Bayer Ord Share Discussion Threads

[ariane] 09/9/2007 10:22

Bayer's Drug Pipeline
May Have a Big Winner
By GEORGE FREY
September 9, 2007

The only time many American investors think of Bayer (BAY) is when they have a headache. But the German company could be worth considering by those who want to diversify their U.S. stock holdings.

The pharmaceutical and chemical maker, whose American depositary shares trade on the New York Stock Exchange, just reported strong quarterly results. It has a promising product pipeline and good profit outlook. And it's even the subject of takeover rumors.

While most analysts doubt there's substance to the takeover speculation, it's clear what Bayer's attractions would be: A restructuring and a slew of purchases and divestitures have left the concern more efficient and more focused on the bottom line.

Bayer's second-quarter profit rose 46%, to 660 million euros ($904 million) from 452 million euros a year earlier. Sales jumped 22%, to 8.22 billion euros. The results were bolstered by inclusion of drug maker Schering, which Bayer bought in 2006. (Schering isn't related to the U.S.'s Schering-Plough.)

Bayer Chief Executive Werner Wenning won't comment on the takeover rumors, which have Switzerland's Novartis as a possible suitor. (Novartis hasn't publicly commented, either). But he voices a bright outlook for Bayer's core health-care division.

Bayer predicts that 2007 sales will rise more than 10% above 2006's 28.96 billion euros. And with some 20 drugs in Phase III testing, 17 in Phase II and 14 in Phase I, Bayer's future looks better than many rivals', says Andrew Benson, a Citigroup analyst in London. He calls the anti-

coagulant drug Rivaroxaban, aimed at helping stroke victims, "the jewel in the crown." Munich-based UniCredit analyst Isabella Zinck says Rivaroxaban could go on the market at the end of 2008 in Europe, and in 2009 in the U.S.

Johnson & Johnson, which is sharing in Rivaroxaban's development costs, will get rights for primary-care sales in the U.S. Bayer will get the rights to U.S. specialty-care sales and sales outside the U.S.

Mr. Benson has a buy rating on Bayer with a target price of about $88 for its American depositary receipts, which traded recently at about $76.

[maestroman] 27/10/2001 14:39

don't forget the drug companies supplied a vaccine to the blacks in South Africa and looked what happened to them...millions dying of SO CALLED AIDS...looks like we are next in line...wouldn't touch the stuff...problem,reaction,solution and the public fall for it everytime!

[philmiboots] 27/10/2001 14:30

Ciprofloxacin is the drug of choice in the UK for both cutaneous and inhalational anthrax. Other drugs can be used such as penicillin, erythromycin or tetracycline but first line, as I have been informed, is ciprofloxacin.

See Public Health Laboratory Website for loads of info on anthrax (see under guidelines)and all sorts of other nastiness - www.phls.co.uk

dagear - No I'm not an english teacher as well, just trying to keep things as factual as possible!

[dagear] 26/10/2001 12:05

CaptainNineStein

The Indian Generic version is not yet available as Bayer still excusively hold the Patent for the molecule. for a while yet!!!

[dagear] 25/10/2001 23:39

Dr Philmiboots

Sorry DR, you an English teacher as well?
Just to be as petty as you CIPRO is a slang term I think you'll find it is CIPROBAY in the states. Spelling is not my thing.

Hilly
Sorry I'm not sure but if DR Philmiboots doesn't tell us all. The info will be on the Department of Health Website.

[cycladesa] 25/10/2001 20:45

i luv this

[philmiboots] 25/10/2001 20:43

Farthing Ted

If your friend "thinks" he's overweight maybe he needs to see a shrink.

[e-mail]

[mattarris] 25/10/2001 20:36

I bought Bayer a week ago. I don't reckon they're expensive. They make a tidy profit and have reasonable growth prospects. Shame about the drop today, but I'm in for the medium to long term. Any other share holders with views?

[brendanmoyles] 25/10/2001 18:12

Listed on the Frankfurt and other European exchanges much more apealing price if you want to deal in Euro

BAYER AG (575200) 34.75 EUR Frankfurt 19:30 CET

Quotes 17Oct2001
% Change -0.14%
Open 35.60 EUR
Low 33.90
Net Volume 259,325
% Change based on prev. close
Fundamentals
52 Wk High 57.80
52 Wk Low 24.05
Dividend 0.34
Div Date 30/4/2001
Market Cap 25,379 M
Div Yield -
P/E Ratio 13.96
EPS 2.49

[captainninestein] 25/10/2001 18:08

India producing generic version - mucho cheapo!!! Thats official

[farthing ted] 25/10/2001 17:59

Dr Philmiboots,

I have a friend who thinks he may be a touch overweight - would you recommend stomach stapling?

FT

[philmiboots] 25/10/2001 16:38

dagear

Ciproxcin does not exist! Ciproxin does and is identical to Cipro or ciprofloxacin or ciloxan (eye drop made by Alcon), they are all one and the same. I should know, I'm a doctor!

[hilly] 25/10/2001 13:11

dagear - What is the first line treatment in the UK for ANTHRAX if not ciproxin?

Hilly

[kayak] 24/10/2001 23:57

You're a bit late with this idea. It's been on TV for weeks that Bayer makes Cipro...

[dagear] 24/10/2001 23:33

point of note:
In the UK CIPROXCIN is not the first line Antibiotic for treatment of ANTHRAX, as it is in the US.

[philmiboots] 18/10/2001 22:36

OK punters - what is the "informed" view on this (expensive!) stock?
Mega sales of Ciprofloxacin in USA already. Once we have a case here then presumably mad scramble to fill all bathroom cabinets with the stuff, at approximately 50p per 100mg tablet!

Worth a gamble?