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>Johnson & Johnson's recent earnings reveals a mixed performance for the fourth quarter of 2024 and sets forth expectations for 2025.</li><li>In 2024, the company reported an overall operational sales growth of 7%, driven by robust growth in key therapeutic areas such as oncology, neuroscience, and pulmonary hypertension, alongside strong contributions from the MedTech sector, notably in cardiovascular and vision.</li><li>However, challenges were noted, particularly with immunology segment sales decline due to the introduction of biosimilars in the EU for STELARA.</li></ul>

Johnson & Johnson's recent earnings reveals a mixed performance for the fourth quarter of 2024 and sets forth expectations for 2025.In 2024, the company reported an overall operational sales growth of 7%, driven by robust growth in key therapeutic areas such as oncology, neuroscience, and pulmonary hypertension, alongside strong contributions from the MedTech sector, notably in cardiovascular and vision.However, challenges were noted, particularly with immunology segment sales decline due to the introduction of biosimilars in the EU for STELARA.

Johnson & Johnson’s Next Big Moves: 5 Game-Changing Factors Driving JNJ Forward!

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>
<a href="https://www.smartkarma.com/entities/otsuka-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:12292:1" rel="noopener">Otsuka Holdings (4578 JP)</a> reported 12% YoY growth in revenue in 1Q25, as pharmaceuticals sales grew backed by a 35% YoY growth in Rexulti revenue to ¥75.7B.</li>
<li>The company reiterated 2025 guidance. Higher costs to dent margins with subdued sales of Lonsurf, Jynarque.</li>
<li>Indication expansion of Rexulti and Araris acquisition augur well for the company from a mid to long term perspective.</li>
</ul>



Otsuka Holdings (4578 JP) reported 12% YoY growth in revenue in 1Q25, as pharmaceuticals sales grew backed by a 35% YoY growth in Rexulti revenue to ¥75.7B.
The company reiterated 2025 guidance. Higher costs to dent margins with subdued sales of Lonsurf, Jynarque.
Indication expansion of Rexulti and Araris acquisition augur well for the company from a mid to long term perspective.


Otsuka Holdings (4578 JP): Rexulti Drives 1Q25 Result; Label Expansion And Acquisition Augur Well

Next Generation Financial Data Tools, Calcbench

Calcbench

Next Generation Financial Data Tools

Founded in 2011, based in New York and Cambridge, MA, Calcbench is a financial data platform designed for detailed fundamental research. Created by former analysts and supported by a team of financial experts with serious credentials in Finance, Accounting, and Applied Mathematics, Calcbench helps analysts looking to go a level deeper become more productive and accurate in their financial analysis. With Calcbench, analysts can systematically access all the data (numbers and text) in financial statements, including the details hidden within the footnotes.

<ul><li>Like everyone else on the planet, Calcbench has been relieved to see the covid-19 pandemic recede into the background of daily life.</li><li>Now, however, Johnson &amp; Johnson ’s latest earnings report gives us a glimpse of what that fade means for corporate earnings.</li><li>J&amp;J ($JNJ) filed its earnings report on Tuesday morning .</li></ul>

Like everyone else on the planet, Calcbench has been relieved to see the covid-19 pandemic recede into the background of daily life.Now, however, Johnson &amp; Johnson ’s latest earnings report gives us a glimpse of what that fade means for corporate earnings.J&amp;J ($JNJ) filed its earnings report on Tuesday morning .

Johnson & Johnson’s Covid-19 Operations

Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bitesize insights from world-class analysts. 1 million+ strong community, 250 partners.

Thematic (Sector/Industry)

<ul>
<li>The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.</li>
<li>But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.</li>
<li>It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.</li>
</ul>


The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.
But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.
It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.


A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

Equity Long-Short Analyst

Pyari Menon

<ul>
<li>In this report we analyzed data from technical publications to review leadership in RNA related therapeutics. We have listed the top thirty.</li>
<li>In terms of quantity and quality of innovations <a href="https://www.smartkarma.com/entities/alnylam-pharmaceuticals-inc" target="_blank" data-smartkarma-citation="entities:2191:1" rel="noopener">Alnylam Pharmaceuticals (ALNY US)</a>  and <a href="https://www.smartkarma.com/entities/moderna-inc" target="_blank" data-smartkarma-citation="entities:28744:1" rel="noopener">Moderna (MRNA US)</a>  are best positioned. Among private companies Senda Biosciences screened well. </li>
<li>Partnerships and acquisitions  between RNA startups and big pharma as well as between big pharma and big pharma highlight RNA's potential versatility, risks and the necessity for RNA related exposure.</li>
</ul>


In this report we analyzed data from technical publications to review leadership in RNA related therapeutics. We have listed the top thirty.
In terms of quantity and quality of innovations Alnylam Pharmaceuticals (ALNY US)  and Moderna (MRNA US)  are best positioned. Among private companies Senda Biosciences screened well. 
Partnerships and acquisitions  between RNA startups and big pharma as well as between big pharma and big pharma highlight RNA's potential versatility, risks and the necessity for RNA related exposure.


Who Are Leading the Charge in the RNAissance of Medicine

United States

Johnson & Johnson manufactures health care products and provides related services for the consumer, pharmaceutical, and medical devices and diagnostics markets.  The Company sells products such as skin and hair care products, acetaminophen products, pharmaceuticals, diagnostic equipment, and surgical equipment in countries located around the world.

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Johnson & Johnson (JNJ US)

Johnson & Johnson’s Next Big Moves: 5 Game-Changing Factors Driving JNJ Forward!

Johnson & Johnson's recent earnings reveals a mixed performance for the fourth quarter of 2024 and sets forth expectations for 2025. In 2024,...

Baptista Research

Otsuka Holdings (4578 JP): Rexulti Drives 1Q25 Result; Label Expansion And Acquisition Augur Well

Otsuka reports 12% revenue growth in 1Q25, driven by 35% growth in Rexulti revenue. Guidance reaffirmed. Label expansion of Rexulti in PTSD and...

Tina Banerjee

Johnson & Johnson’s Covid-19 Operations

Like everyone else on the planet, Calcbench has been relieved to see the covid-19 pandemic recede into the background of daily life.

Calcbench

A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...

Finimize Research

Who Are Leading the Charge in the RNAissance of Medicine

RNA therapeutics: We analyze the field and spotlight top players driving this precision medicine, for tackling rare diseases with innovative solutions

Pyari Menon

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Johnson & Johnson’s Next Big Moves: 5 Game-Changing Factors Driving JNJ Forward!

Johnson & Johnson's recent earnings reveals a mixed performance for the fourth quarter of 2024 and sets forth expectations for 2025. In 2024,...

Baptista Research

Otsuka Holdings (4578 JP): Rexulti Drives 1Q25 Result; Label Expansion And Acquisition Augur Well

​Otsuka reports 12% revenue growth in 1Q25, driven by 35% growth in Rexulti revenue. Guidance reaffirmed. Label expansion of Rexulti in PTSD and...

Tina Banerjee

Johnson & Johnson’s Covid-19 Operations

Like everyone else on the planet, Calcbench has been relieved to see the covid-19 pandemic recede into the background of daily life.

Calcbench

A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...

Finimize Research

Who Are Leading the Charge in the RNAissance of Medicine

RNA therapeutics: We analyze the field and spotlight top players driving this precision medicine, for tackling rare diseases with innovative solutions

Pyari Menon

Otsuka reports 12% revenue growth in 1Q25, driven by 35% growth in Rexulti revenue. Guidance reaffirmed. Label expansion of Rexulti in PTSD and...