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>Gilead Sciences, Inc. reported a strong financial performance for the third quarter of 2024, showcasing robust growth across its main therapeutic areas, including HIV, oncology, and liver disease.</li><li>This growth has allowed Gilead to increase its full-year guidance for key financial metrics such as revenue, operating income, and earnings per share, underscoring its effective commercial and operational execution.</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>

Gilead Sciences, Inc. reported a strong financial performance for the third quarter of 2024, showcasing robust growth across its main therapeutic areas, including HIV, oncology, and liver disease.This growth has allowed Gilead to increase its full-year guidance for key financial metrics such as revenue, operating income, and earnings per share, underscoring its effective commercial and operational execution.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.

How Gilead Sciences' HIV & Other Innovations Are Set to Capture Untapped Markets & Drive Massive Growth! - Major Drivers

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.</li><li>Last week, LBPH was acquired, providing a boost to comps PRAX, MRNS, JAZZ, and DRUG.</li><li>Biopharma M&amp;A may start seeing an uptick after a slow summer.</li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week, LBPH was acquired, providing a boost to comps PRAX, MRNS, JAZZ, and DRUG.Biopharma M&amp;A may start seeing an uptick after a slow summer.

Biopharma Week in Review - October 21, 2024

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>China's NMPA aims to redouble efforts to facilitate research and market registration of homegrown innovative drugs, while speeding up the introduction of novel foreign drugs to the domestic market.</li>
<li>Since the BoJ interest rate hike in July, the Yen appreciated ~5% to ¥142.74. Considerable amount of appreciation may be dilutive on the overall performance of export-oriented healthcare industry.</li>
<li>
<a href="https://www.smartkarma.com/entities/sigma-healthcare-ltd" target="_blank" data-smartkarma-citation="entities:15966:1" rel="noopener">Sigma Healthcare (SIG AU)</a> has offered remedial measure to alleviate preliminary anti-competition concerns raised by ACCC in relation to its proposed merger with CWG.</li>
</ul>


China's NMPA aims to redouble efforts to facilitate research and market registration of homegrown innovative drugs, while speeding up the introduction of novel foreign drugs to the domestic market.
Since the BoJ interest rate hike in July, the Yen appreciated ~5% to ¥142.74. Considerable amount of appreciation may be dilutive on the overall performance of export-oriented healthcare industry.

Sigma Healthcare (SIG AU) has offered remedial measure to alleviate preliminary anti-competition concerns raised by ACCC in relation to its proposed merger with CWG.


APAC Healthcare Weekly (Oct 6)-Strong Yen Impact, Sigma's Remedial Measures, Mesoblast's Fund Raise

<ul><li>We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.</li><li>Last week started a busy season of medical and healthcare conferences, with obesity and cancer as major themes. SMMT led with Keytruda-beating (MRK) data in lung cancer, lifting TIL and BNTX with similar drugs.</li><li>NVO boosted amylin class of obesity drugs with positive early data, including ZLDPF, GPCR, and VKTX. </li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week started a busy season of medical and healthcare conferences, with obesity and cancer as major themes. SMMT led with Keytruda-beating (MRK) data in lung cancer, lifting TIL and BNTX with similar drugs.NVO boosted amylin class of obesity drugs with positive early data, including ZLDPF, GPCR, and VKTX. 

Biopharma Week in Review - September 16, 2024

<ul><li>Gilead Sciences Inc. showcased a solid performance for the second quarter of 2024, marked by robust commercial execution and growth across key therapeutic areas such as HIV, liver diseases, and oncology.</li><li>Notably, Biktarvy, an HIV treatment, observed an 8% year-over-year growth, while Trodelvy in oncology saw a 23% increase, and cell therapy revenues increased by 11%.</li><li>Additionally, the company reported disciplined management of operating expenses which significantly contributed to bottom-line growth.</li></ul>

Gilead Sciences Inc. showcased a solid performance for the second quarter of 2024, marked by robust commercial execution and growth across key therapeutic areas such as HIV, liver diseases, and oncology.Notably, Biktarvy, an HIV treatment, observed an 8% year-over-year growth, while Trodelvy in oncology saw a 23% increase, and cell therapy revenues increased by 11%.Additionally, the company reported disciplined management of operating expenses which significantly contributed to bottom-line growth.

Gilead Sciences: Innovations in Oncology & Cellular Therapy Along With Anti-Viral Focus! - Major Drivers

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's primary areas of focus include HIV/AIDS, liver disease and serious cardiovascular and respiratory conditions.

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Gilead Sciences (GILD US)

How Gilead Sciences' HIV & Other Innovations Are Set to Capture Untapped Markets & Drive Massive Growth! - Major Drivers

Gilead Sciences, Inc. reported a strong financial performance for the third quarter of 2024, showcasing robust growth across its main therapeutic...

Baptista Research

Biopharma Week in Review - October 21, 2024

Last week, LBPH was acquired, providing a boost to comps PRAX, MRNS, JAZZ, and DRUG. Biopharma M&A may start seeing an uptick after a slow summer.

Water Tower Research

APAC Healthcare Weekly (Oct 6)-Strong Yen Impact, Sigma's Remedial Measures, Mesoblast's Fund Raise

BoJ interest rate hike leads to Yen appreciation, potentially impacting export-oriented healthcare industry. Sigma Healthcare addresses anti...

Tina Banerjee

Biopharma Week in Review - September 16, 2024

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&A.

Water Tower Research

Gilead Sciences: Innovations in Oncology & Cellular Therapy Along With Anti-Viral Focus! - Major Drivers

Gilead Sciences Inc. showcased a solid performance for the second quarter of 2024, marked by robust commercial execution and growth across key...

Baptista Research

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