Understand How Markets Actually Work, Learning.Investing.Thriving.

Marc Rudajev

Understand How Markets Actually Work

Learning.Investing.Thriving.

Learning.Investing.Thriving. is built on a simple idea: If you want to build wealth, you need more than stock tips. You need to understand how markets actually work.

Thematic (Sector/Industry)

<ul>
<li>Sometime in the early 2000s I was sitting in a ballroom at the CLSA conference in Hong Kong and Marc Faber, the author of the famed Gloom, Boom &amp; Doom Report, took the stage to give a keynote. He said something that has never left me.</li>
<li>He told the room that if he had made only three decisions in his entire investing career (which started about 25 years prior), he would have beaten the returns he actually earned running money for a living.</li>
<li>Three decisions, once a decade, and peace of mind in Chiangmai (where Marc lives).</li>
</ul>


Sometime in the early 2000s I was sitting in a ballroom at the CLSA conference in Hong Kong and Marc Faber, the author of the famed Gloom, Boom &amp; Doom Report, took the stage to give a keynote. He said something that has never left me.
He told the room that if he had made only three decisions in his entire investing career (which started about 25 years prior), he would have beaten the returns he actually earned running money for a living.
Three decisions, once a decade, and peace of mind in Chiangmai (where Marc lives).


Episode 57: One Decision a Year To Outperform The S&P

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

Regeneron Pharmaceuticals / Equity Bottom-Up

<ul><li>Regeneron Pharmaceuticals reported a second quarter of 2026 marked by continued top-line and bottom-line growth alongside sustained commercial strength across its key products.</li><li>Total revenues increased 17% year-over-year to $4.3 billion, while non-GAAP diluted earnings per share rose 11% to $14.29.</li><li>Growth was primarily driven by strong performance in the company’s collaboration with Sanofi and core franchises including Dupixent, EYLEA HD, and Libtayo.</li></ul>

Regeneron Pharmaceuticals reported a second quarter of 2026 marked by continued top-line and bottom-line growth alongside sustained commercial strength across its key products.Total revenues increased 17% year-over-year to $4.3 billion, while non-GAAP diluted earnings per share rose 11% to $14.29.Growth was primarily driven by strong performance in the company’s collaboration with Sanofi and core franchises including Dupixent, EYLEA HD, and Libtayo.

Regeneron Pharmaceuticals’ $2.2 Billion Sanofi Revenue Record — A Pivotal Profit Catalyst!

Equity Long-Short Analyst

Pyari Menon

<ul>
<li>Innovation data suggests that <a href="https://www.smartkarma.com/entities/bayer-ag" target="_blank" data-smartkarma-citation="entities:26881:1" rel="noopener">Bayer AG (BAYN GY)</a> has an almost monopoly stake in agriculture-related microbial, followed by <a href="https://www.smartkarma.com/entities/dupont-de-nemours-inc" target="_blank" data-smartkarma-citation="entities:9239:1" rel="noopener">DuPont (DD US)</a> </li>
<li>In non-ag microbial space <a href="https://www.smartkarma.com/entities/moderna-inc" target="_blank" data-smartkarma-citation="entities:28744:1" rel="noopener">Moderna Inc (MRNA US)</a>,  <a href="https://www.smartkarma.com/entities/codexis-inc" target="_blank" data-smartkarma-citation="entities:26400:1" rel="noopener">Codexis Inc (CDXS US)</a>,  <a href="https://www.smartkarma.com/entities/regeneron-pharmaceuticals" target="_blank" data-smartkarma-citation="entities:9167:1" rel="noopener">Regeneron Pharmaceuticals (REGN US),</a><a href="https://www.smartkarma.com/entities/immatics-nv" target="_blank" data-smartkarma-citation="entities:33092:1" rel="noopener">Immatics NV (IMTX US)</a> lead the field</li>
<li>In the nascent area of bacteriophages which could be a game-changer to fight against antibiotic-resistant bacteria BOEHRINGER INGELHEIM, <a href="https://www.smartkarma.com/entities/johnson-johnson" target="_blank" data-smartkarma-citation="entities:1132:1" rel="noopener">Johnson &amp; Johnson (JNJ US)</a>, and <a href="https://www.smartkarma.com/entities/pfizer-inc" target="_blank" data-smartkarma-citation="entities:1131:1" rel="noopener">Pfizer Inc (PFE US) </a>lead</li>
</ul>


Innovation data suggests that Bayer AG (BAYN GY) has an almost monopoly stake in agriculture-related microbial, followed by DuPont (DD US) 
In non-ag microbial space Moderna Inc (MRNA US),  Codexis Inc (CDXS US),  Regeneron Pharmaceuticals (REGN US),Immatics NV (IMTX US) lead the field
In the nascent area of bacteriophages which could be a game-changer to fight against antibiotic-resistant bacteria BOEHRINGER INGELHEIM, Johnson &amp; Johnson (JNJ US), and Pfizer Inc (PFE US) lead


Insights from Data Mining Technical Publications - Microbes - Bacteriophages

<ul><li>Regeneron Pharmaceuticals suffered a sharp investor backlash after its experimental melanoma combination of fianlimab and Libtayo failed to show a statistically significant improvement in progression-free survival versus Merck’s Keytruda in a late-stage trial.</li><li>The result mattered because fianlimab was not a small, forgotten pipeline asset.</li><li>It was a visible oncology catalyst that investors were watching closely as Regeneron tried to expand Libtayo’s role beyond its existing strength in skin cancers and lung cancer.</li></ul>

Regeneron Pharmaceuticals suffered a sharp investor backlash after its experimental melanoma combination of fianlimab and Libtayo failed to show a statistically significant improvement in progression-free survival versus Merck’s Keytruda in a late-stage trial.The result mattered because fianlimab was not a small, forgotten pipeline asset.It was a visible oncology catalyst that investors were watching closely as Regeneron tried to expand Libtayo’s role beyond its existing strength in skin cancers and lung cancer.

Regeneron Just Lost A Cancer Showdown With Keytruda — Should Investors Panic?

<ul><li>Regeneron Pharmaceuticals reported a strong start to 2026, with first-quarter financial results reflecting growth and operational progress across several key products and therapeutic areas.</li><li>Total revenues increased 19% year-over-year to $3.6 billion, driven notably by sustained commercial execution and expanding collaboration revenues, while non-GAAP earnings per share grew 15% to $9.47.</li><li>The company’s broad portfolio continues to underpin its performance, highlighted by robust demand for Dupixent, EYLEA HD, and Libtayo.</li></ul>

Regeneron Pharmaceuticals reported a strong start to 2026, with first-quarter financial results reflecting growth and operational progress across several key products and therapeutic areas.Total revenues increased 19% year-over-year to $3.6 billion, driven notably by sustained commercial execution and expanding collaboration revenues, while non-GAAP earnings per share grew 15% to $9.47.The company’s broad portfolio continues to underpin its performance, highlighted by robust demand for Dupixent, EYLEA HD, and Libtayo.

Regeneron Pharmaceuticals: Dupixent Is Reaching 1.4 Million Patients—How Much Bigger Can The Franchise Get?

United States

Regeneron Pharmaceuticals, Inc. is a biopharmaceutical company that discovers, develops, and commercializes pharmaceutical products for the treatment of serious medical conditions. The Company has therapeutic candidates in clinical trials for the potential treatment of cancer, eye diseases, and inflammatory diseases, and has preclinical programs in other diseases and disorders.

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Regeneron Pharmaceuticals (REGN US)

Episode 57: One Decision a Year To Outperform The S&P

Sometime in the early 2000s I was sitting in a ballroom at the CLSA conference in Hong Kong and Marc Faber, the author of the famed Gloom, Boom &...

Marc Rudajev

Regeneron Pharmaceuticals’ $2.2 Billion Sanofi Revenue Record — A Pivotal Profit Catalyst!

Regeneron Pharmaceuticals reported a second quarter of 2026 marked by continued top-line and bottom-line growth alongside sustained commercial...

Baptista Research

Insights from Data Mining Technical Publications - Microbes - Bacteriophages

Innovations are modifying and harnessing microbes for new uses in agriculture, industry, and as potential new therapeutics to replace or...

Pyari Menon

Regeneron Just Lost A Cancer Showdown With Keytruda — Should Investors Panic?

Regeneron Pharmaceuticals suffered a sharp investor backlash after its experimental melanoma combination of fianlimab and Libtayo failed to show a...

Baptista Research

Regeneron Pharmaceuticals: Dupixent Is Reaching 1.4 Million Patients—How Much Bigger Can The Franchise Get?

Regeneron Pharmaceuticals reported a strong start to 2026, with first-quarter financial results reflecting growth and operational progress across...

Baptista Research

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