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>The second quarter results for Insulet Corporation, a leader in insulin management systems, indicate a robust performance with significant development across key financial metrics.</li><li>The company reported a notable 31% revenue growth year-over-year, reaching $649 million, surpassing the $600 million benchmark for the first time.</li><li>This impressive growth is attributed to increasing consumer adoption across various segments including U.S. Type 1, Type 2, and international markets, largely driven by the Omnipod 5's technology and its clinical benefits.</li></ul>

The second quarter results for Insulet Corporation, a leader in insulin management systems, indicate a robust performance with significant development across key financial metrics.The company reported a notable 31% revenue growth year-over-year, reaching $649 million, surpassing the $600 million benchmark for the first time.This impressive growth is attributed to increasing consumer adoption across various segments including U.S. Type 1, Type 2, and international markets, largely driven by the Omnipod 5's technology and its clinical benefits.

Insulet Corporation: Expansion of Omnipod 5 in International Markets & Other Major Drivers!

<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!

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.


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: Expansion of Omnipod 5 in International Markets & Other Major Drivers!

The second quarter results for Insulet Corporation, a leader in insulin management systems, indicate a robust performance with significant...

Baptista Research

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

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

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