Will Bayer's VVD-214 Oncology Bet and J.P. Morgan Update Change Bayer's (XTRA:BAYN) Narrative

• Vividion Therapeutics, Bayer’s wholly owned subsidiary, recently published on the cover of the Journal of Medicinal Chemistry its discovery and optimization of VVD-214, a covalent Werner helicase inhibitor now in Phase I trials for MSI-high cancers, including in combination with pembrolizumab.
• This work showcases Bayer’s use of chemoproteomics and a covalent-first approach to pursue targeted oncology therapies that may diversify and deepen its pharmaceutical pipeline.
• We’ll now examine how VVD-214’s early clinical progress and Bayer’s upcoming J.P. Morgan Healthcare Conference update may reshape its broader investment narrative.

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Bayer Investment Narrative Recap

To own Bayer today, I think you need to believe the company can gradually shift from litigation burden and patent headwinds toward a more innovation-driven, cash-generative profile. The VVD-214 update is scientifically encouraging but, in my view, does not materially change the near term focus on legal overhangs and capital structure questions, which still dominate the short term catalyst and risk picture.

The upcoming J.P. Morgan Healthcare Conference appearance looks more directly relevant, as it may clarify how Bayer sees its pharma pipeline, including Vividion programs like VVD-214, fitting into its broader turnaround story. Any new color on portfolio priorities, capital allocation after recent losses, and the equity raise proposal could be important context for how investors weigh those scientific advances against unresolved liabilities.

Yet even with these efforts, the scale of ongoing litigation exposure remains something investors should be aware of, especially as...

Read the full narrative on Bayer (it's free!)

Bayer's narrative projects €48.0 billion revenue and €3.1 billion earnings by 2028.

Uncover how Bayer's forecasts yield a €33.42 fair value, a 12% downside to its current price.

Exploring Other Perspectives

Fourteen members of the Simply Wall St Community currently see Bayer’s fair value anywhere between €33.42 and €194.07, with estimates spread across the full range. Against this diversity of views, unresolved glyphosate and PCB litigation, plus recent net losses of €2,552 million in 2024 and €963 million in Q3 2025, give you a concrete sense of why opinions on Bayer’s longer term performance can differ so widely and why it is worth exploring several perspectives before forming your own view.

Explore 14 other fair value estimates on Bayer - why the stock might be worth over 5x more than the current price!

Build Your Own Bayer Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Bayer research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Bayer research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Bayer's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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