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>Exact Sciences Corporation exceeded Wall Street's revenue and earnings expectations.</li><li>Revenue increased in the second quarter.</li><li>Exact Sciences continues to see widespread Cologuard acceptance and traction among health systems.</li></ul>

Exact Sciences Corporation exceeded Wall Street's revenue and earnings expectations.Revenue increased in the second quarter.Exact Sciences continues to see widespread Cologuard acceptance and traction among health systems.

Exact Sciences Corporation: Cancer Research Through Collaborative Partnerships & Other Drivers

Independent Investment Research & Investor, Maverick Equity Research

Maverick Equity Research

Independent Investment Research & Investor

Independent Investment Research & Investor: value, dividend and growth stocks. Risk management & hedging for an all weather portfolio.

Thematic (Sector/Industry)

<ul><li>All 6 ETFs positive in 2023 while ARKW ARKF ARKK ARKQ booming with 35%, 27%, 25% &amp; 17% respectively.</li><li>Risk appetite for the Innovation/Hyper Growth thematic is on!</li><li>Enhanced Price Action view: Ark 6 ETFs 2023 Returns &amp; Rebounders from their 52-week low + I added S&amp;P 500 (SPY) and the Nasdaq 100 (QQQ) for comparison</li></ul>

All 6 ETFs positive in 2023 while ARKW ARKF ARKK ARKQ booming with 35%, 27%, 25% &amp; 17% respectively.Risk appetite for the Innovation/Hyper Growth thematic is on!Enhanced Price Action view: Ark 6 ETFs 2023 Returns &amp; Rebounders from their 52-week low + I added S&amp;P 500 (SPY) and the Nasdaq 100 (QQQ) for comparison

<ul><li>EXACT Sciences delivered an all-around beat in the previous quarter.</li><li>Core revenue grew and screening revenue increased.</li><li>Gross margin furthered from the fixed cost leverage in EXACT Sciences' lab, the Cologuard patient compliance program, and the billing systems.</li></ul>

EXACT Sciences delivered an all-around beat in the previous quarter.Core revenue grew and screening revenue increased.Gross margin furthered from the fixed cost leverage in EXACT Sciences' lab, the Cologuard patient compliance program, and the billing systems.

EXACT Sciences Corporation: Pipeline Advancements & Cologuard Adoption Catalyzing Its Growth? – Key Drivers

<ul><li>Exact Sciences Corporation delivered strong results in the quarter, with fourth quarter revenue increased by 17%, or 28%, excluding COVID testing, to $553 million.</li><li>The company delivered an all-around beat in the quarter as 10,000 new healthcare professionals ordered Cologuard, bringing the total to over 302,000.</li><li>Besides that, Precision Oncology's revenue fell 4% to $143 million, excluding the loss of the company's prostate business and a $2 million forex headwind increase of 1%.</li></ul>

Exact Sciences Corporation delivered strong results in the quarter, with fourth quarter revenue increased by 17%, or 28%, excluding COVID testing, to $553 million.The company delivered an all-around beat in the quarter as 10,000 new healthcare professionals ordered Cologuard, bringing the total to over 302,000.Besides that, Precision Oncology's revenue fell 4% to $143 million, excluding the loss of the company's prostate business and a $2 million forex headwind increase of 1%.

Exact Sciences Corporation: Collaboration With VieCure & Other Drivers

Credit

<ul><li>Exact Sciences is one of the leading cancer diagnostics companies across the globe.</li><li>The company has a resilient business model and a unique platform that it has created to engage patients and medical professionals.</li><li>Exact Sciences can support new cancer tests with a small incremental investment due to their well-known test, smart patient navigation, electronic ordering and resultant platform, extensive lab capabilities, and strong payer partnerships.</li></ul>

Exact Sciences is one of the leading cancer diagnostics companies across the globe.The company has a resilient business model and a unique platform that it has created to engage patients and medical professionals.Exact Sciences can support new cancer tests with a small incremental investment due to their well-known test, smart patient navigation, electronic ordering and resultant platform, extensive lab capabilities, and strong payer partnerships.

Exact Sciences Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report

United States

Exact Sciences Corp., is focused on developing and commercializing a non-invasive molecular screening test for the early detection and prevention of colorectal cancer. The Company's test is a stool-based DNA test that identifies both pre-cancer and cancer by detecting genetic mutations in colorectal cancer cells.

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Exact Sciences (EXAS US)

Exact Sciences Corporation: Cancer Research Through Collaborative Partnerships & Other Drivers

Exact Sciences Corporation exceeded Wall Street's revenue and earnings expectations. Revenue increased in the second quarter. Exact Sciences...

Baptista Research

ARK Invest Short & Squeeze - Edition #3

All 6 ETFs positive in 2023 while ARKW ARKF ARKK ARKQ booming with 35%, 27%, 25% & 17% respectively. Risk appetite for the Innovation/Hyper Growth...

Maverick Equity Research

EXACT Sciences Corporation: Pipeline Advancements & Cologuard Adoption Catalyzing Its Growth? – Key Drivers

EXACT Sciences delivered an all-around beat in the previous quarter. Core revenue grew and screening revenue increased. Gross margin furthered...

Baptista Research

Exact Sciences Corporation: Collaboration With VieCure & Other Drivers

Exact Sciences Corporation delivered strong results in the quarter, with fourth quarter revenue increased by 17%, or 28%, excluding COVID testing,...

Baptista Research

Exact Sciences Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report

Exact Sciences is one of the leading cancer diagnostics companies across the globe. The company has a resilient business model and a unique...

Baptista Research

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