Bayer AG Analysis: Growth Potential and Positive Buying SentimenThe history of Bayer AG shares goes through many key moments and events:
Foundation and early years: Bayer was founded in 1863 by Friedrich Bayer and Johann Wagner in Germany. The company initially dealt with the production of chemicals and textile dyes.
Development of aspirin: In 1897, Bayer synthesized aspirin, which became one of the most recognizable drugs in the world. This is considered one of the key moments that established the profile of the company.
World War I: During World War I, most of Bayer's assets were confiscated by the Allies, and the company was forced to reorganize.
World War II and post-war period: Bayer, like many German companies, went through significant changes after World War II. A few years later, Bayer joined the newly formed chemical group "Fritz Haber" and focused on innovation.
Diversification and Growth: In the 1970s and 1980s, the company began to diversify into areas such as pharmaceuticals, agronomy, and biotechnology.
Acquisitions and New Products: Bayer AG acquired companies that strengthened its portfolio, including Monsanto in 2018, which provided significant advances in agronomy.
Recent Challenges: In recent years, the company has faced legal challenges and disputes related to its products, particularly glyphosate, the active ingredient in Roundup.
Key Points
Oakmark International fund manager David Herro sees growth potential for Bayer.
The company's agricultural cycle is showing signs of bottoming out.
Bayer AG operates in three main segments: Crop Science, Pharmaceuticals, and Consumer Health.
The Crop Science segment focuses on sustainable agriculture through seeds and crop protection.
The Pharmaceuticals segment offers prescription products, particularly in the areas of cardiology and women's health.
The Consumer Health segment includes nonsteroidal dermatology products and health supplements.
