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

Neurocrine Biosciences / Equity Bottom-Up

<ul><li>Neurocrine Biosciences, in its second quarter earnings call for 2024, highlighted significant achievements and strategic movements, setting a dynamic course for its future.</li><li>As CEO Kevin Gorman prepares to step down, the company reported a robust year with strong financial and clinical developments, though faced challenges typical of a biotech firm scaling its operations and research endeavors.</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>

Neurocrine Biosciences, in its second quarter earnings call for 2024, highlighted significant achievements and strategic movements, setting a dynamic course for its future.As CEO Kevin Gorman prepares to step down, the company reported a robust year with strong financial and clinical developments, though faced challenges typical of a biotech firm scaling its operations and research endeavors.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.

Neurocrine Biosciences: Recent Innovations & Strategic Commercial Preparations for Crinecerfont Driving Our Optimism! - Major Drivers

<ul><li>Neurocrine Biosciences recently concluded its quarterly update, focusing on its strategic progress and financial achievements.</li><li>One of the highlights is the significant year-over-year growth marked by the continued success of INGREZZA, its flagship product, which reported sales of $506 million for the quarter, reflecting over 20% annual growth.</li><li>This consistent growth trajectory, despite seasonal payer dynamics, underscores the effective management and robust demand for INGREZZA in treating conditions like tardive dyskinesia (TD) and Huntington's disease chorea.</li></ul>

Neurocrine Biosciences recently concluded its quarterly update, focusing on its strategic progress and financial achievements.One of the highlights is the significant year-over-year growth marked by the continued success of INGREZZA, its flagship product, which reported sales of $506 million for the quarter, reflecting over 20% annual growth.This consistent growth trajectory, despite seasonal payer dynamics, underscores the effective management and robust demand for INGREZZA in treating conditions like tardive dyskinesia (TD) and Huntington's disease chorea.

Neurocrine Biosciences Inc.: Can The Gene Therapy Innovations Be A Growth Catalyst? - Major Drivers

<ul><li>Neurocrine Biosciences Inc, a biopharmaceutical company specializing in neurologic, psychiatric, and endocrine related disorders, showed significant growth during its remarkable year of 2023.</li><li>According to Neurocrine's executives, the firm's performance reflected the ongoing progress and the successful execution of business strategies with nearly 30% year-over-year sales growth for its flagship product, INGREZZA, which is a drug indicated for the treatment of tardive dyskinesia in adults.</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>

Neurocrine Biosciences Inc, a biopharmaceutical company specializing in neurologic, psychiatric, and endocrine related disorders, showed significant growth during its remarkable year of 2023.According to Neurocrine's executives, the firm's performance reflected the ongoing progress and the successful execution of business strategies with nearly 30% year-over-year sales growth for its flagship product, INGREZZA, which is a drug indicated for the treatment of tardive dyskinesia in adults.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.

Neurocrine Biosciences Inc.: Initiation Of Coverage - Continued Investment & Growth for INGREZZA Paving The Way Forward? - Major Drivers

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sumitomo-dainippon-pharma-co" target="_blank" data-smartkarma-citation="entities:1935:1" rel="noopener">Sumitomo Dainippon Pharma Co (4506 JP)</a>'s flagship drug Latuda will loss patent protection in the U.S. in 2023. Latuda is already seeing revenue erosion.  </li>
<li>Sumitomo is expected to reap the benefit of new products launched in the U.S. market in 2020 and 2021. These are expected to gradually become next growth drivers.  </li>
<li>The company has a rich pipeline and targets to launch at least two new drugs in the U.S. in next two years.  </li>
</ul>



Sumitomo Dainippon Pharma Co (4506 JP)'s flagship drug Latuda will loss patent protection in the U.S. in 2023. Latuda is already seeing revenue erosion.  
Sumitomo is expected to reap the benefit of new products launched in the U.S. market in 2020 and 2021. These are expected to gradually become next growth drivers.  
The company has a rich pipeline and targets to launch at least two new drugs in the U.S. in next two years.  


Sumitomo Dainippon Pharma Co (4506 JP): New Launches Ensure Post-Latuda Growth Trajectory

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>Last week, ALNY’s detailed ATTR cardiomyopathy data left room for competitors, with BBIO benefiting and an opening for IONS.</li><li>NBIX schizophrenia Phase 2 data fell short but will move forward.</li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week, ALNY’s detailed ATTR cardiomyopathy data left room for competitors, with BBIO benefiting and an opening for IONS.NBIX schizophrenia Phase 2 data fell short but will move forward.

Biopharma Week in Review - September 3, 2024

United States

Neurocrine Biosciences, Inc. is focused on the discovery and development of therapeutics for neuropsychiatric, neuroinflammatory, and neurodegenerative diseases and disorders.  The Company is developing therapeutic interventions for anxiety, depression, Alzheimer's disease, insomnia, stroke, malignant brain tumors, multiple sclerosis, obesity, and diabetes.

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Neurocrine Biosciences (NBIX US)

Neurocrine Biosciences: Recent Innovations & Strategic Commercial Preparations for Crinecerfont Driving Our Optimism! - Major Drivers

Neurocrine Biosciences, in its second quarter earnings call for 2024, highlighted significant achievements and strategic movements, setting a...

Baptista Research

Neurocrine Biosciences Inc.: Can The Gene Therapy Innovations Be A Growth Catalyst? - Major Drivers

Neurocrine Biosciences recently concluded its quarterly update, focusing on its strategic progress and financial achievements. One of the...

Baptista Research

Neurocrine Biosciences Inc.: Initiation Of Coverage - Continued Investment & Growth for INGREZZA Paving The Way Forward? - Major Drivers

Neurocrine Biosciences Inc, a biopharmaceutical company specializing in neurologic, psychiatric, and endocrine related disorders, showed...

Baptista Research

Sumitomo Dainippon Pharma Co (4506 JP): New Launches Ensure Post-Latuda Growth Trajectory

Sumitomo is on right track to alleviate patent cliff through new launches in the U.S. The company’s three new U.S. products have potential for...

Tina Banerjee

Biopharma Week in Review - September 3, 2024

Last week, ALNY’s detailed ATTR cardiomyopathy data left room for competitors, with BBIO benefiting and an opening for IONS.

Water Tower Research

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