Author holds Bayer for ~3 years and lays out a bull case based on restructuring, drug pipeline, Supreme Court Roundup litigation resolution, and potential spin-offs, targeting 80-100 EUR.
BAYN.DE — LONG Author has held and added to Bayer for about three years, arguing the stock is a deep value play after falling from 60 EUR to under 20 EUR and now recovering to 44 EUR. The bull case rests on a new CEO who slashed dividends and cut management bloat, a drug pipeline to offset patent expirations, the US Supreme Court hearing Bayer's Roundup case (where EPA/FDA compliance should trump state claims), and a possible spin-off of the health and agro businesses. Author targets 80-100 EUR per share. Main stated risk is the unresolved Roundup litigation.
There's a perfect storm of yays that are emerging; company restructuring, drug pipeline, supreme court putting an end to the round up shit, and (maybe on the cards) spinning off the health and agro parts into seperate companies.
This Reddit post, published January 19, 2026, features u/weaponsied_autism discussing BAYN.DE. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/weaponsied_autism · Tickers: BAYN.DE