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>Novo Nordisk recently presented its third-quarter financial results, showcasing significant growth and strategic developments within the company.</li><li>The key highlights from the call indicate robust expansion across various segments, particularly driven by the strong performance of its diabetes and obesity treatments, including notable products like Ozempic and Wegovy.</li><li>The company reported an impressive 24% increase in sales alongside a 22% rise in operating profit for the first nine months of the fiscal year.</li></ul>

Novo Nordisk recently presented its third-quarter financial results, showcasing significant growth and strategic developments within the company.The key highlights from the call indicate robust expansion across various segments, particularly driven by the strong performance of its diabetes and obesity treatments, including notable products like Ozempic and Wegovy.The company reported an impressive 24% increase in sales alongside a 22% rise in operating profit for the first nine months of the fiscal year.

Novo Nordisk: Global Adoption & Expansion of GLP-1 Therapeutics Driving Our Bullishness!  - Major Drivers

Healthcare Equity Analyst - Emerging & Dev Markets, daaimon

Avien Pillay

Healthcare Equity Analyst - Emerging & Dev Markets

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 presented its latest earnings with a detailed overview covering various aspects from financial metrics to research and development updates, contingent on forward-looking projections that may change.</li><li>The management emphasized strong commercial performance, especially in the diabetes and obesity segments, despite challenges in the rare disease category.</li><li>Financially, Novo Nordisk reported a robust 25% sales growth, marking an industry-leading progression.</li></ul>

Novo Nordisk presented its latest earnings with a detailed overview covering various aspects from financial metrics to research and development updates, contingent on forward-looking projections that may change.The management emphasized strong commercial performance, especially in the diabetes and obesity segments, despite challenges in the rare disease category.Financially, Novo Nordisk reported a robust 25% sales growth, marking an industry-leading progression.

Novo Nordisk: Will Their Expansion into the Obesity Market Pay Off? - Major Drivers

<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

<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

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: Global Adoption & Expansion of GLP-1 Therapeutics Driving Our Bullishness! - Major Drivers

Novo Nordisk recently presented its third-quarter financial results, showcasing significant growth and strategic developments within the...

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...

daaimon

Novo Nordisk: Will Their Expansion into the Obesity Market Pay Off? - Major Drivers

Novo Nordisk presented its latest earnings with a detailed overview covering various aspects from financial metrics to research and development...

Baptista Research

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: 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

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