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>Bio-Techne Corporation, a biotech firm specializing in protein and cell-based research, recently reported their third quarter 2024 earnings.</li><li>The company displayed strong performance, and its financial circumstances seem to be stabilizing.</li><li>Bio-Techne's 2% year-over-year organic revenue growth exceeded their expectations, heralding potential expansion as biotech funding and macroeconomic challenges in China stabilize.</li></ul>

Bio-Techne Corporation, a biotech firm specializing in protein and cell-based research, recently reported their third quarter 2024 earnings.The company displayed strong performance, and its financial circumstances seem to be stabilizing.Bio-Techne's 2% year-over-year organic revenue growth exceeded their expectations, heralding potential expansion as biotech funding and macroeconomic challenges in China stabilize.

Bio-Techne Corporation: Growth in the Cell and Gene Therapy Market & Improved Positioning In Spatial Biology Market! - Major Drivers

<ul><li>Bio-Techne, amidst challenging macroeconomic conditions, reported an organic revenue decline of 2% for the second quarter of the fiscal year 2024.</li><li>The healthcare company's earnings were impacted by various headwinds including a cautious biopharma spending environment, a tougher macroeconomic climate in China, and lowered demand from OEM customers.</li><li>Bio-Techne's core portfolio, however, continued to drive the company's long-term growth potential with a 7% average growth rate over the last decade.</li></ul>

Bio-Techne, amidst challenging macroeconomic conditions, reported an organic revenue decline of 2% for the second quarter of the fiscal year 2024.The healthcare company's earnings were impacted by various headwinds including a cautious biopharma spending environment, a tougher macroeconomic climate in China, and lowered demand from OEM customers.Bio-Techne's core portfolio, however, continued to drive the company's long-term growth potential with a 7% average growth rate over the last decade.

Bio-Techne Corporation: A Tale Of Resilience Amid Economic Challenges! - Major Drivers

<ul><li>Bio-Techne Corporation delivered a disappointing set of results as the company was unable to meet Wall Street's revenue and earnings expectations.</li><li>Although the US biopharma funding challenges and evolving macroeconomic conditions in China exceeded initial expectations, Bio-Techne's growth pillars, such as the GMP proteins business, ExoDx prostate, and ProteinSimple franchise, demonstrated robust performance.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Bio-Techne Corporation delivered a disappointing set of results as the company was unable to meet Wall Street's revenue and earnings expectations.Although the US biopharma funding challenges and evolving macroeconomic conditions in China exceeded initial expectations, Bio-Techne's growth pillars, such as the GMP proteins business, ExoDx prostate, and ProteinSimple franchise, demonstrated robust performance.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Bio-Techne Corporation: Impact Of China Funding & Economic Recovery! - Major Drivers

<ul><li>Bio-Techne Corporation concluded the last quarter with a commendable 5% organic growth, mirroring its overall performance for fiscal year 2023.</li><li>Geographically, North America faced headwinds due to reduced biotech funding, while Europe sustained a positive growth trajectory.</li><li>Bio-Techne's success extended to its growth platforms, with the cell and gene therapy business growing over 20% for the fiscal year, underscoring its robust performance in a challenging funding environment.</li></ul>

Bio-Techne Corporation concluded the last quarter with a commendable 5% organic growth, mirroring its overall performance for fiscal year 2023.Geographically, North America faced headwinds due to reduced biotech funding, while Europe sustained a positive growth trajectory.Bio-Techne's success extended to its growth platforms, with the cell and gene therapy business growing over 20% for the fiscal year, underscoring its robust performance in a challenging funding environment.

Bio-Techne Corporation: The Lunaphore Acquisition & Enhanced Spatial Biology Capabilities! - Major Drivers

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Thematic (Sector/Industry)

<ul><li>So far in 2023, mega-cap growth names such as Meta, Nvidia, Microsoft, and Netflix have continued to provide market leadership resulting in a 41% YTD gain in the QQQ ETF.</li><li>However, last week saw notable rotation away from technology (XLK) to the healthcare, energy, and financial sectors.</li><li>This came off the backs of notable technology heavyweights Tesla and Netflix earnings reports and investors selling off these names after their earnings prints this week.</li></ul>

So far in 2023, mega-cap growth names such as Meta, Nvidia, Microsoft, and Netflix have continued to provide market leadership resulting in a 41% YTD gain in the QQQ ETF.However, last week saw notable rotation away from technology (XLK) to the healthcare, energy, and financial sectors.This came off the backs of notable technology heavyweights Tesla and Netflix earnings reports and investors selling off these names after their earnings prints this week.

United States

Charles River Laboratories International, Inc. provides research tools and support services that enable drug discovery and development.  The Company provides the animal research models required in research and development for new drugs, devices, and therapies.  Charles River's customers include pharmaceutical and biotechnology companies, hospitals, and academic institutions.

Bruker Corporation designs, manufactures, and markets proprietary  life science systems based on spectrometry technology platforms.  The Company  also sells a range of field analytical systems for substance detection and  pathogen identification.  Bruker develops life science and advanced materials  research tools based on X-ray technology.

Bio-Rad Laboratories, Inc. is a multinational manufacturer and distributor of life science research products, clinical diagnostics, and analytical instrumentation.  The Company's products and systems separate complex chemical and biological materials, as well as identify, analyze, and purify their components.

QIAGEN N.V. is a global provider of Sample to Insight solutions to transform biological materials into valuable molecular insights. The Company provides its workflows to customers in Molecular Diagnostics (human healthcare), Applied Testing (forensics, veterinary testing and food safety), Pharma (pharmaceutical and biotechnology companies) and Academia (life sciences research).

Medpace Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, provides cardiovascular, hematology, oncology, neurology, pediatrics, nephrology, and diagnostic services. Medpace Holdings serves patients worldwide.

Avantor, Inc. manufactures and distributes chemicals, reagents, and laboratory supplies. The Company offers amino acids, silicones, bioreagents, denaturants, gas, solvents, stains, dyes, and minerals. Avantor serves biopharma, healthcare, education and government, advanced technologies, life sciences, and applied materials industries worldwide.

Illumina, Inc. develops, manufactures and markets integrated systems for the large scale analysis of genetic variation and biological function. The Company provides a comprehensive line of products and services that currently serve the sequencing, genotyping and gene expression markets for genomic research centers, pharmaceutical companies, academic institutions and biotechnology companies.

Azenta, Inc. provides life sciences solutions. The Company offers cold-chain sample management solutions and genomic services across areas such as drug development, clinical research, and advanced cell therapies. Azenta serves pharmaceutical, biotech, academic, and healthcare institutions worldwide.

Syneos Health, Inc. operates as a biopharmaceutical solutions organization. The Company offers therapeutic expertise, bioanalytics solutions, clinical development services, medical devices, diagnostics, and commercialization. Syneos Health serves patients worldwide.

NeoGenomics, Inc. operates a network of clinical laboratories that specializes in cancer genetics diagnostic testing services. The Company's services include cytogenetics, fluorescence in-situhybridization (FISH), flow cytometry, morphology, anatomic pathology, and molecular genetic testing. NeoGenomics serves pathologists, oncologists, urologists, and hospitals.

Divi's Laboratories Ltd. manufactures pharmaceutical products which include generic drugs and their intermediates. The Company also undertakes contract research activities for other pharmaceutical companies.

WuXi AppTec Co., Ltd. manufactures medical products. The Company produces biological agents, antibodies, biological diagnostic reagents, and other products. WuXi AppTec also provides biological analysis, technical study, and other services.

Hangzhou Tigermed Consulting Company Limited provides professional clinical research services for domestic and foreign pharmaceutical and health-related research and development. The Company's main services include clinical trial technology services, data management, and statistical analysis.

Hangzhou Tigermed Consulting (A) (300347 CH)

Bachem Holding AG specializes in the development and manufacture of peptides and oligonucleotides. The Company provides products for research, clinical development and commercial application to pharmaceutical and biotechnology companies. Bachem Holding serves customers worldwide.

Siegfried Holding AG provides development services and the production of active pharmaceutical ingredients (API), intermediates, controlled & standard substances, and complex formulations. The Company operates in Switzerland, Malta and the United States.

Pharmaron Beijing Co., Ltd. engages in discovery, development, and manufacturing spectrum for small molecule drugs, cell therapies, and gene therapies as well as providing testing services for medical devices and clinic research. The Company offers laboratory, clinical development, chemistry manufactory and control, and other services. Pharmaron Beijing conducts businesses based in China.

Genscript Biotech Corp is biotech service company. The Company provides life science services and products and pre-clinical drug development services.

Gerresheimer AG develops and produces specialty products made of glass and plastic.  The Company produces containers for a variety of substances and medicines.

MorphoSys AG operates as a biopharmaceutical company. The Company discovers and develops differentiated therapies and medicines for the patients suffering from cancer, inflammations, and autoimmune diseases. MorphoSys serves customers in Germany.

Tecan Group AG develops, manufactures and distributes laboratory automation components and systems. The Company produces robotic sample processors, stand-alone separation and detection devices, laser scanners, integrated systems, and pumps and valves for high precision liquid handling. The products are mainly used by research and diagnostic laboratories.

Bio-Techne Corp develops, manufactures and sells biotechnology products and clinical diagnostic controls. The Company specializes in proteins, cytokines, growth factors, immunoassays and small molecules.

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Bio Techne Corp (TECH US)

Bio-Techne Corporation: Growth in the Cell and Gene Therapy Market & Improved Positioning In Spatial Biology Market! - Major Drivers

Bio-Techne Corporation, a biotech firm specializing in protein and cell-based research, recently reported their third quarter 2024 earnings. The...

Baptista Research

Bio-Techne Corporation: A Tale Of Resilience Amid Economic Challenges! - Major Drivers

Bio-Techne, amidst challenging macroeconomic conditions, reported an organic revenue decline of 2% for the second quarter of the fiscal year...

Baptista Research

Bio-Techne Corporation: Impact Of China Funding & Economic Recovery! - Major Drivers

Bio-Techne Corporation delivered a disappointing set of results as the company was unable to meet Wall Street's revenue and earnings...

Baptista Research

Bio-Techne Corporation: The Lunaphore Acquisition & Enhanced Spatial Biology Capabilities! - Major Drivers

Bio-Techne Corporation concluded the last quarter with a commendable 5% organic growth, mirroring its overall performance for fiscal year...

Baptista Research

Weekly Stock Bullfinder - Week of 7/24

So far in 2023, mega-cap growth names such as Meta, Nvidia, Microsoft, and Netflix have continued to provide market leadership resulting in a 41%...

Weekly Stock Bull Finder

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