Bepanthen – Bayer product series (Photo: Bayer AG)
Leverkusen-Bayer boss Bill Anderson recently advertised on the Australian TV for a weight loss fund that does not exist. The transmitter was a fake. It could soon decide whether Anderson himself will be considered a miscarriage. The pharmaceutical industry worldwide attracts again. Whether the problem child Bayer AG clapped? The markets hope for the Report for the 4th quarter And the annual view.
Bavarian shareholders are tested: In autumn, the course of the DAX group crashes from more than 30 to less than 19 euros, the all-time high beyond the 137 euros on 2015. The traditional aspirin inventor-a gambling paper? In 2025 it has been uphill: plus 23.46 percent to 23.76 euros (as of: 12 noon CET).
Medicines do not compensate for agricultural flakes – forecast for 2024
The weak agricultural business determined that 3. Quarter. Pharmaceuticals and Consumer Health increased. Overall, the adjusted operational profit (EBITDA) returned to around 1.25 billion euros (minus 26 percent), sales to around 9.97 billion euros (minus 3.6 percent).
Because of the doldrums in the agricultural sector, Anderson reduced the result forecast for 2024. Bayer only expects an adjusted operational profit of 10.4 to 10.7 billion euros after the estimate had previously been 10.7 to 11.3 billion.
Mega mortgage glyphosate-fight against outdated structures
The topic of glyphosate cash and resources still eats. In the United States, tens of thousands of complaints are pending due to the possibly carcinogenic weed killer. An old load from the takeover of the US group Monsanto. Bayer is now hoping for an occupation of the Supreme Courts.
CEO Bill Anderson had started as a hope of hope in 2022 and had averted Bayer smashing. His master plan: muck out the company bureaucracy, convert structures, become more efficient. The new organizational model may help, but the big relief so far is missing.
Last chance for Anderson-hope for new Pharma blockbusters
In view of the dark backdrop, the markets look forward to the balance sheet on March 5. “I think Bayer no longer has many chances – that is probably one of the last occasions for Bill Anderson to tear the rudder around”, says Markus MannsFund manager at Union Investment.
The pharmaceutical business could be lifeline for Bayer: In the United States, medicine business is going well. However, research reports are now needed, because the patents for some top sellers will run out soon. Investors expect new blockbuster medication.
Profit and sales: estimates of the analysts
The Bayer profit per share should recover in the 4th quarter of 2024: at around 0.98 euros, the average forecast of 7 analysts is loud finanzen.net. In the 3rd quarter of 2024, Bayer had a loss of around 4.26 euros per share, plus 1.37 euros it was in the 4th quarter of 2023 a year ago.
Stagnation in sales: Analysts estimate around 11.27 billion euros on average for the 4th quarter of 2024. This is less than in the previous year’s quartal (around 11.86 billion euros), but more than in the 3. quarter 2024 (around 9.97 billion euros). The Bayer business year ends on December 31.
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