Podcast by Dom Cooke to explore big businesses, Business Breakdowns

Business Breakdowns

Podcast by Dom Cooke to explore big businesses

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.

Equity Bottom-Up

<ul><li>Business Breakdowns explores Merck, a leading pharmaceutical company known for innovation in oncology and future drug pipeline, navigating challenges in the industry.</li><li>Merck's success is driven by Keytruda, a leading cancer drug generating over $25 billion in revenue, with future growth dependent on navigating patent cliffs and developing new therapies.</li><li>Merck's history includes innovative science and bold decisions leading to breakthroughs in vaccines and diabetes treatment, showcasing its commitment to research and development.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Business Breakdowns explores Merck, a leading pharmaceutical company known for innovation in oncology and future drug pipeline, navigating challenges in the industry.Merck's success is driven by Keytruda, a leading cancer drug generating over $25 billion in revenue, with future growth dependent on navigating patent cliffs and developing new therapies.Merck's history includes innovative science and bold decisions leading to breakthroughs in vaccines and diabetes treatment, showcasing its commitment to research and development.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Merck & Co: Blockbuster Drugs - [Business Breakdowns, EP.189]

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.

<ul><li>Merck & Co.'s second quarter earnings call underscored both the progress and challenges faced by the company as it pushes forward in an increasingly complex pharmaceutical landscape.</li><li>The company reported a solid quarter with total revenues reaching $16.1 billion, marking a 7% increase.</li><li>This growth is particularly impressive when considering the 11% increase when excluding the impact of foreign exchange.</li></ul>

Merck & Co.'s second quarter earnings call underscored both the progress and challenges faced by the company as it pushes forward in an increasingly complex pharmaceutical landscape.The company reported a solid quarter with total revenues reaching $16.1 billion, marking a 7% increase.This growth is particularly impressive when considering the 11% increase when excluding the impact of foreign exchange.

Merck & Co.: Expanding Market for GARDASIL

<ul><li>In the first quarter of 2024, Merck & Co. demonstrated a strong start with robust growth across its business.</li><li>This was mainly led by the oncology and vaccines segments, where sales of KEYTRUDA and GARDASIL respectively saw significant increases.</li><li>Merck's first quarter results reflect the robust demand for its innovative portfolio, which has led to the company updating their full year guidance.</li></ul>

In the first quarter of 2024, Merck & Co. demonstrated a strong start with robust growth across its business.This was mainly led by the oncology and vaccines segments, where sales of KEYTRUDA and GARDASIL respectively saw significant increases.Merck's first quarter results reflect the robust demand for its innovative portfolio, which has led to the company updating their full year guidance.

Merck & Co.: Progress in Personalized Cancer Vaccine Collaborated with Moderna & Other Major Drivers

<ul><li>In the Q4 earnings, Merck & Co.</li><li>reported a strong financial performance, underpinned by a robust demand for their innovative portfolio, including Keytruda, Welireg, and Gardasil, among others.</li><li>The company has embarked on various collaborations further bolstering its product pipeline with a promising line of innovations.</li></ul>

In the Q4 earnings, Merck & Co.reported a strong financial performance, underpinned by a robust demand for their innovative portfolio, including Keytruda, Welireg, and Gardasil, among others.The company has embarked on various collaborations further bolstering its product pipeline with a promising line of innovations.

Merck & Co: A Story Of Significant Progress & Execution Across Therapeutic Areas! - Major Drivers

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Five weeks ago, JIC announced a delay in the commencement of the Tender Offer to buy <a href="https://www.smartkarma.com/entities/jsr-corp" target="_blank" data-smartkarma-citation="entities:17620:1" rel="noopener">JSR Corp (4185 JP)</a>, originally scheduled to start by end-December 2023. </li>
<li>In the <a href="https://www.j-ic.co.jp/en/news/pdf/E_20231219_JIC_JICC_PressRelease.pdf" target="_blank" rel="noopener">announcement</a>, they said they expected the deal to start by end-February. In the press conference afterwards, JIC CEO Yokoo <a href="https://www.reuters.com/world/asia-pacific/jic-chief-says-no-issues-with-chinese-antitrust-regulator-over-jsr-buyout-2023-12-20/" target="_blank" rel="noopener">said</a> "no particular issues with the Chinese regulator." </li>
<li>He then added he expected the deal to be done by March-end. Language is vague. I expect that means to start by then, but even then, annualised is now 30%.</li>
</ul>


Five weeks ago, JIC announced a delay in the commencement of the Tender Offer to buy JSR Corp (4185 JP), originally scheduled to start by end-December 2023. 
In the announcement, they said they expected the deal to start by end-February. In the press conference afterwards, JIC CEO Yokoo said "no particular issues with the Chinese regulator." 
He then added he expected the deal to be done by March-end. Language is vague. I expect that means to start by then, but even then, annualised is now 30%.


JSR (4185) - Very Juicy Arb Return At Expected Timeline

United States

Merck & Co., Inc.  is a global health care company that delivers health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products, which it markets directly and through its joint ventures. The Company has operations in pharmaceutical, animal health, and consumer care.

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Merck & Co (MRK US)

Merck & Co: Blockbuster Drugs - [Business Breakdowns, EP.189]

Business Breakdowns explores Merck, a leading pharmaceutical company known for innovation in oncology and future drug pipeline, navigating...

Business Breakdowns

Merck & Co.: Expanding Market for GARDASIL

Merck & Co.'s second quarter earnings call underscored both the progress and challenges faced by the company as it pushes forward in an...

Baptista Research

Merck & Co.: Progress in Personalized Cancer Vaccine Collaborated with Moderna & Other Major Drivers

In the first quarter of 2024, Merck & Co. demonstrated a strong start with robust growth across its business. This was mainly led by the...

Baptista Research

Merck & Co: A Story Of Significant Progress & Execution Across Therapeutic Areas! - Major Drivers

In the Q4 earnings, Merck & Co. reported a strong financial performance, underpinned by a robust demand for their innovative portfolio,...

Baptista Research

JSR (4185) - Very Juicy Arb Return At Expected Timeline

JSR was a long-dated risk arb. People got tired of FUD and Flows, and sold. Now time is shorter and it offers a 24% yield to mid-May cashout of...

Travis Lundy

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