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 a strong start to 2026, with total revenues of $762 million in the first quarter, reflecting a 34% year-over-year increase on a reported basis and 30% on a constant currency basis.</li><li>Omnipod revenue grew 33% constant currency, driven by increased adoption of the Omnipod 5 insulin management system across both U.S. and international markets.</li><li>The company’s global customer base expanded nearly 25% year-over-year, supported largely by conversions from multiple daily injections (MDI) to automated insulin delivery (AID).</li></ul>

Insulet Corporation reported a strong start to 2026, with total revenues of $762 million in the first quarter, reflecting a 34% year-over-year increase on a reported basis and 30% on a constant currency basis.Omnipod revenue grew 33% constant currency, driven by increased adoption of the Omnipod 5 insulin management system across both U.S. and international markets.The company’s global customer base expanded nearly 25% year-over-year, supported largely by conversions from multiple daily injections (MDI) to automated insulin delivery (AID).

Insulet Corporation’s Hidden Omnipod Story Behind 59% International Revenue Growth!

<ul><li>Insulet Corporation's latest earnings results reflect both positive growth trends and potential areas for investor consideration.</li><li>The company concluded 2025 with solid financial performance, marked by Insulet's 10th consecutive year of over 20% revenue growth on a constant currency basis.</li><li>This achievement demonstrates the strength of Insulet's business model and the broad acceptance of its Omnipod insulin delivery system.</li></ul>

Insulet Corporation's latest earnings results reflect both positive growth trends and potential areas for investor consideration.The company concluded 2025 with solid financial performance, marked by Insulet's 10th consecutive year of over 20% revenue growth on a constant currency basis.This achievement demonstrates the strength of Insulet's business model and the broad acceptance of its Omnipod insulin delivery system.

Insulet Corporation's 10th Straight Year Above 20% Revenue Growth Raises Expectations

<ul><li>Insulet Corporation, a medical device company known for its Omnipod Insulin Management System, reported strong performance in the third quarter of 2025.</li><li>With revenues surpassing $700 million for the first time, the company experienced a year-over-year growth of 28% at constant currency rates.</li><li>This growth was fueled by robust demand across its product lines, particularly the Omnipod 5 system, and a record number of new customer starts both in the United States and internationally.</li></ul>

Insulet Corporation, a medical device company known for its Omnipod Insulin Management System, reported strong performance in the third quarter of 2025.With revenues surpassing $700 million for the first time, the company experienced a year-over-year growth of 28% at constant currency rates.This growth was fueled by robust demand across its product lines, particularly the Omnipod 5 system, and a record number of new customer starts both in the United States and internationally.

Insulet Corporation: Inside the Strategy Driving Its Robust Type 2 Adoption!

Research from ACF Equity Research, ACF Equity Research

ACF Equity Research

Research from ACF Equity Research

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We deliver premium independent corporate sponsored equity research characterised by its accuracy, clarity and foresight based upon a fundamental valuation approach.

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Our team of analysts are independently minded individuals who believe in thoroughness, technical competence and clear punchy communications.

Thematic (Sector/Industry)

<ul>
<li>We consider the merged platform Kadimastem (KDST.TA) + NLS Pharmaceutics (NLSP:NasdaqCM).</li>
<li>We provide an investment case analysis and a selection of merged metrics prior to any synergies.</li>
<li>The merger creates a cross-platform pre-revenue biotech with lead programs including a proprietary stem-differentiation platform capable of delivering scalable therapies for replacing lost or damaged cells; IsletRx could revolutionize insulin production for Type 1 diabetes (T1D) patients; AstroRx® targets neurodegenerative diseases (NDDs); and a clinical-stage Dual Orexin Receptor Agonist (DOXA) platform targets NDD therapies and metabolic disorders including ALS and sleep-wake disorders.</li>
</ul>


We consider the merged platform Kadimastem (KDST.TA) + NLS Pharmaceutics (NLSP:NasdaqCM).
We provide an investment case analysis and a selection of merged metrics prior to any synergies.
The merger creates a cross-platform pre-revenue biotech with lead programs including a proprietary stem-differentiation platform capable of delivering scalable therapies for replacing lost or damaged cells; IsletRx could revolutionize insulin production for Type 1 diabetes (T1D) patients; AstroRx® targets neurodegenerative diseases (NDDs); and a clinical-stage Dual Orexin Receptor Agonist (DOXA) platform targets NDD therapies and metabolic disorders including ALS and sleep-wake disorders.


KDST + NLSP Combined Core Investment Case 29052025

<ul>
<li>Diabetes mellitus, Type 1 (T1D) and Type 2 (T2D, 85-90% of cases), is a USD ~75bn global therapy market.</li>
<li>Global economic costs of diabetes may exceed USD1 trn today and USD 450bn in the US, suggesting a pressing global health challenge.</li>
<li>Diabetes is a chronic metabolic disorder characterized by high blood sugar levels.</li>
</ul>


Diabetes mellitus, Type 1 (T1D) and Type 2 (T2D, 85-90% of cases), is a USD ~75bn global therapy market.
Global economic costs of diabetes may exceed USD1 trn today and USD 450bn in the US, suggesting a pressing global health challenge.
Diabetes is a chronic metabolic disorder characterized by high blood sugar levels.


ACF Thematic Research Regenerative Medicine Diabetes Treatment & Innovation 13032025

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 Corporation’s Hidden Omnipod Story Behind 59% International Revenue Growth!

Insulet Corporation reported a strong start to 2026, with total revenues of $762 million in the first quarter, reflecting a 34% year-over-year...

Baptista Research

Insulet Corporation's 10th Straight Year Above 20% Revenue Growth Raises Expectations

Insulet Corporation's latest earnings results reflect both positive growth trends and potential areas for investor consideration. The company...

Baptista Research

Insulet Corporation: Inside the Strategy Driving Its Robust Type 2 Adoption!

Insulet Corporation, a medical device company known for its Omnipod Insulin Management System, reported strong performance in the third quarter of...

Baptista Research

KDST + NLSP Combined Core Investment Case 29052025

We consider the merged platform Kadimastem (KDST.TA) + NLS Pharmaceutics (NLSP:NasdaqCM). We provide an investment case analysis and a selection of...

ACF Equity Research

ACF Thematic Research Regenerative Medicine Diabetes Treatment & Innovation 13032025

Global economic costs of diabetes may exceed USD1 trn today and USD 450bn in the US, suggesting a pressing global health challenge.

ACF Equity Research

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