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>Novo Nordisk’s earnings report for the first nine months of 2025 reflects a complex financial and strategic landscape.</li><li>The company reported a 15% rise in sales and a 10% increase in operating profit.</li><li>The growth in sales was largely driven by the U.S. and international operations both showing robust performance, although the company has tempered future expectations by adjusting guidance to 8-11% sales growth and 4-7% for operating profit due to anticipated slower growth in its key GLP-1 treatments for diabetes and obesity.</li></ul>

Novo Nordisk’s earnings report for the first nine months of 2025 reflects a complex financial and strategic landscape.The company reported a 15% rise in sales and a 10% increase in operating profit.The growth in sales was largely driven by the U.S. and international operations both showing robust performance, although the company has tempered future expectations by adjusting guidance to 8-11% sales growth and 4-7% for operating profit due to anticipated slower growth in its key GLP-1 treatments for diabetes and obesity.

Novo Nordisk’s Wegovy Pill Strategy Is a Game-Changer—Inside the Big Bet!

<ul><li>Novo Nordisk A/S reported its financial results for the first quarter of 2025, showcasing strong growth across its operations, though facing certain challenges.</li><li>The company delivered an 18% increase in sales and a 20% growth in operating profit, reflecting robust demand for its diabetes and obesity treatments.</li><li>These positive results underscore the company's ongoing market leadership, with approximately 46 million patients currently benefiting from its treatment solutions.</li></ul>

Novo Nordisk A/S reported its financial results for the first quarter of 2025, showcasing strong growth across its operations, though facing certain challenges.The company delivered an 18% increase in sales and a 20% growth in operating profit, reflecting robust demand for its diabetes and obesity treatments.These positive results underscore the company's ongoing market leadership, with approximately 46 million patients currently benefiting from its treatment solutions.

Novo Nordisk's Pursuit Of Metsera: Inside Its $10 Billion Power Move Against Pfizer!

Novo Nordisk Boardroom Coup? Foundation Forces Complete Leadership Reset!

<ul><li>Novo Nordisk has taken a bold step in reshaping the U.S. pharmaceutical landscape by partnering with GoodRx to offer its blockbuster Type 2 diabetes drug, Ozempic, directly to consumers at $499 per month—about half its traditional list price.</li><li>Announced in mid-August 2025, the move mirrors the company’s earlier direct-to-consumer strategy for Wegovy, its obesity drug, and is designed to capture uninsured or underinsured patients struggling with access.</li><li>While Novo says that 98% of insured patients already have coverage for Ozempic, the new program aims to expand access to those outside the system through Novo’s own telehealth storefront and GoodRx’s nationwide pharmacy network.</li></ul>

Novo Nordisk has taken a bold step in reshaping the U.S. pharmaceutical landscape by partnering with GoodRx to offer its blockbuster Type 2 diabetes drug, Ozempic, directly to consumers at $499 per month—about half its traditional list price.Announced in mid-August 2025, the move mirrors the company’s earlier direct-to-consumer strategy for Wegovy, its obesity drug, and is designed to capture uninsured or underinsured patients struggling with access.While Novo says that 98% of insured patients already have coverage for Ozempic, the new program aims to expand access to those outside the system through Novo’s own telehealth storefront and GoodRx’s nationwide pharmacy network.

Novo Nordisk & GoodRx Shake Up Drug Pricing: Ozempic At $499 Sends Shockwaves!

Healthcare Equity Analyst - Emerging & Dev Markets, daaimon

Avien Pillay

Healthcare Equity Analyst - Emerging & Dev Markets

daaimon

daaimon is an independent research company focusing on healthcare and consumer sectors across developed and emerging markets. We produce insightful research which challenges conventional thinking. In particular, we look for new ideas by testing consensus forecasts and markets expectations.

<ul>
<li>Novo Nordisk A/S drops 23% after the latest profit warnings</li>
<li>All GLP-1gains have now been erased and it is back to 2022 price levels</li>
<li>It is currently cheap, but we are not sure this is the end of the bad news</li>
</ul>


Novo Nordisk A/S drops 23% after the latest profit warnings
All GLP-1gains have now been erased and it is back to 2022 price levels
It is currently cheap, but we are not sure this is the end of the bad news


All GLP-1 Gains Have Now Been Erased from Novo Nordisk A/S (NVO US)

Denmark

Novo Nordisk A/S develops, produces, and markets pharmaceutical products. The Company focuses on diabetes care and offers insulin delivery systems and other diabetes products. Novo Nordisk also works in areas such as haemostatis management, growth disorders, and hormone replacement therapy. The Company offers educational and training materials. Novo Nordisk markets worldwide.

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Novo Nordisk (NVO US)

Novo Nordisk’s Wegovy Pill Strategy Is a Game-Changer—Inside the Big Bet!

Novo Nordisk’s earnings report for the first nine months of 2025 reflects a complex financial and strategic landscape. The company reported a 15%...

Baptista Research

Novo Nordisk's Pursuit Of Metsera: Inside Its $10 Billion Power Move Against Pfizer!

Novo Nordisk A/S reported its financial results for the first quarter of 2025, showcasing strong growth across its operations, though facing...

Baptista Research

Novo Nordisk Boardroom Coup? Foundation Forces Complete Leadership Reset!

Novo Nordisk A/S reported its financial results for the first quarter of 2025, showcasing strong growth across its operations, though facing...

Baptista Research

Novo Nordisk & GoodRx Shake Up Drug Pricing: Ozempic At $499 Sends Shockwaves!

Novo Nordisk has taken a bold step in reshaping the U.S. pharmaceutical landscape by partnering with GoodRx to offer its blockbuster Type 2...

Baptista Research

All GLP-1 Gains Have Now Been Erased from Novo Nordisk A/S (NVO US)

Novo is now down 63% from the peak and the GLP-1 hype has been totally wiped out. We need to take a look at the impending competition before we...

daaimon

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