US-EU Index Rebalances / Quantitative Researcher, Ortex

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

Ortex

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

<ul>
<li>S&amp;P MidCap 400 additions by transition require market cap, float cap, sector balance, liquidity and earnings as parameters for inclusion.</li>
<li>The highest combined score from the parameters is given to <a href="https://www.smartkarma.com/entities/carvana-co" target="_blank" data-smartkarma-citation="entities:26471:1" rel="noopener">CVNA</a>, <a href="https://www.smartkarma.com/entities/robinhood-markets-inc" target="_blank" data-smartkarma-citation="entities:33532:1" rel="noopener">HOOD</a>, <a href="https://www.smartkarma.com/entities/lpl-financial-holdings-inc" target="_blank" data-smartkarma-citation="entities:16363:1" rel="noopener">LPLA</a> and <a href="https://www.smartkarma.com/entities/entegris-inc" target="_blank" data-smartkarma-citation="entities:12493:1" rel="noopener">ENTG</a> which makes them acceptable candidates for addition. </li>
<li>
<a href="https://www.smartkarma.com/entities/ensign-group-inc-the" target="_blank" data-smartkarma-citation="entities:9297:1" rel="noopener">Ensign Group (ENSG US)</a> and <a href="https://www.smartkarma.com/entities/mueller-industries-inc" target="_blank" data-smartkarma-citation="entities:18247:1" rel="noopener">Mueller Industries (MLI US)</a> have the highest probability of being added out of the migrations. Market cap of migration candidates is estimated to be insufficient.</li>
</ul>


S&amp;P MidCap 400 additions by transition require market cap, float cap, sector balance, liquidity and earnings as parameters for inclusion.
The highest combined score from the parameters is given to CVNA, HOOD, LPLA and ENTG which makes them acceptable candidates for addition. 

Ensign Group (ENSG US) and Mueller Industries (MLI US) have the highest probability of being added out of the migrations. Market cap of migration candidates is estimated to be insufficient.


S&P MidCap 400 September 2024 Forecasts: Highest Score to the HOOD, CVNA, LPLA, ENTG, ENSG and MLI

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>Royalty Pharma plc delivered a strong result and managed an all-around beat last quarter.</li><li>As a result, the company delivered adjusted EBITDA growth of 4% for the quarter, substantially in line with the team's top-line growth.</li><li>The company's total royalty receipts increased by 1%.</li></ul>

Royalty Pharma plc delivered a strong result and managed an all-around beat last quarter.As a result, the company delivered adjusted EBITDA growth of 4% for the quarter, substantially in line with the team's top-line growth.The company's total royalty receipts increased by 1%.

Royalty Pharma plc: How Trelegy and Spinraza Are Changing The Game! - Major Drivers

Credit

<ul><li>Royalty Pharma Plc is a well-known pharma player known to carry out investments in purchasing royalty interests with the goal of modernization in life science.<li></li>Royalty Pharma has recently announced that it has acquired royalty interest in Gavreto from Blueprint Medicines for up to $340 million.<li></li>Additional royalty interests have been acquired by Royalty Pharma in Orladeyo and BCX9930 from BioCryst Pharmaceuticals.</li></ul>

Royalty Pharma Plc is a well-known pharma player known to carry out investments in purchasing royalty interests with the goal of modernization in life science.Royalty Pharma has recently announced that it has acquired royalty interest in Gavreto from Blueprint Medicines for up to $340 million.Additional royalty interests have been acquired by Royalty Pharma in Orladeyo and BCX9930 from BioCryst Pharmaceuticals.

Royalty Pharma plc: Detailed Credit Analysis & Financial Strength Evaluation Report

<ul>
<li>This is our first report on Royalty Pharma Plc.</li>
<li>Royalty Pharma has recently announced that it has acquired royalty interest in Gavreto from Blueprint Medicines for up to $340 million.</li>
<li>Additional royalty interests have been acquired by Royalty Pharma in Orladeyo and BCX9930 from BioCryst Pharmaceuticals.</li>
</ul>


This is our first report on Royalty Pharma Plc.
Royalty Pharma has recently announced that it has acquired royalty interest in Gavreto from Blueprint Medicines for up to $340 million.
Additional royalty interests have been acquired by Royalty Pharma in Orladeyo and BCX9930 from BioCryst Pharmaceuticals.


Royalty Pharma plc: Initiation of Coverage – Financial Forecasts

United States

Royalty Pharma plc acquires biopharmaceutical royalties. The Company funds innovation directly when it partners with companies to co-fund late-stage clinical trials and new product launches in exchange for future royalties, and indirectly when it acquires existing royalties from the original innovators.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Royalty Pharma (RPRX US)

S&P MidCap 400 September 2024 Forecasts: Highest Score to the HOOD, CVNA, LPLA, ENTG, ENSG and MLI

Robinhood (HOOD), Entegris (ENTG) and LPL Financial Holdings (LPLA) are amongst the highest scoring addition candidates based on mcap, fcap,...

Dimitris Ioannidis

Royalty Pharma plc: How Trelegy and Spinraza Are Changing The Game! - Major Drivers

Royalty Pharma plc delivered a strong result and managed an all-around beat last quarter. As a result, the company delivered adjusted EBITDA...

Baptista Research

Royalty Pharma plc: Detailed Credit Analysis & Financial Strength Evaluation Report

Royalty Pharma Plc is a well-known pharma player known to carry out investments in purchasing royalty interests with the goal of modernization in...

Baptista Research

Royalty Pharma plc: Initiation of Coverage – Financial Forecasts

This is our first report on Royalty Pharma Plc. Royalty Pharma has recently announced that it has acquired royalty interest in Gavreto from...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)