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>Kymera Therapeutics surged as much as 46% to a record high of $97.28 after announcing highly encouraging Phase 1b clinical data for its anti-inflammatory drug candidate, KT-621.</li><li>The once-daily oral pill demonstrated significant reductions in key Type 2 inflammation biomarkers, including STAT6 and fractional exhaled nitric oxide (FeNO), and was well-tolerated with a favorable safety profile.</li><li>These early findings have sparked investor enthusiasm, especially as KT-621 shows potential to rival injectable therapies like Regeneron’s Dupixent.</li></ul>

Kymera Therapeutics surged as much as 46% to a record high of $97.28 after announcing highly encouraging Phase 1b clinical data for its anti-inflammatory drug candidate, KT-621.The once-daily oral pill demonstrated significant reductions in key Type 2 inflammation biomarkers, including STAT6 and fractional exhaled nitric oxide (FeNO), and was well-tolerated with a favorable safety profile.These early findings have sparked investor enthusiasm, especially as KT-621 shows potential to rival injectable therapies like Regeneron’s Dupixent.

Kymera Therapeutics Surges 46%: A New Oral Challenger To Dupixent?

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 deal activity provided a much-needed tailwind for biotech last week.</li><li>Exiting a positive, but mostly expected, ASCO weekend, we witnessed the second-largest biotech acquisition in 2025, with SNY buying BPMC for $9.1 billion, and a mega-licensing deal, as BMY will pay up to $11.1 billion for co- rights to BNTX’s PD-1/VEGF (read-across to TIL, SMMT, PFE, MRK).</li><li>Gene and cell therapy (NTLA, BEAM, CRSP) got a boost, as the heads of the HHS, FDA, CBER, NIH, and CDC expressed support for faster rare disease approvals at an FDA roundtable. </li></ul>

M&amp;A and deal activity provided a much-needed tailwind for biotech last week.Exiting a positive, but mostly expected, ASCO weekend, we witnessed the second-largest biotech acquisition in 2025, with SNY buying BPMC for $9.1 billion, and a mega-licensing deal, as BMY will pay up to $11.1 billion for co- rights to BNTX’s PD-1/VEGF (read-across to TIL, SMMT, PFE, MRK).Gene and cell therapy (NTLA, BEAM, CRSP) got a boost, as the heads of the HHS, FDA, CBER, NIH, and CDC expressed support for faster rare disease approvals at an FDA roundtable. 

Biopharma Week in Review Large M&A and Licensing Deals Provide a Boost

United States

Kymera Therapeutics, Inc. operates as a biopharmaceutical company. The Company focuses on discovering and developing novel small molecule therapeutics that selectively degrade disease-causing proteins by harnessing the body's own natural protein degradation system. Kymera Therapeutics serves customers in the State of Massachusetts.

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Kymera Therapeutics (KYMR US)

Kymera Therapeutics Surges 46%: A New Oral Challenger To Dupixent?

Kymera Therapeutics surged as much as 46% to a record high of $97.28 after announcing highly encouraging Phase 1b clinical data for its...

Baptista Research

Biopharma Week in Review Large M&A and Licensing Deals Provide a Boost

Gene and cell therapy (NTLA, BEAM, CRSP) got a boost, as the heads of the HHS, FDA, CBER, NIH, and CDC expressed support for faster rare disease...

Water Tower Research

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