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

Baptista Research

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

Bristol Myers Squibb Co / Equity Bottom-Up

<ul><li>Bristol-Myers Squibb's third quarter 2024 earnings highlight a period of robust growth and strategic advancements, albeit accompanied by challenges typical of large pharmaceutical companies.</li><li>On the positive side, the company reported a noteworthy 20% revenue increase in its growth portfolio at constant currency, which now contributes to approximately half of the total revenues.</li><li>This growth is supported by products with exclusivity extending into the next decade, underscoring the company’s successful pipeline development and launch of new therapies.</li></ul>

Bristol-Myers Squibb's third quarter 2024 earnings highlight a period of robust growth and strategic advancements, albeit accompanied by challenges typical of large pharmaceutical companies.On the positive side, the company reported a noteworthy 20% revenue increase in its growth portfolio at constant currency, which now contributes to approximately half of the total revenues.This growth is supported by products with exclusivity extending into the next decade, underscoring the company’s successful pipeline development and launch of new therapies.

Bristol-Myers Squibb: Expansion into Alzheimer's Disease Psychosis Treatment As A Key Growth Catalyst! - Major Drivers

<ul><li>Bristol-Myers Squibb reported its second quarter 2024 earnings showcasing continued execution of its long-term strategy aimed at fostering sustainable growth.</li><li>The company highlighted an 18% year over-year increase in its growth portfolio revenues, amounting to a 21% rise when excluding the impact of foreign exchange.</li><li>This bolstered growth originated largely from several marketed products gaining traction in the market.</li></ul>

Bristol-Myers Squibb reported its second quarter 2024 earnings showcasing continued execution of its long-term strategy aimed at fostering sustainable growth.The company highlighted an 18% year over-year increase in its growth portfolio revenues, amounting to a 21% rise when excluding the impact of foreign exchange.This bolstered growth originated largely from several marketed products gaining traction in the market.

Bristol-Myers Squibb: Will The Enhanced Focus on Cell Therapy and Innovative Cancer Treatments Pay Off? - Major Drivers

<ul><li>It is clear from Bristol-Myers Squibb's first quarter 2024 earnings that the company has had a strong start to the year, even as it navigates some challenges.</li><li>The firm’s performance during this time showcased the strength and potential of its commercial portfolio and the progress it has made in advancing its pipeline.</li><li>Key brands such as Eliquis, Opdualag, Reblozyl, Yervoy, and Breyanzi have demonstrated significant strength, contributing to the company's overall performance.</li></ul>

It is clear from Bristol-Myers Squibb's first quarter 2024 earnings that the company has had a strong start to the year, even as it navigates some challenges.The firm’s performance during this time showcased the strength and potential of its commercial portfolio and the progress it has made in advancing its pipeline.Key brands such as Eliquis, Opdualag, Reblozyl, Yervoy, and Breyanzi have demonstrated significant strength, contributing to the company's overall performance.

Bristol-Myers Squibb Company: A Deep Dive Into The Progress Of Its Clinical Portfolio! - Major Drivers

Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

<ul>
<li>In this report we analyzed data from technical publications to review leadership in RNA related therapeutics. We have listed the top thirty.</li>
<li>In terms of quantity and quality of innovations <a href="https://www.smartkarma.com/entities/alnylam-pharmaceuticals-inc" target="_blank" data-smartkarma-citation="entities:2191:1" rel="noopener">Alnylam Pharmaceuticals (ALNY US)</a>  and <a href="https://www.smartkarma.com/entities/moderna-inc" target="_blank" data-smartkarma-citation="entities:28744:1" rel="noopener">Moderna (MRNA US)</a>  are best positioned. Among private companies Senda Biosciences screened well. </li>
<li>Partnerships and acquisitions  between RNA startups and big pharma as well as between big pharma and big pharma highlight RNA's potential versatility, risks and the necessity for RNA related exposure.</li>
</ul>


In this report we analyzed data from technical publications to review leadership in RNA related therapeutics. We have listed the top thirty.
In terms of quantity and quality of innovations Alnylam Pharmaceuticals (ALNY US)  and Moderna (MRNA US)  are best positioned. Among private companies Senda Biosciences screened well. 
Partnerships and acquisitions  between RNA startups and big pharma as well as between big pharma and big pharma highlight RNA's potential versatility, risks and the necessity for RNA related exposure.


Who Are Leading the Charge in the RNAissance of Medicine

<ul><li>Bristol-Myers Squibb (BMS) reported a strong fourth quarter for 2023 with sales momentum in both their established and new product portfolios, showing a growth of 9% and earning nearly $10 billion in revenue.</li><li>Multiple key brands, including Eliquis, Opdivo, Reblozyl, Opdualag, Breyanzi, Camzyos, and Sotyktu, contributed to this growth.</li><li>In addition, BMS generated significant cash flows from operations amounting to $4.3 billion.</li></ul>

Bristol-Myers Squibb (BMS) reported a strong fourth quarter for 2023 with sales momentum in both their established and new product portfolios, showing a growth of 9% and earning nearly $10 billion in revenue.Multiple key brands, including Eliquis, Opdivo, Reblozyl, Opdualag, Breyanzi, Camzyos, and Sotyktu, contributed to this growth.In addition, BMS generated significant cash flows from operations amounting to $4.3 billion.

Bristol-Myers Squibb: The Ongoing Growth Story Of Each Of Its Core Drugs! - Major Drivers

United States

Bristol-Myers Squibb Company is a global biopharmaceutical company. The Company develops, licenses, manufactures, markets, and sells pharmaceutical and nutritional products. Bristol-Myers Squibb products and experimental therapies address cancer, heart disease, HIV/AIDS, diabetes, rheumatoid arthritis, hepatitis, organ transplant  rejection, and psychiatric disorders.

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Bristol Myers Squibb Co (BMY US)

Bristol-Myers Squibb: Expansion into Alzheimer's Disease Psychosis Treatment As A Key Growth Catalyst! - Major Drivers

Bristol-Myers Squibb's third quarter 2024 earnings highlight a period of robust growth and strategic advancements, albeit accompanied by...

Baptista Research

Bristol-Myers Squibb: Will The Enhanced Focus on Cell Therapy and Innovative Cancer Treatments Pay Off? - Major Drivers

Bristol-Myers Squibb reported its second quarter 2024 earnings showcasing continued execution of its long-term strategy aimed at fostering...

Baptista Research

Bristol-Myers Squibb Company: A Deep Dive Into The Progress Of Its Clinical Portfolio! - Major Drivers

It is clear from Bristol-Myers Squibb's first quarter 2024 earnings that the company has had a strong start to the year, even as it navigates some...

Baptista Research

Who Are Leading the Charge in the RNAissance of Medicine

RNA therapeutics: We analyze the field and spotlight top players driving this precision medicine, for tackling rare diseases with innovative solutions

Pyari Menon

Bristol-Myers Squibb: The Ongoing Growth Story Of Each Of Its Core Drugs! - Major Drivers

Bristol-Myers Squibb (BMS) reported a strong fourth quarter for 2023 with sales momentum in both their established and new product portfolios,...

Baptista Research

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