Long-term Bayer holder lays out a bull case based on restructuring, drug pipeline, Supreme Court Roundup litigation relief and potential spin-offs, targeting €80-100 per share.
BAYN.DE — LONG The author, a three-year Bayer holder, argues a new CEO has slashed dividends and cut bloated management, while the US Supreme Court has agreed to hear Bayer's Roundup case, which the author believes should resolve the litigation overhang given EPA/FDA compliance. New pipeline drugs are expected to offset patent expirations, the company looks set to be profitable this year, and a spin-off of the health and agro businesses may be on the cards. The author targets €80-100 per share, with the stock having already recovered from ~€20 to ~€44.
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