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

Thermo Fisher Scientific Inc / Equity Capital Markets

<ul><li>Thermo Fisher delivered yet another decent quarter re-emphasizing the effectiveness of their growth strategy, powered by their PPI business system.</li><li>The company achieved 17% organic growth for the full year of 2021, with 14% organic base business growth and $9.2 billion in COVID-19 response revenue.</li><li>Throughout the year, Thermo Fisher experienced strong growth in a number of areas, including biosciences, electron microscopy, and its research and safety market channel.</li></ul>

Thermo Fisher delivered yet another decent quarter re-emphasizing the effectiveness of their growth strategy, powered by their PPI business system.The company achieved 17% organic growth for the full year of 2021, with 14% organic base business growth and $9.2 billion in COVID-19 response revenue.Throughout the year, Thermo Fisher experienced strong growth in a number of areas, including biosciences, electron microscopy, and its research and safety market channel.

Thermo Fisher: A True One-Stop Shop For All Life Science Needs 02/22

Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

<ul>
<li>Innovation data suggests that <a href="https://www.smartkarma.com/entities/bayer-ag" target="_blank" data-smartkarma-citation="entities:26881:1" rel="noopener">Bayer AG (BAYN GY)</a> has an almost monopoly stake in agriculture-related microbial, followed by <a href="https://www.smartkarma.com/entities/dupont-de-nemours-inc" target="_blank" data-smartkarma-citation="entities:9239:1" rel="noopener">DuPont (DD US)</a> </li>
<li>In non-ag microbial space <a href="https://www.smartkarma.com/entities/moderna-inc" target="_blank" data-smartkarma-citation="entities:28744:1" rel="noopener">Moderna Inc (MRNA US)</a>,  <a href="https://www.smartkarma.com/entities/codexis-inc" target="_blank" data-smartkarma-citation="entities:26400:1" rel="noopener">Codexis Inc (CDXS US)</a>,  <a href="https://www.smartkarma.com/entities/regeneron-pharmaceuticals" target="_blank" data-smartkarma-citation="entities:9167:1" rel="noopener">Regeneron Pharmaceuticals (REGN US),</a><a href="https://www.smartkarma.com/entities/immatics-nv" target="_blank" data-smartkarma-citation="entities:33092:1" rel="noopener">Immatics NV (IMTX US)</a> lead the field</li>
<li>In the nascent area of bacteriophages which could be a game-changer to fight against antibiotic-resistant bacteria BOEHRINGER INGELHEIM, <a href="https://www.smartkarma.com/entities/johnson-johnson" target="_blank" data-smartkarma-citation="entities:1132:1" rel="noopener">Johnson &amp; Johnson (JNJ US)</a>, and <a href="https://www.smartkarma.com/entities/pfizer-inc" target="_blank" data-smartkarma-citation="entities:1131:1" rel="noopener">Pfizer Inc (PFE US) </a>lead</li>
</ul>


Innovation data suggests that Bayer AG (BAYN GY) has an almost monopoly stake in agriculture-related microbial, followed by DuPont (DD US) 
In non-ag microbial space Moderna Inc (MRNA US),  Codexis Inc (CDXS US),  Regeneron Pharmaceuticals (REGN US),Immatics NV (IMTX US) lead the field
In the nascent area of bacteriophages which could be a game-changer to fight against antibiotic-resistant bacteria BOEHRINGER INGELHEIM, Johnson &amp; Johnson (JNJ US), and Pfizer Inc (PFE US) lead


Insights from Data Mining Technical Publications - Microbes - Bacteriophages

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>New Covid cases across the world is surging. New Covid-19 variant found in South Africa and Botswana is adding to fears.</li>
<li>This will bring the focus back to molecular diagnostic companies due to increasing demand for Covid testing.</li>
<li>We have listed few global diagnostic companies, which should benefit from this backdrop.</li>
</ul>


New Covid cases across the world is surging. New Covid-19 variant found in South Africa and Botswana is adding to fears.
This will bring the focus back to molecular diagnostic companies due to increasing demand for Covid testing.
We have listed few global diagnostic companies, which should benefit from this backdrop.


New Covid Variant Raises Fear: Stocks to Own to Buck the Trend

<ul><li>Thermo Fisher Scientific delivered an excellent result surpassing Wall Street expectations in terms of both, revenues as well as earnings.</li><li>The world's largest maker of scientific instruments benefitted heavily from the surge in the number of Covid-19 cases resulting from the spread of the Delta variant.</li><li>Thermo Fisher generated $2.05 billion in the form of Covid-19 response revenue in the third quarter, which includes sales related to vaccines and therapies as well as diagnostic testing.</li></ul>

Thermo Fisher Scientific delivered an excellent result surpassing Wall Street expectations in terms of both, revenues as well as earnings.The world's largest maker of scientific instruments benefitted heavily from the surge in the number of Covid-19 cases resulting from the spread of the Delta variant.Thermo Fisher generated $2.05 billion in the form of Covid-19 response revenue in the third quarter, which includes sales related to vaccines and therapies as well as diagnostic testing.

Thermo Fisher Scientific Inc. - Investment Thesis

<ul><li>Thermo Fisher reached the target price from our last report as the company had a solid quarter with revenues shooting up 34% and an organic growth of 28% as compared to the prior year's quarterly results.</li><li>However, Thermo Fisher witnessed a visible slowdown in its Covid-19 related revenues which fell to 9 billion from the 9 billion generated in the last quarter.</li><li>The management raised the revenue guidance for the year indicating an expected growth of 11% but it cut down the expected Covid-19 revenues to $4.9 billion for the year.</li></ul>

Thermo Fisher reached the target price from our last report as the company had a solid quarter with revenues shooting up 34% and an organic growth of 28% as compared to the prior year's quarterly results.However, Thermo Fisher witnessed a visible slowdown in its Covid-19 related revenues which fell to 9 billion from the 9 billion generated in the last quarter.The management raised the revenue guidance for the year indicating an expected growth of 11% but it cut down the expected Covid-19 revenues to $4.9 billion for the year.

United States

Thermo Fisher Scientific, Inc. manufactures scientific instruments, consumables, and chemicals.  The Company offers analytical instruments, laboratory equipment, software, services, consumables, reagents, chemicals, and supplies to pharmaceutical and biotech companies, hospitals and clinical diagnostic labs, universities, research institutions, and government agencies.

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Thermo Fisher Scientific Inc (TMO US)

Thermo Fisher: A True One-Stop Shop For All Life Science Needs 02/22

Thermo Fisher delivered yet another decent quarter re-emphasizing the effectiveness of their growth strategy, powered by their PPI business...

Baptista Research

Insights from Data Mining Technical Publications - Microbes - Bacteriophages

Innovations are modifying and harnessing microbes for new uses in agriculture, industry, and as potential new therapeutics to replace or...

Pyari Menon

New Covid Variant Raises Fear: Stocks to Own to Buck the Trend

Amidst the rising fear for the new Covid variant, investors can focus on molecular diagnostic stocks, as testing demand will be increasing again.

Tina Banerjee

Thermo Fisher Scientific Inc. - Investment Thesis

Thermo Fisher Scientific delivered an excellent result surpassing Wall Street expectations in terms of both, revenues as well as earnings. The...

Baptista Research

Thermo Fisher Scientific Inc. - Investment Thesis

Thermo Fisher reached the target price from our last report as the company had a solid quarter with revenues shooting up 34% and an organic growth...

Baptista Research

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