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>Biogen's third-quarter 2024 earnings highlighted both strides and challenges the company is navigating in its ongoing operations and strategic objectives.</li><li>This dual focus underscores Biogen’s efforts in addressing existing market demands while steering through the inherent complexities of pharmaceutical development and market penetration.</li><li>Starting on a positive note, Biogen reported several advancements in key areas.</li></ul>

Biogen's third-quarter 2024 earnings highlighted both strides and challenges the company is navigating in its ongoing operations and strategic objectives.This dual focus underscores Biogen’s efforts in addressing existing market demands while steering through the inherent complexities of pharmaceutical development and market penetration.Starting on a positive note, Biogen reported several advancements in key areas.

Biogen Inc.: Market Expansion & Commercial Execution Of New Launches Driving Our 'Buy' Rating! - Major Drivers

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>During H1FY25, <a href="https://www.smartkarma.com/entities/eisai-co-ltd" target="_blank" data-smartkarma-citation="entities:21001:1" rel="noopener">Eisai Co Ltd (4523 JP)</a> reported 3% YoY growth in revenue, driven by mainstay drugs. However, operating profit declined 11% YoY and net profit decreased 6% YoY.</li>
<li>Although Eisai kept its FY25 total revenue guidance unchanged, it has reduced Leqembi FY25 revenue guidance by ¥14B to ¥42.5B due to lower revenue expectation from Americas.</li>
<li>Leqembi is expected to be approved in Europe for a narrower set of patients. Next year, the drug will face competition in the U.S.</li>
</ul>


During H1FY25, Eisai Co Ltd (4523 JP) reported 3% YoY growth in revenue, driven by mainstay drugs. However, operating profit declined 11% YoY and net profit decreased 6% YoY.
Although Eisai kept its FY25 total revenue guidance unchanged, it has reduced Leqembi FY25 revenue guidance by ¥14B to ¥42.5B due to lower revenue expectation from Americas.
Leqembi is expected to be approved in Europe for a narrower set of patients. Next year, the drug will face competition in the U.S.


Eisai Co Ltd (4523 JP): Mixed H1FY25 Performance; Guidance Reaffirmed; Leqembi Struggle Continues

<ul><li>Biogen recently reported its earnings for the second quarter of 2024.</li><li>The company, a leading biotechnology entity known for its pioneering work in neuroscience, highlighted a period of transformative growth and strategic reshuffling under President and CEO Chris Viehbacher.</li><li>Central to the earnings discussion was Biogen's emphasis on accelerating new product launches, optimizing existing portfolios, and expanding through strategic acquisitions, notably the addition of HI-Bio.</li></ul>

Biogen recently reported its earnings for the second quarter of 2024.The company, a leading biotechnology entity known for its pioneering work in neuroscience, highlighted a period of transformative growth and strategic reshuffling under President and CEO Chris Viehbacher.Central to the earnings discussion was Biogen's emphasis on accelerating new product launches, optimizing existing portfolios, and expanding through strategic acquisitions, notably the addition of HI-Bio.

Biogen Inc.: How Is Their Expansion and Execution of New Product Launches Going? - Major Drivers

<ul><li>Biogen's first quarter 2024 earnings reflect the company's commitment to growth and innovation within its portfolio, coupled with an unwavering focus on improving profitability.</li><li>The company has seen growth in its earnings per share for the first time in several years, largely due to the performance of its underlying business.</li><li>CEO, Chris Viehbacher, praised the company’s teams for their commitment and the role they play in driving the company’s success, notwithstanding the ongoing changes within the company.</li></ul>

Biogen's first quarter 2024 earnings reflect the company's commitment to growth and innovation within its portfolio, coupled with an unwavering focus on improving profitability.The company has seen growth in its earnings per share for the first time in several years, largely due to the performance of its underlying business.CEO, Chris Viehbacher, praised the company’s teams for their commitment and the role they play in driving the company’s success, notwithstanding the ongoing changes within the company.

Biogen Inc.: Advancement of Neuroscience Drug Delivery & 6 Major Drivers

<ul><li>Biogen concluded its Fourth Quarter and Full Year 2023, announcing several positive strides and addressing potential drawback in its prospects moving forward with its outlook for 2024.</li><li>Biogen emphasized its objective of returning to sustainable growth.</li><li>Chris Viehbacher, Biogen's President and Chief Executive Officer, reported positive earnings per share guidance, a notable element for consideration.</li></ul>

Biogen concluded its Fourth Quarter and Full Year 2023, announcing several positive strides and addressing potential drawback in its prospects moving forward with its outlook for 2024.Biogen emphasized its objective of returning to sustainable growth.Chris Viehbacher, Biogen's President and Chief Executive Officer, reported positive earnings per share guidance, a notable element for consideration.

Biogen Inc: The Breakthrough Drug Portfolio Set to Dominate Neurology - See How They're Changing the Game! - Major Drivers

United States

Biogen Inc. develops, manufactures, and commercializes therapies, focusing on neurology, oncology, and immunology. The Company's products address diseases such as multiple sclerosis, non-Hodgkin's lymphoma, rheumatoid arthritis, Crohn's disease, and psoriasis.

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Biogen Inc (BIIB US)

Biogen Inc.: Market Expansion & Commercial Execution Of New Launches Driving Our 'Buy' Rating! - Major Drivers

Biogen's third-quarter 2024 earnings highlighted both strides and challenges the company is navigating in its ongoing operations and strategic...

Baptista Research

Eisai Co Ltd (4523 JP): Mixed H1FY25 Performance; Guidance Reaffirmed; Leqembi Struggle Continues

Eisai sees revenue growth but profit decline in H1FY25. The company reduced Leqembi guidance for FY25. Leqembi is expected to be approved in...

Tina Banerjee

Biogen Inc.: How Is Their Expansion and Execution of New Product Launches Going? - Major Drivers

Biogen recently reported its earnings for the second quarter of 2024. The company, a leading biotechnology entity known for its pioneering work in...

Baptista Research

Biogen Inc.: Advancement of Neuroscience Drug Delivery & 6 Major Drivers

Biogen's first quarter 2024 earnings reflect the company's commitment to growth and innovation within its portfolio, coupled with an unwavering...

Baptista Research

Biogen Inc: The Breakthrough Drug Portfolio Set to Dominate Neurology - See How They're Changing the Game! - Major Drivers

Biogen concluded its Fourth Quarter and Full Year 2023, announcing several positive strides and addressing potential drawback in its prospects...

Baptista Research

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Biogen Inc.: Market Expansion & Commercial Execution Of New Launches Driving Our 'Buy' Rating! - Major Drivers

Biogen's third-quarter 2024 earnings highlighted both strides and challenges the company is navigating in its ongoing operations and strategic...

Baptista Research

Eisai Co Ltd (4523 JP): Mixed H1FY25 Performance; Guidance Reaffirmed; Leqembi Struggle Continues

​Eisai sees revenue growth but profit decline in H1FY25. The company reduced Leqembi guidance for FY25. Leqembi is expected to be approved in...

Tina Banerjee

Biogen Inc.: How Is Their Expansion and Execution of New Product Launches Going? - Major Drivers

Biogen recently reported its earnings for the second quarter of 2024. The company, a leading biotechnology entity known for its pioneering work in...

Baptista Research

Biogen Inc.: Advancement of Neuroscience Drug Delivery & 6 Major Drivers

Biogen's first quarter 2024 earnings reflect the company's commitment to growth and innovation within its portfolio, coupled with an unwavering...

Baptista Research

Biogen Inc: The Breakthrough Drug Portfolio Set to Dominate Neurology - See How They're Changing the Game! - Major Drivers

Biogen concluded its Fourth Quarter and Full Year 2023, announcing several positive strides and addressing potential drawback in its prospects...

Baptista Research

Eisai sees revenue growth but profit decline in H1FY25. The company reduced Leqembi guidance for FY25. Leqembi is expected to be approved in...