Stock Market News, Outlooks, and Top Picks, Cappuccino Finance

Cappuccino Finance

Stock Market News, Outlooks, and Top Picks

Cappuccino Finance, provides Financial vignettes for your cappuccino break!

Fun & informational articles to read in 10 min or less.

Equity Bottom-Up

<ul><li>It’s a volatile market these days! The Omicron variant, interest rate hikes, supply chain disruption, and labor shortage are causing the market to fluctuate wildly</li><li>Healthcare companies provide essential services regardless of economic conditions.</li><li>The screener results were quite satisfactory. AbbVie, Amgen, and Merck. I like all of them!</li></ul>

It’s a volatile market these days! The Omicron variant, interest rate hikes, supply chain disruption, and labor shortage are causing the market to fluctuate wildlyHealthcare companies provide essential services regardless of economic conditions.The screener results were quite satisfactory. AbbVie, Amgen, and Merck. I like all of them!

Dividend HealthCare Stocks Screener – Jan 2022

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 Capital Markets

<ul><li>Merck delivered a remarkable financial execution in the third quarter which is expected to continue in the upcoming result.</li><li>The management has also continued to implement their commercial development strategy, including the recently announced acquisition of Acceleron Pharma.</li><li>Overall, Merck remains well-positioned in its financial and operational potency and we give it an ‘Outperform’ rating with a revised target price.</li></ul>

Merck delivered a remarkable financial execution in the third quarter which is expected to continue in the upcoming result.The management has also continued to implement their commercial development strategy, including the recently announced acquisition of Acceleron Pharma.Overall, Merck remains well-positioned in its financial and operational potency and we give it an ‘Outperform’ rating with a revised target price.

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Algosun Global

<ul>
<li>
<a href="https://www.smartkarma.com/entities/elastic-nv" target="_blank" data-smartkarma-citation="entities:27526:1" rel="noopener">Elastic NV (ESTC US)</a>  has grown its ARR from ~$207 million as of Jul-18 to ~$760 million today and may become a multi-billion dollar unicorn in the future.  </li>
<li>We like the subscription-based freemium business model, strong net expansion rate, and acceleration in revenue growth of Elastic Cloud business, which currently represents ~33% of total revenue. </li>
<li>Elastic Search is one of the most popular search engines globally, and the company’s products have been downloaded more than 350 million times since 2013. </li>
</ul>



Elastic NV (ESTC US)  has grown its ARR from ~$207 million as of Jul-18 to ~$760 million today and may become a multi-billion dollar unicorn in the future.  
We like the subscription-based freemium business model, strong net expansion rate, and acceleration in revenue growth of Elastic Cloud business, which currently represents ~33% of total revenue. 
Elastic Search is one of the most popular search engines globally, and the company’s products have been downloaded more than 350 million times since 2013. 


Elastic: High-Profile Search Company With Attractive Fundamentals

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>Chugai’s in-house drug, Actemra is recommended by the WHO for the treatment of hospitalized COVID-19 patients. In-licensed drug Ronapreve is approved for the treatment of mild to moderate COVID-19 patients.</li>
<li>Actemra and Ronapreve together are expected to contribute 29% of total revenue in 2021. Approval of oral COVID-19 anti-viral pill will pressurize both the drugs in 2022 and beyond.</li>
<li>Chugai’s recently in-licensed gene therapy drug candidate for Duchenne muscular dystrophy will have to compete with existing drug and other pipeline candidates in Japan.  </li>
</ul>


Chugai’s in-house drug, Actemra is recommended by the WHO for the treatment of hospitalized COVID-19 patients. In-licensed drug Ronapreve is approved for the treatment of mild to moderate COVID-19 patients.
Actemra and Ronapreve together are expected to contribute 29% of total revenue in 2021. Approval of oral COVID-19 anti-viral pill will pressurize both the drugs in 2022 and beyond.
Chugai’s recently in-licensed gene therapy drug candidate for Duchenne muscular dystrophy will have to compete with existing drug and other pipeline candidates in Japan.  


Chugai Pharmaceutical (4519 JP): Actemra Loses Its Sheen on Arrival of Oral COVID-19 Pill

<ul><li>Merck delivered a strong result with meaningful revenue growth in the second quarter, driven by strong underlying demand for products across their growth pillars and the continued recovery of the business due to improved patient access.</li><li>The company’s sales of its core Keytruda drug increased by 20% to $4.2 billion in oncology, reflecting continued strong global demand.</li><li>The company has a strong upside from Keytruda growth, animal medication growth, and of course, the huge prospects of the Molnupiravir medication against the Covid-19 that is already in Phase 3 trials.</li></ul>

Merck delivered a strong result with meaningful revenue growth in the second quarter, driven by strong underlying demand for products across their growth pillars and the continued recovery of the business due to improved patient access.The company’s sales of its core Keytruda drug increased by 20% to $4.2 billion in oncology, reflecting continued strong global demand.The company has a strong upside from Keytruda growth, animal medication growth, and of course, the huge prospects of the Molnupiravir medication against the Covid-19 that is already in Phase 3 trials.

United States

Merck & Co., Inc. is a global health care company that delivers health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products, which it markets directly and through its joint ventures. The Company has operations in pharmaceutical, animal health, and consumer care.

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Merck & (MRK UN)

Dividend HealthCare Stocks Screener – Jan 2022

It’s a volatile market these days! The Omicron variant, interest rate hikes, supply chain disruption, and labor shortage are causing the market to...

Cappuccino Finance

Merck & Co. Inc. - Investment Thesis

Merck delivered a remarkable financial execution in the third quarter which is expected to continue in the upcoming result. The management has...

Baptista Research

Elastic: High-Profile Search Company With Attractive Fundamentals

Elastic is a high-profile search technology company and we believe current valuations look attractive for long-term investors

Andrei Zakharov

Chugai Pharmaceutical (4519 JP): Actemra Loses Its Sheen on Arrival of Oral COVID-19 Pill

Chugai's COVID-19 drugs do not seem to be stack up well against the newly approved oral COVID-19 drugs in 2022 and beyond. The company has already...

Tina Banerjee

Merck & Co. Inc. - Investment Thesis

Merck delivered a strong result with meaningful revenue growth in the second quarter, driven by strong underlying demand for products across their...

Baptista Research

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