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>The usual way to read Eli Lilly is through the familiar lens of drug launches, market share, and the next round of competition with Novo Nordisk.</li><li>That framing still matters, but it misses the more interesting shift now taking shape.</li><li>Foundayo’s launch does not only add another product to the obesity market.</li></ul>

The usual way to read Eli Lilly is through the familiar lens of drug launches, market share, and the next round of competition with Novo Nordisk.That framing still matters, but it misses the more interesting shift now taking shape.Foundayo’s launch does not only add another product to the obesity market.

Eli Lilly Is Doing Something No Pharma Company Has Done Before!

<ul><li>Eli Lilly has spent the past few years convincing investors that its growth story extends far beyond obesity drugs.</li><li>Its latest agreement with InSilico Medicine suggests that the next phase may be just as much about where future medicines are discovered as about how they are sold.</li><li>On the surface, the deal is another large drug-discovery partnership built around artificial intelligence.</li></ul>

Eli Lilly has spent the past few years convincing investors that its growth story extends far beyond obesity drugs.Its latest agreement with InSilico Medicine suggests that the next phase may be just as much about where future medicines are discovered as about how they are sold.On the surface, the deal is another large drug-discovery partnership built around artificial intelligence.

Eli Lilly And China: The Hidden Alliance Reshaping Global Drug Discovery!

<ul><li>Eli Lilly has become one of the clearest symbols of the modern obesity-drug boom, but the latest debate around the company suggests that this story is entering a more mature phase.</li><li>For much of the past two years, the market treated anti-obesity medicines as a near-frictionless growth engine: demand looked endless, clinical data looked powerful, and investors increasingly valued the category as if every new product launch would automatically translate into outsized profits.</li><li>That narrative is now meeting a more complicated commercial reality.</li></ul>

Eli Lilly has become one of the clearest symbols of the modern obesity-drug boom, but the latest debate around the company suggests that this story is entering a more mature phase.For much of the past two years, the market treated anti-obesity medicines as a near-frictionless growth engine: demand looked endless, clinical data looked powerful, and investors increasingly valued the category as if every new product launch would automatically translate into outsized profits.That narrative is now meeting a more complicated commercial reality.

Eli Lilly’s Ozempic Economy Just Hit Its First Big Reality Check!

<ul><li>Eli Lilly’s move to acquire Orna Therapeutics landed quietly, framed as another pipeline add-on in a year already defined by growth and scale.</li><li>On the surface, it reads like a contained biotech transaction tied to early-stage assets.</li><li>The market’s instinct is to file it under optionality.</li></ul>

Eli Lilly’s move to acquire Orna Therapeutics landed quietly, framed as another pipeline add-on in a year already defined by growth and scale.On the surface, it reads like a contained biotech transaction tied to early-stage assets.The market’s instinct is to file it under optionality.

Eli Lilly Just Bought Orna — But The REAL Story Is The Platform!

<ul><li>Eli Lilly is making headlines yet again—this time for reportedly entering advanced discussions to acquire Ventyx Biosciences, a clinical-stage biotech firm developing oral therapies for inflammatory diseases.</li><li>The news, first reported by the Wall Street Journal, sent shares of Ventyx (VTYX) soaring over 80% in after-hours trading on January 6, 2026, suggesting that investors anticipate a transformative deal.</li><li>With a current market cap of roughly $600 million, the proposed acquisition is expected to exceed $1 billion in value and could be announced imminently.</li></ul>

Eli Lilly is making headlines yet again—this time for reportedly entering advanced discussions to acquire Ventyx Biosciences, a clinical-stage biotech firm developing oral therapies for inflammatory diseases.The news, first reported by the Wall Street Journal, sent shares of Ventyx (VTYX) soaring over 80% in after-hours trading on January 6, 2026, suggesting that investors anticipate a transformative deal.With a current market cap of roughly $600 million, the proposed acquisition is expected to exceed $1 billion in value and could be announced imminently.

Eli Lilly’s $1B Immunology Play: Why Ventyx Is Suddenly A Hot Target!

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 Is Doing Something No Pharma Company Has Done Before!

The usual way to read Eli Lilly is through the familiar lens of drug launches, market share, and the next round of competition with Novo...

Baptista Research

Eli Lilly And China: The Hidden Alliance Reshaping Global Drug Discovery!

Eli Lilly has spent the past few years convincing investors that its growth story extends far beyond obesity drugs. Its latest agreement with...

Baptista Research

Eli Lilly’s Ozempic Economy Just Hit Its First Big Reality Check!

Eli Lilly has become one of the clearest symbols of the modern obesity-drug boom, but the latest debate around the company suggests that this...

Baptista Research

Eli Lilly Just Bought Orna — But The REAL Story Is The Platform!

Eli Lilly’s move to acquire Orna Therapeutics landed quietly, framed as another pipeline add-on in a year already defined by growth and scale. On...

Baptista Research

Eli Lilly’s $1B Immunology Play: Why Ventyx Is Suddenly A Hot Target!

Eli Lilly is making headlines yet again—this time for reportedly entering advanced discussions to acquire Ventyx Biosciences, a clinical-stage...

Baptista Research

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