Bayer remains structurally impaired by Roundup litigation that the new CEO's plan has not resolved. Xarelto LOE is hitting hard with no Pharma replacement of sufficient scale. Crop Science is pressured by weak farm economics globally and El Nino-disrupted planting decisions. The conglomerate structure trade discount persists with no clear breakup catalyst.
Thesis reviewed May 29, 2026
Bayer AG is headquartered in Germany, which is currently showing moderate signals.
π©πͺGermany62NEUTRALView Germany risk detail βπPharma0NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| JNJ | Johnson & Johnson | 50 | +8% | β0% | NEUTRAL |
| LLY | Eli Lilly and Company | 50 | +24% | β0% | EARLY |
| TAK | Takeda Pharmaceutical Company Limited | 50 | +10% | β0% | NEUTRAL |
| REGN | Regeneron Pharmaceuticals Inc. | 50 | -16% | β0% | AVOID |
| SNY | Sanofi | 50 | +14% | β0% | EARLY |
| RDY | Dr Reddy's Laboratories Ltd | 50 | +7% | β0% | NEUTRAL |
| NVO | Novo Nordisk A/S | 50 | +15% | β0% | EARLY |
Investors who hold BAYRY may also have indirect exposure through these country funds.
Missouri Roundup verdict adds $2.1B to liability accrual
Xarelto generic launches accelerate share erosion
Crop Science Q1 revenue down 12% on glyphosate pricing
S&P puts Bayer on credit watch negative
Estimates Β· Yahoo Finance Β· Not audited figures