March 04, 2025 08:17 GMT
HEALTHCARE: Bayer (BAYNGR: Baa2 neg/BBB/BBB): Bayer Summary
HEALTHCARE
The FT published a fairly high level summary of what's been going on at Bayer
- Lack of revenue growth, stubborn debt levels, litigation costs
- Positive catalysts can potentially be: Supreme Court victory in having FIFRA legislation applied to labelling requirements (overriding state level laws); a general improvement in efficiency and management, which Bill Anderson does seem highly focussed on; a few wins in the Pharma division to replace Xarelto.
- Results are tomorrow
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