeloma and other difficult-to-treat diseases.</li></ul>

Eli Lilly has become one of the most recognizable names in global healthcare because of Mounjaro and Zepbound, the blockbuster medicines that helped reshape the obesity and diabetes markets.Yet an increasingly important part of the company’s growth story is developing outside GLP-1 drugs.Lilly is expanding its oncology portfolio across pancreatic cancer, breast cancer, lung cancer, chronic lymphocytic leukemia, multiple myeloma and other difficult-to-treat diseases.

Eli Lilly Has Dominated Weight Loss—Now It Is Coming for Cancer!

<ul><li>Eli Lilly and Company has become almost synonymous with the global weight-loss boom, with Zepbound and Mounjaro transforming the company's growth profile and making obesity one of the biggest stories in healthcare.</li><li>Yet Lilly's next major growth engine may emerge somewhere completely different.</li><li>CEO David Ricks has indicated that the drugmaker is hunting for additional acquisitions, potentially larger than some of its recent transactions, while pointing to mental health, women's health and infectious disease as areas where Lilly could make a difference.</li></ul>

Eli Lilly and Company has become almost synonymous with the global weight-loss boom, with Zepbound and Mounjaro transforming the company's growth profile and making obesity one of the biggest stories in healthcare.Yet Lilly's next major growth engine may emerge somewhere completely different.CEO David Ricks has indicated that the drugmaker is hunting for additional acquisitions, potentially larger than some of its recent transactions, while pointing to mental health, women's health and infectious disease as areas where Lilly could make a difference.

Eli Lilly’s $500 Million Strategy Could Find Its Next $5 Billion Winner!

<ul><li>Eli Lilly has extended its aggressive business-development push with an agreement to acquire privately held Merida Biosciences for up to $2.875 billion in cash, adding another emerging therapeutic platform to a pipeline that has expanded rapidly during 2026.</li><li>Merida, which launched with $121 million in Series A financing, is developing precision therapeutics for serious autoimmune and allergic diseases, with its lead program already in Phase 1 development for Graves’ disease and thyroid eye disease.</li><li>The transaction includes an undisclosed upfront payment and additional consideration tied to development milestones, with closing targeted by year-end.</li></ul>

Eli Lilly has extended its aggressive business-development push with an agreement to acquire privately held Merida Biosciences for up to $2.875 billion in cash, adding another emerging therapeutic platform to a pipeline that has expanded rapidly during 2026.Merida, which launched with $121 million in Series A financing, is developing precision therapeutics for serious autoimmune and allergic diseases, with its lead program already in Phase 1 development for Graves’ disease and thyroid eye disease.The transaction includes an undisclosed upfront payment and additional consideration tied to development milestones, with closing targeted by year-end.

Eli Lilly Takeover Push Gets Bigger With Merida Biosciences Deal!

<ul><li>Eli Lilly and Company reported strong financial and operational results for the second quarter of 2026, highlighted by a 48% increase in revenue compared to the same period in 2025.</li><li>The growth was driven primarily by the performance of key products, including Oncology, Immunology, Neuroscience, and Cardiometabolic Health portfolios.</li><li>Notably, products in Oncology, Immunology, and Neuroscience grew 121% collectively, while the incretin therapies Mounjaro and Zepbound contributed significantly to a combined revenue of $14.9 billion, reflecting increased market share and prescription volume globally, including notable growth in the U.S., Europe, China, and Latin America.</li></ul>

Eli Lilly and Company reported strong financial and operational results for the second quarter of 2026, highlighted by a 48% increase in revenue compared to the same period in 2025.The growth was driven primarily by the performance of key products, including Oncology, Immunology, Neuroscience, and Cardiometabolic Health portfolios.Notably, products in Oncology, Immunology, and Neuroscience grew 121% collectively, while the incretin therapies Mounjaro and Zepbound contributed significantly to a combined revenue of $14.9 billion, reflecting increased market share and prescription volume globally, including notable growth in the U.S., Europe, China, and Latin America.

Eli Lilly’s Foundayo Launch — Can Oral GLP-1s Expand The Market Again?

Founder at Stock Spin-off Investing, Stock Spin-Off Investing

Richard Howe

Founder at Stock Spin-off Investing

Stock Spin-Off Investing

Generate attractive returns by taking advantage of inefficiencies in the stock spin-off market.

Stock Spin-offs

Event-Driven

<ul><li>The range of ideas is broad. The smallest market cap is a $15MM Canadian micro-cap that is trading below its net cash, and the largest is an $25BN market cap online travel company that is gobbling up its own shares.</li><li>We have ideas profiled from Poland, Canada, India, Austria, Argentina, Italy, and of course, the United States.</li><li>The report will start with my personal favorite idea and then cover the additional ideas in alphabetical order.</li></ul>

The range of ideas is broad. The smallest market cap is a $15MM Canadian micro-cap that is trading below its net cash, and the largest is an $25BN market cap online travel company that is gobbling up its own shares.We have ideas profiled from Poland, Canada, India, Austria, Argentina, Italy, and of course, the United States.The report will start with my personal favorite idea and then cover the additional ideas in alphabetical order.

United States

Eli Lilly and Company discovers, develops, manufactures, and sells pharmaceutical products for humans and animals.  The Company's products are sold in countries around the world.  Eli Lilly's products include neuroscience products, endocrine products, anti-infectives, cardiovascular agents, oncology products, and animal health products.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Eli Lilly & Co (LLY US)

Eli Lilly Has Dominated Weight Loss—Now It Is Coming for Cancer!

Eli Lilly has become one of the most recognizable names in global healthcare because of Mounjaro and Zepbound, the blockbuster medicines that...

Baptista Research

Eli Lilly’s $500 Million Strategy Could Find Its Next $5 Billion Winner!

Eli Lilly and Company has become almost synonymous with the global weight-loss boom, with Zepbound and Mounjaro transforming the company's growth...

Baptista Research

Eli Lilly Takeover Push Gets Bigger With Merida Biosciences Deal!

Eli Lilly has extended its aggressive business-development push with an agreement to acquire privately held Merida Biosciences for up to $2.875...

Baptista Research

Eli Lilly’s Foundayo Launch — Can Oral GLP-1s Expand The Market Again?

Eli Lilly and Company reported strong financial and operational results for the second quarter of 2026, highlighted by a 48% increase in revenue...

Baptista Research

Best Ideas of 2025

The range of ideas is broad. The smallest market cap is a $15MM Canadian micro-cap that is trading below its net cash, and the largest is an $25BN...

Richard Howe

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)