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Bayer Jaardraadje 2024

294 Posts
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  1. forum rang 7 4finance 15 april 2024 12:49
    BAYER, weer niet zo'n fijn bericht....

    LONDON, April 12 (Reuters) - Bayer's patent covering its best-selling blood thinner Xarelto is invalid, London's High Court ruled on Friday in a blow to the German drugmaker.
    The company's blockbuster Xarelto drug generated nearly $4.1 billion in revenue in 2023, according to research firm Statista.
    Bayer's attempts to replace Xarelto were thrown into doubt last year when it aborted a large late-stage trial testing a new anti-clotting drug due to lack of efficacy.
    Its European patent over once-daily rivaroxaban, with a brand name of Xarelto, has now been declared invalid following legal challenges brought by Sandoz and other rival manufacturers.
    Judge Richard Hacon said Bayer's patent was invalid because of the lack of an "inventive step" in developing the drug.
    Friday's decision paves the way for other drug makers to launch generic versions of rivaroxaban, though Bayer said it would be seeking to block such attempts pending any appeal.
    "We are seeking permission to appeal this decision and seeking interim injunctive relief to prevent the launch of 10mg, 15mg and 20mg generic rivaroxaban products," a Bayer spokesperson said in a statement.
  2. forum rang 4 stockholder 15 april 2024 18:18
    Wanneer is de gifbeker (hoe toepasselijk) voor Bayer nu eens leeg?
    De wet van Murphy. Dit is gewoon drama.
    Dus nog steeds van afblijven, is mijn opinie.
  3. forum rang 7 LL 17 april 2024 18:23
    Stifel lowers its target price

    (CercleFinance.com) - While maintaining its 'hold' recommendation on Bayer shares, Stifel has lowered its TP for them from E42 to E30, which is based on the historical P/E and EV/EBITDA multiples applied to its 2024 projections.

    The broker anticipates adjusted EBITDA of E4bn for Q1 2024, down 11% y-o-y, mainly due to Agrochemicals, but says it is below consensus in each of the German group's three segments.

    Stifel expects the year-on-year trend to improve in H2, with cost savings and easy comparables, but its 2024 EBITDA forecast of E10.1bn is at the low end of the target range.

    Copyright (c) 2024 CercleFinance.com. All rights reserved
  4. forum rang 6 N audio 18 april 2024 09:38
    Dezelfde patentstrijd mbt Xarelto is overigens wel recent gewonnen in Nederland, Duitsland en Zweden.
    Sinds afgelopen Woensdag is het wel regelmatig topdrukte geweest bij het uitleenloket voor aandelen.
    Firma list en bedrog druk bezig met het lenen van de stukken.
  5. forum rang 7 4finance 18 april 2024 16:53
    quote:

    N audio schreef op 18 april 2024 09:38:

    Dezelfde patentstrijd mbt Xarelto is overigens wel recent gewonnen in Nederland, Duitsland en Zweden.
    Sinds afgelopen Woensdag is het wel regelmatig topdrukte geweest bij het uitleenloket voor aandelen.
    Firma list en bedrog druk bezig met het lenen van de stukken.
    BAYER, onder de 20,00 ga ik eens nadenken om misschien wat te kopen.
    Echter de komende 3 jaar zeker geen dividend hier en veel onzekerheid.
    Er zijn mooiere aandelen met (veel) dividend.
    Bij een terugval van de beurzen gaat dit ook weer onderuit.
  6. forum rang 6 N audio 24 april 2024 12:32
    Shortvolume ratio is nu hoog bij Bayer.
    Met andere woorden: shortsellers zijn proactief bezig de koers continue te drukken.
    Blijkbaar is het interessant om de koers actief aan de ketting te leggen?
    Wanneer Bayer dus niet op mag lopen, kan je de vraag stellen waarom dit zo belangrijk is voor shortende partijen?

    Wellicht is het aandeel interessanter dan we vermoeden? Anders probeer je de boel toch niet constant uit te roken, en aan de boom blijven schudden?
    Afgelopen week regelmatig shortvolume ratio van rond de 80%. Bron Fintel.
    Natuurlijk is dat bij één broker, maar ik denk dan toch dat de "heren" dit spelletje elders ook spelen.

    Ik ben toch benieuwd.
  7. forum rang 7 4finance 24 april 2024 13:27
    quote:

    N audio schreef op 24 april 2024 12:32:

    Shortvolume ratio is nu hoog bij Bayer.
    Met andere woorden: shortsellers zijn proactief bezig de koers continue te drukken.
    Blijkbaar is het interessant om de koers actief aan de ketting te leggen?
    Wanneer Bayer dus niet op mag lopen, kan je de vraag stellen waarom dit zo belangrijk is voor shortende partijen?

    Wellicht is het aandeel interessanter dan we vermoeden? Anders probeer je de boel toch niet constant uit te roken, en aan de boom blijven schudden?
    Afgelopen week regelmatig shortvolume ratio van rond de 80%. Bron Fintel.
    Natuurlijk is dat bij één broker, maar ik denk dan toch dat de "heren" dit spelletje elders ook spelen.

    Ik ben toch benieuwd.
    Feit is natuurlijk wel als er ook maar een klein beetje positief nieuws komt. vliegt het aandeel omhoog.
    Dan gaat er flink gecoverd worden in een korte tijd en kan de koers "tijdelijk"fors oplopen.
    In die zin kan je zeggen; BAYER is een buy.
  8. forum rang 5 Bulletje Rozenwater 24 april 2024 13:34
    Denk dat het probleem van Bayer veel groter is dan alleen roundup.
    Er is geen groei, er is geen hoog dividend meer. Xarelto patent loopt af. Monanto is echt een K bedrijf, nog los van de rechtzaken.
    Er zijn betere koopjes op de beurs.
  9. forum rang 6 N audio 24 april 2024 14:04
    quote:

    4finance schreef op 24 april 2024 13:27:

    [...]

    Feit is natuurlijk wel als er ook maar een klein beetje positief nieuws komt. vliegt het aandeel omhoog.
    Dan gaat er flink gecoverd worden in een korte tijd en kan de koers "tijdelijk"fors oplopen.
    In die zin kan je zeggen; BAYER is een buy.
    Ik blijf het maar lastig vinden. Wat andere poster hierboven schreef, ja hij heeft een punt.
    Maar dat is enkel van toepassing wanneer er de komende jaren helemaal niets meer uit de koker van Bayer zou vloeien. En dat vind ik maar moeilijk om aan te nemen.
    Ik heb een overzichtelijke positie hier, die ik enkel ga uitbreiden wanneer dat de moeite zou lonen.
  10. forum rang 7 4finance 24 april 2024 14:13
    quote:

    N audio schreef op 24 april 2024 14:04:

    [...]

    Ik blijf het maar lastig vinden. Wat andere poster hierboven schreef, ja hij heeft een punt.
    Maar dat is enkel van toepassing wanneer er de komende jaren helemaal niets meer uit de koker van Bayer zou vloeien. En dat vind ik maar moeilijk om aan te nemen.
    Ik heb een overzichtelijke positie hier, die ik enkel ga uitbreiden wanneer dat de moeite zou lonen.
    Tja, ik volg het aandeel nog steeds met aandacht, maar op dit niveau ga ik hier geen aandelen kopen.
    Mijn verkochte Bayer positie zit in o.a AMG, Besi en Flow traders.
    AMG heb ik heel laag kunnen kopen en de 2 anderen lopen ook mooi omhoog.
    Op deze posities inmiddels behoorlijk wat winst.
    Het skippen van dividend bij BAYER voor minimaal 3 jaar is iets wat beleggers niet leuk vinden.
  11. forum rang 7 LL 25 april 2024 09:22
    UPDATE 1-Judge slashes $857 mln Monsanto verdict to $438 mln in PCBs case

    By Clark Mindock

    April 24 (Reuters) - A Washington state judge has nearly halved a $857 million verdict against Bayer’s Monsanto in a lawsuit over chemical pollution at a Seattle-area school, ruling that the company should pay $438 million instead.

    Monsanto spinoff Pharmacia was found liable by a jury in December for selling polychlorinated biphenyls (PCBs) used in the Sky Valley Education Center in Monroe, Washington, that were not safe and did not contain adequate warnings.

    The verdict included $73 million in compensatory damages and $784 million in punitive damages for the plaintiffs, seven former students and parent volunteers at the school who said PCBs caused them neurological, endocrine system and other health issues.

    King County Superior Court Judge Jim Rogers let the $73 million component stand in a ruling on Tuesday, but he reduced punitive damages to five times that amount, or $365 million, and shaved another $1.5 million from the judgment to account for a related settlement.

    Monsanto had argued in January that the original award was unconstitutionally excessive. The U.S. Supreme Court has said that punitive damages should generally not be more than nine times compensatory damages.

    A spokesperson for Monsanto, which agreed to defend Pharmacia in PCBs litigation, said in a statement Wednesday that the company is pleased with the decision but plans to appeal the jury's findings. The spokesperson said the award is still too high and that the plaintiffs were not exposed to unsafe levels of PCBs.

    Spokespeople for the plaintiffs declined to comment on Wednesday.

    Employees, students and others have claimed in numerous lawsuits against Monsanto that exposure to PCBs at the Sky Valley center gave them cancer, thyroid conditions and other health problems.

    PCBs are chemicals once widely used to insulate electrical equipment and found in other common products like carbon copy paper, caulking, floor finish and paint. The U.S. government outlawed the chemicals in 1979 after discovering links to cancer.

    The December verdict marked the latest trial loss for Monsanto, which already faced roughly $870 million in verdicts from alleged PCBs exposure at the Sky Valley center in other cases. Monsanto is appealing those verdicts.

    The company has said it stopped producing PCBs in 1977. It has also said the school had been warned repeatedly by government officials that light fixtures containing the chemicals needed to be retrofitted, but that those warnings were ignored.

    The case is Bard v. Pharmacia, King County Superior Court in Washington, No. 21-2-14305-5.

    For the Bard plaintiffs: Henry Jones, Richard Friedman, Sean Gamble and James Hertz of Friedman Rubin

    For Monsanto: Jean-Claude Andre, Elizabeth Blackwell, Kenneth Marshall and Sarah Hartley of Bryan Cave Leighton Paisner

    (Reporting by Clark Mindock)
  12. forum rang 7 4finance 25 april 2024 09:56
    quote:

    LL schreef op 25 april 2024 09:22:

    UPDATE 1-Judge slashes $857 mln Monsanto verdict to $438 mln in PCBs case

    By Clark Mindock

    April 24 (Reuters) - A Washington state judge has nearly halved a $857 million verdict against Bayer’s Monsanto in a lawsuit over chemical pollution at a Seattle-area school, ruling that the company should pay $438 million instead.

    Monsanto spinoff Pharmacia was found liable by a jury in December for selling polychlorinated biphenyls (PCBs) used in the Sky Valley Education Center in Monroe, Washington, that were not safe and did not contain adequate warnings.

    The verdict included $73 million in compensatory damages and $784 million in punitive damages for the plaintiffs, seven former students and parent volunteers at the school who said PCBs caused them neurological, endocrine system and other health issues.

    King County Superior Court Judge Jim Rogers let the $73 million component stand in a ruling on Tuesday, but he reduced punitive damages to five times that amount, or $365 million, and shaved another $1.5 million from the judgment to account for a related settlement.

    Monsanto had argued in January that the original award was unconstitutionally excessive. The U.S. Supreme Court has said that punitive damages should generally not be more than nine times compensatory damages.

    A spokesperson for Monsanto, which agreed to defend Pharmacia in PCBs litigation, said in a statement Wednesday that the company is pleased with the decision but plans to appeal the jury's findings. The spokesperson said the award is still too high and that the plaintiffs were not exposed to unsafe levels of PCBs.

    Spokespeople for the plaintiffs declined to comment on Wednesday.

    Employees, students and others have claimed in numerous lawsuits against Monsanto that exposure to PCBs at the Sky Valley center gave them cancer, thyroid conditions and other health problems.

    PCBs are chemicals once widely used to insulate electrical equipment and found in other common products like carbon copy paper, caulking, floor finish and paint. The U.S. government outlawed the chemicals in 1979 after discovering links to cancer.

    The December verdict marked the latest trial loss for Monsanto, which already faced roughly $870 million in verdicts from alleged PCBs exposure at the Sky Valley center in other cases. Monsanto is appealing those verdicts.

    The company has said it stopped producing PCBs in 1977. It has also said the school had been warned repeatedly by government officials that light fixtures containing the chemicals needed to be retrofitted, but that those warnings were ignored.

    The case is Bard v. Pharmacia, King County Superior Court in Washington, No. 21-2-14305-5.

    For the Bard plaintiffs: Henry Jones, Richard Friedman, Sean Gamble and James Hertz of Friedman Rubin

    For Monsanto: Jean-Claude Andre, Elizabeth Blackwell, Kenneth Marshall and Sarah Hartley of Bryan Cave Leighton Paisner

    (Reporting by Clark Mindock)
    Dat is dus bijna een half miljard voor 1 zaak. Dat wordt een forse rekening als alle zaken zo gaan lopen.
    Dit is een ongekend drama voor Bayer.
  13. forum rang 7 LL 26 april 2024 15:20
    Bayer investor Deka takes a stand against CEO in annual vote
    By Patricia Weiss and Ludwig Burger

    FRANKFURT, April 26 (Reuters) - Bayer shareholder Deka Investment said on Friday it would not join other large investors in supporting the healthcare and agriculture group's management at its annual general meeting.

    Two other larger German mutual fund management houses, DWS and Union Investment, have said they would vote in favour of approving the management board's actions while shareholder advisory firms Glass Lewis and Institutional Shareholder Services (ISS) have recommended such a vote.

    Bayer CEO Bill Anderson will face questions at the AGM over his decision in March to suspend for up to three years any preparations to break apart the German maker of pharmaceuticals, crop protection products and consumer health remedies.

    Anderson, who became CEO in June 2023, has had a tumultuous start with a continued wave of U.S. litigation about an alleged cancer-causing effect of weedkiller glyphosate and a major setback in drug development late last year.

    "We don't regard Mr Anderson's start as successful. We would have wished for more of a focus on aspects that are relevant for the share price," Deka's head of sustainability and corporate governance Ingo Speich said in a speech made available to Reuters ahead of the AGM.

    The vote on ratifying the executive board's business conduct, which prominently wraps up every German AGM, is largely symbolic because it has no bearing on management's liability or tenure. But it is treated as a key gauge of investor sentiment.

    Anderson said in a statement that he would seek to boost drug development, while also tackling litigation, debt and excessive corporate bureaucracy.

    "The soul of this company is alive and well," he said, adding that he would work hard to address shareholders' frustration over the falling share price.

    Harris Associates, another major Bayer shareholder, has told Reuters it strongly supports Anderson, including his decision to suspend work on breaking up the group.

    (Reporting by Ludwig Burger; editing by Friederike Heine and Alexander Smith)
  14. forum rang 7 4finance 29 april 2024 10:41
    BAYER, graag zo'n schikking als bij Philips. Dan worden aandeelhouders hier ook eindelijke een beetje verlost ;-)
    Zo rond de 27,00 "lijkt"wel de bodem.
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