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 strong Q4 2023 results, marking its eighth straight year of 20-plus percent revenue growth.</li><li>The company's automated insulin delivery system, Omnipod 5, played a significant role in its financial success as it generated $1 billion in revenue in 2023.</li><li>The achievement of approximately 425,000 global customers using the Omnipod platform represented a growth of around 25% from the previous year, including almost 250,000 using the Omnipod 5.</li></ul>

Insulet Corporation reported strong Q4 2023 results, marking its eighth straight year of 20-plus percent revenue growth.The company's automated insulin delivery system, Omnipod 5, played a significant role in its financial success as it generated $1 billion in revenue in 2023.The achievement of approximately 425,000 global customers using the Omnipod platform represented a growth of around 25% from the previous year, including almost 250,000 using the Omnipod 5.

Insulet Corporation: Is Its Strategy Of Connecting With Healthcare Professionals For Penetration In Niche Markets Working? - Major Drivers

<ul><li>Insulet Corporation managed to exceed analyst expectations in terms of revenue as well as earnings.</li><li>During the quarter, their revenue surpassed expectations, driven by the exceptional success of Omnipod 5, the revolutionary automated insulin delivery system.</li><li>Omnipod 5's impact was evident in accelerated new customer starts, with a remarkable 45% year-over-year revenue growth in the UK.</li></ul>

Insulet Corporation managed to exceed analyst expectations in terms of revenue as well as earnings.During the quarter, their revenue surpassed expectations, driven by the exceptional success of Omnipod 5, the revolutionary automated insulin delivery system.Omnipod 5's impact was evident in accelerated new customer starts, with a remarkable 45% year-over-year revenue growth in the UK.

Insulet Corporation: Revolutionizing Diabetes Care with Omnipod 5! - Major Drivers

<ul><li>Insulet Corporation exceeded analyst expectations in terms of revenue as well as earnings.</li><li>The company's revenue for the second quarter surpassed its projections, growing by 33% overall at Omnipod, including 41% in the United States.</li><li>During the second quarter, Insulet made significant progress in its clinical and innovation programs.</li></ul>

Insulet Corporation exceeded analyst expectations in terms of revenue as well as earnings.The company's revenue for the second quarter surpassed its projections, growing by 33% overall at Omnipod, including 41% in the United States.During the second quarter, Insulet made significant progress in its clinical and innovation programs.

Insulet Corporation: Launch of Omnipod 5 & Other Major Developments

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>
<a href="https://www.smartkarma.com/entities/insulet-corp" target="_blank" data-smartkarma-citation="entities:5252:1" rel="noopener">Insulet Corp (PODD US)</a>, with expanding user-base and product innovation, is well-positioned to face competition in the US patch pump market. Large and underpenetrated target market offers immense growth potential.  </li>
<li>Insulet raised Omnipod 2023 revenue growth guidance to 21–25% from 17–22% previously. The U.S. Omnipod revenue growth guidance has been raised to 27–31% from 21–26% earlier.</li>
<li>For 2023, Insulet expects gross profit margin of 65–66%, compared with 61.7% in 2022. Insulet has reaffirmed high-single-digit operating profit margin for 2023 compared with 2.9% in 2022.</li>
</ul>



Insulet Corp (PODD US), with expanding user-base and product innovation, is well-positioned to face competition in the US patch pump market. Large and underpenetrated target market offers immense growth potential.  
Insulet raised Omnipod 2023 revenue growth guidance to 21–25% from 17–22% previously. The U.S. Omnipod revenue growth guidance has been raised to 27–31% from 21–26% earlier.
For 2023, Insulet expects gross profit margin of 65–66%, compared with 61.7% in 2022. Insulet has reaffirmed high-single-digit operating profit margin for 2023 compared with 2.9% in 2022.


Insulet Corp (PODD US): Slow Recovery Is Expected on Easing Competition Fear; 2023 Guidance Raised

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

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.


United States

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

Insulet Corp (PODD US)

Insulet Corporation: Is Its Strategy Of Connecting With Healthcare Professionals For Penetration In Niche Markets Working? - Major Drivers

Insulet Corporation reported strong Q4 2023 results, marking its eighth straight year of 20-plus percent revenue growth. The company's automated...

Baptista Research

Insulet Corporation: Revolutionizing Diabetes Care with Omnipod 5! - Major Drivers

Insulet Corporation managed to exceed analyst expectations in terms of revenue as well as earnings. During the quarter, their revenue surpassed...

Baptista Research

Insulet Corporation: Launch of Omnipod 5 & Other Major Developments

Insulet Corporation exceeded analyst expectations in terms of revenue as well as earnings. The company's revenue for the second quarter surpassed...

Baptista Research