Bayer's Courtroom Reprieve and Pharma Rollout Land in the Same Week
Published on 11/14/2026 at 10:20 | Editorial boerse-global.de
A Missouri jury handed Bayer a unanimous win on Friday, rejecting claims from three women who blamed Roundup for their cancers. The verdict, announced by the company, went Monsanto's way and marked the first Roundup trial concluded since a US Supreme Court ruling that Bayer had been waiting on.
The courtroom victory arrived alongside unresolved business on the settlement front. A proposed Roundup settlement worth up to USD 7.25 billion was still awaiting final court approval as of September 14, according to media reports.
Two Analysts, Two Very Different Price Tags
Deutsche Bank Research raised its target on Bayer to EUR 65 from EUR 60 on Tuesday, sticking with its Buy rating. The bank pointed to the strength of the pharmaceuticals division and higher earnings estimates as the drivers behind the move.
Jefferies took the opposite tack, keeping a Hold rating and a EUR 48.50 target. Analyst Michael Leuchten called the US approval of Asundexian — marketed as Sunharbo — an expected development, while noting that the risk to Bayer's pharma pipeline had fallen considerably as a result. A third research house also reaffirmed its Buy recommendation on Tuesday, viewing the US approval and labeling of Asundexian favorably.
Should investors sell immediately? Or is it worth buying Bayer?
Shares closed Friday at EUR 56.66, leaving the stock wedged between the two targets and still short of Deutsche Bank's revised figure.
Sunharbo's US Debut Set for Late November
Bayer said Tuesday that Sunharbo should reach US patients from mid-to-late November. Regulatory filings in the EU and Japan remain under review. The FDA clearance covers reducing stroke risk in certain adults when used alongside an antiplatelet therapy, specifically patients who have recently suffered a non-cardioembolic ischemic stroke or a high-risk TIA. Bayer bills Sunharbo as the world's first approved Factor XIa inhibitor.
The drugmaker logged a second Chinese approval on November 4, when Sevabertinib was cleared for first-line treatment of patients with HER2-mutant non-small cell lung cancer.
Bayer at a turning point? This analysis reveals what investors need to know now.
Guidance Raised on the Back of Pharma
Third-quarter 2026 group revenue, reported November 3, came in at EUR 10.1 billion, with EBITDA before special items at EUR 1.62 billion. The stronger pharmaceuticals unit fed into an upgraded full-year outlook disclosed at the time. Bayer lifted its forecasts for the Pharmaceuticals margin, group EBITDA before special items and free cash flow, while projecting lower net financial debt.
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