Bayer remains structurally impaired by Roundup litigation that the new CEO's plan has not resolved. Xarelto LOE is hitting hard with no Pharma replacement of sufficient scale. Crop Science is pressured by weak farm economics globally and El Nino-disrupted planting decisions. The conglomerate structure trade discount persists with no clear breakup catalyst.
Signals scoped to DE · Company-specific tagging coming soon.