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>Zevra Therapeutics has recently seen its stock jump following renewed takeover speculation, spotlighting the company’s strategic value in the rare disease therapeutics space.</li><li>The catalyst was a Betaville alert reporting that Collegium Pharmaceuticals had previously explored acquiring Zevra but failed to secure the necessary financing.</li><li>This is not the first time Zevra has attracted M&A interest—Betaville had flagged potential acquisition talks weeks earlier.</li></ul>

Zevra Therapeutics has recently seen its stock jump following renewed takeover speculation, spotlighting the company’s strategic value in the rare disease therapeutics space.The catalyst was a Betaville alert reporting that Collegium Pharmaceuticals had previously explored acquiring Zevra but failed to secure the necessary financing.This is not the first time Zevra has attracted M&A interest—Betaville had flagged potential acquisition talks weeks earlier.

Zevra Therapeutics In M&A Spotlight As Collegium Walks Away—What’s Next?

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>The Senate committee advanced RFK Jr.’s HHS secretary nomination with a vote along party lines, as Senator Bill Cassidy (R) was swayed by numerous promises to not dismantle vaccine policies.</li><li>Even ahead of RFK Jr.’s now likely confirmation, health agencies have faced disruptive changes and uncertainty from Trump’s anti-DEI executive orders.</li><li>The latest was a $4 billion cut to NIH grant funding, reducing support for academic research at universities, hospitals, and other grant recipients. </li></ul>

The Senate committee advanced RFK Jr.’s HHS secretary nomination with a vote along party lines, as Senator Bill Cassidy (R) was swayed by numerous promises to not dismantle vaccine policies.Even ahead of RFK Jr.’s now likely confirmation, health agencies have faced disruptive changes and uncertainty from Trump’s anti-DEI executive orders.The latest was a $4 billion cut to NIH grant funding, reducing support for academic research at universities, hospitals, and other grant recipients. 

Biopharma Week in Review - February 10, 2025

<ul><li>We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.</li><li>Last week, ALDX completed the additional study needed to resubmit dry eye NDA.</li><li>Kidney disease drugs continue to benefit from regulatory tailwinds, as NVS gained IgAN approval and APLS succeeded in a pivotal biomarker study in C3G/IC- MPGN.</li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week, ALDX completed the additional study needed to resubmit dry eye NDA.Kidney disease drugs continue to benefit from regulatory tailwinds, as NVS gained IgAN approval and APLS succeeded in a pivotal biomarker study in C3G/IC- MPGN.

Biopharma Week in Review - August 12, 2024

United States

Zevra Therapeutics, Inc. is a rare disease therapeutics company. The Company focuses on melding science, data, and patient need to create transformational therapies for diseases with limited and no treatment options with unique, data-driven clinical, regulatory, and commercialization strategies. Zevra Therapeutics serves patients and healthcare professionals worldwide.

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Zevra Therapeutics (ZVRA US)

Zevra Therapeutics In M&A Spotlight As Collegium Walks Away—What’s Next?

Zevra Therapeutics has recently seen its stock jump following renewed takeover speculation, spotlighting the company’s strategic value in the rare...

Baptista Research

Biopharma Week in Review - February 10, 2025

The Senate committee advanced RFK Jr.’s HHS secretary nomination with a vote along party lines, as Senator Bill Cassidy (R) was swayed by numerous...

Water Tower Research

Biopharma Week in Review - August 12, 2024

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&A.

Water Tower Research

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