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>Amgen has reignited investor interest in the obesity drug space with its latest update on MariTide, a GLP-1 agonist that could reshape the competitive dynamics currently dominated by Eli Lilly and Novo Nordisk.</li><li>In a Phase 2 study, MariTide helped patients maintain 17% to 18% weight loss into the second year—levels on par with current market leaders.</li><li>However, Amgen is positioning MariTide as a superior offering with a differentiated edge: the potential for less frequent dosing—monthly or even quarterly—compared to the weekly injections required for Lilly and Novo’s therapies.</li></ul>

Amgen has reignited investor interest in the obesity drug space with its latest update on MariTide, a GLP-1 agonist that could reshape the competitive dynamics currently dominated by Eli Lilly and Novo Nordisk.In a Phase 2 study, MariTide helped patients maintain 17% to 18% weight loss into the second year—levels on par with current market leaders.However, Amgen is positioning MariTide as a superior offering with a differentiated edge: the potential for less frequent dosing—monthly or even quarterly—compared to the weekly injections required for Lilly and Novo’s therapies.

암젠의 비만 치료제, 연간 단 4회 투여로 노보노디스크와 릴리를 압도할 수도!

Amgen Inc

암젠의 비만 치료제, 연간 단 4회 투여로 노보노디스크와 릴리를 압도할 수도!