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 Capital Markets

<ul><li>Gilead started 2022 on a positive note with the HIV business, Trodelvy, Veklury, and cell therapy driving growth.</li><li>Primarily driven by Biktarvy, the HIV business grew at 2% year over year.</li><li>The growing oncology portfolio of the company performed quite well with a doubling of Trodelvy revenue, and cell therapy has delivered another robust quarter of growth.</li></ul>

Gilead started 2022 on a positive note with the HIV business, Trodelvy, Veklury, and cell therapy driving growth.Primarily driven by Biktarvy, the HIV business grew at 2% year over year.The growing oncology portfolio of the company performed quite well with a doubling of Trodelvy revenue, and cell therapy has delivered another robust quarter of growth.

Gilead Sciences Inc.: Expansion of Cell Therapy

Credit

<ul><li>Despite a strong 2021 on account of Veklury and its HIV drug sales, Gilead is expected to face its fair share of challenges in 2022.</li><li>The impact of Covid-19 on HIV and HCV was more than offset by increased Veklury sales in 2021.</li><li>Baptista Research looks to evaluate the different credit strengths and credit risks of the company as well as a line-by-line analysis of the financial statements of the company for the past four years.</li></ul>

Despite a strong 2021 on account of Veklury and its HIV drug sales, Gilead is expected to face its fair share of challenges in 2022.The impact of Covid-19 on HIV and HCV was more than offset by increased Veklury sales in 2021.Baptista Research looks to evaluate the different credit strengths and credit risks of the company as well as a line-by-line analysis of the financial statements of the company for the past four years.

Gilead Sciences: Detailed Credit Analysis & Financial Strength Evaluation Report

<ul><li>Gilead is coming off a year of strong clinical momentum and financial performance but the year 2022 is expected to bring its own new set of challenges.</li><li>The impact of Covid-19 on HIV and HCV was more than offset by increased Veklury sales in 2021.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Gilead is coming off a year of strong clinical momentum and financial performance but the year 2022 is expected to bring its own new set of challenges.The impact of Covid-19 on HIV and HCV was more than offset by increased Veklury sales in 2021.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Gilead Sciences: Financial & Price Forecasts

Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/imugene-ltd" target="_blank" data-smartkarma-citation="entities:20276:1" rel="noopener">Imugene Ltd (IMU AU)</a> is a clinical-stage biopharma company, which is developing alternative approach to treat certain types of cancers. Lead candidate HER-Vaxx is in phase 2 trial.</li>
<li>Imugene is well funded and resourced, to deliver on its commercial and clinical milestones. Recent clinical and patent activities entail conviction over the commercialization prospect of Imugene’s pipeline.</li>
<li>Recent insider acquisition of shares and patent grant in Europe and South Korea for its lead candidate have boosted investor sentiment.</li>
</ul>



Imugene Ltd (IMU AU) is a clinical-stage biopharma company, which is developing alternative approach to treat certain types of cancers. Lead candidate HER-Vaxx is in phase 2 trial.
Imugene is well funded and resourced, to deliver on its commercial and clinical milestones. Recent clinical and patent activities entail conviction over the commercialization prospect of Imugene’s pipeline.
Recent insider acquisition of shares and patent grant in Europe and South Korea for its lead candidate have boosted investor sentiment.


Imugene (IMU AU): Research Partnerships and Fund-Raising Entail Conviction on Solid Tumors Pipeline

<ul><li>Gilead Sciences delivered a robust third quarter with considerably higher than expected demand for Veklury and positive HIV share gains as the market continues to recover.</li><li>The recent surge in Covid-19 cases resulted in the high demand for Veklury.</li><li>In terms of HIV performance, the company noticed positive achievements in the treatment market for the second quarter in a row and reported record revenue for Biktarvy.</li></ul>

Gilead Sciences delivered a robust third quarter with considerably higher than expected demand for Veklury and positive HIV share gains as the market continues to recover.The recent surge in Covid-19 cases resulted in the high demand for Veklury.In terms of HIV performance, the company noticed positive achievements in the treatment market for the second quarter in a row and reported record revenue for Biktarvy.

United States

Gilead Sciences, Inc. is a research-based biopharmaceutical company that discovers, develops, and commercializes therapeutics to advance the care of patients suffering from life-threatening diseases. The Company primary areas of focus include HIV, AIDS, liver disease, and serious cardiovascular and respiratory conditions.

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Gilead Sciences (GILD UW)

Gilead Sciences Inc.: Expansion of Cell Therapy

Gilead started 2022 on a positive note with the HIV business, Trodelvy, Veklury, and cell therapy driving growth. Primarily driven by Biktarvy,...

Baptista Research

Gilead Sciences: Detailed Credit Analysis & Financial Strength Evaluation Report

Despite a strong 2021 on account of Veklury and its HIV drug sales, Gilead is expected to face its fair share of challenges in 2022. The impact of...

Baptista Research

Gilead Sciences: Financial & Price Forecasts

Gilead is coming off a year of strong clinical momentum and financial performance but the year 2022 is expected to bring its own new set of...

Baptista Research

Imugene (IMU AU): Research Partnerships and Fund-Raising Entail Conviction on Solid Tumors Pipeline

Imugene's novel technologies to smash solid tumors and research partnerships with large global pharmaceutical companies entail better visibility...

Tina Banerjee

Gilead Sciences Inc. - Investment Thesis

Gilead Sciences delivered a robust third quarter with considerably higher than expected demand for Veklury and positive HIV share gains as the...

Baptista Research

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