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 and Company's first-quarter 2025 earnings report reflects a blend of robust growth and strategic advancements, along with challenges and considerations.</li><li>The company's 45% revenue growth compared to the same quarter last year demonstrates its strong performance, driven largely by its key products such as Ebglyss, Jaypirca, Kisunla, Mounjaro, Omvoh, Verzenio, and Zepbound, which together contributed $7.5 billion in revenue.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Eli Lilly and Company's first-quarter 2025 earnings report reflects a blend of robust growth and strategic advancements, along with challenges and considerations.The company's 45% revenue growth compared to the same quarter last year demonstrates its strong performance, driven largely by its key products such as Ebglyss, Jaypirca, Kisunla, Mounjaro, Omvoh, Verzenio, and Zepbound, which together contributed $7.5 billion in revenue.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Eli Lilly and Company: A Challenging Result But Their Growing Alzheimer's Portfolio Can Reshape Treatment Paradigms!

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Richard Howe

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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.

<ul><li>Eli Lilly and Company reported strong growth and progress during its fourth quarter and full fiscal year 2024 results.</li><li>The company saw a significant increase in revenue, primarily driven by notable sales of its new products, including Mounjaro and Zepbound, which contributed significantly to an impressive 45% increase in quarterly revenue and a 32% increase for the full year.</li><li>The company benefited from the successful momentum of various newly launched medications across multiple regions, including impressive uptake in European markets.</li></ul>

Eli Lilly and Company reported strong growth and progress during its fourth quarter and full fiscal year 2024 results.The company saw a significant increase in revenue, primarily driven by notable sales of its new products, including Mounjaro and Zepbound, which contributed significantly to an impressive 45% increase in quarterly revenue and a 32% increase for the full year.The company benefited from the successful momentum of various newly launched medications across multiple regions, including impressive uptake in European markets.

Eli Lilly and Co: Mounjaro & Zepbound Catalyzing Growth, But Challenges Linger!

Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

<ul><li>Development of medicine for weight loss and diabetes has evolved over time, with newer drugs like Tirzepatide showing dual actions for weight loss and metabolic benefits</li><li>These drugs have potential to impact behaviors like smoking, alcohol consumption, and potentially drug addiction, but further studies are needed</li><li>Blue sky scenario for future impact includes potential for weight management to become a choice rather than an affliction, and reduction in downstream diseases of obesity like cardiovascular risk and kidney disease, which account for a significant portion of healthcare costs</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Development of medicine for weight loss and diabetes has evolved over time, with newer drugs like Tirzepatide showing dual actions for weight loss and metabolic benefitsThese drugs have potential to impact behaviors like smoking, alcohol consumption, and potentially drug addiction, but further studies are neededBlue sky scenario for future impact includes potential for weight management to become a choice rather than an affliction, and reduction in downstream diseases of obesity like cardiovascular risk and kidney disease, which account for a significant portion of healthcare costsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Eli Lilly CEO: The Weight-Loss Drug Revolution, AI in Pharma, and Innovation

<ul><li>In a pivotal moment for the weight-loss and anti-obesity market, Eli Lilly & Co. has solidified its leadership position following groundbreaking developments around its drug Zepbound.</li><li>Recently approved in the United States for treating sleep apnea in obese patients, Zepbound has set a historic precedent as the first drug targeting the underlying causes of this condition.</li><li>This development, coupled with robust sales and a promising pipeline, gives Eli Lilly a clear advantage over its primary competitor, Novo Nordisk, whose experimental drug CagriSema underperformed expectations.</li></ul>

In a pivotal moment for the weight-loss and anti-obesity market, Eli Lilly & Co. has solidified its leadership position following groundbreaking developments around its drug Zepbound.Recently approved in the United States for treating sleep apnea in obese patients, Zepbound has set a historic precedent as the first drug targeting the underlying causes of this condition.This development, coupled with robust sales and a promising pipeline, gives Eli Lilly a clear advantage over its primary competitor, Novo Nordisk, whose experimental drug CagriSema underperformed expectations.

Eli Lilly's Weight Loss Revolution: Is It Edging Out Novo Nordisk?

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.

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Eli Lilly & Co (LLY US)

Eli Lilly and Company: A Challenging Result But Their Growing Alzheimer's Portfolio Can Reshape Treatment Paradigms!

Eli Lilly and Company's first-quarter 2025 earnings report reflects a blend of robust growth and strategic advancements, along with challenges and...

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

Eli Lilly and Co: Mounjaro & Zepbound Catalyzing Growth, But Challenges Linger!

Eli Lilly and Company reported strong growth and progress during its fourth quarter and full fiscal year 2024 results. The company saw a...

Baptista Research

Eli Lilly CEO: The Weight-Loss Drug Revolution, AI in Pharma, and Innovation

The development of Tirzepatide, a third-generation drug targeting blood sugar and metabolism factors, aims to not only promote weight loss but...

In Good Company with Nicolai Tangen

Eli Lilly's Weight Loss Revolution: Is It Edging Out Novo Nordisk?

In a pivotal moment for the weight-loss and anti-obesity market, Eli Lilly & Co. has solidified its leadership position following...

Baptista Research

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