Is Bayer Making A Mistake With Monsanto When Pharma Is Its Leading Business?

Second-quarter earnings results have raised questions about Bayer AG's long-term strategy, including over how long the company's pharma unit can continue to come out on top and drive the group based on the performance of just five "recently" marketed drugs.

SC1607_Wooden-Figures_1200x675

On the back of mixed second-quarter results it would seem Bayer AG needs to readdress its business priorities: perhaps to focus on further growth of its strong innovative Pharma unit through creative partnerships and in-house R&D investment, instead of conducting massive acquisitions in its failing CropScience and struggling Consumer Health units.

For yet another quarter Bayer's Pharma unit has driven profits and growth for the whole company, while its Consumer Health...

Read the full article – start your free trial today!

Join thousands of industry professionals who rely on Scrip for daily insights

  • Start your 7-day free trial
  • Explore trusted news, analysis, and insights
  • Access comprehensive global coverage
  • Enjoy instant access – no credit card required

More from Earnings

Blenrep Questions Won’t Go Away But GSK Sees Chance To Lead In COPD

 

GSK is sticking to its guns on its forecasts for Blenrep and the firm’s total sales in 2031 despite concerns about the antibody-drug conjugate’s approvability in the US.

Cipla Revs Up Biosimilars Engine Amid Winds Of Regulatory Change

 

Cipla’s partnered filgrastim biosimilar is expected to debut in the US in Q2 FY26 and the Indian firm expects an investment return ratio for its biosimilar engine “not too far” from that of a complex generic product amid an enabling regulatory environment.

Merck & Co.’s Winrevair Growing Into The Revenue Driver Needed Post-Keytruda LOE

 
• By 

PAH drug Winrevair generated more than $1bn in sales in its first year on the US market, but the company plans to cut $3bn in costs through 2027 that it will reinvest in additional growth drivers.

Novo Selects Internal CEO To Recharge Growth

 

Maziar Mike Doustdar has led the company’s international operations and will succeed Lars Fruergaard Jørgensen on August 7.

More from Business

PTC To Challenge BioMarin In PKU With Oral Sephience

 
• By 

PTC plans to compete with BioMarin’s two phenylketonuria drugs with efficacy data showing strong reduction of phenylalanine and ability for patients to liberalize their diets.

Novo Selects Internal CEO To Recharge Growth

 

Maziar Mike Doustdar has led the company’s international operations and will succeed Lars Fruergaard Jørgensen on August 7.

CEO Underlines AstraZeneca’s Increasingly US-Centric Growth Plans

 

Its multibillion dollar investment demonstrates the importance of the US to AstraZeneca, with half of its targeted $80bn revenues by 2030 set to come from the country, Pascal Soriot said as it presented strong second-quarter results.