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Saturday, October 15, 2022 by Christoph.Schmid|Comment 0
within category Chemicals,Agrochemical,Pharma,ESG

Bayer's rock-bottom sentiment and valuation continue to offer a credible, de-risked entry point, in our view. The stock trades below 9x 2023E P/E. Bayer's relatively cautious guidance for 2022 is too conservative, as agro markets in particular have sustainably rebounded, backed by strong crop prices. Pharma: while Eylea and Xarelto are faced with patent loss, their respective sales are holding up better than expected so far, and Bayer has a broader pipeline of new compounds with >EUR5bn of peak sales. Any kind of change can only be good news: litigation progress, activism, ESG improvement.

Catalysts:

  • Confirmation from Bayer of a brighter crop market outlook.
  • Progress on glyphosate litigation.
  • Next quarterly report to provide further clarity on improving earnings momentum.
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