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>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!

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>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

<ul><li>Eli Lilly and Company delivered a positive result and managed an all-around beat in the last quarter.</li><li>The company reported a notable 37% increase in revenue compared to the same period in 2022.</li><li>Research and development expenses saw a 34% increase, primarily due to higher development expenses for late-stage assets and increased investments in early-stage research.</li></ul>

Eli Lilly and Company delivered a positive result and managed an all-around beat in the last quarter.The company reported a notable 37% increase in revenue compared to the same period in 2022.Research and development expenses saw a 34% increase, primarily due to higher development expenses for late-stage assets and increased investments in early-stage research.

Eli Lilly and Company: Expansion of Oncology Capabilities & Other Major Drivers

United States

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

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Eli Lilly & Co (LLY US)

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

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

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

Eli Lilly and Company: Expansion of Oncology Capabilities & Other Major Drivers

Eli Lilly and Company delivered a positive result and managed an all-around beat in the last quarter. The company reported a notable 37% increase...

Baptista Research

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52-week Range

Market Cap (USDm)

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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

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

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

Eli Lilly and Company: Expansion of Oncology Capabilities & Other Major Drivers

Eli Lilly and Company delivered a positive result and managed an all-around beat in the last quarter. The company reported a notable 37% increase...

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...