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Bayer
Bayer (BAYN) investor relations material
Bayer 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Business performance and portfolio transformation
Achieved a turnaround with upgraded guidance from negative to slight growth for 2025, with net sales up 1% YoY and EBITDA margin at 26.1%, despite Xarelto's loss of exclusivity and currency headwinds.
Sustained growth in NUBEQA and KERENDIA offsetting Xarelto declines, with new launches like BEYONTTRA, Lynkuet, and Asundexian driving the next wave of growth.
Maintained strong margins and profitability, supported by a focused, de-layered organization and stable base businesses such as radiology and women's health.
Five major growth catalysts introduced or about to launch, with five new indications or products approved and 16 clinical programs advanced or completed in the past year.
Expectation of mid-single-digit growth starting 2027, with 2026 as a transition year and margin expansion targeted to reach 30% by 2030.
Product innovation and pipeline highlights
NUBEQA is the fastest-growing product in its class, approved in nearly 90 countries, and expected to become the leading prostate cancer therapy with strong growth through 2026.
KERENDIA shows blockbuster potential in both kidney and heart indications, with accelerated uptake and new data in type 1 diabetes.
BEYONTTRA achieved rapid reimbursement and market share in Europe, with strong efficacy data and a €2 billion market opportunity.
Lynkuet launched in the US and approved in the EU, offering a non-hormonal menopause therapy with positive early feedback.
Asundexian met primary endpoints in Phase III for secondary stroke prevention, showing significant efficacy without increased bleeding risk, with data presentation and potential approval expected by year-end.
R&D productivity and future innovation
R&D productivity turnaround credited to platform deals, internal innovation, and a new innovation model, focusing on cardiovascular, oncology, and cell/gene therapies.
Six Phase III completions and five new approvals in 2025, with over 16 clinical programs advanced.
Anticipated proof of concept for PSMA actinium radiopharmaceuticals in prostate cancer and gene therapy for severe heart failure in 2026.
Early-stage pipeline movement is strong, with more deals expected as financial health improves and prioritization of debt reduction.
Platform acquisitions like Vividion and cell/gene therapy are seen as key innovation drivers.
Strategy for 30% margin by 2030
Lynkuet: Overcoming market education hurdles
PSMA actinium's role in prostate cancer
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Next Bayer earnings date
Study result6 Feb, 2026
Bayer
Next Bayer earnings date
Study result6 Feb, 2026
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Frequently asked questions
Bayer AG operates as a life science company worldwide. It operates through Pharmaceuticals, Consumer Health, and Crop Science segments. The company researches, develops, manufactures, and markets prescription products primarily for the areas of cardiology and women's healthcare; and specialty therapeutics in the areas of oncology, hematology, and ophthalmology. It is also involved in developing over-the-counter medications and dietary supplements.
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