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 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

<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

<ul><li>Amgen Inc. witnessed strong growth in the Q1 of 2024 with total revenue increasing by 22% YoY. This was largely driven by strong volume growth, including over $900 million from the integration of Horizon Pharmaceuticals' legacy portfolio.</li><li>The growth was also supported by robust product sales from brands like Repatha, TEZSPIRE, EVENITY, Prolia, and BLINCYTO. Amgen projects full-year sales of approximately $500 million for Neulasta.</li><li>The company has advanced many of its pipeline products; it awaits approval for tarlatamab, hopes to bring this innovative cancer solution to patients with small-cell lung cancer.</li></ul>

Amgen Inc. witnessed strong growth in the Q1 of 2024 with total revenue increasing by 22% YoY. This was largely driven by strong volume growth, including over $900 million from the integration of Horizon Pharmaceuticals' legacy portfolio.The growth was also supported by robust product sales from brands like Repatha, TEZSPIRE, EVENITY, Prolia, and BLINCYTO. Amgen projects full-year sales of approximately $500 million for Neulasta.The company has advanced many of its pipeline products; it awaits approval for tarlatamab, hopes to bring this innovative cancer solution to patients with small-cell lung cancer.

Amgen Inc.: Will The Increased Spending on Research and Development (R&D) Pay Off? - 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

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: 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

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

Amgen Inc.: Will The Increased Spending on Research and Development (R&D) Pay Off? - Major Drivers

Amgen Inc. witnessed strong growth in the Q1 of 2024 with total revenue increasing by 22% YoY. This was largely driven by strong volume 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

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