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 Capital Markets

<ul><li>Teleflex had a strong start to 2023 with an all-around beat.</li><li>For the first quarter, the revenues of Teleflex were $710.9 million, a year-over-year increase.</li><li>Teleflex continues to benefit from its diversified portfolio and viewed strength across its largest product categories, including OnControl, balloon pumps, and complex catheters.</li></ul>

Teleflex had a strong start to 2023 with an all-around beat.For the first quarter, the revenues of Teleflex were $710.9 million, a year-over-year increase.Teleflex continues to benefit from its diversified portfolio and viewed strength across its largest product categories, including OnControl, balloon pumps, and complex catheters.

Teleflex Incorporated: New Launches & Other Key Drivers

<ul><li>Teleflex had a mixed quarter with revenues of $758 million that was below Wall Street expectations given a year-over-year fall of 0.5%.</li><li>Despite an unanticipated subcomponent supply chain issue in their Surgical business, their fourth quarter constant currency revenue growth remained steady.</li><li>Teleflex's Interventional, Surgical, and OEM product categories produced double-digit constant currency year-over-year revenue increase.</li></ul>

Teleflex had a mixed quarter with revenues of $758 million that was below Wall Street expectations given a year-over-year fall of 0.5%.Despite an unanticipated subcomponent supply chain issue in their Surgical business, their fourth quarter constant currency revenue growth remained steady.Teleflex's Interventional, Surgical, and OEM product categories produced double-digit constant currency year-over-year revenue increase.

Teleflex Incorporated: Revolutionizing Gastric Sleeve Surgery with the Titan Stapler – Key Drivers

<ul><li>This is our first report on Teleflex, one of the largest manufacturers of single-use medical devices for common diagnostic and therapeutic procedures in critical care and surgical applications.</li><li>The company had a mixed performance in the last quarter with revenues of $686.8 million, below Wall Street expectations.</li><li>The company’s high-growth revenue, which includes UroLift, MANTA, hemostatic products, EZ-IO, on controls, and PIC, maintained pace across most growth drivers.</li></ul>

This is our first report on Teleflex, one of the largest manufacturers of single-use medical devices for common diagnostic and therapeutic procedures in critical care and surgical applications.The company had a mixed performance in the last quarter with revenues of $686.8 million, below Wall Street expectations.The company’s high-growth revenue, which includes UroLift, MANTA, hemostatic products, EZ-IO, on controls, and PIC, maintained pace across most growth drivers.

Teleflex Incorporated: Initiation of Coverage – Business Strategy & Key Drivers

Credit

<ul><li>Teleflex is a global medical device giant and one of the largest manufacturers of single-use medical devices for common diagnostic and therapeutic procedures in critical care and surgical applications.</li><li>The company’s high-growth revenue, which includes UroLift, MANTA, hemostatic products, EZ-IO, on controls, and PIC have maintained a solid growth trajectory in recent times.</li><li>However, it saw good results across its diverse portfolio, with complicated catheters, MANTA, and balloon pumps on control, contributing to growth.</li></ul>

Teleflex is a global medical device giant and one of the largest manufacturers of single-use medical devices for common diagnostic and therapeutic procedures in critical care and surgical applications.The company’s high-growth revenue, which includes UroLift, MANTA, hemostatic products, EZ-IO, on controls, and PIC have maintained a solid growth trajectory in recent times.However, it saw good results across its diverse portfolio, with complicated catheters, MANTA, and balloon pumps on control, contributing to growth.

Teleflex Incorporated: Detailed Credit Analysis & Financial Strength Evaluation Report

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Algosun Global

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/inari-medical-inc" target="_blank" data-smartkarma-citation="entities:34650:1" rel="noopener">Inari Medical (NARI US)</a> , American high-growth venous company went public in 2020. Medical device firm priced IPO at $19.00 per share, sold ~8.2 million shares and raised net proceeds of more than $150 million. Inari Medical stock significantly outperformed when compared to peers and rose 300%+ since IPO. We believe Inari Medical can continue its growth trajectory over the next 3-4 years keeping in mind relocating into 120K sq. ft. facility in Irvine, California, what allows to more than double manufacturing capacity. Moreover, the company has already completed ClotTriever and FlowTriever cases across major countries in Western Europe and plans to expand into APAC region – China and Japan, in the foreseeable future.     </p>

Inari Medical (NARI US) , American high-growth venous company went public in 2020. Medical device firm priced IPO at $19.00 per share, sold ~8.2 million shares and raised net proceeds of more than $150 million. Inari Medical stock significantly outperformed when compared to peers and rose 300%+ since IPO. We believe Inari Medical can continue its growth trajectory over the next 3-4 years keeping in mind relocating into 120K sq. ft. facility in Irvine, California, what allows to more than double manufacturing capacity. Moreover, the company has already completed ClotTriever and FlowTriever cases across major countries in Western Europe and plans to expand into APAC region – China and Japan, in the foreseeable future.     

Inari Medical: Innovative Devices For the Treatment of Venous Diseases

United States

Teleflex Incorporated is a global provider of medical technology products. The Company primarily develops, manufactures and supplies single-use medical devices used by hospitals and healthcare providers for common diagnostic and therapeutic procedures in critical care and surgical applications.

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Teleflex Inc (TFX US)

Teleflex Incorporated: New Launches & Other Key Drivers

Teleflex had a strong start to 2023 with an all-around beat. For the first quarter, the revenues of Teleflex were $710.9 million, a year-over-year...

Baptista Research

Teleflex Incorporated: Revolutionizing Gastric Sleeve Surgery with the Titan Stapler – Key Drivers

Teleflex had a mixed quarter with revenues of $758 million that was below Wall Street expectations given a year-over-year fall of 0.5%. Despite an...

Baptista Research

Teleflex Incorporated: Initiation of Coverage – Business Strategy & Key Drivers

This is our first report on Teleflex, one of the largest manufacturers of single-use medical devices for common diagnostic and therapeutic...

Baptista Research

Teleflex Incorporated: Detailed Credit Analysis & Financial Strength Evaluation Report

Teleflex is a global medical device giant and one of the largest manufacturers of single-use medical devices for common diagnostic and therapeutic...

Baptista Research

Inari Medical: Innovative Devices For the Treatment of Venous Diseases

Inari Medical is well positioned to gain share in a $4B+ market and there is ample room for growth for market leader targeting venous diseases

Andrei Zakharov

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