Bayer's Key Pharma Products Face Competitive Risk -- Market Talk

Dow Jones

05/29

0815 GMT - Bayer's pharmaceutical business has good momentum but faces risks over the medium term from potential competition to key products like its Kerendia kidney drug and asundexian for stroke prevention, Jefferies analysts say. The German group's pharma division should deliver annual sales growth of 2% over the 2025-2030 period, compared with the average growth rate of 5% among peers, according to Jefferies. Asundexian's potential market is a lot smaller after a trial for a type of heart arrhythmia known as atrial fibrillation failed and Bristol Myers Squibb's rival treatment milvexian could have an edge, they add. For Bayer's Kerendia, momentum is good for now, but the threat of competition looms on the horizon with AstraZeneca and Mineralys Therapeutics developing a new class of drugs, Jefferies says. Bayer shares fall 1.3%. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

May 29, 2026 04:15 ET (08:15 GMT)

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The German group's pharma division should deliver annual sales growth of 2% over the 2025-2030 period, compared with the average growth rate of 5% among peers, according to Jefferies. Asundexian's potential market is a lot smaller after a trial for a type of heart arrhythmia known as atrial fibrillation failed and Bristol Myers Squibb's rival treatment milvexian could have an edge, they add. For Bayer's Kerendia, momentum is good for now, but the threat of competition looms on the horizon with AstraZeneca and Mineralys <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> developing a new class of drugs, Jefferies says. Bayer shares fall 1.3%. (adria.calatayud@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 29, 2026 04:15 ET (08:15 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0306806265.USD","symbol_name":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2639986640","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2639986640","pubTimestamp":1780042500,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0815 GMT - Bayer's pharmaceutical business has good momentum but faces risks over the medium term from potential competition to key products like its Kerendia kidney drug and asundexian for stroke prevention, Jefferies analysts say. The German group's pharma division should deliver annual sales growth of 2% over the 2025-2030 period, compared with the average growth rate of 5% among peers, according to Jefferies. Asundexian's potential market is a lot smaller after a trial for a type of heart arrhythmia known as atrial fibrillation failed and Bristol Myers Squibb's rival treatment milvexian could have an edge, they add. For Bayer's Kerendia, momentum is good for now, but the threat of competition looms on the horizon with AstraZeneca and Mineralys Therapeutics developing a new class of drugs, Jefferies says. Bayer shares fall 1.3%. 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The German group's pharma division should deliver annual sales growth of 2% over the 2025-2030 period, compared with the average growth rate of 5% among peers, according to Jefferies. Asundexian's potential market is a lot smaller after a trial for a type of heart arrhythmia known as atrial fibrillation failed and Bristol Myers Squibb's rival treatment milvexian could have an edge, they add. For Bayer's Kerendia, momentum is good for now, but the threat of competition looms on the horizon with AstraZeneca and Mineralys Therapeutics developing a new class of drugs, Jefferies says. Bayer shares fall 1.3%. (adria.calatayud@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 29, 2026 04:15 ET (08:15 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}