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>Premier Inc, a healthcare group purchasing and technology company, has recently become the subject of acquisition interest from private equity firm Patient Square Capital.</li><li>Founded by former KKR executive Jim Momtazee, Patient Square is exploring a potential deal to take Premier private, according to reports.</li><li>Discussions are still at an early stage with no certainty that a transaction will occur, but financing efforts are underway.</li></ul>

Premier Inc, a healthcare group purchasing and technology company, has recently become the subject of acquisition interest from private equity firm Patient Square Capital.Founded by former KKR executive Jim Momtazee, Patient Square is exploring a potential deal to take Premier private, according to reports.Discussions are still at an early stage with no certainty that a transaction will occur, but financing efforts are underway.

Premier Inc. Could Be The Next Big Buyout—Here’s Why Patient Square Capital Is Eyeing It!

Pharma/ Biotechnology Investments Specialist, Vasuda Capital Management

Dr. Bhavneesh Sharma, MD, MBA

Pharma/ Biotechnology Investments Specialist

Vasuda Capital Management

Thematic (Sector/Industry)

<a href="https://www.smartkarma.com/entities/17686" target="_blank" data-smartkarma-citation="entities:17686:1">Ziopharm Oncology Inc (ZIOP US)</a> announced impressive survival data for its immune-boosting therapy AD-RTS-hIL-12 + veledimex in recurrent pediatric malignant glioma (a form of deadly brain cancer). Median overall survival almost doubled to 12.8 months vs. currently available therapies. In addition, any toxic effects were reversible on stopping veledimex (which thus acts as a control switch for the therapy). Griffin Securities reissued buy rating with price target of US$21 after the data was…

Ziopharm Oncology Inc (ZIOP US) announced impressive survival data for its immune-boosting therapy AD-RTS-hIL-12 + veledimex in recurrent pediatric malignant glioma (a form of deadly brain cancer). Median overall survival almost doubled to 12.8 months vs. currently available therapies. In addition, any toxic effects were reversible on stopping veledimex (which thus acts as a control switch for the therapy). Griffin Securities reissued buy rating with price target of US$21 after the data was…

Actionable Ideas in the Biotechnology and Pharmaceutical Sectors (Incl. Insider Buying): November 28

Among one of his first initiatives, U.S. President-elect Trump posted a preliminary plan to repeal the Affordable Care Act (ACA) on his transition team website, greatagain.gov. According to a post on this website: <blockquote>It is clear to any objective observer that the ACA, which has resulted in rapidly rising premiums and deductibles, narrow networks, and health insurance, has not been a success.</blockquote>According to this post, the Trump administration plans to do the following:<blockquote><ul><li>Work with Congress to allow…</li></ul></blockquote>

Among one of his first initiatives, U.S. President-elect Trump posted a preliminary plan to repeal the Affordable Care Act (ACA) on his transition team website, greatagain.gov. According to a post on this website: It is clear to any objective observer that the ACA, which has resulted in rapidly rising premiums and deductibles, narrow networks, and health insurance, has not been a success.According to this post, the Trump administration plans to do the following:Work with Congress to allow…

Just In: Trump's Preliminary Plan to Repeal the Affordable Care Act

Summary<ul class="summary_content"><li>We discuss our portfolio companies <a href="https://www.smartkarma.com/entities/10370" target="_blank" data-smartkarma-citation="entities:10370:1">Acadia Pharmaceuticals Inc (ACAD US)</a>, <a href="https://www.smartkarma.com/entities/7399" target="_blank" data-smartkarma-citation="entities:7399:1">Portola Pharmaceuticals Inc (PTLA US)</a>, <a href="https://www.smartkarma.com/entities/4706" target="_blank" data-smartkarma-citation="entities:4706:1">Dynavax Technologies Corp (DVAX US)</a>, and Minerva Neurosciences (NERV US NASDAQ). We also discuss <a href="https://www.smartkarma.com/entities/4864" target="_blank" data-smartkarma-citation="entities:4864:1">Vertex Pharmaceuticals Inc (VRTX US)</a> and <a href="https://www.smartkarma.com/entities/23652" target="_blank" data-smartkarma-citation="entities:23652:1">Crispr Therapeutics Ag (CRSP US)</a>. Portola Pharmaceuticals filed NDA for Betrixaban in extended venous thromboembolism prophylaxis. Dynavax Technologies announced additional subgroup data (diabetes, smokers, older adults and obese) showing…</li></ul>

SummaryWe discuss our portfolio companies Acadia Pharmaceuticals Inc (ACAD US), Portola Pharmaceuticals Inc (PTLA US), Dynavax Technologies Corp (DVAX US), and Minerva Neurosciences (NERV US NASDAQ). We also discuss Vertex Pharmaceuticals Inc (VRTX US) and Crispr Therapeutics Ag (CRSP US). Portola Pharmaceuticals filed NDA for Betrixaban in extended venous thromboembolism prophylaxis. Dynavax Technologies announced additional subgroup data (diabetes, smokers, older adults and obese) showing…

Recap of Key Events in the U.S. Biotechnology and Pharmaceutical Sector:Mid-Week Update (October 27)

Summary: We discuss <a href="https://www.smartkarma.com/entities/1427" target="_blank" data-smartkarma-citation="entities:1427">Atyr Pharma Inc (LIFE US)</a>, <a href="https://www.smartkarma.com/entities/21433" target="_blank" data-smartkarma-citation="entities:21433">DBV Technologies SA (DBV FP)</a>, <a href="https://www.smartkarma.com/entities/3285" target="_blank" data-smartkarma-citation="entities:3285">Advaxis Inc (ADXS US)</a>, <a href="https://www.smartkarma.com/entities/14350" target="_blank" data-smartkarma-citation="entities:14350">Global Blood Therapeutics Inc (GBT US)</a>, <a href="https://www.smartkarma.com/entities/9268" target="_blank" data-smartkarma-citation="entities:9268">Versartis Inc (VSAR US)</a>, Ascendis Pharma (ASND US), and Windtree Therapeutics (WINT US).<a href="https://www.smartkarma.com/entities/1427" target="_blank" data-smartkarma-citation="entities:1427:1">Atyr Pharma Inc (LIFE US)</a>, one of our watch-list companies, received FDA Fast track designation for Resolaris in the treatment of facioscapulohumeral muscle dystrophy (FSHD).  Earlier this month, the company announced successful phase 1b/2 trial results in adult FSHD. The…

Summary: We discuss Atyr Pharma Inc (LIFE US), DBV Technologies SA (DBV FP), Advaxis Inc (ADXS US), Global Blood Therapeutics Inc (GBT US), Versartis Inc (VSAR US), Ascendis Pharma (ASND US), and Windtree Therapeutics (WINT US).Atyr Pharma Inc (LIFE US), one of our watch-list companies, received FDA Fast track designation for Resolaris in the treatment of facioscapulohumeral muscle dystrophy (FSHD).  Earlier this month, the company announced successful phase 1b/2 trial results in adult FSHD. The…

Recap of Key Events in the U.S. Biotechnology and Pharmaceutical Sector: October 24 (Monday)

United States

Premier Inc. provides health care services. The Company offers clinical and financial database, peers, food and drug administration, drug surveillance, pharmacy, health insurance, and healthcare consultancy.

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Premier Inc Class A (PINC US)

Premier Inc. Could Be The Next Big Buyout—Here’s Why Patient Square Capital Is Eyeing It!

Premier Inc, a healthcare group purchasing and technology company, has recently become the subject of acquisition interest from private equity...

Baptista Research

Actionable Ideas in the Biotechnology and Pharmaceutical Sectors (Incl. Insider Buying): November 28

Ziopharm Oncology Inc (ZIOP US) announced impressive survival data for its immune-boosting therapy AD-RTS-hIL-12 + veledimex in recurrent pediatric...

Dr. Bhavneesh Sharma, MD, MBA

Just In: Trump's Preliminary Plan to Repeal the Affordable Care Act

Among one of his first initiatives, U.S. President-elect Trump posted a preliminary plan to repeal the Affordable Care Act (ACA) on his transition...

Dr. Bhavneesh Sharma, MD, MBA

Recap of Key Events in the U.S. Biotechnology and Pharmaceutical Sector:Mid-Week Update (October 27)

SummaryWe discuss our portfolio companies Acadia Pharmaceuticals Inc (ACAD US), Portola Pharmaceuticals Inc (PTLA US), Dynavax Technologies Corp...

Dr. Bhavneesh Sharma, MD, MBA

Recap of Key Events in the U.S. Biotechnology and Pharmaceutical Sector: October 24 (Monday)

Summary: We discuss Atyr Pharma Inc (LIFE US), DBV Technologies SA (DBV FP), Advaxis Inc (ADXS US), Global Blood Therapeutics Inc (GBT US),...

Dr. Bhavneesh Sharma, MD, MBA

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