Equity Long-Short Analyst

Pyari Menon

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/twist-bioscience-corp" target="_blank" data-smartkarma-citation="entities:37112:1" rel="noopener">Twist Bioscience (TWST US)</a> fosters a new biotech paradigm by empowering startups and researchers with scalable tools, accelerating innovation and transforming biotech into a more agile, tech-style founder-driven industry.</li>
<li>DNA synthesis should see strong growth (15-25% CAGR estimates) driven by synthetic biology revolutionizing healthcare, agriculture, and industry with precise, scalable solutions for gene editing and bioengineering.</li>
<li>Lack of profitability and notable short-seller interest are concerns, but its innovative platform, high innovation score and transformative potential makes a somewhat risky but very good investment case</li>
</ul>



Twist Bioscience (TWST US) fosters a new biotech paradigm by empowering startups and researchers with scalable tools, accelerating innovation and transforming biotech into a more agile, tech-style founder-driven industry.
DNA synthesis should see strong growth (15-25% CAGR estimates) driven by synthetic biology revolutionizing healthcare, agriculture, and industry with precise, scalable solutions for gene editing and bioengineering.
Lack of profitability and notable short-seller interest are concerns, but its innovative platform, high innovation score and transformative potential makes a somewhat risky but very good investment case


Global Healthcare Analyst

Tina Banerjee

Equity Capital Markets

Esco Lifesciences Group / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/esco-lifesciences-group" target="_blank" data-smartkarma-citation="entities:36570:1" rel="noopener">Esco Lifesciences Group (1891571D SP)</a>, a profitable lifesciences tool provider with a global presence, is looking to raise $300M in its upcoming HK IPO.  </li>
<li>The company clocked revenue of S$117M in 2019, which steadily rose to S$155M in 2020 and S$172M in 2021, representing CAGR of 21%, outpacing lifesciences equipment market growth of 10%.</li>
<li>In May 2021, Esco raised $200M through series-A fund raising with investors holding nearly 24% of the shares. This puts its valuation at around $840M.</li>
</ul>



Esco Lifesciences Group (1891571D SP), a profitable lifesciences tool provider with a global presence, is looking to raise $300M in its upcoming HK IPO.  
The company clocked revenue of S$117M in 2019, which steadily rose to S$155M in 2020 and S$172M in 2021, representing CAGR of 21%, outpacing lifesciences equipment market growth of 10%.
In May 2021, Esco raised $200M through series-A fund raising with investors holding nearly 24% of the shares. This puts its valuation at around $840M.


Esco Lifesciences (1891571D SP) Pre-IPO: A Profitable Revenue Growth Saga

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.

Credit

<ul><li>PerkinElmer is a major provider of life sciences, diagnostics, and applied services markets across the globe.</li><li>The company had a decent 2022 and their Life Sciences and Diagnostics business experienced organic growth of 9% for the entire year.</li><li>With the introduction of adeno-associated virus or AAV detection kits, the Life Sciences business has continued to innovate in cell and gene therapy.</li></ul>

PerkinElmer is a major provider of life sciences, diagnostics, and applied services markets across the globe.The company had a decent 2022 and their Life Sciences and Diagnostics business experienced organic growth of 9% for the entire year.With the introduction of adeno-associated virus or AAV detection kits, the Life Sciences business has continued to innovate in cell and gene therapy.

PerkinElmer Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

<ul><li>This is our first report on PerkinElmer, a premium provider of life sciences, diagnostics, and applied services markets across the globe.</li><li>The company had a decent 2022 and their Life Sciences and Diagnostics business experienced organic growth of 9% for the entire year.</li><li>With the introduction of adeno-associated virus or AAV detection kits, the Life Sciences business has continued to innovate in cell and gene therapy.</li></ul>

This is our first report on PerkinElmer, a premium provider of life sciences, diagnostics, and applied services markets across the globe.The company had a decent 2022 and their Life Sciences and Diagnostics business experienced organic growth of 9% for the entire year.With the introduction of adeno-associated virus or AAV detection kits, the Life Sciences business has continued to innovate in cell and gene therapy.

PerkinElmer Inc.: Initiation of Coverage – Business Strategy & Key Drivers

United States

PerkinElmer, Inc. provides technology, services and solutions to the diagnostics, research, environmental, industrial and laboratory services market. The Company's products include equipment used for genetic screening and drug discovery, optoelectronics, analytical instruments, image detection systems, and fluid containment products.

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Perkinelmer Inc (PKI US)

DNA Synthesis with a Silicon Twist

Twist's fast, cheap DNA synthesis will power biotech start-ups, driving demand, fostering loyalty, enabling innovation, and securing new and...

Pyari Menon

Esco Lifesciences (1891571D SP) Pre-IPO: A Profitable Revenue Growth Saga

Esco Lifesciences is looking to raise $300M through HK IPO. During 2019–2021, by leveraging on demand for its products, the company recorded...

Tina Banerjee

PerkinElmer Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

PerkinElmer is a major provider of life sciences, diagnostics, and applied services markets across the globe. The company had a decent 2022 and...

Baptista Research

PerkinElmer Inc.: Initiation of Coverage – Business Strategy & Key Drivers

This is our first report on PerkinElmer, a premium provider of life sciences, diagnostics, and applied services markets across the globe. The...

Baptista Research

PerkinElmer Inc.: Initiation of Coverage – Business Strategy & Key Drivers

This is our first report on PerkinElmer, a premium provider of life sciences, diagnostics, and applied services markets across the globe. The...

Baptista Research

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