Exclusive extracts from this 24-page-long report:
- Who is the player?
Bayer was created in 1863 and, over time, has evolved from a diversified chemicals groups into a life science company with a focus on pharmaceuticals and chemicals. Bayer has fine-tuned its portfolio in recent years, increasing its presence in consumer health by adding the OTC businesses of US-based Merck and Dihon of China in 2014 while offloading its Diabetes Care unit to Panasonic Healthcare in 2015. [...]
- What are the player's strategies?
The chemical sector has seen a wave of consolidation of late: ChemChina received the approval from China's Ministry of Commerce for the acquisition of Swiss Syngenta in April 2017 and DuPont and Dow are also completing a merger. Bayer's proposed merger with Monsanto can be seen as its approach to contend with its increasingly consolidated competitors. The merger would offer Bayer several advantages: Monsanto's leadership in seeds and traits and digital agriculture (thanks to its Climate Corporation platform) complement Bayer's crop protection product line. […]
- What are the player's strengths and weaknesses?
A world leader in the global pharmaceuticals and diversified chemical sectors
Geographical diversification reduces exposure to one region
Solid R&D pipeline
Numerous lawsuits pending against several medications (Yasmin, Xarelto, Mirena…)
Product dependency: 10 drugs accounted for 65% of Bayer's pharmaceutical sales in 2016[…]
- What is the player's financial position?
The financial indicators included in the report include: Consolidated net revenues, Consolidated operating income and margin, Number of employees in R&D, R&D spending and ratio, Sales by segment, Sales performance by segment, Sales by region, Sales performance by region, Profitability ratios, Liquidity ratios, Solvency ratios and Free cash flow and capital expenditure.