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>Gilead is coming off a year of strong clinical momentum and financial performance but the year 2022 is expected to bring its own new set of challenges.</li><li>The impact of Covid-19 on HIV and HCV was more than offset by increased Veklury sales in 2021.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Gilead is coming off a year of strong clinical momentum and financial performance but the year 2022 is expected to bring its own new set of challenges.The impact of Covid-19 on HIV and HCV was more than offset by increased Veklury sales in 2021.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Gilead Sciences: Financial & Price Forecasts

Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/imugene-ltd" target="_blank" data-smartkarma-citation="entities:20276:1" rel="noopener">Imugene Ltd (IMU AU)</a> is a clinical-stage biopharma company, which is developing alternative approach to treat certain types of cancers. Lead candidate HER-Vaxx is in phase 2 trial.</li>
<li>Imugene is well funded and resourced, to deliver on its commercial and clinical milestones. Recent clinical and patent activities entail conviction over the commercialization prospect of Imugene’s pipeline.</li>
<li>Recent insider acquisition of shares and patent grant in Europe and South Korea for its lead candidate have boosted investor sentiment.</li>
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Imugene Ltd (IMU AU) is a clinical-stage biopharma company, which is developing alternative approach to treat certain types of cancers. Lead candidate HER-Vaxx is in phase 2 trial.
Imugene is well funded and resourced, to deliver on its commercial and clinical milestones. Recent clinical and patent activities entail conviction over the commercialization prospect of Imugene’s pipeline.
Recent insider acquisition of shares and patent grant in Europe and South Korea for its lead candidate have boosted investor sentiment.


Imugene (IMU AU): Research Partnerships and Fund-Raising Entail Conviction on Solid Tumors Pipeline

<ul><li>Gilead Sciences delivered a robust third quarter with considerably higher than expected demand for Veklury and positive HIV share gains as the market continues to recover.</li><li>The recent surge in Covid-19 cases resulted in the high demand for Veklury.</li><li>In terms of HIV performance, the company noticed positive achievements in the treatment market for the second quarter in a row and reported record revenue for Biktarvy.</li></ul>

Gilead Sciences delivered a robust third quarter with considerably higher than expected demand for Veklury and positive HIV share gains as the market continues to recover.The recent surge in Covid-19 cases resulted in the high demand for Veklury.In terms of HIV performance, the company noticed positive achievements in the treatment market for the second quarter in a row and reported record revenue for Biktarvy.

<p>During July–September <a href="https://www.smartkarma.com/entities/bnc-korea-co-ltd" target="_blank" data-smartkarma-citation="entities:34785:1" rel="noopener">BNC Korea (256840 KS) </a>shares jumped more than 8x to a touch a peak of approximately KRW 70,000 on a published media report that states its partner in Taiwan received emergency approval for a COVID-19 oral drug. With competitor Merck (MRK) reporting positive clinical trial results and seeking emergency use approval for its oral antiviral medicine for COVID-19, BNC Korea shares have been declining and corrected nearly 60% from its peak.</p>

During July–September BNC Korea (256840 KS) shares jumped more than 8x to a touch a peak of approximately KRW 70,000 on a published media report that states its partner in Taiwan received emergency approval for a COVID-19 oral drug. With competitor Merck (MRK) reporting positive clinical trial results and seeking emergency use approval for its oral antiviral medicine for COVID-19, BNC Korea shares have been declining and corrected nearly 60% from its peak.

BNC Korea (256840 KS): Oral COVID-19 Treatment No More Remains a Catalyst

<ul><li>Gilead Sciences continues to witness strong growth backed by its Covid-19 drug, Veklury (remdesivir) which contributed a staggering $829 million to the quarter’s revenues.</li><li>The pharma major lost exclusivity on two of its key HIV drugs viz.</li><li>The management believes that its market share in the HIV market is steady despite the generics entering the market.</li></ul>

Gilead Sciences continues to witness strong growth backed by its Covid-19 drug, Veklury (remdesivir) which contributed a staggering $829 million to the quarter’s revenues.The pharma major lost exclusivity on two of its key HIV drugs viz.The management believes that its market share in the HIV market is steady despite the generics entering the market.

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: Financial & Price Forecasts

Gilead is coming off a year of strong clinical momentum and financial performance but the year 2022 is expected to bring its own new set of...

Baptista Research

Imugene (IMU AU): Research Partnerships and Fund-Raising Entail Conviction on Solid Tumors Pipeline

Imugene's novel technologies to smash solid tumors and research partnerships with large global pharmaceutical companies entail better visibility...

Tina Banerjee

Gilead Sciences Inc. - Investment Thesis

Gilead Sciences delivered a robust third quarter with considerably higher than expected demand for Veklury and positive HIV share gains as the...

Baptista Research

BNC Korea (256840 KS): Oral COVID-19 Treatment No More Remains a Catalyst

In-licensed oral COVID-19 treatment no longer remains a catalyst after competitor's encouraging clinical trial results. Other oral treatments are...

Tina Banerjee

Gilead Sciences Inc. - Investment Thesis

Gilead Sciences continues to witness strong growth backed by its Covid-19 drug, Veklury (remdesivir) which contributed a staggering $829 million...

Baptista Research

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