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>Moderna Inc.'s first quarter 2024 financial results and business updates indicate a positive forward motion in the development of its business and vaccines.</li><li>The company's COVID vaccines have impacted hundreds of millions of people and through ongoing Phase III studies, Moderna expects its vaccinations to impact many more.</li><li>In the first quarter, the company made substantial clinical progress with data presentation on Epstein-Barr virus (EBV), Varicella Zoster Virus (VZV), and Norovirus.</li></ul>

Moderna Inc.'s first quarter 2024 financial results and business updates indicate a positive forward motion in the development of its business and vaccines.The company's COVID vaccines have impacted hundreds of millions of people and through ongoing Phase III studies, Moderna expects its vaccinations to impact many more.In the first quarter, the company made substantial clinical progress with data presentation on Epstein-Barr virus (EBV), Varicella Zoster Virus (VZV), and Norovirus.

Moderna Inc.: Progress in Personalized Cancer Vaccine (PCV) Manufacturing & Other Major Developments

<ul><li>This is our first report on Moderna, Inc., a renowned biotechnology company utilizing mRNA technology in the development of therapeutics and vaccines.</li><li>The company entered 2024 optimistic despite challenging 2023 results.</li><li>The company's revenue for 2023 stood at $6.1 billion, with a net loss of $4.7 billion.</li></ul>

This is our first report on Moderna, Inc., a renowned biotechnology company utilizing mRNA technology in the development of therapeutics and vaccines.The company entered 2024 optimistic despite challenging 2023 results.The company's revenue for 2023 stood at $6.1 billion, with a net loss of $4.7 billion.

Moderna Inc: Initiation Of Coverage - Product Pipeline

Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

<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

Global Healthcare Analyst

Tina Banerjee

Vertex Pharmaceuticals / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/vertex-pharmaceuticals-inc" target="_blank" data-smartkarma-citation="entities:4864:1" rel="noopener">Vertex Pharmaceuticals (VRTX US)</a> is expanding its pipeline beyond its existing forte of cystic fibrosis, which enhances its long-term visibility.</li>
<li>Gene editing treatment CTX001 for treating sickle cell disease and beta thalassemia is Vertex’s most advanced program outside of CF. With its initial label approval, CTX001 has multi-billion-dollar opportunity.</li>
<li>A war chest of $7.5 billion and stable revenue flow from cystic fibrosis drugs should enable the company to pursue for the next leg of growth.</li>
</ul>



Vertex Pharmaceuticals (VRTX US) is expanding its pipeline beyond its existing forte of cystic fibrosis, which enhances its long-term visibility.
Gene editing treatment CTX001 for treating sickle cell disease and beta thalassemia is Vertex’s most advanced program outside of CF. With its initial label approval, CTX001 has multi-billion-dollar opportunity.
A war chest of $7.5 billion and stable revenue flow from cystic fibrosis drugs should enable the company to pursue for the next leg of growth.


Vertex Pharmaceuticals (VRTX US): No Longer Remains a ‘Cystic Fibrosis Only’ Play

<ul>
<li>Innovation data suggests that <a href="https://www.smartkarma.com/entities/bayer-ag" target="_blank" data-smartkarma-citation="entities:26881:1" rel="noopener">Bayer AG (BAYN GY)</a> has an almost monopoly stake in agriculture-related microbial, followed by <a href="https://www.smartkarma.com/entities/dupont-de-nemours-inc" target="_blank" data-smartkarma-citation="entities:9239:1" rel="noopener">DuPont (DD US)</a> </li>
<li>In non-ag microbial space <a href="https://www.smartkarma.com/entities/moderna-inc" target="_blank" data-smartkarma-citation="entities:28744:1" rel="noopener">Moderna Inc (MRNA US)</a>,  <a href="https://www.smartkarma.com/entities/codexis-inc" target="_blank" data-smartkarma-citation="entities:26400:1" rel="noopener">Codexis Inc (CDXS US)</a>,  <a href="https://www.smartkarma.com/entities/regeneron-pharmaceuticals" target="_blank" data-smartkarma-citation="entities:9167:1" rel="noopener">Regeneron Pharmaceuticals (REGN US),</a><a href="https://www.smartkarma.com/entities/immatics-nv" target="_blank" data-smartkarma-citation="entities:33092:1" rel="noopener">Immatics NV (IMTX US)</a> lead the field</li>
<li>In the nascent area of bacteriophages which could be a game-changer to fight against antibiotic-resistant bacteria BOEHRINGER INGELHEIM, <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>, and <a href="https://www.smartkarma.com/entities/pfizer-inc" target="_blank" data-smartkarma-citation="entities:1131:1" rel="noopener">Pfizer Inc (PFE US) </a>lead</li>
</ul>


Innovation data suggests that Bayer AG (BAYN GY) has an almost monopoly stake in agriculture-related microbial, followed by DuPont (DD US) 
In non-ag microbial space Moderna Inc (MRNA US),  Codexis Inc (CDXS US),  Regeneron Pharmaceuticals (REGN US),Immatics NV (IMTX US) lead the field
In the nascent area of bacteriophages which could be a game-changer to fight against antibiotic-resistant bacteria BOEHRINGER INGELHEIM, Johnson &amp; Johnson (JNJ US), and Pfizer Inc (PFE US) lead


Insights from Data Mining Technical Publications - Microbes - Bacteriophages

United States

Moderna, Inc. operates as a biotechnology company. The Company focuses on the discovery and development of messenger RNA therapeutics and vaccines. Moderna develops mRNA medicines for infectious, immuno-oncology, and cardiovascular diseases.

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Moderna (MRNA US)

Moderna Inc.: Progress in Personalized Cancer Vaccine (PCV) Manufacturing & Other Major Developments

Moderna Inc.'s first quarter 2024 financial results and business updates indicate a positive forward motion in the development of its business and...

Baptista Research

Moderna Inc: Initiation Of Coverage - Product Pipeline

This is our first report on Moderna, Inc., a renowned biotechnology company utilizing mRNA technology in the development of therapeutics and...

Baptista 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

Vertex Pharmaceuticals (VRTX US): No Longer Remains a ‘Cystic Fibrosis Only’ Play

Vertex's pipeline beyond cystic fibrosis is nicely advancing through late stages. Portfolio diversification amid strong cash balance, positions...

Tina Banerjee

Insights from Data Mining Technical Publications - Microbes - Bacteriophages

Innovations are modifying and harnessing microbes for new uses in agriculture, industry, and as potential new therapeutics to replace or...

Pyari Menon

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