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>Intra-Cellular Therapies' latest earnings results highlight a continued positive growth trajectory, driven primarily by the strong performance of its flagship drug, CAPLYTA (lumateperone).</li><li>The company reported $175.2 million in net sales for CAPLYTA during the third quarter of 2024, reflecting a notable 39% increase compared to the same period last year.</li><li>This growth outpaced the overall antipsychotic market, underscoring CAPLYTA's growing acceptance and market share, particularly in the treatment of bipolar depression.</li></ul>

Intra-Cellular Therapies' latest earnings results highlight a continued positive growth trajectory, driven primarily by the strong performance of its flagship drug, CAPLYTA (lumateperone).The company reported $175.2 million in net sales for CAPLYTA during the third quarter of 2024, reflecting a notable 39% increase compared to the same period last year.This growth outpaced the overall antipsychotic market, underscoring CAPLYTA's growing acceptance and market share, particularly in the treatment of bipolar depression.

Intra-Cellular Therapies: These Are 5 Critical Challenges Threatening Its Expansion Plans!

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

Thematic (Sector/Industry)

<ul><li>M&amp;A and preannouncements led biopharma headlines last week, with nearly $20 billion in deals fueling some positive sentiment, but disappointing updates from LLY (4Q GLP-1 sales miss) and MRNA (lowered 2025 guidance) weighed on the group.</li><li>CMS released the next set of Medicare drugs for price negotiations, with NVO’s GLP-1 drugs classified as a single agent.</li><li>JNJ confirmed its ITCI bid, while LLY acquired Scorpion and GSK bought IDRx. </li></ul>

M&amp;A and preannouncements led biopharma headlines last week, with nearly $20 billion in deals fueling some positive sentiment, but disappointing updates from LLY (4Q GLP-1 sales miss) and MRNA (lowered 2025 guidance) weighed on the group.CMS released the next set of Medicare drugs for price negotiations, with NVO’s GLP-1 drugs classified as a single agent.JNJ confirmed its ITCI bid, while LLY acquired Scorpion and GSK bought IDRx. 

Biopharma Week in Review - January 21, 2025

<ul><li>Preannouncements were abundant as we approached this week’s major healthcare conference in SF.</li><li>As investors prepped for company updates and significant news flow, signs of M&amp;A activity were trickling in, with BIIB bidding for SAGE, LLY looking at Scorpion, and JNJ talking with ITCI.</li><li>Last week, Medicare confirmed coverage for LLY’s obesity drug, SANA had a successful hypoimmune transplant for T1D, and VIR’s dual- masked TCE kept up with JANX. </li></ul>

Preannouncements were abundant as we approached this week’s major healthcare conference in SF.As investors prepped for company updates and significant news flow, signs of M&amp;A activity were trickling in, with BIIB bidding for SAGE, LLY looking at Scorpion, and JNJ talking with ITCI.Last week, Medicare confirmed coverage for LLY’s obesity drug, SANA had a successful hypoimmune transplant for T1D, and VIR’s dual- masked TCE kept up with JANX. 

Biopharma Week in Review - January 13, 2025

<ul><li>Intra-Cellular Therapies showcased robust financial and operational performance for the third quarter of 2024, spearheaded by the growth of their branded drug, CAPLYTA.</li><li>The company reported net sales of $175.2 million, marking a 39% increase compared to the third quarter of 2023.</li><li>This growth trajectory led Intra-Cellular Therapies to revise their 2024 full-year net sales guidance upward to between $665 million and $685 million.</li></ul>

Intra-Cellular Therapies showcased robust financial and operational performance for the third quarter of 2024, spearheaded by the growth of their branded drug, CAPLYTA.The company reported net sales of $175.2 million, marking a 39% increase compared to the third quarter of 2023.This growth trajectory led Intra-Cellular Therapies to revise their 2024 full-year net sales guidance upward to between $665 million and $685 million.

Intra-Cellular Therapies Inc.: An Analysis Of The Commercial Strategy and Market Expansion for CAPLYTA & Key Growth Drivers

<ul><li>Intra-Cellular Therapies reported robust financial and operational results for the second quarter of 2024, underpinned by significant growth in their primary product, CAPLYTA.</li><li>This performance highlights several positive developments and a few areas of consideration for potential investors.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Intra-Cellular Therapies reported robust financial and operational results for the second quarter of 2024, underpinned by significant growth in their primary product, CAPLYTA.This performance highlights several positive developments and a few areas of consideration for potential investors.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Intra-Cellular Therapies Inc.: Preparations for New Pipeline Developments and Indications! - Major Drivers

United States

Intra-Cellular Therapies Inc. researches and develops biopharmaceutical drugs. The Company engages in the research and development of small molecule drugs to treat neuropsychiatric and neurological diseases and other disorders of the central nervous system. Intra-Cellular Therapies offers its products to the medical industry.

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As investors prepped for company updates and significant news flow, signs of M&A activity were trickling in, with BIIB bidding for SAGE, LLY...

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Intra-Cellular Therapies Inc.: An Analysis Of The Commercial Strategy and Market Expansion for CAPLYTA & Key Growth Drivers

Intra-Cellular Therapies showcased robust financial and operational performance for the third quarter of 2024, spearheaded by the growth of their...

Baptista Research

Intra-Cellular Therapies Inc.: Preparations for New Pipeline Developments and Indications! - Major Drivers

Intra-Cellular Therapies reported robust financial and operational results for the second quarter of 2024, underpinned by significant growth in...

Baptista Research

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