Independent research on the U.S. markets, Baptista Research

Baptista Research

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.

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>Exelixis reported financial and operational results for the first quarter of fiscal year 2026, reflecting continued progress in its core oncology franchises and pipeline development.</li><li>The company's revenue totaled approximately $611 million, with cabozantinib (CABOMETYX) franchise net product revenues reaching $555 million, marking an 8% year-over-year increase in the U.S. and a 12.5% rise globally in collaboration with partners.</li><li>Gross-to-net deductions rose to 30.2%, attributed to increased 340B volume, Medicare-related discounts, and co-pay assistance compared to the previous quarter.</li></ul>

Exelixis reported financial and operational results for the first quarter of fiscal year 2026, reflecting continued progress in its core oncology franchises and pipeline development.The company's revenue totaled approximately $611 million, with cabozantinib (CABOMETYX) franchise net product revenues reaching $555 million, marking an 8% year-over-year increase in the U.S. and a 12.5% rise globally in collaboration with partners.Gross-to-net deductions rose to 30.2%, attributed to increased 340B volume, Medicare-related discounts, and co-pay assistance compared to the previous quarter.

Exelixis: Can NET, Meningioma, and RCC Trials Unlock a Major Pipeline Breakout?

Exelixis Inc

Exelixis: Can NET, Meningioma, and RCC Trials Unlock a Major Pipeline Breakout?