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>Jazz Pharmaceuticals recently reported its third quarter 2024 financial results, reflecting a period of noteworthy commercial growth and strategic progression, particularly in its neuroscience and oncology business units.</li><li>The company recorded a total revenue exceeding $1.05 billion, a 9% increase compared to the same quarter in 2023.</li><li>This growth was primarily fueled by the continued strong performance of Xywav and Epidiolex in the neuroscience segment, with both products achieving record quarterly sales and double-digit year-over-year growth.</li></ul>

Jazz Pharmaceuticals recently reported its third quarter 2024 financial results, reflecting a period of noteworthy commercial growth and strategic progression, particularly in its neuroscience and oncology business units.The company recorded a total revenue exceeding $1.05 billion, a 9% increase compared to the same quarter in 2023.This growth was primarily fueled by the continued strong performance of Xywav and Epidiolex in the neuroscience segment, with both products achieving record quarterly sales and double-digit year-over-year growth.

Jazz Pharmaceuticals Plc: Its Efforts Towards Zepzelca Frontline Therapy Expansion & Other Major Drivers

<ul><li>Jazz Pharmaceuticals recently reported its financial results for the second quarter of 2024, reflecting strong commercial performance and significant revenue growth across its diversified portfolio, which facilitated the company's largest revenue quarter in its history, surpassing $1 billion.</li><li>In the neuroscience therapeutic area, Xywav, a key product for narcolepsy and idiopathic hypersomnia (IH), highlighted the portfolio with a significant increase of 13% in net sales compared to the same quarter the previous year.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Jazz Pharmaceuticals recently reported its financial results for the second quarter of 2024, reflecting strong commercial performance and significant revenue growth across its diversified portfolio, which facilitated the company's largest revenue quarter in its history, surpassing $1 billion.In the neuroscience therapeutic area, Xywav, a key product for narcolepsy and idiopathic hypersomnia (IH), highlighted the portfolio with a significant increase of 13% in net sales compared to the same quarter the previous year.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Jazz Pharmaceuticals plc: Expansion of Xywav in Narcolepsy and Idiopathic Hypersomnia Markets & Other Major Drivers

<ul><li>In the Q1 2024 earnings, Jazz Pharmaceuticals reported a year-over-year combined double-digit revenue growth from its key growth drivers including Xywav, Epidiolex, and Rylaze.</li><li>These assets have significantly contributed to their first-quarter total revenue growth which reached over $900 million.</li><li>Xywav’s revenue growth rose to 14% year-over-year, signifying the company's positive trajectory and endurance in the market.</li></ul>

In the Q1 2024 earnings, Jazz Pharmaceuticals reported a year-over-year combined double-digit revenue growth from its key growth drivers including Xywav, Epidiolex, and Rylaze.These assets have significantly contributed to their first-quarter total revenue growth which reached over $900 million.Xywav’s revenue growth rose to 14% year-over-year, signifying the company's positive trajectory and endurance in the market.

Jazz Pharmaceuticals plc: Zanidatamab's Differentiated Efficacy and Safety Profile & Other Major Drivers

<ul><li>Jazz Pharmaceuticals reported a strong financial year in 2023, with overall revenues surpassing $3.8 billion.</li><li>This performance was primarily driven by the growth of key products in the company's portfolio - Xywav, Epidiolex and Rylaze, which collectively accounted for a 27% year-over-year increase in revenue.</li><li>The company's sleep therapeutic area contributed more than $1.9 billion in annual revenue, indicating a strong demand for its offerings given the high prevalence of sleep related disorders.</li></ul>

Jazz Pharmaceuticals reported a strong financial year in 2023, with overall revenues surpassing $3.8 billion.This performance was primarily driven by the growth of key products in the company's portfolio - Xywav, Epidiolex and Rylaze, which collectively accounted for a 27% year-over-year increase in revenue.The company's sleep therapeutic area contributed more than $1.9 billion in annual revenue, indicating a strong demand for its offerings given the high prevalence of sleep related disorders.

Jazz Pharmaceuticals: Zanidatamab's Future Progression & 4 Other Drivers

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>We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.</li><li>The short holiday week saw another controversial name picked for NIH head, PSTX was acquired by RHHBY, AMGN underwhelmed with obesity data, and Medicare proposed to cover LLY and NVO obesity drugs.</li><li>In addition, SRPT filled its pipeline with ARWR assets, BHVN’s poor SMA results benefited SRRK, and MRK expanded its PAH drug benefit.</li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.The short holiday week saw another controversial name picked for NIH head, PSTX was acquired by RHHBY, AMGN underwhelmed with obesity data, and Medicare proposed to cover LLY and NVO obesity drugs.In addition, SRPT filled its pipeline with ARWR assets, BHVN’s poor SMA results benefited SRRK, and MRK expanded its PAH drug benefit.

Biopharma Week in Review - December 2, 2024

Ireland

Jazz Pharmaceuticals plc is a specialty biopharmaceutical company focused on improving patients' lives by identifying, developing and commercializing innovative products that address unmet medical needs. The company has a diverse portfolio of products in the areas of narcolepsy, oncology, pain and psychiatry.

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Jazz Pharmaceuticals (JAZZ US)

Jazz Pharmaceuticals Plc: Its Efforts Towards Zepzelca Frontline Therapy Expansion & Other Major Drivers

Jazz Pharmaceuticals recently reported its third quarter 2024 financial results, reflecting a period of noteworthy commercial growth and strategic...

Baptista Research

Jazz Pharmaceuticals plc: Expansion of Xywav in Narcolepsy and Idiopathic Hypersomnia Markets & Other Major Drivers

Jazz Pharmaceuticals recently reported its financial results for the second quarter of 2024, reflecting strong commercial performance and...

Baptista Research

Jazz Pharmaceuticals plc: Zanidatamab's Differentiated Efficacy and Safety Profile & Other Major Drivers

In the Q1 2024 earnings, Jazz Pharmaceuticals reported a year-over-year combined double-digit revenue growth from its key growth drivers including...

Baptista Research

Jazz Pharmaceuticals: Zanidatamab's Future Progression & 4 Other Drivers

Jazz Pharmaceuticals reported a strong financial year in 2023, with overall revenues surpassing $3.8 billion. This performance was primarily...

Baptista Research

Biopharma Week in Review - December 2, 2024

The short holiday week saw another controversial name picked for NIH head, PSTX was acquired by RHHBY, AMGN underwhelmed with obesity data

Water Tower Research

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