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>Ionis Pharmaceuticals has demonstrated notable progress and robust performance in its third quarter of 2025, driven by advancements in its drug pipeline and strategic launches.</li><li>The company, specializing in RNA-targeted therapies, is focused on treating serious diseases in domains such as neurology and cardiometabolic areas.</li><li>Ionis has successfully commenced its first independent launch of TRYNGOLZA, the sole FDA-approved treatment for familial chylomicronemia syndrome (FCS), with encouraging market performance, leading to an increased revenue forecast for 2025.</li></ul>

Ionis Pharmaceuticals has demonstrated notable progress and robust performance in its third quarter of 2025, driven by advancements in its drug pipeline and strategic launches.The company, specializing in RNA-targeted therapies, is focused on treating serious diseases in domains such as neurology and cardiometabolic areas.Ionis has successfully commenced its first independent launch of TRYNGOLZA, the sole FDA-approved treatment for familial chylomicronemia syndrome (FCS), with encouraging market performance, leading to an increased revenue forecast for 2025.

Ionis Pharma: Will Its Expansion of Cardiology Portfolio With Next-Generation ASO Therapies Become The Next BIG THING?

<ul><li>Ionis Pharmaceuticals' earnings report highlights a mix of promising advances and ongoing challenges across its business.</li><li>The company reported substantial growth in revenues during the second quarter of 2025, with total earnings doubling compared to the same quarter last year.</li><li>This increase was largely attributed to Ionis' successful launch of Tryngolza, their treatment for familial chylomicronemia syndrome (FCS), which exceeded revenue expectations with $19 million in net product sales in its second quarter of availability.</li></ul>

Ionis Pharmaceuticals' earnings report highlights a mix of promising advances and ongoing challenges across its business.The company reported substantial growth in revenues during the second quarter of 2025, with total earnings doubling compared to the same quarter last year.This increase was largely attributed to Ionis' successful launch of Tryngolza, their treatment for familial chylomicronemia syndrome (FCS), which exceeded revenue expectations with $19 million in net product sales in its second quarter of availability.

Ionis Pharmaceuticals: An Insight Into Its Recent Data Readouts

<ul><li>Ionis Pharmaceuticals recently reported its first-quarter 2025 financial results.</li><li>During this period, the company achieved revenue of $132 million, a 10% year-over-year increase, driven largely by the early success of its first independent commercially launched product, TRYNGOLZA, for Familial Chylomicronemia Syndrome (FCS).</li><li>The TRYNGOLZA launch exceeded expectations with over $6 million in net product sales, marking a significant milestone as Ionis transitions into a commercial-stage biotech company.</li></ul>

Ionis Pharmaceuticals recently reported its first-quarter 2025 financial results.During this period, the company achieved revenue of $132 million, a 10% year-over-year increase, driven largely by the early success of its first independent commercially launched product, TRYNGOLZA, for Familial Chylomicronemia Syndrome (FCS).The TRYNGOLZA launch exceeded expectations with over $6 million in net product sales, marking a significant milestone as Ionis transitions into a commercial-stage biotech company.

Ionis Pharmaceuticals: A Promising Start To Tryngolza & Other Drug Launches To Add To Its Extensive Pipeline!

<ul><li>Ionis Pharmaceuticals, a biotech company with a focus on RNA-targeted drug discovery, has transitioned into a fully integrated commercial stage entity, marked by its first independent product launch of TRYNGOLZA.</li><li>This drug, approved by the FDA for familial chylomicronemia syndrome (FCS), aims to reduce triglyceride levels and the risk of acute pancreatitis.</li><li>The launch moved quickly, getting the medication to patients within weeks of approval.</li></ul>

Ionis Pharmaceuticals, a biotech company with a focus on RNA-targeted drug discovery, has transitioned into a fully integrated commercial stage entity, marked by its first independent product launch of TRYNGOLZA.This drug, approved by the FDA for familial chylomicronemia syndrome (FCS), aims to reduce triglyceride levels and the risk of acute pancreatitis.The launch moved quickly, getting the medication to patients within weeks of approval.

Ionis Pharmaceuticals: An Insight Into Commercial Expansion of Next-Generation ASO Therapies and Wainua’s Market Potential!

Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

<ul>
<li>In this report we analyzed data from technical publications to review leadership in RNA related therapeutics. We have listed the top thirty.</li>
<li>In terms of quantity and quality of innovations <a href="https://www.smartkarma.com/entities/alnylam-pharmaceuticals-inc" target="_blank" data-smartkarma-citation="entities:2191:1" rel="noopener">Alnylam Pharmaceuticals (ALNY US)</a>  and <a href="https://www.smartkarma.com/entities/moderna-inc" target="_blank" data-smartkarma-citation="entities:28744:1" rel="noopener">Moderna (MRNA US)</a>  are best positioned. Among private companies Senda Biosciences screened well. </li>
<li>Partnerships and acquisitions  between RNA startups and big pharma as well as between big pharma and big pharma highlight RNA's potential versatility, risks and the necessity for RNA related exposure.</li>
</ul>


In this report we analyzed data from technical publications to review leadership in RNA related therapeutics. We have listed the top thirty.
In terms of quantity and quality of innovations Alnylam Pharmaceuticals (ALNY US)  and Moderna (MRNA US)  are best positioned. Among private companies Senda Biosciences screened well. 
Partnerships and acquisitions  between RNA startups and big pharma as well as between big pharma and big pharma highlight RNA's potential versatility, risks and the necessity for RNA related exposure.


Who Are Leading the Charge in the RNAissance of Medicine

United States

Ionis Pharmaceuticals, Inc. operates as a biotechnology company. The Company researches in RNA-targeted drug discovery and development that focuses on drugs for patients who have unmet medical needs. Ionis Pharmaceuticals serves customers in the United States.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Ionis Pharmaceuticals (IONS US)

Ionis Pharma: Will Its Expansion of Cardiology Portfolio With Next-Generation ASO Therapies Become The Next BIG THING?

Ionis Pharmaceuticals has demonstrated notable progress and robust performance in its third quarter of 2025, driven by advancements in its drug...

Baptista Research

Ionis Pharmaceuticals: An Insight Into Its Recent Data Readouts

Ionis Pharmaceuticals' earnings report highlights a mix of promising advances and ongoing challenges across its business. The company reported...

Baptista Research

Ionis Pharmaceuticals: A Promising Start To Tryngolza & Other Drug Launches To Add To Its Extensive Pipeline!

Ionis Pharmaceuticals recently reported its first-quarter 2025 financial results. During this period, the company achieved revenue of $132...

Baptista Research

Ionis Pharmaceuticals: An Insight Into Commercial Expansion of Next-Generation ASO Therapies and Wainua’s Market Potential!

Ionis Pharmaceuticals, a biotech company with a focus on RNA-targeted drug discovery, has transitioned into a fully integrated commercial stage...

Baptista Research

Who Are Leading the Charge in the RNAissance of Medicine

RNA therapeutics: We analyze the field and spotlight top players driving this precision medicine, for tackling rare diseases with innovative solutions

Pyari Menon

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)