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>GRAIL suddenly became one of healthcare’s most closely watched stocks after its shares surged nearly 34% to $107.97 on September 21, following FDA briefing documents that raised investor expectations ahead of a September 23 advisory committee review of Galleri.</li><li>The blood test searches for cancer-associated DNA methylation patterns and is designed to detect signals from more than 50 types of cancer using a single blood draw, while also predicting where a detected signal may have originated.</li><li>FDA reviewers reportedly raised no major outstanding concerns around analytical performance, study design, or primary safety, although the agency is asking outside experts to consider whether Galleri’s performance supports calling it an “early detection” test.</li></ul>

GRAIL suddenly became one of healthcare’s most closely watched stocks after its shares surged nearly 34% to $107.97 on September 21, following FDA briefing documents that raised investor expectations ahead of a September 23 advisory committee review of Galleri.The blood test searches for cancer-associated DNA methylation patterns and is designed to detect signals from more than 50 types of cancer using a single blood draw, while also predicting where a detected signal may have originated.FDA reviewers reportedly raised no major outstanding concerns around analytical performance, study design, or primary safety, although the agency is asking outside experts to consider whether Galleri’s performance supports calling it an “early detection” test.

Grail Stock Rockets 34%—But Can Its Cancer Test Live Up To The Hype?