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>The FDA’s recent green light for Novartis’s gene therapy Itvisma marks a major commercial and clinical milestone for the Swiss drugmaker.</li><li>Itvisma is an updated version of Zolgensma, previously limited to infants under age 2 with spinal muscular atrophy (SMA), and will now treat older patients aged 2 and up.</li><li>This approval significantly expands the addressable market for one of the rare commercial successes in the struggling gene therapy sector.</li></ul>

The FDA’s recent green light for Novartis’s gene therapy Itvisma marks a major commercial and clinical milestone for the Swiss drugmaker.Itvisma is an updated version of Zolgensma, previously limited to infants under age 2 with spinal muscular atrophy (SMA), and will now treat older patients aged 2 and up.This approval significantly expands the addressable market for one of the rare commercial successes in the struggling gene therapy sector.

Novartis’s $2.59 Million Itvisma Gets FDA Nod—Can It Conquer the SMA Market?

<ul><li>Novartis recently announced its third-quarter 2025 financial results, highlighting a period of strategic growth and progress across multiple fronts.</li><li>The company registered a 7% increase in net sales, alongside a mirrored 7% uplift in core operating income, maintaining its core margin at 39.3%.</li><li>The results underscore Novartis' ability to drive growth amidst challenges such as the loss of exclusivity (LOE) for key products like Entresto, Tasigna, and Promacta.</li></ul>

Novartis recently announced its third-quarter 2025 financial results, highlighting a period of strategic growth and progress across multiple fronts.The company registered a 7% increase in net sales, alongside a mirrored 7% uplift in core operating income, maintaining its core margin at 39.3%.The results underscore Novartis' ability to drive growth amidst challenges such as the loss of exclusivity (LOE) for key products like Entresto, Tasigna, and Promacta.

Novartis Drops 99% Effective Malaria Drug—Here’s Why It’s A Historic Milestone!

Novartis Supercharges Pluvicto—The Blockbuster Cancer Drug Investors Can’t Ignore!

<ul><li>Novartis is aggressively deepening its presence in neuromuscular disease therapeutics with the recently announced $12 billion acquisition of Avidity Biosciences.</li><li>The San Diego-based biotech specializes in RNAbased drugs using a proprietary antibody oligonucleotide conjugate (AOC) platform that enables targeted delivery of RNA therapeutics to muscle tissue—a capability that traditional RNA technologies have struggled with.</li><li>The all-cash deal offers Avidity shareholders $72 per share, representing a 46% premium, and excludes Avidity's cardiovascular-focused subsidiary.</li></ul>

Novartis is aggressively deepening its presence in neuromuscular disease therapeutics with the recently announced $12 billion acquisition of Avidity Biosciences.The San Diego-based biotech specializes in RNAbased drugs using a proprietary antibody oligonucleotide conjugate (AOC) platform that enables targeted delivery of RNA therapeutics to muscle tissue—a capability that traditional RNA technologies have struggled with.The all-cash deal offers Avidity shareholders $72 per share, representing a 46% premium, and excludes Avidity's cardiovascular-focused subsidiary.

Novartis’s Boldest Move Yet: Inside the $12 Billion Avidity Deal!

<ul><li>Novartis AG reported a strong financial performance for the second quarter of 2025, marked by double-digit sales growth, core margin expansion, and a subsequent upgrade to its full-year guidance regarding core operating income.</li><li>The company delivered robust sales growth of 11% in constant currency, while core operating income surged by 21% in constant currency.</li><li>This financial momentum is largely attributed to significant growth in its priority brands.</li></ul>

Novartis AG reported a strong financial performance for the second quarter of 2025, marked by double-digit sales growth, core margin expansion, and a subsequent upgrade to its full-year guidance regarding core operating income.The company delivered robust sales growth of 11% in constant currency, while core operating income surged by 21% in constant currency.This financial momentum is largely attributed to significant growth in its priority brands.

Novartis Gears Up for a Pipeline Surge—How Remibrutinib

Switzerland

Novartis AG manufactures pharmaceutical and consumer healthcare products. The Company uses innovative science and digital technologies to create transformative treatments in areas of great medical need. Novartis offers patent protected prescription medicine and generic pharmaceuticals and biosimilars.

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Novartis (NOVN SW)

Novartis’s $2.59 Million Itvisma Gets FDA Nod—Can It Conquer the SMA Market?

The FDA’s recent green light for Novartis’s gene therapy Itvisma marks a major commercial and clinical milestone for the Swiss drugmaker. Itvisma...

Baptista Research

Novartis Drops 99% Effective Malaria Drug—Here’s Why It’s A Historic Milestone!

Novartis recently announced its third-quarter 2025 financial results, highlighting a period of strategic growth and progress across multiple...

Baptista Research

Novartis Supercharges Pluvicto—The Blockbuster Cancer Drug Investors Can’t Ignore!

Novartis recently announced its third-quarter 2025 financial results, highlighting a period of strategic growth and progress across multiple...

Baptista Research

Novartis’s Boldest Move Yet: Inside the $12 Billion Avidity Deal!

Novartis is aggressively deepening its presence in neuromuscular disease therapeutics with the recently announced $12 billion acquisition of...

Baptista Research

Novartis Gears Up for a Pipeline Surge—How Remibrutinib

Novartis AG reported a strong financial performance for the second quarter of 2025, marked by double-digit sales growth, core margin expansion,...

Baptista Research

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