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 first quarter results of 2025 reveal a robust performance characterized by significant revenue growth alongside ongoing strategic expansions.</li><li>The most notable aspect is the 30% surge in total company revenue, driven by a strong uptake of its Omnipod insulin delivery system, which itself saw a 29% growth.</li><li>This underlines Insulet's strong foothold in the diabetes management field, particularly in the U.S., where Omnipod revenue grew by 26%.</li></ul>

Insulet Corporation's first quarter results of 2025 reveal a robust performance characterized by significant revenue growth alongside ongoing strategic expansions.The most notable aspect is the 30% surge in total company revenue, driven by a strong uptake of its Omnipod insulin delivery system, which itself saw a 29% growth.This underlines Insulet's strong foothold in the diabetes management field, particularly in the U.S., where Omnipod revenue grew by 26%.

Insulet Corporation: Will Its Efforts Towards Type 2 Diabetes Market Penetration & DTC Initiatives Pay Off?

<ul><li>Insulet Corporation concluded a robust fiscal year 2024 with notable achievements in both the fourth quarter and the full year.</li><li>The company achieved a milestone by surpassing $2 billion in revenue, marking its ninth consecutive year with at least 20% constant currency revenue growth.</li><li>Key drivers of this growth include the strong performance and adoption of the Omnipod 5 insulin delivery system, both in the U.S. and expanding international markets.</li></ul>

Insulet Corporation concluded a robust fiscal year 2024 with notable achievements in both the fourth quarter and the full year.The company achieved a milestone by surpassing $2 billion in revenue, marking its ninth consecutive year with at least 20% constant currency revenue growth.Key drivers of this growth include the strong performance and adoption of the Omnipod 5 insulin delivery system, both in the U.S. and expanding international markets.

Insulet Corporation: Leveraging Direct-to-Consumer Channels To Boost Product Awareness & Usage!

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Equity Capital Markets

<ul>
<li>Beta Bionics, a high-growth medtech company and developer of an integrated bionics pancreas system called iLet, filed for an IPO in the United States.</li>
<li>Maker of insulin delivery device cleared by the FDA offers 7.5M shares at a price range between $14.00 and $16.00 per share.</li>
<li>With the most recent S-1/A, Beta Bionics plans to raise ~$122M at the high end of range at $16.00 per share, including a concurrent private placement.</li>
</ul>


Beta Bionics, a high-growth medtech company and developer of an integrated bionics pancreas system called iLet, filed for an IPO in the United States.
Maker of insulin delivery device cleared by the FDA offers 7.5M shares at a price range between $14.00 and $16.00 per share.
With the most recent S-1/A, Beta Bionics plans to raise ~$122M at the high end of range at $16.00 per share, including a concurrent private placement.


Beta Bionics IPO: Will The Innovative MedTech Company Repeat The Success of Livongo Health?

<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

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: Will Its Efforts Towards Type 2 Diabetes Market Penetration & DTC Initiatives Pay Off?

Insulet Corporation's first quarter results of 2025 reveal a robust performance characterized by significant revenue growth alongside ongoing...

Baptista Research

Insulet Corporation: Leveraging Direct-to-Consumer Channels To Boost Product Awareness & Usage!

Insulet Corporation concluded a robust fiscal year 2024 with notable achievements in both the fourth quarter and the full year. The company...

Baptista Research

Beta Bionics IPO: Will The Innovative MedTech Company Repeat The Success of Livongo Health?

Beta Bionics, a developer of bionic pancreas system called iLet, is expected to IPO next week. In my insight, I discuss IPO valuation and...

Andrei Zakharov

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

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