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 moved beyond its obesity-led growth narrative with the acquisition of 4E Therapeutics, an Austin-based neuroscience company developing oral, non-opioid therapies for chronic pain.</li><li>The transaction, announced on June 16, 2026, brings Lilly a pipeline of MNK inhibitors designed to target the MNK-eIF4E signaling pathway in peripheral sensory neurons, with the goal of reducing chronic pain without the central nervous system effects associated with many existing pain treatments.</li><li>The lead candidate, 4ET1103, has already entered human clinical testing and showed a favorable safety profile in Phase 1.</li></ul>

Eli Lilly has moved beyond its obesity-led growth narrative with the acquisition of 4E Therapeutics, an Austin-based neuroscience company developing oral, non-opioid therapies for chronic pain.The transaction, announced on June 16, 2026, brings Lilly a pipeline of MNK inhibitors designed to target the MNK-eIF4E signaling pathway in peripheral sensory neurons, with the goal of reducing chronic pain without the central nervous system effects associated with many existing pain treatments.The lead candidate, 4ET1103, has already entered human clinical testing and showed a favorable safety profile in Phase 1.

Eli Lilly's LATEST Takeover: A Bold Non-Opioid Bet Beyond Obesity Drugs!

<ul><li>Eli Lilly has moved to expand beyond its dominant GLP-1 franchise by agreeing to acquire three vaccine developers—Curevo, LimmaTech Biologics, and Vaccine Company—in transactions valued at up to nearly $4 billion combined.</li><li>The move comes as Lilly remains flush with cash from Mounjaro and Zepbound, while its Q1 2026 earnings call highlighted 56% revenue growth, a broader business-development push, and continued pipeline expansion across cardiometabolic health, immunology, oncology, and neuroscience.</li><li>Curevo brings a midstage shingles vaccine candidate that Lilly believes could match the current standard with lower side effects.</li></ul>

Eli Lilly has moved to expand beyond its dominant GLP-1 franchise by agreeing to acquire three vaccine developers—Curevo, LimmaTech Biologics, and Vaccine Company—in transactions valued at up to nearly $4 billion combined.The move comes as Lilly remains flush with cash from Mounjaro and Zepbound, while its Q1 2026 earnings call highlighted 56% revenue growth, a broader business-development push, and continued pipeline expansion across cardiometabolic health, immunology, oncology, and neuroscience.Curevo brings a midstage shingles vaccine candidate that Lilly believes could match the current standard with lower side effects.

Eli Lilly $4 Billion Takeover Trail: How Three Small Vaccine Targets Could Add Big Optionality!

<ul><li>Eli Lilly and Company began 2026 with substantial growth across multiple fronts.</li><li>The company reported a 56% increase in revenue for Q1 compared to the same period in 2025, driven largely by strong sales of key products such as Zepbound, Mounjaro, Ebglyss, Inluriyo, Jaypirca, Kisunla, Omvoh, and Foundayo, a newly approved oral GLP-1 therapy for obesity.</li><li>Foundayo represents a novel approach as the first incretin medicine launched specifically for obesity, offering an oral alternative without food or water restrictions.</li></ul>

Eli Lilly and Company began 2026 with substantial growth across multiple fronts.The company reported a 56% increase in revenue for Q1 compared to the same period in 2025, driven largely by strong sales of key products such as Zepbound, Mounjaro, Ebglyss, Inluriyo, Jaypirca, Kisunla, Omvoh, and Foundayo, a newly approved oral GLP-1 therapy for obesity.Foundayo represents a novel approach as the first incretin medicine launched specifically for obesity, offering an oral alternative without food or water restrictions.

Eli Lilly’s Obesity Franchise Is Expanding Fast—What’s The Real Upside Beyond Zepbound?

<ul><li>Eli Lilly is usually discussed as a weight-loss stock, and that makes sense on the surface.</li><li>Mounjaro, Zepbound, Foundayo, and the broader GLP-1 market dominate the conversation.</li><li>But the more interesting story is not just whether Lilly beats Novo Nordisk in obesity prescriptions next quarter.</li></ul>

Eli Lilly is usually discussed as a weight-loss stock, and that makes sense on the surface.Mounjaro, Zepbound, Foundayo, and the broader GLP-1 market dominate the conversation.But the more interesting story is not just whether Lilly beats Novo Nordisk in obesity prescriptions next quarter.

Eli Lilly’s $2.3B Ajax Deal Reveals The Real Strategy Beyond GLP-1!

<ul><li>Eli Lilly is once again signalling how aggressively it intends to deploy the cash flows generated by its obesity and diabetes franchises into higher-value pipeline assets, and Kelonia Therapeutics has emerged as a notable example of that strategy.</li><li>The reported transaction structure, with $3.25 billion upfront and the potential to reach $7 billion if development, regulatory, and commercial milestones are achieved, highlights how highly Lilly appears to value platform optionality in oncology rather than near-term revenue contribution.</li><li>Kelonia is developing an early-stage multiple myeloma therapy built on a next-generation CAR-T approach that aims to bypass some of the most burdensome features of conventional cell therapy, including chemotherapy preconditioning and complex individualized manufacturing.</li></ul>

Eli Lilly is once again signalling how aggressively it intends to deploy the cash flows generated by its obesity and diabetes franchises into higher-value pipeline assets, and Kelonia Therapeutics has emerged as a notable example of that strategy.The reported transaction structure, with $3.25 billion upfront and the potential to reach $7 billion if development, regulatory, and commercial milestones are achieved, highlights how highly Lilly appears to value platform optionality in oncology rather than near-term revenue contribution.Kelonia is developing an early-stage multiple myeloma therapy built on a next-generation CAR-T approach that aims to bypass some of the most burdensome features of conventional cell therapy, including chemotherapy preconditioning and complex individualized manufacturing.

Eli Lilly Acquisition Shock: $7 Billion Bet That Could Redefine Cancer Treatment!

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's LATEST Takeover: A Bold Non-Opioid Bet Beyond Obesity Drugs!

Eli Lilly has moved beyond its obesity-led growth narrative with the acquisition of 4E Therapeutics, an Austin-based neuroscience company...

Baptista Research

Eli Lilly $4 Billion Takeover Trail: How Three Small Vaccine Targets Could Add Big Optionality!

Eli Lilly has moved to expand beyond its dominant GLP-1 franchise by agreeing to acquire three vaccine developers—Curevo, LimmaTech Biologics, and...

Baptista Research

Eli Lilly’s Obesity Franchise Is Expanding Fast—What’s The Real Upside Beyond Zepbound?

Eli Lilly and Company began 2026 with substantial growth across multiple fronts. The company reported a 56% increase in revenue for Q1 compared to...

Baptista Research

Eli Lilly’s $2.3B Ajax Deal Reveals The Real Strategy Beyond GLP-1!

Eli Lilly is usually discussed as a weight-loss stock, and that makes sense on the surface. Mounjaro, Zepbound, Foundayo, and the broader GLP-1...

Baptista Research

Eli Lilly Acquisition Shock: $7 Billion Bet That Could Redefine Cancer Treatment!

Eli Lilly is once again signalling how aggressively it intends to deploy the cash flows generated by its obesity and diabetes franchises into...

Baptista Research

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