Bayer : Share price catalysts set to come from various directions
With the glyphosate litigation nearing a decision, we think investors will refocus on Bayer's fundamentals. Improved prospects in the Pharma division and multiple tailwinds in CropScience in 2027 will provide further impetus. Additionally, as litigation risks fade and the DSO programme progresses, the spin-off of Consumer Health could be back on the table. All this fundamentally alters our assessment of Bayer, and we are upgrading the stock to Outperform, with a new TP of € 55.Bayer is a life sciences group based in Germany. Co.'s operations are organized along three divisions: Pharmaceuticals (engaged in prescription pharmaceuticals for cardiology and women's healthcare); Consumer Health (engaged in non-prescription products in dermatology, dietary supplement, analgesic, gastrointestinal, allergy, cold and flu, foot care, sun protection and cardiovascular risk prevention categories); and CropScience (engaged in the development of seeds and plant traits; crop protection; and for gardens, the green industry and non-agricultural pest control). Co. also maintains an Animal Health business unit engaged in the development of products for farm and companion animals.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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