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

Regeneron Pharmaceuticals / Equity Bottom-Up

<ul><li>Regeneron Pharmaceuticals, Inc. reported robust financial results for first quarter of 2024, exhibiting a solid start to the year apparent in the progress made across the pipeline and on key financial performance metrics.</li><li>First quarter 2024 revenues grew by 7% year on year, primarily owing to collaboration revenues with Sanofi and Libtayo global net product sales, which increased by 14% and 45% respectively.</li><li>Dupixent global net product sales also saw a robust growth trajectory, up 24%, indicating strong growth across all approved indications.</li></ul>

Regeneron Pharmaceuticals, Inc. reported robust financial results for first quarter of 2024, exhibiting a solid start to the year apparent in the progress made across the pipeline and on key financial performance metrics.First quarter 2024 revenues grew by 7% year on year, primarily owing to collaboration revenues with Sanofi and Libtayo global net product sales, which increased by 14% and 45% respectively.Dupixent global net product sales also saw a robust growth trajectory, up 24%, indicating strong growth across all approved indications.

Regeneron Pharmaceuticals Inc.: What Is The Growth Potential For Libtayo & Other Products? - Major Drivers

<ul><li>Regeneron Pharmaceuticals Inc.'s latest earnings highlighted several critical developments and financial performance data that shape its investment appeal.</li><li>Among the company's accomplishments in 2023 were the FDA approval and successful launch of its EYLEA HD, a promising treatment for patients with wet age-related macular degeneration and diabetic eye diseases, which had strong start despite initial delays.</li><li>Additionally, the company won a notable legal battle to preserve its intellectual property related to EYLEA, which deterred infringements from a biosimilar manufacturer, potentially deterring future biosimilar launches.</li></ul>

Regeneron Pharmaceuticals Inc.'s latest earnings highlighted several critical developments and financial performance data that shape its investment appeal.Among the company's accomplishments in 2023 were the FDA approval and successful launch of its EYLEA HD, a promising treatment for patients with wet age-related macular degeneration and diabetic eye diseases, which had strong start despite initial delays.Additionally, the company won a notable legal battle to preserve its intellectual property related to EYLEA, which deterred infringements from a biosimilar manufacturer, potentially deterring future biosimilar launches.

Regeneron Pharmaceuticals: Bolstering Cell Therapy Research with 2seventy Bio Acquisition! - Major Drivers

<ul><li>Regeneron Pharmaceuticals, Inc. delivered an all-around beat in the previous quarter, witnessing a commendable 15% surge in total revenues.</li><li>The notable upswing was propelled by increased Sanofi collaboration revenues and a remarkable 62% growth in LIBTAYO global net product sales, complemented by a 50% surge in Dupixent global net product sales, totaling $3.1 billion.</li><li>In the quarter, the management highlighted the successful launch of EYLEA HD, which achieved $43 million in net product sales within the final six weeks of the quarter.</li></ul>

Regeneron Pharmaceuticals, Inc. delivered an all-around beat in the previous quarter, witnessing a commendable 15% surge in total revenues.The notable upswing was propelled by increased Sanofi collaboration revenues and a remarkable 62% growth in LIBTAYO global net product sales, complemented by a 50% surge in Dupixent global net product sales, totaling $3.1 billion.In the quarter, the management highlighted the successful launch of EYLEA HD, which achieved $43 million in net product sales within the final six weeks of the quarter.

Regeneron Pharmaceuticals Inc.: Gene Therapy Breakthrough in Hearing Loss - A Medical Revolution? - Major Drivers

<ul><li>Regeneron delivered an all-around beat in the previous quarter, demonstrating progress toward their long-term objective of business growth and revenue diversification.</li><li>Total revenues saw an 11% increase compared to the previous year's quarter, primarily driven by collaboration revenues with Sanofi and net product sales of Libtayo, which exhibited impressive growth of 39% and 49%, respectively.</li><li>Notably, non-EYLEA revenue contributions accounted for 41% of total revenues, marking a significant proportion, the highest in the last decade, excluding contributions from COVID-19 antibodies.</li></ul>

Regeneron delivered an all-around beat in the previous quarter, demonstrating progress toward their long-term objective of business growth and revenue diversification.Total revenues saw an 11% increase compared to the previous year's quarter, primarily driven by collaboration revenues with Sanofi and net product sales of Libtayo, which exhibited impressive growth of 39% and 49%, respectively.Notably, non-EYLEA revenue contributions accounted for 41% of total revenues, marking a significant proportion, the highest in the last decade, excluding contributions from COVID-19 antibodies.

Regeneron Pharmaceuticals Inc: Can The Acquisition Of Decibel Therapeutics Be A Game Changer? - Major Drivers

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>
<a href="https://www.smartkarma.com/entities/belite-bio-inc" target="_blank" data-smartkarma-citation="entities:35842:1" rel="noopener">Belite Bio (BLTE US)</a> shares jumped 383% from its IPO price of $6 (announced in late April). Its lead candidate LBS-008 is in clinical trial for currently untreatable eye diseases.</li>
<li>LBS-008 continues to be well-tolerated. Interim safety and preliminary efficacy data from ongoing two-year phase 2 trial remained positive in Stargardt disease.</li>
<li>Belite is well-funded to commercialize its pipeline. With the progression of the clinical trial and more data readouts, we believe further stream is left in Belite Bio’s share price.</li>
</ul>



Belite Bio (BLTE US) shares jumped 383% from its IPO price of $6 (announced in late April). Its lead candidate LBS-008 is in clinical trial for currently untreatable eye diseases.
LBS-008 continues to be well-tolerated. Interim safety and preliminary efficacy data from ongoing two-year phase 2 trial remained positive in Stargardt disease.
Belite is well-funded to commercialize its pipeline. With the progression of the clinical trial and more data readouts, we believe further stream is left in Belite Bio’s share price.


Belite Bio (BLTE US): Lead Drug Candidate Tapping into Niche Market with Massive Opportunity

United States

Regeneron Pharmaceuticals, Inc. is a biopharmaceutical company that discovers, develops, and commercializes pharmaceutical products for the treatment of serious medical conditions. The Company has therapeutic candidates in clinical trials for the potential treatment of cancer, eye diseases, and inflammatory diseases, and has preclinical programs in other diseases and disorders.

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Regeneron Pharmaceuticals (REGN US)

Regeneron Pharmaceuticals Inc.: What Is The Growth Potential For Libtayo & Other Products? - Major Drivers

Regeneron Pharmaceuticals, Inc. reported robust financial results for first quarter of 2024, exhibiting a solid start to the year apparent in the...

Baptista Research

Regeneron Pharmaceuticals: Bolstering Cell Therapy Research with 2seventy Bio Acquisition! - Major Drivers

Regeneron Pharmaceuticals Inc.'s latest earnings highlighted several critical developments and financial performance data that shape its...

Baptista Research

Regeneron Pharmaceuticals Inc.: Gene Therapy Breakthrough in Hearing Loss - A Medical Revolution? - Major Drivers

Regeneron Pharmaceuticals, Inc. delivered an all-around beat in the previous quarter, witnessing a commendable 15% surge in total revenues. The...

Baptista Research

Regeneron Pharmaceuticals Inc: Can The Acquisition Of Decibel Therapeutics Be A Game Changer? - Major Drivers

Regeneron delivered an all-around beat in the previous quarter, demonstrating progress toward their long-term objective of business growth and...

Baptista Research

Belite Bio (BLTE US): Lead Drug Candidate Tapping into Niche Market with Massive Opportunity

Belite’s lead candidate LBS-008 is targeting unmet market for AMD. With no approved drug for either of the targeted indications, LBS-008 has...

Tina Banerjee

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