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>Gilead Sciences Inc. reported a solid first quarter of 2024.</li><li>Total product sales, exclusive of Veklury, rose 6% year-over-year to $6.1 billion.</li><li>Growth was driven primarily by demand across its HIV, oncology, and liver disease verticals.</li></ul>

Gilead Sciences Inc. reported a solid first quarter of 2024.Total product sales, exclusive of Veklury, rose 6% year-over-year to $6.1 billion.Growth was driven primarily by demand across its HIV, oncology, and liver disease verticals.

Gilead Sciences: Acquisition of CymaBay Therapeutics Enhancing Liver Disease Portfolio & 6 Major Drivers

<ul><li>Gilead Sciences exhibited a sturdy performance in 2023, driven by a 7% growth in product sales, excluding revenue from Veklury.</li><li>Significant sales growth was witnessed in HIV and oncology, with HIV sales growing by about $1 billion and oncology sales growing 37%, largely offsetting the decline in Veklury revenue.</li><li>The robust growth in product sales paves the way for Gilead's outlook for 2024 and its commitment to addressing high-demand clinical portfolios.</li></ul>

Gilead Sciences exhibited a sturdy performance in 2023, driven by a 7% growth in product sales, excluding revenue from Veklury.Significant sales growth was witnessed in HIV and oncology, with HIV sales growing by about $1 billion and oncology sales growing 37%, largely offsetting the decline in Veklury revenue.The robust growth in product sales paves the way for Gilead's outlook for 2024 and its commitment to addressing high-demand clinical portfolios.

Gilead Sciences: A Tale Of Continued Growth in Oncology and HIV Sectors! - Major Drivers

<ul><li>Gilead Sciences, Inc. delivered an all-around beat in the previous quarter, showcasing a 5% increase in the base business compared to the same period in 2022.</li><li>Biktarvy achieved a remarkable 12% growth from the corresponding quarter in 2022.</li><li>The increasing adoption of Trodelvy, a TROP-2-directed ADC, and cutting-edge cell therapies further fueled this upward trajectory.</li></ul>

Gilead Sciences, Inc. delivered an all-around beat in the previous quarter, showcasing a 5% increase in the base business compared to the same period in 2022.Biktarvy achieved a remarkable 12% growth from the corresponding quarter in 2022.The increasing adoption of Trodelvy, a TROP-2-directed ADC, and cutting-edge cell therapies further fueled this upward trajectory.

Gilead Sciences Inc.: 3 Major Drivers That Can Propel This Pharma Giant Forward! - Financial Forecasts

<ul><li>Gilead Sciences Inc. delivered mixed results for the previous quarter, with revenues above the analyst consensus.</li><li>Total product sales, excluding Veklury, displayed significant growth, extending the company's streak of seven consecutive quarters with year-over-year growth in its base business.</li><li>Despite an anticipated decrease in Veklury sales due to reduced hospitalizations, the total product sales, including Veklury, also showed a substantial year-over-year increase.</li></ul>

Gilead Sciences Inc. delivered mixed results for the previous quarter, with revenues above the analyst consensus.Total product sales, excluding Veklury, displayed significant growth, extending the company's streak of seven consecutive quarters with year-over-year growth in its base business.Despite an anticipated decrease in Veklury sales due to reduced hospitalizations, the total product sales, including Veklury, also showed a substantial year-over-year increase.

Gilead Sciences Inc.: The Unstoppable Growth Machine in Virology and Oncology! - Major Drivers

Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

While modern pharmacology has been able to produce new medicines to treat or manage most diseases, these drugs often cause unpredictable side effects, which sometimes lead to the development of secondary diseases, especially for chronic conditions. One possible alternative to the problem of sustained use of drugs is electro, radiation, and ultrasound therapy. 
In the area of electrotherapy, <a href="https://www.smartkarma.com/entities/medtronic-plc" target="_blank" data-smartkarma-citation="entities:14982:1" rel="noopener">Medtronic Plc (MDT US)</a> and <a href="https://www.smartkarma.com/entities/boston-scientific-corp" target="_blank" data-smartkarma-citation="entities:11115:1" rel="noopener">Boston Scientific (BSX US)</a> are the clear leaders by far, with dominance in the number of innovations, positive mentions, and impact of their innovations. However, with the increased use of electrotherapy for pain management and physiotherapy smaller players with unique products now compete in specific silos. Three small-cap names that screen well technologically are <a href="https://www.smartkarma.com/entities/nevro-corp" target="_blank" data-smartkarma-citation="entities:2218:1" rel="noopener">Nevro Corp (NVRO US)</a>, <a href="https://www.smartkarma.com/entities/nuvasive-inc" target="_blank" data-smartkarma-citation="entities:8384:1" rel="noopener">Nuvasive Inc (NUVA US)</a>, and <a href="https://www.smartkarma.com/entities/integer-holdings-corp" target="_blank" data-smartkarma-citation="entities:18313:1" rel="noopener">Greatbatch Inc (ITGR US)</a>.
In Radiotherapy <a href="https://www.smartkarma.com/entities/siemens-healthineers-ag" target="_blank" data-smartkarma-citation="entities:29221:1" rel="noopener">Siemens Healthineers AG (SHL GR)</a>  leads the field.  Surprisingly a private company Aerin Medical which provides treatment options for chronic nasal conditions and is a play on rising allergies and sleep apnoea comes in second
In Ultrasound therapy, <a href="https://www.smartkarma.com/entities/johnson-johnson" target="_blank" data-smartkarma-citation="entities:1132:1" rel="noopener">Johnson &amp; Johnson (JNJ US)</a> tops the list. A small-cap company <a href="https://www.smartkarma.com/entities/butterfly-network-inc" target="_blank" data-smartkarma-citation="entities:33050:1" rel="noopener">Butterfly Network Inc (BFLY US)</a> prima facie seems to have products that could potentially change the way ultrasound scans are performed as their technologies allow for use of small portable equipment in conjunction with a smartphone or tablet to create an ultrasound machine.

While modern pharmacology has been able to produce new medicines to treat or manage most diseases, these drugs often cause unpredictable side effects, which sometimes lead to the development of secondary diseases, especially for chronic conditions. One possible alternative to the problem of sustained use of drugs is electro, radiation, and ultrasound therapy. 
In the area of electrotherapy, Medtronic Plc (MDT US) and Boston Scientific (BSX US) are the clear leaders by far, with dominance in the number of innovations, positive mentions, and impact of their innovations. However, with the increased use of electrotherapy for pain management and physiotherapy smaller players with unique products now compete in specific silos. Three small-cap names that screen well technologically are Nevro Corp (NVRO US), Nuvasive Inc (NUVA US), and Greatbatch Inc (ITGR US).
In Radiotherapy Siemens Healthineers AG (SHL GR)  leads the field.  Surprisingly a private company Aerin Medical which provides treatment options for chronic nasal conditions and is a play on rising allergies and sleep apnoea comes in second
In Ultrasound therapy, Johnson &amp; Johnson (JNJ US) tops the list. A small-cap company Butterfly Network Inc (BFLY US) prima facie seems to have products that could potentially change the way ultrasound scans are performed as their technologies allow for use of small portable equipment in conjunction with a smartphone or tablet to create an ultrasound machine.

Stock Ideas Based on Data Mined from Technical Publications - Electro, Radio, & Ultrasound Therapies

United States

Gilead Sciences, Inc. is a research-based biopharmaceutical company that discovers, develops, and commercializes therapeutics to advance the care of patients suffering from life-threatening diseases.  The Company's primary areas of focus include HIV/AIDS, liver disease and serious cardiovascular and respiratory conditions.

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Gilead Sciences (GILD US)

Gilead Sciences: Acquisition of CymaBay Therapeutics Enhancing Liver Disease Portfolio & 6 Major Drivers

Gilead Sciences Inc. reported a solid first quarter of 2024. Total product sales, exclusive of Veklury, rose 6% year-over-year to $6.1...

Baptista Research

Gilead Sciences: A Tale Of Continued Growth in Oncology and HIV Sectors! - Major Drivers

Gilead Sciences exhibited a sturdy performance in 2023, driven by a 7% growth in product sales, excluding revenue from Veklury. Significant sales...

Baptista Research

Gilead Sciences Inc.: 3 Major Drivers That Can Propel This Pharma Giant Forward! - Financial Forecasts

Gilead Sciences, Inc. delivered an all-around beat in the previous quarter, showcasing a 5% increase in the base business compared to the same...

Baptista Research

Gilead Sciences Inc.: The Unstoppable Growth Machine in Virology and Oncology! - Major Drivers

Gilead Sciences Inc. delivered mixed results for the previous quarter, with revenues above the analyst consensus. Total product sales, excluding...

Baptista Research

Stock Ideas Based on Data Mined from Technical Publications - Electro, Radio, & Ultrasound Therapies

The report identifies companies best positioned in Electro, Radiation, and Ultrasound therapeutic technologies. These therapies are a safer...

Pyari Menon

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