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>In a pivotal moment for the weight-loss and anti-obesity market, Eli Lilly & Co. has solidified its leadership position following groundbreaking developments around its drug Zepbound.</li><li>Recently approved in the United States for treating sleep apnea in obese patients, Zepbound has set a historic precedent as the first drug targeting the underlying causes of this condition.</li><li>This development, coupled with robust sales and a promising pipeline, gives Eli Lilly a clear advantage over its primary competitor, Novo Nordisk, whose experimental drug CagriSema underperformed expectations.</li></ul>

In a pivotal moment for the weight-loss and anti-obesity market, Eli Lilly & Co. has solidified its leadership position following groundbreaking developments around its drug Zepbound.Recently approved in the United States for treating sleep apnea in obese patients, Zepbound has set a historic precedent as the first drug targeting the underlying causes of this condition.This development, coupled with robust sales and a promising pipeline, gives Eli Lilly a clear advantage over its primary competitor, Novo Nordisk, whose experimental drug CagriSema underperformed expectations.

Eli Lilly's Weight Loss Revolution: Is It Edging Out Novo Nordisk?

<ul><li>Eli Lilly and Company's third-quarter earnings for 2024 present a composite picture of the pharmaceutical giant's current performance and future prospects.</li><li>The company saw substantial growth, primarily driven by strong revenue ascension and strategic advancements in their pipeline.</li><li>This period highlighted significant achievements, but also underscored challenges that necessitate strategic focus, particularly in supply chain adjustments and competitive market pressures.</li></ul>

Eli Lilly and Company's third-quarter earnings for 2024 present a composite picture of the pharmaceutical giant's current performance and future prospects.The company saw substantial growth, primarily driven by strong revenue ascension and strategic advancements in their pipeline.This period highlighted significant achievements, but also underscored challenges that necessitate strategic focus, particularly in supply chain adjustments and competitive market pressures.

How Eli Lilly Plans to Conquer the GLP-1 Market – And Why Investors Should Pay Attention!

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.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>Welcome to a new year and we are excited for the innovation and therapeutic breakthroughs that biopharma will reveal this year, while navigating through any changes in the regulatory and M&amp;A environment.</li><li>For our first Biopharma <span style="font-size: var(--content-font-size);">Review report in 2025, we cover the news that we missed during </span>the holiday break.</li><li>On the obesity front, NVO’s CagriSema fell short of expectations, while the FDA reaffirmed LLY’s GLP-1 shortage resolution, bearing bad news for HIMS and LFMD. </li></ul>

Welcome to a new year and we are excited for the innovation and therapeutic breakthroughs that biopharma will reveal this year, while navigating through any changes in the regulatory and M&amp;A environment.For our first Biopharma Review report in 2025, we cover the news that we missed during the holiday break.On the obesity front, NVO’s CagriSema fell short of expectations, while the FDA reaffirmed LLY’s GLP-1 shortage resolution, bearing bad news for HIMS and LFMD. 

Biopharma Week in Review - January 6, 2025

<ul><li>In Q1 2024, Eli Lilly and Company achieved strong growth and strategic milestones, with revenue growing by 26% and new products increasing by nearly $1.8 billion in comparison to the same period last year.</li><li>The company's new products, primarily Mounjaro and Zepbound, primarily drove the growth.</li><li>Eli Lilly also accomplished various pipeline milestones during this period.</li></ul>

In Q1 2024, Eli Lilly and Company achieved strong growth and strategic milestones, with revenue growing by 26% and new products increasing by nearly $1.8 billion in comparison to the same period last year.The company's new products, primarily Mounjaro and Zepbound, primarily drove the growth.Eli Lilly also accomplished various pipeline milestones during this period.

Eli Lilly & Co: The Story Behind The Increasing Demand vs. Production of Orforglipron & Progress of Other Drugs! - Major Drivers

<ul><li>Eli Lilly and Company's Q4 2023 earnings showed a year of growth and advancement for the company.</li><li>Revenue increased by 20 percent for the full year and 28 percent for the most recent quarter, as seen in the company's newly launched portfolio gaining momentum.</li><li>Notably, the company received regulatory approvals for Zepbound, Jaypirca, Omvoh, Ebglyss in the EU, and an expanded label for Verzenio and two new indications for Jardiance within 2023.</li></ul>

Eli Lilly and Company's Q4 2023 earnings showed a year of growth and advancement for the company.Revenue increased by 20 percent for the full year and 28 percent for the most recent quarter, as seen in the company's newly launched portfolio gaining momentum.Notably, the company received regulatory approvals for Zepbound, Jaypirca, Omvoh, Ebglyss in the EU, and an expanded label for Verzenio and two new indications for Jardiance within 2023.

Eli Lilly & Company: Product pipeline evolution with focus on improved patient outcomes! - Major Drivers

United States

Eli Lilly and Company discovers, develops, manufactures, and sells pharmaceutical products for humans and animals. The Company products are sold in countries around the world. Eli Lilly products include neuroscience, endocrine, anti-infectives, cardiovascular agents, oncology, and animal health products.

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Eli Lilly & (LLY UN)

Eli Lilly's Weight Loss Revolution: Is It Edging Out Novo Nordisk?

In a pivotal moment for the weight-loss and anti-obesity market, Eli Lilly & Co. has solidified its leadership position following...

Baptista Research

How Eli Lilly Plans to Conquer the GLP-1 Market – And Why Investors Should Pay Attention!

Eli Lilly and Company's third-quarter earnings for 2024 present a composite picture of the pharmaceutical giant's current performance and future...

Baptista Research

Biopharma Week in Review - January 6, 2025

On the obesity front, NVO’s CagriSema fell short of expectations, while the FDA reaffirmed LLY’s GLP-1 shortage resolution, bearing bad news for...

Water Tower Research

Eli Lilly & Co: The Story Behind The Increasing Demand vs. Production of Orforglipron & Progress of Other Drugs! - Major Drivers

In Q1 2024, Eli Lilly and Company achieved strong growth and strategic milestones, with revenue growing by 26% and new products increasing by...

Baptista Research

Eli Lilly & Company: Product pipeline evolution with focus on improved patient outcomes! - Major Drivers

Eli Lilly and Company's Q4 2023 earnings showed a year of growth and advancement for the company. Revenue increased by 20 percent for the full...

Baptista Research

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