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.

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<ul><li>Biogen built its reputation on a differentiated modality-agnostic approach to drug development, deploying innovative technologies to address complex and intractable diseases.</li><li>This innovative approach yielded the company’s golden era, which lasted ~20 years from the mid- 1990s to 2017. During this period, Biogen enjoyed near unrivaled leadership in the disease-modifying treatment of multiple sclerosis (MS).</li><li>But the adage of ‘all good things must come to an end’ could not be more of a truism for the company, as genericization and the entry of more efficacious next-generation treatments began to erode revenue from its MS franchise. </li></ul>

Biogen built its reputation on a differentiated modality-agnostic approach to drug development, deploying innovative technologies to address complex and intractable diseases.This innovative approach yielded the company’s golden era, which lasted ~20 years from the mid- 1990s to 2017. During this period, Biogen enjoyed near unrivaled leadership in the disease-modifying treatment of multiple sclerosis (MS).But the adage of ‘all good things must come to an end’ could not be more of a truism for the company, as genericization and the entry of more efficacious next-generation treatments began to erode revenue from its MS franchise. 

Biogen, Inc: Breakthrough Drug Developer in Reset Mode; Initiating Coverage

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.

<ul><li>Biogen Inc.'s fourth-quarter and full-year 2024 financial results highlight a company in transition, balancing the challenges of competition in its core multiple sclerosis (MS) franchise while seeking growth avenues through new product launches and pipeline prioritization.</li><li>Biogen's earnings call detailed their strategic focus on launching innovative treatments, optimizing their pipeline, and reshaping company operations to align with future growth opportunities.</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>

Biogen Inc.'s fourth-quarter and full-year 2024 financial results highlight a company in transition, balancing the challenges of competition in its core multiple sclerosis (MS) franchise while seeking growth avenues through new product launches and pipeline prioritization.Biogen's earnings call detailed their strategic focus on launching innovative treatments, optimizing their pipeline, and reshaping company operations to align with future growth opportunities.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.

Biogen Inc.: Expansion into Immunology & Rare Diseases Is Key Diversification Strategy But Will It Work?

<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

<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

United States

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

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Biogen (BIIB UW)

Biogen, Inc: Breakthrough Drug Developer in Reset Mode; Initiating Coverage

Biogen built its reputation on a differentiated modality-agnostic approach to drug development, deploying innovative technologies to address...

Water Tower Research

Biogen Inc.: Expansion into Immunology & Rare Diseases Is Key Diversification Strategy But Will It Work?

Biogen Inc.'s fourth-quarter and full-year 2024 financial results highlight a company in transition, balancing the challenges of competition in...

Baptista Research

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

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

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