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>GSK plc has moved deeper into oncology with an agreement to acquire Nuvalent (NASDAQ:NUVL) for an estimated $10.6 billion equity value, adding two late-stage lung cancer assets, zidesamtinib and neladalkib, plus earlier HER2 and discovery programs.</li><li>The timing is notable because GSK is already trying to sharpen its growth profile after a strong Q1 2026, when sales rose 5% to more than £7.6 billion, Specialty Medicines grew 14%, core operating profit increased 10%, and management reiterated its focus on accelerating high-potential pipeline assets through both internal R&D and business development.</li><li>Nuvalent fits that stated playbook: validated targets, differentiated profiles, and potential 2026 FDA decisions for two NSCLC drugs.</li></ul>

GSK plc has moved deeper into oncology with an agreement to acquire Nuvalent (NASDAQ:NUVL) for an estimated $10.6 billion equity value, adding two late-stage lung cancer assets, zidesamtinib and neladalkib, plus earlier HER2 and discovery programs.The timing is notable because GSK is already trying to sharpen its growth profile after a strong Q1 2026, when sales rose 5% to more than £7.6 billion, Specialty Medicines grew 14%, core operating profit increased 10%, and management reiterated its focus on accelerating high-potential pipeline assets through both internal R&D and business development.Nuvalent fits that stated playbook: validated targets, differentiated profiles, and potential 2026 FDA decisions for two NSCLC drugs.

GSK Acquisition of Nuvalent Could Redefine Its Growth Story!