Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/abbvie-inc" target="_blank" data-smartkarma-citation="entities:1135:1" rel="noopener">Abbvie Inc (ABBV US)</a> shares remained rangebound in 2021, mainly due to Humira patent expiration overhang. Humira is the flagship drug of the company, accounting for 37% of total revenue.</li>
<li>Increasing label expansion of its two other drugs, Skyrizi and Rinvoq are now increasingly opening up new growth avenues for AbbVie. Together these drugs contributed 8% to total revenue.</li>
<li>Attractive valuation and healthy dividend yield make AbbVie a top value investment idea amid this turbulent time.</li>
</ul>



Abbvie Inc (ABBV US) shares remained rangebound in 2021, mainly due to Humira patent expiration overhang. Humira is the flagship drug of the company, accounting for 37% of total revenue.
Increasing label expansion of its two other drugs, Skyrizi and Rinvoq are now increasingly opening up new growth avenues for AbbVie. Together these drugs contributed 8% to total revenue.
Attractive valuation and healthy dividend yield make AbbVie a top value investment idea amid this turbulent time.


AbbVie Inc (ABBV US): Great Value Stock to Buy in Choppy Market

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<li>
<a href="https://www.smartkarma.com/entities/mesoblast-ltd" target="_blank" data-smartkarma-citation="entities:769:1" rel="noopener">Mesoblast Ltd (MSB AU)</a> has developed a range of late-stage product candidates derived from its first and second generation proprietary mesenchymal lineage cell therapy technology platforms.</li>
<li>BLA resubmission of remestemcel-L and formal BLA submission of rexlemestrocel-L to the FDA are two near-term catalysts for Mesoblast. Latest clinical trial results should support efficacy of both the candidates.</li>
<li>In November, Mesoblast completed a refinancing of its senior secured debt facility with a new $90 million five-year facility. Current funding is available for an estimated seven quarters.</li>
</ul>



Mesoblast Ltd (MSB AU) has developed a range of late-stage product candidates derived from its first and second generation proprietary mesenchymal lineage cell therapy technology platforms.
BLA resubmission of remestemcel-L and formal BLA submission of rexlemestrocel-L to the FDA are two near-term catalysts for Mesoblast. Latest clinical trial results should support efficacy of both the candidates.
In November, Mesoblast completed a refinancing of its senior secured debt facility with a new $90 million five-year facility. Current funding is available for an estimated seven quarters.


Mesoblast (MSB AU): Preparing for Re-Submission of Biologics License Application for Ryoncil

Paradigm Biopharmaceuticals / Equity Bottom-Up

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<li>
<a href="https://www.smartkarma.com/entities/paradigm-biopharmaceuticals" target="_blank" data-smartkarma-citation="entities:26140:1" rel="noopener">Paradigm Biopharmaceuticals (PAR AU)</a> is re-pioneering patent expired, existing drug molecule pentosan polysulfate sodium as a potential treatment of osteoarthritis, under the brand name Zilosul.</li>
<li>With a current addressable patient population of 72 million people, Zilosul has an annual revenue potential of more than $10 billion, if approved.</li>
<li>Inherent safety concern on the existing FDA-approved indication and Paradigm’s financial capability are the near-term overhangs on the commercialization prospect of the drug.</li>
</ul>



Paradigm Biopharmaceuticals (PAR AU) is re-pioneering patent expired, existing drug molecule pentosan polysulfate sodium as a potential treatment of osteoarthritis, under the brand name Zilosul.
With a current addressable patient population of 72 million people, Zilosul has an annual revenue potential of more than $10 billion, if approved.
Inherent safety concern on the existing FDA-approved indication and Paradigm’s financial capability are the near-term overhangs on the commercialization prospect of the drug.


Paradigm Biopharmaceuticals (PAR AU): Concerns on First Potentially Commercialized Product

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 Capital Markets

<ul><li>Eli Lilly had a strong quarter as the company went ahead expanding its new set of drugs worldwide and advancing its pipeline candidates in late-stage development while also building long-term opportunities through early-stage investments in technology and progress in early-stage programs.</li><li>Many of Eli Lilly’s pipeline candidates achieved significant milestones including FDA approval for Verzenio to be used for people with high-risk early breast cancer.</li><li>The company also continues to augment its pipeline with future development opportunities as it continues to leverage external innovation to build Eli Lilly's discovery capabilities with a focus on new modalities at Lilly.</li></ul>

Eli Lilly had a strong quarter as the company went ahead expanding its new set of drugs worldwide and advancing its pipeline candidates in late-stage development while also building long-term opportunities through early-stage investments in technology and progress in early-stage programs.Many of Eli Lilly’s pipeline candidates achieved significant milestones including FDA approval for Verzenio to be used for people with high-risk early breast cancer.The company also continues to augment its pipeline with future development opportunities as it continues to leverage external innovation to build Eli Lilly's discovery capabilities with a focus on new modalities at Lilly.

<ul><li>Eli Lilly & Company has witnessed a decent sequential top-line growth in the recent results driven by the strength of their underlying business as healthcare systems continue recovering from the pandemic.</li><li>Eli Lilly’s management intends to incorporate Protomer’s technology into its diabetes pipeline.</li><li>The management believes glucose-sensing might become the next generation solution for insulin treatment to improve the quality of life for people living with diabetes.</li></ul>

Eli Lilly & Company has witnessed a decent sequential top-line growth in the recent results driven by the strength of their underlying business as healthcare systems continue recovering from the pandemic.Eli Lilly’s management intends to incorporate Protomer’s technology into its diabetes pipeline.The management believes glucose-sensing might become the next generation solution for insulin treatment to improve the quality of life for people living with diabetes.

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)

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