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>Insulet Corporation reported its second quarter 2026 financial results, demonstrating a continued trajectory of strong revenue growth, expanded profitability, and solid cash flow generation.</li><li>Total revenue reached $802 million, reflecting a 23% increase year-over-year on a constant currency basis.</li><li>Growth was driven by robust demand for the Omnipod insulin management system across both U.S. and international markets, with international revenue rising over 33% and U.S. Omnipod revenue up 20%.</li></ul>

Insulet Corporation reported its second quarter 2026 financial results, demonstrating a continued trajectory of strong revenue growth, expanded profitability, and solid cash flow generation.Total revenue reached $802 million, reflecting a 23% increase year-over-year on a constant currency basis.Growth was driven by robust demand for the Omnipod insulin management system across both U.S. and international markets, with international revenue rising over 33% and U.S. Omnipod revenue up 20%.

Insulet’s Next Big Test — Fixing Omnipod’s Type 2 Retention Gap!

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
 <li>Insulet is a pure-play on the growing adoption of automated insulin delivery (AID) systems, with its differentiated tubeless Omnipod platform driving strong revenue growth and market share gains.</li>
 <li>The company's recurring revenue model, based on the regular replacement of its disposable Pods, provides a predictable and growing stream of income. This 'razor-and-blades' model lowers upfront costs for patients, facilitating adoption.</li>
 <li>Key growth vectors include the international rollout of the Omnipod 5 system, expansion into the large and underpenetrated Type 2 diabetes market, and a pipeline of next-generation products.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  Insulet is a pure-play on the growing adoption of automated insulin delivery (AID) systems, with its differentiated tubeless Omnipod platform driving strong revenue growth and market share gains.
  The company's recurring revenue model, based on the regular replacement of its disposable Pods, provides a predictable and growing stream of income. This 'razor-and-blades' model lowers upfront costs for patients, facilitating adoption.
  Key growth vectors include the international rollout of the Omnipod 5 system, expansion into the large and underpenetrated Type 2 diabetes market, and a pipeline of next-generation products.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Insulet Corp (PODD US) - Aug 2026

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

<ul>
<li>In this insight, we discuss the additional financing requirements, changed shareholding structure, and the next steps for Eoflow. </li>
<li>Eoflow is one of the best performing stocks in the Korean stock market in the past one month as its shares have soared 249% in this period.</li>
<li>The details of the oral argument (Insulet vs Eoflow) at the U.S. Appellate Court suggest that the U.S. Appellate Court may rule in favor of Eoflow.</li>
</ul>


In this insight, we discuss the additional financing requirements, changed shareholding structure, and the next steps for Eoflow. 
Eoflow is one of the best performing stocks in the Korean stock market in the past one month as its shares have soared 249% in this period.
The details of the oral argument (Insulet vs Eoflow) at the U.S. Appellate Court suggest that the U.S. Appellate Court may rule in favor of Eoflow.


Eoflow: Financing Requirements, Changing Shareholding Structure, and the Next Steps

Event-Driven

<ul>
<li>This insight provides a detailed analysis of Eoflow's appellant brief (released on 4 December) on Insulet Corp (PODD US)'s lawsuit. </li>
<li>We provide the following three major reasons why we believe Eoflow will win versus Insulet in this lawsuit.</li>
<li>One of the most important arguments on Eoflow's appellant brief is the DTSA three years statute of limitations.</li>
</ul>


This insight provides a detailed analysis of Eoflow's appellant brief (released on 4 December) on Insulet Corp (PODD US)'s lawsuit. 
We provide the following three major reasons why we believe Eoflow will win versus Insulet in this lawsuit.
One of the most important arguments on Eoflow's appellant brief is the DTSA three years statute of limitations.


Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

<ul>
<li>Back on the 25 May, when <a href="https://www.smartkarma.com/entities/medtronic-plc" target="_blank" data-smartkarma-citation="entities:14982:1" rel="noopener">Medtronic Plc (MDT US)</a> enter into a SPA with <a href="https://www.smartkarma.com/entities/eoflow-co-ltd" target="_blank" data-smartkarma-citation="entities:36100:1" rel="noopener">EOFlow (294090 KS)</a>'s CEO, with a follow-on Tender Offer, the whole construct looked pretty clean.</li>
<li>Then in August <a href="https://www.smartkarma.com/entities/insulet-corp" target="_blank" data-smartkarma-citation="entities:5252:1" rel="noopener">Insulet Corp (PODD US)</a> launched its lawsuit, which in hindsight, should have been expected. Then earlier this month, news surfaced concerning a stock-backed loan to the CEO.</li>
<li>Now the CEO is selling, presumably to repay his collateralized loan. Shares are down 38% since the resumption of trading, and are now at a whopping 122% spread to terms. </li>
</ul>


Back on the 25 May, when Medtronic Plc (MDT US) enter into a SPA with EOFlow (294090 KS)'s CEO, with a follow-on Tender Offer, the whole construct looked pretty clean.
Then in August Insulet Corp (PODD US) launched its lawsuit, which in hindsight, should have been expected. Then earlier this month, news surfaced concerning a stock-backed loan to the CEO.
Now the CEO is selling, presumably to repay his collateralized loan. Shares are down 38% since the resumption of trading, and are now at a whopping 122% spread to terms. 


United States

Insulet Corporation is a medical device company that develops, manufactures and markets an insulin infusion system for people with insulin-dependent diabetes.

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Insulet Corp (PODD US)

Insulet’s Next Big Test — Fixing Omnipod’s Type 2 Retention Gap!

Insulet Corporation reported its second quarter 2026 financial results, demonstrating a continued trajectory of strong revenue growth, expanded...

Baptista Research

Primer: Insulet Corp (PODD US) - Aug 2026

Insulet is a pure-play on the growing adoption of automated insulin delivery (AID) systems, with its differentiated tubeless Omnipod platform...

αSK Primers

Eoflow: Financing Requirements, Changing Shareholding Structure, and the Next Steps

Eoflow's shares surged by 30% to 15,080 won today. Eoflow announced today that the U.S. District Court in Massachusetts had revoked the injunction...

Douglas Kim

Eoflow Vs Insulet: Round II

This insight provides an analysis of Eoflow's appellant brief on Insulet's lawsuit. We provide the three major reasons why we believe Eoflow will...

Douglas Kim

EOFlow (Further) Tests Investor Patience

The Appellant Brief Is out. EOFlow flags. inter alia, the statute of limitations; whether Insulet faces a significant risk of irreparable harm;...

David Blennerhassett

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