Bayer

Bayer has more than doubled over the past twelve months and has nearly tripled since the start of 2025, but remains well below the 2015 record high of €145.80. The recovery is driven by approvals such as the stroke drug Asundexian, strong sales from products like Nubeqa, and upward revisions to annual targets after a net profit of €5.2 billion in nine months. At the same time, settlements in the Monsanto glyphosate litigation (Bayer has set aside $7.25 billion) and cost savings from 12,000 job cuts could reduce the risk. Sixteen of 21 analysts recommend the stock; the expected P/E ratio is 19, below the sector average of 23. » Więcej na handelsblatt.com

Bayer saw its share price rise by more than 100 percent last year, but remains far below the all-time high before the Monsanto takeover. US approval for the stroke drug Asundexian and strong sales of new medicines such as Nubeqa and Kerendia are driving growth, prompting the group to raise its annual targets. Pressure from the wave of Monsanto lawsuits is easing after a ruling reduced many plaintiffs' chances of success and Bayer set aside $7.25 billion for out-of-court settlements. CEO Bill Anderson is focusing on cost cuts and simplified structures; analysts mostly rate the stock as buy and see the price-earnings ratio of around 19 as still attractive compared with the sector. » Więcej na handelsblatt.com

Bayer has received approvals for the new stroke drug Asundexian in China and the US. Approval in Germany is still pending, so patients there will have to wait. The development reflects the growing practice of introducing new drugs first in foreign markets. » Więcej na wiwo.de

Bayer has received approvals for the Wuppertal-developed active ingredient Asundexian (brand name Sunharbo) in China and the USA; a European and German approval is being sought for next year. In a study, the drug reduced the risk of a recurrent ischemic stroke by 26 percent in over 12,000 patients. Analysts estimate peak annual sales potential of up to two billion euros in Europe and the USA; Bayer gives no official figures and initial sales expectations had been significantly higher. The group is simultaneously investing in a new plant in the USA while the market launch in Europe remains delayed. » Więcej na wiwo.de

Bayer reported a better-than-expected third quarter, driven by its pharmaceuticals division and products such as Nubeqa. Goldman and UBS raised their price target to €66.00 and recommend “Buy,” while Jefferies remains at “Hold” with a €46.00 target and points to possible one-off items. Adjusted EBITDA surprised on the upside, but core earnings per share stayed below consensus. Investors are cautious after the strong share-price rise, as parts of the success could be deemed unsustainable. » Więcej na deraktionaer.de