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>United Therapeutics Corporation reported a robust third-quarter performance for 2024, marking six consecutive quarters of record revenue.</li><li>The company achieved a revenue total of $749 million, reflecting a 23% increase from the same period in 2023.</li><li>This financial success is largely attributed to strong double digit growth in key products such as Tyvaso, Orenitram, and Unituxin, as well as an increased patient base for these therapies.</li></ul>

United Therapeutics Corporation reported a robust third-quarter performance for 2024, marking six consecutive quarters of record revenue.The company achieved a revenue total of $749 million, reflecting a 23% increase from the same period in 2023.This financial success is largely attributed to strong double digit growth in key products such as Tyvaso, Orenitram, and Unituxin, as well as an increased patient base for these therapies.

United Therapeutics Corporation: Advancements in Organ Transplant Alternatives Upping Their Game? - Major Drivers

<ul><li>United Therapeutics Corporation reported a strong second quarter for 2024, showcasing significant strides in revenue growth and continued advancement in its product lines and clinical trials.</li><li>With a strategy delineated into three distinct waves—established products, next-generation treatments, and innovative organ manufacturing—the company is steering a future-oriented path, albeit with candidly acknowledged challenges and uncertainties, particularly regarding clinical trial outcomes for its second-wave products.</li><li>The positive takeaways include a notable 20% rise in revenue year-over-year, reaching $715 million.</li></ul>

United Therapeutics Corporation reported a strong second quarter for 2024, showcasing significant strides in revenue growth and continued advancement in its product lines and clinical trials.With a strategy delineated into three distinct waves—established products, next-generation treatments, and innovative organ manufacturing—the company is steering a future-oriented path, albeit with candidly acknowledged challenges and uncertainties, particularly regarding clinical trial outcomes for its second-wave products.The positive takeaways include a notable 20% rise in revenue year-over-year, reaching $715 million.

United Therapeutics Corporation: Tyvaso DPI Adoption & Market Penetration As Growth Drivers! - Major Drivers

<ul><li>United Therapeutics Corporation has documented robust financial results for the first quarter of 2024, demonstrating strong growth and development across its product lines and research endeavors.</li><li>A comprehensive strategy that balances growth with forward-thinking capital allocation and dedication to product development underpins this performance.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

United Therapeutics Corporation has documented robust financial results for the first quarter of 2024, demonstrating strong growth and development across its product lines and research endeavors.A comprehensive strategy that balances growth with forward-thinking capital allocation and dedication to product development underpins this performance.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

United Therapeutics Corporation: Xenotransplantation Initiatives; Expansion into Pulmonary Hypertension Treatment & Other Major Drivers

<ul><li>This is our first report on biotech major, United Therapeutics Corporation (UTC).</li><li>The company posted solid financial results for the fourth quarter of 2023, marking the third consecutive quarter of record revenue, and the second consecutive year of record income.</li><li>The company achieved over 20% growth in both quarterly and annual revenue for the fourth quarter and the full year.</li></ul>

This is our first report on biotech major, United Therapeutics Corporation (UTC).The company posted solid financial results for the fourth quarter of 2023, marking the third consecutive quarter of record revenue, and the second consecutive year of record income.The company achieved over 20% growth in both quarterly and annual revenue for the fourth quarter and the full year.

United Therapeutics Corporation: Initiation Of Coverage - 6 Biggest Factors Driving Its Future Growth! - Financial Forecasts

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>Semiconductors (SMH,SOXX,NVDA,AVGO) have been leadership since late-2022, but they're extended and starting to see profit taking as market participants rotate into other laggard areas of the market (especially Energy).</li>
<li>The question is whether this new trend lasts a few days, or if this is the start of longer-term trend.</li>
<li>If there will be any lasting rotation away from Technology/semiconductors, SPX and QQQ would need to break strong short-term supports at 5370-5380 and $468-469, respectively. Until then, Tech/semis remain leadership</li>
</ul>


Semiconductors (SMH,SOXX,NVDA,AVGO) have been leadership since late-2022, but they're extended and starting to see profit taking as market participants rotate into other laggard areas of the market (especially Energy).
The question is whether this new trend lasts a few days, or if this is the start of longer-term trend.
If there will be any lasting rotation away from Technology/semiconductors, SPX and QQQ would need to break strong short-term supports at 5370-5380 and $468-469, respectively. Until then, Tech/semis remain leadership


Rotation Is the Lifeblood of a Bull Market; Still Bullish; Supports at SPX 5370-5380, QQQ $468-469

United States

United Therapeutics Corporation develops pharmaceuticals to treat vascular diseases such as pulmonary hypertension and peripheral vascular disease.  The Company's lead products are stable synthetic forms of prostacyclin and are delivered orally or subcutaneously.

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

United Therapeutics (UTHR US)

United Therapeutics Corporation: Advancements in Organ Transplant Alternatives Upping Their Game? - Major Drivers

United Therapeutics Corporation reported a robust third-quarter performance for 2024, marking six consecutive quarters of record revenue. The...

Baptista Research

United Therapeutics Corporation: Tyvaso DPI Adoption & Market Penetration As Growth Drivers! - Major Drivers

United Therapeutics Corporation reported a strong second quarter for 2024, showcasing significant strides in revenue growth and continued...

Baptista Research

United Therapeutics Corporation: Xenotransplantation Initiatives; Expansion into Pulmonary Hypertension Treatment & Other Major Drivers

United Therapeutics Corporation has documented robust financial results for the first quarter of 2024, demonstrating strong growth and development...

Baptista Research

United Therapeutics Corporation: Initiation Of Coverage - 6 Biggest Factors Driving Its Future Growth! - Financial Forecasts

This is our first report on biotech major, United Therapeutics Corporation (UTC). The company posted solid financial results for the fourth...

Baptista Research

Rotation Is the Lifeblood of a Bull Market; Still Bullish; Supports at SPX 5370-5380, QQQ $468-469

Rotation is the Lifeblood of a Bull Market; Bullish Outlook Intact; Expecting Short-term Support at $SPX 5370-5380 and $QQQ $468-469 (20-day MAs...

Vermilion Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)