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>Incyte Corporation's recent financial and corporate update for the fourth quarter and full year 2024 showcases a year of significant growth and strategic progress.</li><li>The company achieved a 15% increase in total revenues, reaching $4.2 billion for the year, driven by a robust 8% growth in Jakafi sales and a 50% surge in Opzelura revenues.</li><li>The financial health of Incyte remains strong, with $2.2 billion in cash reserves and no debt, allowing the company to complete a $2 billion share repurchase program.</li></ul>

Incyte Corporation's recent financial and corporate update for the fourth quarter and full year 2024 showcases a year of significant growth and strategic progress.The company achieved a 15% increase in total revenues, reaching $4.2 billion for the year, driven by a robust 8% growth in Jakafi sales and a 50% surge in Opzelura revenues.The financial health of Incyte remains strong, with $2.2 billion in cash reserves and no debt, allowing the company to complete a $2 billion share repurchase program.

Incyte: Can Opzelura Offset Jakafi’s $3.7B Patent Cliff by 2028?

Global Healthcare Analyst

Tina Banerjee

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<li>
<a href="https://www.smartkarma.com/entities/mesoblast-ltd" target="_blank" data-smartkarma-citation="entities:769:1" rel="noopener">Mesoblast Ltd (MSB AU)</a> got FDA approval for Ryoncil for steroid-refractory acute graft versus host disease (SR-aGvHD) in pediatric patients 2 months of age and older.</li>
<li>Following approval in pediatric patients, Mesoblast intends to commence a Phase 3 trial of Ryoncil in adults and adolescents, which has larger market size.</li>
<li>FDA approval enhances conviction on the commercial prospect of the other late-stage product candidates of the company, including Revascor for advanced chronic heart failure and rexlemestrocel-L for inflammatory pain indications.</li>
</ul>



Mesoblast Ltd (MSB AU) got FDA approval for Ryoncil for steroid-refractory acute graft versus host disease (SR-aGvHD) in pediatric patients 2 months of age and older.
Following approval in pediatric patients, Mesoblast intends to commence a Phase 3 trial of Ryoncil in adults and adolescents, which has larger market size.
FDA approval enhances conviction on the commercial prospect of the other late-stage product candidates of the company, including Revascor for advanced chronic heart failure and rexlemestrocel-L for inflammatory pain indications.


Mesoblast (MSB AU): What Lies Ahead After FDA Approval

<ul><li>Incyte Pharmaceuticals has been the center of takeover speculation recently, with its stock rallying amid whispers of a potential acquisition.</li><li>Investors are abuzz with the possibility of a major pharmaceutical player eyeing Incyte for its innovative pipeline, robust revenue growth, and established commercial products.</li><li>In the third quarter of 2024, Incyte delivered strong financial results, including a 24% increase in total revenues, driven by its blockbuster drug Jakafi and rapid growth in Opzelura sales.</li></ul>

Incyte Pharmaceuticals has been the center of takeover speculation recently, with its stock rallying amid whispers of a potential acquisition.Investors are abuzz with the possibility of a major pharmaceutical player eyeing Incyte for its innovative pipeline, robust revenue growth, and established commercial products.In the third quarter of 2024, Incyte delivered strong financial results, including a 24% increase in total revenues, driven by its blockbuster drug Jakafi and rapid growth in Opzelura sales.

The Takeover Buzz Around Incyte: What Makes It Irresistible to Big Pharma?

<ul><li>Incyte exhibited a robust performance in its third quarter of 2024, marking a notable year of growth and advancement in its drug portfolio.</li><li>Total revenues surged by 24% year-over-year, reaching $1.1 billion, led by the increased demand for flagship products Jakafi and Opzelura, which contributed significantly to the net product revenues growing by 23%.</li><li>Notably, Jakafi's revenue saw a 16% increase to $731 million due to increased patient demand across all indications, prompting the company to upgrade its full-year revenue guidance.</li></ul>

Incyte exhibited a robust performance in its third quarter of 2024, marking a notable year of growth and advancement in its drug portfolio.Total revenues surged by 24% year-over-year, reaching $1.1 billion, led by the increased demand for flagship products Jakafi and Opzelura, which contributed significantly to the net product revenues growing by 23%.Notably, Jakafi's revenue saw a 16% increase to $731 million due to increased patient demand across all indications, prompting the company to upgrade its full-year revenue guidance.

Incyte Corporation: Will Their Focus on Oncological Innovations Pay Off? - Major Drivers

<ul><li>Incyte Corporation reported its financial performance for the second quarter of 2024 with several notable highlights and strategic decisions that significantly influence its investment profile.</li><li>The company's total revenue grew by 9% year-over-year, reaching over $1 billion, primarily driven by robust sales of Jakafi and Opzelura.</li><li>Jakafi, particularly, showed a consistent demand increase of 9%, although net product revenues were slightly muted due to higher channel inventory levels in the previous year.</li></ul>

Incyte Corporation reported its financial performance for the second quarter of 2024 with several notable highlights and strategic decisions that significantly influence its investment profile.The company's total revenue grew by 9% year-over-year, reaching over $1 billion, primarily driven by robust sales of Jakafi and Opzelura.Jakafi, particularly, showed a consistent demand increase of 9%, although net product revenues were slightly muted due to higher channel inventory levels in the previous year.

Incyte Corporation: A Story Of Robust Pipeline Development and Strategic Acquisitions! - Major Drivers

United States

Incyte Corp is a biopharmaceutical company. The Company discovers, develops and commercializes proprietary small molecule drugs, primarily used in oncology.

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Incyte Corp (INCY US)

Incyte: Can Opzelura Offset Jakafi’s $3.7B Patent Cliff by 2028?

Incyte Corporation's recent financial and corporate update for the fourth quarter and full year 2024 showcases a year of significant growth and...

Baptista Research

Mesoblast (MSB AU): What Lies Ahead After FDA Approval

Mesoblast receives FDA approval for Ryoncil in pediatric patients with acute graft versus host disease. FDA approval enhances conviction on the...

Tina Banerjee

The Takeover Buzz Around Incyte: What Makes It Irresistible to Big Pharma?

Incyte Pharmaceuticals has been the center of takeover speculation recently, with its stock rallying amid whispers of a potential...

Baptista Research

Incyte Corporation: Will Their Focus on Oncological Innovations Pay Off? - Major Drivers

Incyte exhibited a robust performance in its third quarter of 2024, marking a notable year of growth and advancement in its drug portfolio. Total...

Baptista Research

Incyte Corporation: A Story Of Robust Pipeline Development and Strategic Acquisitions! - Major Drivers

Incyte Corporation reported its financial performance for the second quarter of 2024 with several notable highlights and strategic decisions that...

Baptista Research

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52-week Range

Market Cap (USDm)

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Incyte: Can Opzelura Offset Jakafi’s $3.7B Patent Cliff by 2028?

Incyte Corporation's recent financial and corporate update for the fourth quarter and full year 2024 showcases a year of significant growth and...

Baptista Research

Mesoblast (MSB AU): What Lies Ahead After FDA Approval

​Mesoblast receives FDA approval for Ryoncil in pediatric patients with acute graft versus host disease. FDA approval enhances conviction on the...

Tina Banerjee

The Takeover Buzz Around Incyte: What Makes It Irresistible to Big Pharma?

Incyte Pharmaceuticals has been the center of takeover speculation recently, with its stock rallying amid whispers of a potential...

Baptista Research

Incyte Corporation: Will Their Focus on Oncological Innovations Pay Off? - Major Drivers

Incyte exhibited a robust performance in its third quarter of 2024, marking a notable year of growth and advancement in its drug portfolio. Total...

Baptista Research

Incyte Corporation: A Story Of Robust Pipeline Development and Strategic Acquisitions! - Major Drivers

Incyte Corporation reported its financial performance for the second quarter of 2024 with several notable highlights and strategic decisions that...

Baptista Research

Mesoblast receives FDA approval for Ryoncil in pediatric patients with acute graft versus host disease. FDA approval enhances conviction on the...