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

Alnylam Pharmaceuticals / Equity Bottom-Up

<ul><li>Alnylam Pharmaceuticals demonstrated strong financial and operational performance in its Q3 2024 results, marking a significant phase of growth and expansion across its product and pipeline portfolios.</li><li>The company reported a 34% year-over-year increase in global net product revenue, totaling $420 million.</li><li>This growth is predominantly attributed to the robust performance of its TTR franchise, which alone generated $309 million, reflecting a 34% increase from the previous year.</li></ul>

Alnylam Pharmaceuticals demonstrated strong financial and operational performance in its Q3 2024 results, marking a significant phase of growth and expansion across its product and pipeline portfolios.The company reported a 34% year-over-year increase in global net product revenue, totaling $420 million.This growth is predominantly attributed to the robust performance of its TTR franchise, which alone generated $309 million, reflecting a 34% increase from the previous year.

Alnylam Pharmaceuticals: Pipeline Expansion In Neurodegenerative Diseases As A Pivotal Factor Driving Growth! - 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>Alnylam Pharmaceuticals delivered a robust performance in the second quarter of 2024, marked by significant growth in global net product revenues which totaled $410 million, recording a year-over-year increase of 34%.</li><li>This growth was predominantly driven by a 37% increase in the hereditary ATTR amyloidosis (hATTR) franchise.</li><li>Given this strong performance, the company has updated its revenue guidance for the year, increasing it by 11% at the midpoint.</li></ul>

Alnylam Pharmaceuticals delivered a robust performance in the second quarter of 2024, marked by significant growth in global net product revenues which totaled $410 million, recording a year-over-year increase of 34%.This growth was predominantly driven by a 37% increase in the hereditary ATTR amyloidosis (hATTR) franchise.Given this strong performance, the company has updated its revenue guidance for the year, increasing it by 11% at the midpoint.

Alnylam Pharmaceuticals: Launch & Uptake of Vutrisiran & Other Major Drivers

<ul><li>Despite the potential subpopulation differences, the management team at Alnylam Pharmaceuticals Inc. reaffirmed their belief that their Alnylam P5x25 strategy will ultimately deliver significant financial results.</li><li>The first quarter of 2024 witnessed substantial progress for Alnylam.</li><li>The robust product revenue growth for the four wholly-owned medicines culminated in $365 million in revenue, which is a 32% increase year-over-year compared to the same period in 2023.</li></ul>

Despite the potential subpopulation differences, the management team at Alnylam Pharmaceuticals Inc. reaffirmed their belief that their Alnylam P5x25 strategy will ultimately deliver significant financial results.The first quarter of 2024 witnessed substantial progress for Alnylam.The robust product revenue growth for the four wholly-owned medicines culminated in $365 million in revenue, which is a 32% increase year-over-year compared to the same period in 2023.

Alnylam Pharmaceuticals: A Tale Of  Continuous Product Growth and Expansion into New Markets! - Major Drivers

US-EU Index Rebalances / Quantitative Researcher, Ortex

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

Ortex

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/arm-holdings-inc" target="_blank" data-smartkarma-citation="entities:21816:1" rel="noopener">ARM Holdings (ARM US)</a> has secured a place in the index and is no longer a deletion candidate thanks to the recent methodology changes.</li>
<li>
<a href="https://www.smartkarma.com/entities/applovin-corp" target="_blank" data-smartkarma-citation="entities:32989:1" rel="noopener">AppLovin (APP US)</a> and <a href="https://www.smartkarma.com/entities/microstrategy-inc-cl-a" target="_blank" data-smartkarma-citation="entities:14717:1" rel="noopener">Microstrategy Inc Cl A (MSTR US)</a> are the main candidates for direct addition following their recent stock price surge.</li>
<li>
<a href="https://www.smartkarma.com/entities/dollar-tree-inc" target="_blank" data-smartkarma-citation="entities:10913:1" rel="noopener">Dollar Tree Inc (DLTR US)</a> is the favorable candidate for direct deletion in December with an additional but negligible probability of fast-exit in November.</li>
</ul>



ARM Holdings (ARM US) has secured a place in the index and is no longer a deletion candidate thanks to the recent methodology changes.

AppLovin (APP US) and Microstrategy Inc Cl A (MSTR US) are the main candidates for direct addition following their recent stock price surge.

Dollar Tree Inc (DLTR US) is the favorable candidate for direct deletion in December with an additional but negligible probability of fast-exit in November.


Nasdaq100 December 2024 Forecasts (Part 2): APP & MSTR Poised for Entry; DLTR & SMCI Set for Exit

United States

Alnylam Pharmaceuticals Inc. is an early-stage therapeutics company. The Company is developing technology that can specifically and potently silence disease-causing genes.

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Alnylam Pharmaceuticals (ALNY US)

Alnylam Pharmaceuticals: Pipeline Expansion In Neurodegenerative Diseases As A Pivotal Factor Driving Growth! - Major Drivers

Alnylam Pharmaceuticals demonstrated strong financial and operational performance in its Q3 2024 results, marking a significant phase of growth...

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

Alnylam Pharmaceuticals: Launch & Uptake of Vutrisiran & Other Major Drivers

Alnylam Pharmaceuticals delivered a robust performance in the second quarter of 2024, marked by significant growth in global net product revenues...

Baptista Research

Alnylam Pharmaceuticals: A Tale Of Continuous Product Growth and Expansion into New Markets! - Major Drivers

Despite the potential subpopulation differences, the management team at Alnylam Pharmaceuticals Inc. reaffirmed their belief that their Alnylam...

Baptista Research

Nasdaq100 December 2024 Forecasts (Part 2): APP & MSTR Poised for Entry; DLTR & SMCI Set for Exit

Fast-Exit has been announced and will be implemented for DLTR at the close of 15 November 2024 where the stock will be deleted from Nasdaq100 and...

Dimitris Ioannidis

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