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

Neurocrine Biosciences / Equity Bottom-Up

<ul><li>Neurocrine Biosciences, in its first quarter of 2025 results communication, highlighted noteworthy progress in both its product sales and promising initial uptake of new therapeutic offerings.</li><li>Despite external market volatility, the company's focus on execution was evident in the strong performance of its established brands and new product launches.</li><li>On the positive side, the first quarter showcased record new patient starts for INGREZZA, a crucial treatment in their portfolio, alongside encouraging initial results from the CRENESSITY launch.</li></ul>

Neurocrine Biosciences, in its first quarter of 2025 results communication, highlighted noteworthy progress in both its product sales and promising initial uptake of new therapeutic offerings.Despite external market volatility, the company's focus on execution was evident in the strong performance of its established brands and new product launches.On the positive side, the first quarter showcased record new patient starts for INGREZZA, a crucial treatment in their portfolio, alongside encouraging initial results from the CRENESSITY launch.

Neurocrine Biosciences: Adoption of CRENESSITY For A Substantial Opportunity For Growth In The Endocrinology Segment!

<ul><li>Neurocrine Biosciences' recent earnings provides a comprehensive overview of its financial performance, strategic initiatives, and growth prospects through the lens of both successes and areas of caution.</li><li>The company continues to demonstrate solid performance with key products while also facing challenges in a competitive biopharmaceutical landscape.</li><li>Positives from the call highlight the standout performance of INGREZZA, Neurocrine's treatment for tardive dyskinesia, which has achieved record growth.</li></ul>

Neurocrine Biosciences' recent earnings provides a comprehensive overview of its financial performance, strategic initiatives, and growth prospects through the lens of both successes and areas of caution.The company continues to demonstrate solid performance with key products while also facing challenges in a competitive biopharmaceutical landscape.Positives from the call highlight the standout performance of INGREZZA, Neurocrine's treatment for tardive dyskinesia, which has achieved record growth.

Neurocrine Biosciences: The CRENESSITY Launch & Expansion As A Significant Growth Opportunity!

<ul><li>Neurocrine Biosciences has presented its third-quarter 2024 results, highlighting both achievements and ongoing strategic initiatives.</li><li>Under the new leadership of CEO Kyle Gano, the company is focusing on strengthening its position as a leading neuroscience organization.</li><li>Its revenue growth has been particularly driven by the performance of its drug INGREZZA, with an impressive $613 million in sales this quarter, translating to 25% year-over-year growth.</li></ul>

Neurocrine Biosciences has presented its third-quarter 2024 results, highlighting both achievements and ongoing strategic initiatives.Under the new leadership of CEO Kyle Gano, the company is focusing on strengthening its position as a leading neuroscience organization.Its revenue growth has been particularly driven by the performance of its drug INGREZZA, with an impressive $613 million in sales this quarter, translating to 25% year-over-year growth.

Neurocrine Biosciences: Commercial Expansion & Market Penetration Underpinning Our ‘Outperform’ Rating! - Major Drivers

<ul><li>Neurocrine Biosciences, in its second quarter earnings call for 2024, highlighted significant achievements and strategic movements, setting a dynamic course for its future.</li><li>As CEO Kevin Gorman prepares to step down, the company reported a robust year with strong financial and clinical developments, though faced challenges typical of a biotech firm scaling its operations and research endeavors.</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>

Neurocrine Biosciences, in its second quarter earnings call for 2024, highlighted significant achievements and strategic movements, setting a dynamic course for its future.As CEO Kevin Gorman prepares to step down, the company reported a robust year with strong financial and clinical developments, though faced challenges typical of a biotech firm scaling its operations and research endeavors.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.

Neurocrine Biosciences: Recent Innovations & Strategic Commercial Preparations for Crinecerfont Driving Our Optimism! - Major Drivers

Global Healthcare Analyst

Tina Banerjee

Thematic (Sector/Industry)

<ul>
<li>Daiichi Sankyo received seventh FDA approval for Enhertu in certain types of breast cancers. Eisai received FDA approval for Leqembi’s intravenous monthly maintenance dosing.</li>
<li>Nippon Shinyaku entered into an option agreement with AB2 BIO for the rights of commercialization of Tadekinig alfa in the U.S. for certain rare autoinflammatory diseases.</li>
<li>Shionogi announced positive results from Phase 2 trial of its novel investigational RSV oral antiviral candidate S-337395. Celltrion has received FDA approval for Actemra biosimilar.</li>
</ul>


Daiichi Sankyo received seventh FDA approval for Enhertu in certain types of breast cancers. Eisai received FDA approval for Leqembi’s intravenous monthly maintenance dosing.
Nippon Shinyaku entered into an option agreement with AB2 BIO for the rights of commercialization of Tadekinig alfa in the U.S. for certain rare autoinflammatory diseases.
Shionogi announced positive results from Phase 2 trial of its novel investigational RSV oral antiviral candidate S-337395. Celltrion has received FDA approval for Actemra biosimilar.


APAC Healthcare Weekly (Feb 2)- Daiichi Sankyo, Eisai, Nippon Shinyaku, Shionogi, Celltrion

United States

Neurocrine Biosciences, Inc. is focused on the discovery and development of therapeutics for neuropsychiatric, neuroinflammatory, and neurodegenerative diseases and disorders.  The Company is developing therapeutic interventions for anxiety, depression, Alzheimer's disease, insomnia, stroke, malignant brain tumors, multiple sclerosis, obesity, and diabetes.

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Neurocrine Biosciences (NBIX US)

Neurocrine Biosciences: Adoption of CRENESSITY For A Substantial Opportunity For Growth In The Endocrinology Segment!

Neurocrine Biosciences, in its first quarter of 2025 results communication, highlighted noteworthy progress in both its product sales and...

Baptista Research

Neurocrine Biosciences: The CRENESSITY Launch & Expansion As A Significant Growth Opportunity!

Neurocrine Biosciences' recent earnings provides a comprehensive overview of its financial performance, strategic initiatives, and growth...

Baptista Research

Neurocrine Biosciences: Commercial Expansion & Market Penetration Underpinning Our ‘Outperform’ Rating! - Major Drivers

Neurocrine Biosciences has presented its third-quarter 2024 results, highlighting both achievements and ongoing strategic initiatives. Under the...

Baptista Research

Neurocrine Biosciences: Recent Innovations & Strategic Commercial Preparations for Crinecerfont Driving Our Optimism! - Major Drivers

Neurocrine Biosciences, in its second quarter earnings call for 2024, highlighted significant achievements and strategic movements, setting a...

Baptista Research

APAC Healthcare Weekly (Feb 2)- Daiichi Sankyo, Eisai, Nippon Shinyaku, Shionogi, Celltrion

APAC healthcare companies continued to get approvals for new products and initiates clinical trials. The companies continued with acquisitions and...

Tina Banerjee

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