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>Blueprint Medicines Corporation, during its third quarter of 2024 financial results presentation, highlighted both promising developments and ongoing challenges.</li><li>The company reported robust revenue growth, primarily driven by the performance of AYVAKIT, which achieved $128.2 million in net product revenue, marking a 137% year-over-year increase.</li><li>This strong performance led the company to raise its annual revenue guidance to between $475 million and $480 million, positioning AYVAKIT on track for substantial long-term revenue, potentially exceeding $2 billion.</li></ul>

Blueprint Medicines Corporation, during its third quarter of 2024 financial results presentation, highlighted both promising developments and ongoing challenges.The company reported robust revenue growth, primarily driven by the performance of AYVAKIT, which achieved $128.2 million in net product revenue, marking a 137% year-over-year increase.This strong performance led the company to raise its annual revenue guidance to between $475 million and $480 million, positioning AYVAKIT on track for substantial long-term revenue, potentially exceeding $2 billion.

Blueprint Medicines: Expanding International Market Footprint For A Potentially Unmatched Revenue Impact? - Major Drivers

<ul><li>Blueprint Medicines has commemorated a full year since the U.S. approval of AYVAKIT for indolent systemic mastocytosis (ISM), showcasing significant achievements in both financial and operational domains.</li><li>The company's Q2 2024 financial results reflect a robust trajectory for AYVAKIT, bolstered by favorable reception among physicians, patients, and payers, and underscored by promising revenue figures that outstrip prior expectations.</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>

Blueprint Medicines has commemorated a full year since the U.S. approval of AYVAKIT for indolent systemic mastocytosis (ISM), showcasing significant achievements in both financial and operational domains.The company's Q2 2024 financial results reflect a robust trajectory for AYVAKIT, bolstered by favorable reception among physicians, patients, and payers, and underscored by promising revenue figures that outstrip prior expectations.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.

Blueprint Medicines Corporation: Expanding Global Markets & 3 Reasons Why We Are Bullish! - Major Drivers

<ul><li>Blueprint Medicines Corporation recently discussed its first-quarter financial results for 2024, emphasizing the robust launch of AYVAKIT in indolent systemic mastocytosis (ISM).</li><li>While outlining its continuing growth and strategic initiatives, the company highlighted strengths across various fronts but also acknowledged ongoing challenges and strategic investments.</li><li>Blueprint Medicines reported notable revenue growth driven primarily by AYVAKIT, its product for treating ISM.</li></ul>

Blueprint Medicines Corporation recently discussed its first-quarter financial results for 2024, emphasizing the robust launch of AYVAKIT in indolent systemic mastocytosis (ISM).While outlining its continuing growth and strategic initiatives, the company highlighted strengths across various fronts but also acknowledged ongoing challenges and strategic investments.Blueprint Medicines reported notable revenue growth driven primarily by AYVAKIT, its product for treating ISM.

Blueprint Medicines: How Are They Executing Portfolio Diversification through Pipeline Development? - Major Drivers

<ul><li>Blueprint Medicines enjoyed a successful fourth quarter of 2023, rounding off a pivotal year wherein AYVAKIT became their first and only approved medicine for patients with indolent systemic mastocytosis or ISM. In 2024, the company aims to drive longer-term growth by concentrating on three key business areas: the potential of AYVAKIT, advancing their portfolio of approved and investigational programs targeting mast cell mediated diseases, and maintaining a strong financial position.</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><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Blueprint Medicines enjoyed a successful fourth quarter of 2023, rounding off a pivotal year wherein AYVAKIT became their first and only approved medicine for patients with indolent systemic mastocytosis or ISM. In 2024, the company aims to drive longer-term growth by concentrating on three key business areas: the potential of AYVAKIT, advancing their portfolio of approved and investigational programs targeting mast cell mediated diseases, and maintaining a strong financial position.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.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Blueprint Medicines Corporation: Initiation Of Coverage - An Analysis Of The Strategy Around Elenestinib & CDK2 Program Expectations! - Major Drivers

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Equity Capital Markets

CStone Pharmaceuticals / Equity Capital Markets

<a href="https://www.smartkarma.com/entities/27882" target="_blank" data-smartkarma-citation="entities:27882:1">CStone Pharma (CSTONE HK)</a> is a biopharmaceutical company which is developing a pipeline of 14 drug candidates of which 9 are in clinical development. CStone has started pre-marketing for a Hong Kong IPO to raise around $400 million, according to press reports.<div class="content-highlight">CStone has four late-stage clinical drug candidates who are CS1001, invosidenib, avapritinib and CS3009. A key priority is to add on around 10 pivotal clinical trials for the late-stage drug candidates to advance them to commercialisation in China. Overall, we believe that the prospectus of the four late-stage clinical drug candidates is mixed.</div>

CStone Pharma (CSTONE HK) is a biopharmaceutical company which is developing a pipeline of 14 drug candidates of which 9 are in clinical development. CStone has started pre-marketing for a Hong Kong IPO to raise around $400 million, according to press reports.CStone has four late-stage clinical drug candidates who are CS1001, invosidenib, avapritinib and CS3009. A key priority is to add on around 10 pivotal clinical trials for the late-stage drug candidates to advance them to commercialisation in China. Overall, we believe that the prospectus of the four late-stage clinical drug candidates is mixed.

CStone Pharma IPO Preview: Mixed Prospects of Late-Stage Clinical Drug Candidates

United States

Blueprint Medicines Corporation develops and distributes biomedical treatments. The Company researches and produces medicines and treatments for cancer targeting the molecular differences. Blueprint Medicines focuses selective drugs for genomically defined cancer patients.

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Blueprint Medicines (BPMC US)

Blueprint Medicines: Expanding International Market Footprint For A Potentially Unmatched Revenue Impact? - Major Drivers

Blueprint Medicines Corporation, during its third quarter of 2024 financial results presentation, highlighted both promising developments and...

Baptista Research

Blueprint Medicines Corporation: Expanding Global Markets & 3 Reasons Why We Are Bullish! - Major Drivers

Blueprint Medicines has commemorated a full year since the U.S. approval of AYVAKIT for indolent systemic mastocytosis (ISM), showcasing...

Baptista Research

Blueprint Medicines: How Are They Executing Portfolio Diversification through Pipeline Development? - Major Drivers

Blueprint Medicines Corporation recently discussed its first-quarter financial results for 2024, emphasizing the robust launch of AYVAKIT in...

Baptista Research

Blueprint Medicines Corporation: Initiation Of Coverage - An Analysis Of The Strategy Around Elenestinib & CDK2 Program Expectations! - Major Drivers

Blueprint Medicines enjoyed a successful fourth quarter of 2023, rounding off a pivotal year wherein AYVAKIT became their first and only approved...

Baptista Research

CStone Pharma IPO Preview: Mixed Prospects of Late-Stage Clinical Drug Candidates

CStone Pharma (CSTONE HK) is a biopharmaceutical company which is developing a pipeline of 14 drug candidates of which 9 are in clinical...

Arun George

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