Bayer ($BAYN (+0.27%) ) has been under pressure for years - mainly due to the glyphosate litigation in the USA. The share price currently reflects a lot of pessimism.
🔎 Why the share could still be interesting:
- Many lawsuit risks are already known and largely priced in
- New CEO with focus on simplification, debt reduction & clear priorities
- Bayer is broadly positioned: Pharmaceuticals, Crop Science & Consumer Health
- Strong pipeline in the pharma sector could restore confidence in the medium term
⚠️ Risks remain:
- Legal disputes have not yet been fully resolved
- High debt
- Turnaround takes time
Conclusion:
Not a sure-fire success - but Bayer could be an exciting turnaround bet for long-term investors if operational progress and legal clarity come together.
No investment advice - just my opinion.
How do you currently see Bayer: opportunity or value trap?
