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>Novo Nordisk has taken a bold step in reshaping the U.S. pharmaceutical landscape by partnering with GoodRx to offer its blockbuster Type 2 diabetes drug, Ozempic, directly to consumers at $499 per month—about half its traditional list price.</li><li>Announced in mid-August 2025, the move mirrors the company’s earlier direct-to-consumer strategy for Wegovy, its obesity drug, and is designed to capture uninsured or underinsured patients struggling with access.</li><li>While Novo says that 98% of insured patients already have coverage for Ozempic, the new program aims to expand access to those outside the system through Novo’s own telehealth storefront and GoodRx’s nationwide pharmacy network.</li></ul>

Novo Nordisk has taken a bold step in reshaping the U.S. pharmaceutical landscape by partnering with GoodRx to offer its blockbuster Type 2 diabetes drug, Ozempic, directly to consumers at $499 per month—about half its traditional list price.Announced in mid-August 2025, the move mirrors the company’s earlier direct-to-consumer strategy for Wegovy, its obesity drug, and is designed to capture uninsured or underinsured patients struggling with access.While Novo says that 98% of insured patients already have coverage for Ozempic, the new program aims to expand access to those outside the system through Novo’s own telehealth storefront and GoodRx’s nationwide pharmacy network.

Novo Nordisk & GoodRx Shake Up Drug Pricing: Ozempic At $499 Sends Shockwaves!