Global Healthcare Analyst

Tina Banerjee

Thematic (Sector/Industry)

<ul>
<li>Eoflow Has been ordered by the U.S. Court to pay $452M as damages. Celltrion has submitted clinical trial application for CT-P44 (Darzalex biosimilar) to the FDA.</li>
<li>Takeda Pharmaceutical entered into an exclusive licensing agreement to develop and commercialize a late-stage oncology drug candidate. Medipal and JCR Pharmaceuticals initiated the Phase I/II trial of JR-446 in Japan.</li>
<li>SanBio has completed second production run for Akuugo suspension for intracranial implantation. Aurobindo Pharma’s U.S. arm Eugia has received final approval from the FDA to manufacture and market Pazopanib Tablets.</li>
</ul>


Eoflow Has been ordered by the U.S. Court to pay $452M as damages. Celltrion has submitted clinical trial application for CT-P44 (Darzalex biosimilar) to the FDA.
Takeda Pharmaceutical entered into an exclusive licensing agreement to develop and commercialize a late-stage oncology drug candidate. Medipal and JCR Pharmaceuticals initiated the Phase I/II trial of JR-446 in Japan.
SanBio has completed second production run for Akuugo suspension for intracranial implantation. Aurobindo Pharma’s U.S. arm Eugia has received final approval from the FDA to manufacture and market Pazopanib Tablets.


APAC Healthcare Weekly (Dec 8)- Eoflow, Celltrion, Takeda, Medipal, SanBio, Aurobindo Pharma

<ul>
<li>Celltrion outlined mid- to long-term business outlook. European Patent Court has dismissed injunction against Eoflow. Lunit partnered with Salud Digna, one of Mexico’s largest healthcare chains.</li>
<li>China has accepted Hansoh Pharma’s fifth indication approval application for Ameile. Sichuan Kelun-Biotech received marketing authorization in China for the first domestically developed TROP2-directed ADC sacituzumab tirumotecan.</li>
<li>Eisai launched Leqembi in South Korea. Dr. Reddy’s launched new biologic drug, toripalimab in India, for the treatment of nasopharyngeal carcinoma. Aster DM is merging with Quality Care India Limited.</li>
</ul>


Celltrion outlined mid- to long-term business outlook. European Patent Court has dismissed injunction against Eoflow. Lunit partnered with Salud Digna, one of Mexico’s largest healthcare chains.
China has accepted Hansoh Pharma’s fifth indication approval application for Ameile. Sichuan Kelun-Biotech received marketing authorization in China for the first domestically developed TROP2-directed ADC sacituzumab tirumotecan.
Eisai launched Leqembi in South Korea. Dr. Reddy’s launched new biologic drug, toripalimab in India, for the treatment of nasopharyngeal carcinoma. Aster DM is merging with Quality Care India Limited.


APAC Healthcare Weekly (Dec 1)- Celltrion, Eoflow, Lunit, Hansoh, Kelun Biotech, Eisai, Dr. Reddy’s

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's latest quarterly earnings call presents a mix of positive and cautious sentiment towards the company's recent performance and future outlook.</li><li>The company reported strong financial results with a significant revenue milestone, indicating healthy business momentum.</li><li>Insulet's total revenue growth for the third quarter was reported at 25%, driven primarily by a 26% increase in total Omnipod revenues.</li></ul>

Insulet Corporation's latest quarterly earnings call presents a mix of positive and cautious sentiment towards the company's recent performance and future outlook.The company reported strong financial results with a significant revenue milestone, indicating healthy business momentum.Insulet's total revenue growth for the third quarter was reported at 25%, driven primarily by a 26% increase in total Omnipod revenues.

Insulet Corporation: Its Efforts Towards Continued Sensor Integration & Improvements & Other Major Drivers

<ul><li>Insulet Corporation has demonstrated robust financial performance in the second quarter of 2024, aligning with the company's primary goal of enhancing diabetes management through its Omnipod products.</li><li>Jim Hollingshead, the CEO, highlighted the significant demand for Omnipod 5, which has been central to the company's growth both domestically and internationally.</li><li>The company's innovation trajectory remains strong with numerous product launches, including the full market release of Omnipod 5 integrated with Dexcom's G7.</li></ul>

Insulet Corporation has demonstrated robust financial performance in the second quarter of 2024, aligning with the company's primary goal of enhancing diabetes management through its Omnipod products.Jim Hollingshead, the CEO, highlighted the significant demand for Omnipod 5, which has been central to the company's growth both domestically and internationally.The company's innovation trajectory remains strong with numerous product launches, including the full market release of Omnipod 5 integrated with Dexcom's G7.

Insulet Corporation: Will The Enhanced Focus on MDI Market Segments Pay Off? - 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

<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, BVNRY ramped up its mpox vaccine supply, as the first case in Asia popped up and a possible US case of this year’s global health emergency.</li><li>LLY added diabetes benefit data to its obesity drug armamentarium, matching competitor NVO and pressuring diabetes medtechs DXCM, TNDM, and PODD. </li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week, BVNRY ramped up its mpox vaccine supply, as the first case in Asia popped up and a possible US case of this year’s global health emergency.LLY added diabetes benefit data to its obesity drug armamentarium, matching competitor NVO and pressuring diabetes medtechs DXCM, TNDM, and PODD. 

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)

APAC Healthcare Weekly (Dec 8)- Eoflow, Celltrion, Takeda, Medipal, SanBio, Aurobindo Pharma

The insight covers key developments in prominent APAC healthcare companies. These developments are expected to impact the financials of the...

Tina Banerjee

APAC Healthcare Weekly (Dec 1)- Celltrion, Eoflow, Lunit, Hansoh, Kelun Biotech, Eisai, Dr. Reddy’s

Celltrion, Hansoh Pharma, and other pharmaceutical companies are making significant strides in expanding their business and launching new drugs in...

Tina Banerjee

Insulet Corporation: Its Efforts Towards Continued Sensor Integration & Improvements & Other Major Drivers

Insulet Corporation's latest quarterly earnings call presents a mix of positive and cautious sentiment towards the company's recent performance...

Baptista Research

Insulet Corporation: Will The Enhanced Focus on MDI Market Segments Pay Off? - Major Drivers

Insulet Corporation has demonstrated robust financial performance in the second quarter of 2024, aligning with the company's primary goal of...

Baptista Research

Biopharma Week in Review - Aug 26, 2024

Last week, BVNRY ramped up its mpox vaccine supply, as the first case in Asia popped up and a possible US case of this year’s global health emergency.

Water Tower Research

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APAC Healthcare Weekly (Dec 8)- Eoflow, Celltrion, Takeda, Medipal, SanBio, Aurobindo Pharma

The insight covers key developments in prominent APAC healthcare companies. These developments are expected to impact the financials of the...

Tina Banerjee

APAC Healthcare Weekly (Dec 1)- Celltrion, Eoflow, Lunit, Hansoh, Kelun Biotech, Eisai, Dr. Reddy’s

​Celltrion, Hansoh Pharma, and other pharmaceutical companies are making significant strides in expanding their business and launching new drugs in...

Tina Banerjee

Insulet Corporation: Its Efforts Towards Continued Sensor Integration & Improvements & Other Major Drivers

Insulet Corporation's latest quarterly earnings call presents a mix of positive and cautious sentiment towards the company's recent performance...

Baptista Research

Insulet Corporation: Will The Enhanced Focus on MDI Market Segments Pay Off? - Major Drivers

Insulet Corporation has demonstrated robust financial performance in the second quarter of 2024, aligning with the company's primary goal of...

Baptista Research

Biopharma Week in Review - Aug 26, 2024

Last week, BVNRY ramped up its mpox vaccine supply, as the first case in Asia popped up and a possible US case of this year’s global health emergency.

Water Tower Research

Celltrion, Hansoh Pharma, and other pharmaceutical companies are making significant strides in expanding their business and launching new drugs in...