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

<ul><li>Amgen is rapidly positioning itself as a formidable player in the obesity drug market, a sector that has witnessed explosive growth due to the popularity of GLP-1 based therapies from Eli Lilly and Novo Nordisk.</li><li>The company’s investigational drug MariTide is generating significant interest following promising Phase II results showing up to 20% weight loss with monthly dosing.</li><li>With two Phase III trials now underway—targeting both diabetic and non-diabetic patients—Amgen is accelerating its strategy to gain a slice of what analysts forecast to be a $100 billion market by 2030.</li></ul>

Amgen is rapidly positioning itself as a formidable player in the obesity drug market, a sector that has witnessed explosive growth due to the popularity of GLP-1 based therapies from Eli Lilly and Novo Nordisk.The company’s investigational drug MariTide is generating significant interest following promising Phase II results showing up to 20% weight loss with monthly dosing.With two Phase III trials now underway—targeting both diabetic and non-diabetic patients—Amgen is accelerating its strategy to gain a slice of what analysts forecast to be a $100 billion market by 2030.

Amgen’s Big Bet on Obesity: Is This the Pharma Giant’s Next Breakout Moment?

<ul><li>Amgen Inc. highlighted substantial achievements and growth potential for 2024 while outlining some challenges and strategies moving forward.</li><li>The company's financial results reflected its success across various therapeutic areas, despite facing pricing pressures and patent expirations.</li><li>Revenue for the full year of 2024 reached $33.4 billion, reflecting a significant 19% increase year-over-year, driven mainly by a 23% volume increase across products.</li></ul>

Amgen Inc. highlighted substantial achievements and growth potential for 2024 while outlining some challenges and strategies moving forward.The company's financial results reflected its success across various therapeutic areas, despite facing pricing pressures and patent expirations.Revenue for the full year of 2024 reached $33.4 billion, reflecting a significant 19% increase year-over-year, driven mainly by a 23% volume increase across products.

Amgen: How Its $3.5 Billion Acquisition & Its High-Stakes Drug Pipeline Are Reshaping Its Growth Strategy

<ul><li>Amgen's third quarter 2024 financial results underscore the biopharmaceutical company's robust position in the market, with notable performance in both its core markets and pipeline advancements.</li><li>Generating $8.5 billion in revenue, marking a 23% increase compared to the prior-year period, the company witnessed strong sales across its portfolio, particularly from 10 of its products which showed double-digit growth.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Amgen's third quarter 2024 financial results underscore the biopharmaceutical company's robust position in the market, with notable performance in both its core markets and pipeline advancements.Generating $8.5 billion in revenue, marking a 23% increase compared to the prior-year period, the company witnessed strong sales across its portfolio, particularly from 10 of its products which showed double-digit growth.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Amgen Inc.: What Is The Recent Pipeline Development & Expected Product Launches? - Major Drivers

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>In a week of bad industry news, biopharma surprisingly held onto its bounce from recent two-year lows.</li><li>With pharma tariffs now expected by June and federal health agencies’ prospects looking worse, we may be close to peak negativity, but too much uncertainty remains for any confidence in a bottom.</li><li>In obesity, LLY had a win for an oral GLP-1, while PFE lost, affecting NVO, GPCR, VKTX, AMGN, MTSR, ALT, and TERN. VERV gained on CVD data and BMY’s heart drug failed, affecting CYTK and EWTX, while MURA stopped development.</li></ul>

In a week of bad industry news, biopharma surprisingly held onto its bounce from recent two-year lows.With pharma tariffs now expected by June and federal health agencies’ prospects looking worse, we may be close to peak negativity, but too much uncertainty remains for any confidence in a bottom.In obesity, LLY had a win for an oral GLP-1, while PFE lost, affecting NVO, GPCR, VKTX, AMGN, MTSR, ALT, and TERN. VERV gained on CVD data and BMY’s heart drug failed, affecting CYTK and EWTX, while MURA stopped development.

Biopharma Week in Review Shrugging Off Constant Bad News; LLY Winning Obesity Drug Race

<ul><li>Amgen's second quarter 2024 financial results signify a substantial 20% year-over-year increase reaching $8.4 billion in revenue, representing a robust period for the company.</li><li>Notably, this is credited to a widespread growth across multiple product lines, with particular strength observed in medicines like Repatha, EVENITY, BLINCYTO, TEZSPIRE, and others in the inflammation and oncology sectors.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Amgen's second quarter 2024 financial results signify a substantial 20% year-over-year increase reaching $8.4 billion in revenue, representing a robust period for the company.Notably, this is credited to a widespread growth across multiple product lines, with particular strength observed in medicines like Repatha, EVENITY, BLINCYTO, TEZSPIRE, and others in the inflammation and oncology sectors.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Amgen Inc.: Expansion of MariTide and Pipeline Advancement! - Major Drivers

United States

Amgen Inc. is an independent biotechnology medicines company that discovers, develops, manufactures and markets medicines for grievous illnesses. The Company focuses solely on human therapeutics and concentrates on innovating novel medicines based on advances in cellular and molecular biology.

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Amgen Inc (AMGN US)

Amgen’s Big Bet on Obesity: Is This the Pharma Giant’s Next Breakout Moment?

Amgen is rapidly positioning itself as a formidable player in the obesity drug market, a sector that has witnessed explosive growth due to the...

Baptista Research

Amgen: How Its $3.5 Billion Acquisition & Its High-Stakes Drug Pipeline Are Reshaping Its Growth Strategy

Amgen Inc. highlighted substantial achievements and growth potential for 2024 while outlining some challenges and strategies moving forward. The...

Baptista Research

Amgen Inc.: What Is The Recent Pipeline Development & Expected Product Launches? - Major Drivers

Amgen's third quarter 2024 financial results underscore the biopharmaceutical company's robust position in the market, with notable performance in...

Baptista Research

Biopharma Week in Review Shrugging Off Constant Bad News; LLY Winning Obesity Drug Race

With pharma tariffs now expected by June and federal health agencies’ prospects looking worse, we may be close to peak negativity, but too much...

Water Tower Research

Amgen Inc.: Expansion of MariTide and Pipeline Advancement! - Major Drivers

Amgen's second quarter 2024 financial results signify a substantial 20% year-over-year increase reaching $8.4 billion in revenue, representing a...

Baptista Research

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