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>Based on the Q&A section from the latest earnings call transcript of Novo Nordisk, the investment thesis suggests a balanced appeal in various domains.</li><li>On the positive side, the company continues to sustain growing sales, operating profit, and strong pipeline development across multiple disease areas in the first quarter.</li><li>Novo Nordisk had a 24% sales growth, 30% operating profit growth, and a 24% sales growth.</li></ul>

Based on the Q&A section from the latest earnings call transcript of Novo Nordisk, the investment thesis suggests a balanced appeal in various domains.On the positive side, the company continues to sustain growing sales, operating profit, and strong pipeline development across multiple disease areas in the first quarter.Novo Nordisk had a 24% sales growth, 30% operating profit growth, and a 24% sales growth.

Novo Nordisk A/S: These Are The 6 Pivotal Factors Driving Its Performance In 2024 & Beyond! - Major Drivers

Healthcare equity analyst - emerging & dev mkts, daaimon

Avien Pillay

Healthcare equity analyst - emerging & dev mkts

daaimon

daaimon is an independent research company focusing on healthcare and consumer sectors across developed and emerging markets. We produce insightful research which challenges conventional thinking. In particular, we look for new ideas by testing consensus forecasts and markets expectations.

<ul>
<li>FDA approval of Wegovy is overvalued at approx. $460 billion. Market exaggerated the worth without proper assessment of weight loss results and risks associated with the drug.</li>
<li>Clinical trials showed a 14.9% weight loss with diet and exercise; real-world results would be lower. Impact on BMI for obese individuals won't be significant. Long-term use is questionable.</li>
<li>Competition in the GLP-1 market is fierce. Novo Nordisk faces challenges in India and China, increased capex spending, and risks from compounding pharmacies and potential legal issues.</li>
</ul>


FDA approval of Wegovy is overvalued at approx. $460 billion. Market exaggerated the worth without proper assessment of weight loss results and risks associated with the drug.
Clinical trials showed a 14.9% weight loss with diet and exercise; real-world results would be lower. Impact on BMI for obese individuals won't be significant. Long-term use is questionable.
Competition in the GLP-1 market is fierce. Novo Nordisk faces challenges in India and China, increased capex spending, and risks from compounding pharmacies and potential legal issues.


Novo Nordisk: Is the FDA Approval of Wegovy Worth an Extra $460 Bn?

<ul><li>Novo Nordisk's latest earnings call showcased positive growth trends and strategic advancements for 2023.</li><li>The company was able to increase its patient base by 5 million, bringing the total to 42 million, without increasing CO2 emissions.</li><li>This reinforces Novo Nordisk's dedication to sustainability.</li></ul>

Novo Nordisk's latest earnings call showcased positive growth trends and strategic advancements for 2023.The company was able to increase its patient base by 5 million, bringing the total to 42 million, without increasing CO2 emissions.This reinforces Novo Nordisk's dedication to sustainability.

Novo Nordisk: Continuing Efforts and Opportunities in Obesity and Diabetes Treatment! - Major Drivers

<ul><li>Novo Nordisk A/S delivered a strong result and managed an all-around beat in the last quarter, boasting over 30% organic growth in both the top and bottom lines.</li><li>The quarter witnessed an impressive milestone, with the company reaching 40 million people affected by diabetes.</li><li>Financially, the company achieved a remarkable 33% sales growth and a 37% increase in operating profit at constant exchange rates.</li></ul>

Novo Nordisk A/S delivered a strong result and managed an all-around beat in the last quarter, boasting over 30% organic growth in both the top and bottom lines.The quarter witnessed an impressive milestone, with the company reaching 40 million people affected by diabetes.Financially, the company achieved a remarkable 33% sales growth and a 37% increase in operating profit at constant exchange rates.

Novo Nordisk A/S: Strategic Acquisition Of Embark Laboratories Fueling Their Growth in Obesity and Cardiometabolic Diseases! - Major 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>We recapped our IOC of Ainos, Inc. (AIMD) in a FlashCast Podcast. Those interested can listen to the episode on Apple Podcasts or Spotify.</li>
<li>Alnylam Pharmaceuticals, Inc. (ALNY) reported strong vutrisiran Phase 3 HELIOS-B results for ATTR-CM, showing a significant 28% reduction in the primary composite endpoint of mortality and CV events for all patients (HR=0.718, p=0.0118) and a 33% reduction for the mono subset (HR=0.672, p=0.0162) versus placebo. </li>
</ul>


We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.
We recapped our IOC of Ainos, Inc. (AIMD) in a FlashCast Podcast. Those interested can listen to the episode on Apple Podcasts or Spotify.
Alnylam Pharmaceuticals, Inc. (ALNY) reported strong vutrisiran Phase 3 HELIOS-B results for ATTR-CM, showing a significant 28% reduction in the primary composite endpoint of mortality and CV events for all patients (HR=0.718, p=0.0118) and a 33% reduction for the mono subset (HR=0.672, p=0.0162) versus placebo. 


Denmark

Novo Nordisk A/S develops, produces, and markets pharmaceutical products. The Company focuses on diabetes care and offers insulin delivery systems and other diabetes products. Novo Nordisk also works in areas such as haemostatis management, growth disorders, and hormone replacement therapy. The Company offers educational and training materials. Novo Nordisk markets worldwide.

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Novo Nordisk A/S (NVO US)

Novo Nordisk A/S: These Are The 6 Pivotal Factors Driving Its Performance In 2024 & Beyond! - Major Drivers

Based on the Q&A section from the latest earnings call transcript of Novo Nordisk, the investment thesis suggests a balanced appeal in various...

Baptista Research

Novo Nordisk: Is the FDA Approval of Wegovy Worth an Extra $460 Bn?

In light of the bullish Innovent report, and the ongoing news about new GLP-1s in the pipeline, this "Novo Nordisk - critical analysis" provides a...

Avien Pillay

Novo Nordisk: Continuing Efforts and Opportunities in Obesity and Diabetes Treatment! - Major Drivers

Novo Nordisk's latest earnings call showcased positive growth trends and strategic advancements for 2023. The company was able to increase its...

Baptista Research

Novo Nordisk A/S: Strategic Acquisition Of Embark Laboratories Fueling Their Growth in Obesity and Cardiometabolic Diseases! - Major Drivers

Novo Nordisk A/S delivered a strong result and managed an all-around beat in the last quarter, boasting over 30% organic growth in both the top...

Baptista Research

Biopharma Week in Review - July 1, 2024

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&A.

Water Tower Research

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