Bayer: A Contrarian Thesis
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Bayer's diversified portfolio and strong pharmaceutical pipeline are expected to stabilize revenues despite concerns over loss of exclusivity, particularly with Xarelto. The Crop Sciences division has significant upside potential despite ongoing litigation. High leverage ratio limits capital allocation options.
February 23, 2025 | 1:45 pm
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Bayer's diversified portfolio and strong late-stage pharmaceutical pipeline are expected to stabilize revenues despite concerns over loss of exclusivity, particularly with Xarelto. The Crop Sciences division has significant upside potential despite ongoing glyphosate litigation.
Bayer's diversified portfolio and robust pharmaceutical pipeline are expected to offset revenue losses from Xarelto's generic competition. The Crop Sciences division, despite litigation, is undervalued and has growth potential. However, high leverage limits capital allocation flexibility.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100