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

Astrazeneca Plc Spons Adr / Equity Bottom-Up

<ul><li>AstraZeneca's recent financial performance has shown substantial growth, signaling robust underlying demand for its diverse product range across multiple therapy areas and geographies, as reflected in its first half of the year 2024 results.</li><li>The company reported a significant 18% growth in total revenue, driven primarily by its core therapeutic areas including Oncology, Biopharmaceuticals, and Rare Diseases.</li><li>This revenue increase translated to a core operating profit of $8.4 billion and a core EPS increase of 5% to $4.03.</li></ul>

AstraZeneca's recent financial performance has shown substantial growth, signaling robust underlying demand for its diverse product range across multiple therapy areas and geographies, as reflected in its first half of the year 2024 results.The company reported a significant 18% growth in total revenue, driven primarily by its core therapeutic areas including Oncology, Biopharmaceuticals, and Rare Diseases.This revenue increase translated to a core operating profit of $8.4 billion and a core EPS increase of 5% to $4.03.

AstraZeneca PLC: Acquisition of Fusion Pharmaceuticals to Advance Cancer Treatment & Other Major Drivers

<ul><li>Based on the Q1 2024 results earnings call for AstraZeneca, the British multinational pharmaceutical and biopharmaceutical company seems to be on a steady growth trajectory, but like all corporations, it's not without its risks.</li><li>In terms of its achievements, AstraZeneca reported its first quarter of 2024 with a 19% growth in total revenue, reflecting high demand for its products.</li><li>Core earnings per share rose by 13%.</li></ul>

Based on the Q1 2024 results earnings call for AstraZeneca, the British multinational pharmaceutical and biopharmaceutical company seems to be on a steady growth trajectory, but like all corporations, it's not without its risks.In terms of its achievements, AstraZeneca reported its first quarter of 2024 with a 19% growth in total revenue, reflecting high demand for its products.Core earnings per share rose by 13%.

AstraZeneca PLC: How Will Its Expansion In Vaccines & Cell Therapy Play Out? - 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>AstraZeneca's Fourth quarter and full-year '23 earnings reflects strong performance.</li><li>Notably, the company achieved their decade-long target of $45 billion sales, demonstrating its consistent focus on long-term growth.</li><li>The company's diverse commodity areas, ranging from oncology to rare diseases, all demonstrated strong growth in 2023, with the company's profitability expected to increase because of this.</li></ul>

AstraZeneca's Fourth quarter and full-year '23 earnings reflects strong performance.Notably, the company achieved their decade-long target of $45 billion sales, demonstrating its consistent focus on long-term growth.The company's diverse commodity areas, ranging from oncology to rare diseases, all demonstrated strong growth in 2023, with the company's profitability expected to increase because of this.

AstraZeneca PLC: Can The Amolyt Pharma Acquisition Be A Game Changer? - Key Drivers

<ul><li>AstraZeneca PLC delivered a mixed result in the recent quarter, with revenues below market expectations, but managed to surpass the analyst consensus regarding earnings.</li><li>They reported a 5% increase in total revenue, reaching $33.8 billion in the first nine months of the year.</li><li>Notably, the non-COVID-19 medicines demonstrated a robust 15% growth, offsetting the $2.9 billion decline in revenue from COVID-19 medicines.</li></ul>

AstraZeneca PLC delivered a mixed result in the recent quarter, with revenues below market expectations, but managed to surpass the analyst consensus regarding earnings.They reported a 5% increase in total revenue, reaching $33.8 billion in the first nine months of the year.Notably, the non-COVID-19 medicines demonstrated a robust 15% growth, offsetting the $2.9 billion decline in revenue from COVID-19 medicines.

AstraZeneca PLC: Advancing Respiratory Vaccine Development With The Icosavax Acquisition - Major Drivers

United Kingdom

AstraZeneca PLC is a holding company. The Company, through its subsidiaries, researches, manufactures, and sells pharmaceutical and medical products. AstraZeneca focuses its operations on eight therapeutic areas: Gastrointestinal, Oncology, Cardiovascular, Respiratory, Central Nervous System, Pain Control, Anaesthesia, and Infection.

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Astrazeneca Plc Spons Adr (AZN US)

AstraZeneca PLC: Acquisition of Fusion Pharmaceuticals to Advance Cancer Treatment & Other Major Drivers

AstraZeneca's recent financial performance has shown substantial growth, signaling robust underlying demand for its diverse product range across...

Baptista Research

AstraZeneca PLC: How Will Its Expansion In Vaccines & Cell Therapy Play Out? - Major Drivers

Based on the Q1 2024 results earnings call for AstraZeneca, the British multinational pharmaceutical and biopharmaceutical company seems to be on...

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

AstraZeneca PLC: Can The Amolyt Pharma Acquisition Be A Game Changer? - Key Drivers

AstraZeneca's Fourth quarter and full-year '23 earnings reflects strong performance. Notably, the company achieved their decade-long target of $45...

Baptista Research

AstraZeneca PLC: Advancing Respiratory Vaccine Development With The Icosavax Acquisition - Major Drivers

AstraZeneca PLC delivered a mixed result in the recent quarter, with revenues below market expectations, but managed to surpass the analyst...

Baptista Research

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