Latest news with #BAYRY
Globe and Mail
3 days ago
- Business
- Globe and Mail
BAYRY Skyrockets 62.9% YTD: Should You Buy or Sell the Stock?
The going has been good for the German pharmaceutical giant Bayer BAYRY this year. Shares have surged 62.9% year to date compared with the industry 's gain of 1.9%. The stock has also outperformed the sector and the S&P 500 index in this time frame. BAYRY Outperforms Industry, Sector & S&P 500 Index While challenges in its Crop Science business and litigations have bogged down investors in the past couple of years, 2025 has proved to be a turnaround for Bayer. The impressive performance can be attributed to new drug approvals and encouraging pipeline progress. Let's delve further into BAYRY's strengths and weaknesses to analyze how to play the stock at present. BAYRY's Efforts to Strengthen Pharma Business Bayer's new products, such as prostate cancer drug Nubeqa and kidney disease drug Kerendia (finerenone), continue to maintain their impressive momentum in the Pharmaceutical division and offset the negative impact of a decline in Xarelto sales. The FDA recently approved a label expansion of the kidney disease drug Kerendia. The regulatory body approved finerenone for the treatment of adult patients with heart failure (HF) and a left ventricular ejection fraction (LVEF) of ≥40%. With the latest FDA approval, Kerendia has become the only non-steroidal mineralocorticoid receptor antagonist approved in the United States for chronic kidney disease associated with type 2 diabetes and for HF with LVEF of ≥40%. Last month, the FDA also expanded Nubeqa's label for a third indication for patients with advanced prostate cancer. Following this approval, Nubeqa is the first FDA-approved androgen receptor inhibitor for the treatment of patients with hormone-sensitive prostate cancer, in combination with androgen deprivation therapy, with or without chemotherapy. In addition, Nubeqa is approved for the treatment of adult patients with non-metastatic castration-resistant prostate cancer, who are at high risk of developing metastatic disease. We remind investors that Nubeqa achieved blockbuster status in 2024, with annual sales reaching €1.52 billion for full-year 2024. BAYRY expects to launch two new drugs — elinzanetant, a hormone-free treatment for menopause symptoms, and acoramidis, a drug for the treatment of a certain type of heart disease. Elinzanetant was recently approved in the UK for the treatment of moderate to severe vasomotor symptoms (VMS or hot flashes) associated with menopause under the brand name Lynkuet. Elinzanetant is under regulatory review in the United States, countries of the European Union and other markets around the world for VMS. Bayer recently submitted a marketing authorization application to the European Medicines Agency for its investigational contrast agent gadoquatrane for contrast enhancement in magnetic resonance imaging to detect and visualize known or suspected pathologies in all body regions and the central nervous system in adults and pediatric patients, including neonates. A new drug application has also been submitted to the FDA for gadoquatrane for the above-mentioned indication. The European Commission has also granted a label extension for Eylea (aflibercept 8 mg, 114.3 mg/ml solution for injection) with extended treatment intervals of up to 6 months for the treatment of two major retinal diseases, neovascular (wet) age-related macular degeneration and visual impairment due to diabetic macular edema. Please note that Bayer's HealthCare unit co-develops Eylea with Regeneron REGN, which records net product sales of Eylea in the United States. BAYRY records net product sales of Eylea outside the country. REGN records its share of profits/losses in connection with the sales of Eylea outside the United States. Bayer also has a collaboration agreement with Johnson & Johnson JNJ for oral anticoagulant Xarelto. The drug is marketed by J&J. Bayer earns license revenues from JNJ for Xarelto sales in the United States. The company also aims to strengthen its pharmaceutical pipeline. In 2021, Bayer acquired the clinical-stage biopharmaceutical company Vividion Therapeutics to expand its presence in precision small-molecule therapeutics, with a primary focus on oncology and immunology. BAYRY has expanded its pipeline in new modalities of cell therapy through the acquisition of BlueRock, and in gene therapy, through the AskBio buyout. Cost-Cutting Measures Should Boost BAYRY's Earnings Bayer has implemented a new operating model to reduce hierarchies, eliminate bureaucracy, streamline structures and accelerate decision-making processes. The company is also undertaking significant job cuts. These efforts should help the company cut costs. BAYRY's Valuation and Estimates From a valuation perspective, BAYRY is currently quite inexpensive. Going by the price/earnings ratio, the company's shares currently trade at 5.90X forward earnings, quite below 15.16X for the industry. The stock is trading below its five-year mean of 6.94X. Image Source: Zacks Investment Research The Zacks Consensus Estimate for 2025 earnings per share has risen from $1.25 to $1.30 while that for 2026 has increased from $1.31 to $1.35 over the past 60 days. Invest in BAYRY Pharma bigwigs are mostly considered safe havens for investors interested in this sector. BAYRY has one of the most diversified portfolios in the industry. The pharma business continues to march ahead. Newer drugs pave the way for growth, and the approval of additional new drugs should further bolster the portfolio. New launches in the Consumer Health business are a positive. While challenges for the Crop Science business and significant Roundup litigation charges continue to be a headwind, the company's recent upbeat performance provides distressed investors with a ray of hope. We recommend the stock to investors at current levels as we believe the worst is most likely behind BAYRY and the company is poised for a turnaround hereafter. BAYRY currently carries a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Only $1 to See All Zacks' Buys and Sells We're not kidding. Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone. See Stocks Now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Regeneron Pharmaceuticals, Inc. (REGN): Free Stock Analysis Report Johnson & Johnson (JNJ): Free Stock Analysis Report Bayer Aktiengesellschaft (BAYRY): Free Stock Analysis Report
Yahoo
07-06-2025
- Business
- Yahoo
Goldman Sachs Upgrades Bayer (BAYRY) to Buy
On Thursday, Goldman Sachs analyst James Quigley upgraded Bayer Aktiengesellschaft (OTC:BAYRY) to Buy from Neutral, while setting a price target of EUR 33. Quigley indicated that the stock's risk/reward profile appears positive as it approaches H2 2025, with potential catalysts that could drive a re-rating in the medium term. A closeup of pills in a pharmacy, representing the high quality medications of the company. This upgrade follows Bayer's strong operational start to the year, characterized by cost discipline in its Crop Science division and robust momentum in its underlying Pharmaceuticals business. Goldman Sachs suggests that these factors indicate Bayer may have reached the bottom of its negative earnings revision cycle. In key business developments, Bayer's EPS stood at EUR 2.49 in Q1 2025, keeping the company on track to achieve EUR 4.50 to 5.00 at constant currencies for the full year. While sales in the company's Crop Science division declined by 3% due to regulatory impacts affecting higher-margin sales, the Pharmaceuticals segment sales grew by 4% due to an 80% year-over-year increase in Nubeqa and Kerendia sales. Nubeqa is a prostate cancer drug, while Kerendia is used to treat chronic kidney disease associated with type 2 diabetes. The Consumer Health segment sales also increased by 2.5%. Bayer Aktiengesellschaft (OTC:BAYRY) is a global life science company. The company operates through Pharmaceuticals, Consumer Health, and Crop Science segments. While we acknowledge the potential of BAYRY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Related Content OTC Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
28-05-2025
- Business
- Yahoo
Is Bayer (BAYRY) Outperforming Other Medical Stocks This Year?
For those looking to find strong Medical stocks, it is prudent to search for companies in the group that are outperforming their peers. Bayer Aktiengesellschaft (BAYRY) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Medical sector should help us answer this question. Bayer Aktiengesellschaft is a member of our Medical group, which includes 997 different companies and currently sits at #4 in the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the average Zacks Rank of the individual stocks within the groups. The Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next one to three months. Bayer Aktiengesellschaft is currently sporting a Zacks Rank of #2 (Buy). Over the past 90 days, the Zacks Consensus Estimate for BAYRY's full-year earnings has moved 9.4% higher. This means that analyst sentiment is stronger and the stock's earnings outlook is improving. Based on the latest available data, BAYRY has gained about 45.3% so far this year. Meanwhile, stocks in the Medical group have lost about 5.8% on average. This means that Bayer Aktiengesellschaft is performing better than its sector in terms of year-to-date returns. One other Medical stock that has outperformed the sector so far this year is BioCryst Pharmaceuticals (BCRX). The stock is up 43.5% year-to-date. For BioCryst Pharmaceuticals, the consensus EPS estimate for the current year has increased 359.5% over the past three months. The stock currently has a Zacks Rank #2 (Buy). Looking more specifically, Bayer Aktiengesellschaft belongs to the Large Cap Pharmaceuticals industry, a group that includes 11 individual stocks and currently sits at #41 in the Zacks Industry Rank. Stocks in this group have lost about 4.3% so far this year, so BAYRY is performing better this group in terms of year-to-date returns. On the other hand, BioCryst Pharmaceuticals belongs to the Medical - Drugs industry. This 161-stock industry is currently ranked #56. The industry has moved -0.9% year to date. Investors interested in the Medical sector may want to keep a close eye on Bayer Aktiengesellschaft and BioCryst Pharmaceuticals as they attempt to continue their solid performance. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Bayer Aktiengesellschaft (BAYRY) : Free Stock Analysis Report BioCryst Pharmaceuticals, Inc. (BCRX) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
13-05-2025
- Business
- Yahoo
Are Medical Stocks Lagging Bayer (BAYRY) This Year?
For those looking to find strong Medical stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Bayer Aktiengesellschaft (BAYRY) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Medical peers, we might be able to answer that question. Bayer Aktiengesellschaft is a member of our Medical group, which includes 1001 different companies and currently sits at #4 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group. The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. Bayer Aktiengesellschaft is currently sporting a Zacks Rank of #2 (Buy). The Zacks Consensus Estimate for BAYRY's full-year earnings has moved 7.6% higher within the past quarter. This signals that analyst sentiment is improving and the stock's earnings outlook is more positive. Our latest available data shows that BAYRY has returned about 39.3% since the start of the calendar year. Meanwhile, the Medical sector has returned an average of -6.7% on a year-to-date basis. This means that Bayer Aktiengesellschaft is performing better than its sector in terms of year-to-date returns. Another stock in the Medical sector, Boston Scientific (BSX), has outperformed the sector so far this year. The stock's year-to-date return is 15.2%. For Boston Scientific, the consensus EPS estimate for the current year has increased 2.2% over the past three months. The stock currently has a Zacks Rank #2 (Buy). Looking more specifically, Bayer Aktiengesellschaft belongs to the Large Cap Pharmaceuticals industry, which includes 11 individual stocks and currently sits at #42 in the Zacks Industry Rank. On average, this group has lost an average of 5.9% so far this year, meaning that BAYRY is performing better in terms of year-to-date returns. In contrast, Boston Scientific falls under the Medical - Products industry. Currently, this industry has 82 stocks and is ranked #167. Since the beginning of the year, the industry has moved +5.4%. Investors with an interest in Medical stocks should continue to track Bayer Aktiengesellschaft and Boston Scientific. These stocks will be looking to continue their solid performance. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Bayer Aktiengesellschaft (BAYRY) : Free Stock Analysis Report Boston Scientific Corporation (BSX) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
05-04-2025
- Business
- Yahoo
Bayer's Vividion Initiates Dosing in Early-Stage Cancer Study
Bayer's BAYRY wholly owned and independently operated subsidiary, Vividion Therapeutics, Inc, announced that the first patient has been dosed in a phase I study evaluating VVD-159642. VVD-159642 is an investigational oral inhibitor designed to target RAS-driven cancers. The phase I study will evaluate the safety, tolerability, pharmacokinetics, pharmacodynamics and preliminary anti-tumor activity of VVD-159642 as a single agent and in combination with either Lumakras (sotorasib) or trametinib in patients with advanced solid tumors. Shares of BAYRY have surged 20.3% year to date compared with the industry's growth of 1.2%. Image Source: Zacks Investment Research VVD-159642 is Vividion's fourth clinical-stage program stemming from its chemoproteomics discovery platform. It is designed to improve patient outcomes by inhibiting RAS-PI3Kα, a key signaling pathway implicated in solid tumor development and progression. Data from preclinical studies on VVD-159642 suggest that the candidate can be evaluated in a broad patient population and might demonstrate increased efficacy in combination with other RAS/MAPK pathway inhibitors. Bayer acquired clinical stage biopharmaceutical company Vividion Therapeutics in 2021 to expand in the field of precision small-molecule therapeutics primarily in oncology and immunology. The chemoproteomics platform technology of Vividion has enabled Bayer to discover a large number of traditionally unaddressable oncological targets with the aid of precision cancer therapeutics. Vividion is currently evaluating an oral KEAP1 activator in solid tumors and an oral STAT3 inhibitor in solid and hematologic malignancies in phase I studies. In December 2024, Vividion acquired Tavros Therapeutics, Inc., a company based in the United States. Tavros' proprietary methods for genomic screening can identify new target opportunities and support discovery and translational efforts toward known targets. 2024 was a challenging year for the company, largely due to strong headwinds in the Crop Science business. The uncertainty caused by ongoing Roundup litigation is also a major hangover on the stock. The guidance for 2025 is pretty ordinary, as Bayer expects business to be challenging. Bayer Aktiengesellschaft price-consensus-eps-surprise-chart | Bayer Aktiengesellschaft Quote In this scenario, the company aims to strengthen its pharmaceutical pipeline. Bayer has expanded its pipeline in new modalities of cell therapy, through the acquisition of BlueRock, and gene therapy, through the acquisition of AskBio. Bayer had earlier collaborated with Thermo Fisher Scientific Inc. to jointly develop diagnostic tests based on next-generation sequencing. The company recently announced a licensing agreement with Suzhou Puhe BioPharma Co., a clinical-stage biotechnology company. Suzhou Puhe BioPharma is focused on the research and development of innovative small-molecule precision therapeutics. The companies have collaborated for Suzhou Puhe BioPharma's oral, small molecule protein arginine N-methyltransferase 5 (PRMT5) inhibitor that selectively targets methylthioadenosine phosphorylase (MTAP)-deleted tumors. Under the agreement, Bayer obtained an exclusive worldwide license to develop, manufacture and commercialize the MTA-cooperative PRMT5 inhibitor. Sales growth was encouraging in the Pharmaceutical division in 2024. New products, Nubeqa and Kerendia, retained their impressive momentum and offset the negative impact of a decline in Xarelto sales. The company is working to expand the labels of its key drugs, Nubeqa and Kerendia, which should boost growth. BAYRY currently carries a Zacks Rank #2 (Buy). A couple of other top-ranked stocks in the pharma/biotech sector are Gilead Sciences, Inc GILD and Dynavax Technologies Corporation DVAX, each carrying a Zacks Rank #2 at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. In the past 60 days, Gilead Sciences' EPS estimate for 2025 has increased from $7.55 to $7.87. During the same timeframe, the figure for 2026 has increased to $8.31 from $8.17. Shares of GILD have surged 22.5% year to date. GILD's earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 19.47%. In the past 30 days, estimates for Dynavax's 2025 EPS have remained constant at 33 cents. During the same time frame, EPS estimates have remained constant at 57 cents for 2026. In the past six months, shares of DVAX have gained 19.3%. DVAX's earnings beat estimates in three of the trailing four quarters and missed the same in the other one, the average surprise being 9.58%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dynavax Technologies Corporation (DVAX) : Free Stock Analysis Report Gilead Sciences, Inc. (GILD) : Free Stock Analysis Report Bayer Aktiengesellschaft (BAYRY) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
