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

Vertex Pharmaceuticals / Equity Bottom-Up

<ul><li>Vertex Pharmaceuticals presented a robust financial performance for the third quarter of 2025, reporting a revenue of $3.08 billion, marking an 11% increase compared to the same period in 2024.</li><li>This growth was spurred by continued strength in its cystic fibrosis (CF) portfolio, along with the expanding market presence of its newer treatments such as ALYFTREK and JOURNAVX.</li><li>Positively, Vertex is diversifying its revenue streams beyond CF, with momentum building for CASGEVY—a onetime treatment for severe sickle cell disease and beta-thalassemia.</li></ul>

Vertex Pharmaceuticals presented a robust financial performance for the third quarter of 2025, reporting a revenue of $3.08 billion, marking an 11% increase compared to the same period in 2024.This growth was spurred by continued strength in its cystic fibrosis (CF) portfolio, along with the expanding market presence of its newer treatments such as ALYFTREK and JOURNAVX.Positively, Vertex is diversifying its revenue streams beyond CF, with momentum building for CASGEVY—a onetime treatment for severe sickle cell disease and beta-thalassemia.

Vertex Pharmaceuticals Shock Move: Is JOURNAVX Upping Its GAME In The Non-Opioid Pain Market?

<ul><li>Vertex Pharmaceuticals has entered a critical inflection point following the high-profile failure of its experimental non-opioid painkiller, VX-993, in a Phase 2 trial.</li><li>Since August 2025, the company has shed over 11% of its market value, as hopes dimmed for the oral variant of its FDA-approved nonaddictive analgesic Journavax.</li><li>Yet, the Q3 2025 earnings report offered a reprieve.</li></ul>

Vertex Pharmaceuticals has entered a critical inflection point following the high-profile failure of its experimental non-opioid painkiller, VX-993, in a Phase 2 trial.Since August 2025, the company has shed over 11% of its market value, as hopes dimmed for the oral variant of its FDA-approved nonaddictive analgesic Journavax.Yet, the Q3 2025 earnings report offered a reprieve.

Vertex Pharma's Painkiller Collapse Sends Shockwaves—But One Drug Could Save It All!

<ul><li>Vertex Pharmaceuticals reported strong performance in the second quarter of 2025, achieving a 12% year-overyear revenue growth, reaching $2.96 billion.</li><li>This growth was driven by the successful commercialization of multiple new products and the expansion of its existing portfolio in treating cystic fibrosis (CF), sickle cell disease, beta thalassemia, and acute pain.</li><li>On the positive side, Vertex Pharmaceuticals made significant strides in the CF market with the introduction of ALYFTREK, which is showing promising adoption across the United States and Europe.</li></ul>

Vertex Pharmaceuticals reported strong performance in the second quarter of 2025, achieving a 12% year-overyear revenue growth, reaching $2.96 billion.This growth was driven by the successful commercialization of multiple new products and the expansion of its existing portfolio in treating cystic fibrosis (CF), sickle cell disease, beta thalassemia, and acute pain.On the positive side, Vertex Pharmaceuticals made significant strides in the CF market with the introduction of ALYFTREK, which is showing promising adoption across the United States and Europe.

Vertex Pharmaceuticals: Will Its Growth of JOURNAVX Be A Critical Breakthrough?

<ul><li>Vertex Pharmaceuticals' latest earnings for the first quarter of 2025 reveals key insights into the company's financial performance and strategic direction.</li><li>The company reported total revenue of $2.77 billion, marking a 3% increase compared to the same period in 2024.</li><li>This growth was primarily driven by strong demand in the U.S., particularly for the cystic fibrosis (CF) treatment ALYFTREK, which gained FDA approval recently.</li></ul>

Vertex Pharmaceuticals' latest earnings for the first quarter of 2025 reveals key insights into the company's financial performance and strategic direction.The company reported total revenue of $2.77 billion, marking a 3% increase compared to the same period in 2024.This growth was primarily driven by strong demand in the U.S., particularly for the cystic fibrosis (CF) treatment ALYFTREK, which gained FDA approval recently.

Vertex Pharmaceuticals: Expansion of CASGEVY & Global Access to Broaden Its Impact & Financial Outcomes!

<ul><li>Vertex Pharmaceuticals demonstrated notable progress in its financial and operational performance for the fourth quarter and full year 2024.</li><li>The company reported record revenues, attributed primarily to the sustained commercial success of its cystic fibrosis (CF) treatments and the initiation of CASGEVY's launch.</li><li>Vertex's total product revenue for the fourth quarter reached $2.91 billion, marking a 16% increase from the prior year, while full-year revenues surpassed $11 billion, reflecting a 12% growth rate.</li></ul>

Vertex Pharmaceuticals demonstrated notable progress in its financial and operational performance for the fourth quarter and full year 2024.The company reported record revenues, attributed primarily to the sustained commercial success of its cystic fibrosis (CF) treatments and the initiation of CASGEVY's launch.Vertex's total product revenue for the fourth quarter reached $2.91 billion, marking a 16% increase from the prior year, while full-year revenues surpassed $11 billion, reflecting a 12% growth rate.

Vertex Pharmaceuticals: Pipeline Progression & Product Launches As A Substantial Catalysts For  Growth Trajectory!

United States

Vertex Pharmaceuticals Incorporated discovers, develops, and commercializes pharmaceutical products. The Company develops drugs for the treatment of cystic fibrosis, cancer, inflammatory bowel, autoimmune disease, and neurological disorders. Vertex Pharmaceuticals serves healthcare sector worldwide.

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Vertex Pharmaceuticals (VRTX UW)

Vertex Pharmaceuticals Shock Move: Is JOURNAVX Upping Its GAME In The Non-Opioid Pain Market?

Vertex Pharmaceuticals presented a robust financial performance for the third quarter of 2025, reporting a revenue of $3.08 billion, marking an...

Baptista Research

Vertex Pharma's Painkiller Collapse Sends Shockwaves—But One Drug Could Save It All!

Vertex Pharmaceuticals has entered a critical inflection point following the high-profile failure of its experimental non-opioid painkiller,...

Baptista Research

Vertex Pharmaceuticals: Will Its Growth of JOURNAVX Be A Critical Breakthrough?

Vertex Pharmaceuticals reported strong performance in the second quarter of 2025, achieving a 12% year-overyear revenue growth, reaching $2.96...

Baptista Research

Vertex Pharmaceuticals: Expansion of CASGEVY & Global Access to Broaden Its Impact & Financial Outcomes!

Vertex Pharmaceuticals' latest earnings for the first quarter of 2025 reveals key insights into the company's financial performance and strategic...

Baptista Research

Vertex Pharmaceuticals: Pipeline Progression & Product Launches As A Substantial Catalysts For Growth Trajectory!

Vertex Pharmaceuticals demonstrated notable progress in its financial and operational performance for the fourth quarter and full year 2024. The...

Baptista Research

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