Why Bayer (XTRA:BAYN) Is Up 6.9% After Launching First Phase III Cell Therapy Trial for Parkinson's

• In September 2025, Bayer announced that it has advanced two pioneering therapies for moderate-stage Parkinson's disease, initiating a pivotal Phase III clinical trial for bemdaneprocel and a Phase II trial for AB-1005 in Europe in collaboration with BlueRock Therapeutics and AskBio Inc.
• This marks a significant milestone in the development of allogeneic cell and gene therapies, with both candidates targeting the restoration of neural networks affected by Parkinson's disease and building on encouraging early safety profiles and expedited regulatory designations.
• We'll explore how the launch of Bayer's first Phase III cell therapy trial for Parkinson's disease could influence its long-term growth outlook.

These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.

Bayer Investment Narrative Recap

Investors in Bayer need to believe in the company's ability to drive long-term value from its diversified healthcare and crop science pipeline while managing ongoing litigation and regulatory headwinds. The launch of pivotal trials for bemdaneprocel and AB-1005 in Parkinson's disease represents scientific progress, but does not materially change the central short-term catalyst: resolving legacy litigation and clarifying the financial impact of ongoing settlements remains the most immediate driver of sentiment and risk.

Of recent announcements, Bayer's new clinical trials in Parkinson's disease most closely tie into expectations for its pharmaceutical innovation pipeline. While these R&D advances help reinforce future growth prospects, the near-term outlook still hinges on whether litigation risks, particularly pertaining to glyphosate and PCBs, can be contained.

By contrast, investors should stay alert to Bayer's unresolved legal exposures, as even incremental case outcomes can...

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

Bayer's outlook anticipates €48.0 billion in revenue and €3.1 billion in earnings by 2028. This is based on a 1.3% yearly revenue growth rate and a €6.5 billion increase in earnings from the current €-3.4 billion.

Uncover how Bayer's forecasts yield a €28.53 fair value, in line with its current price.

Exploring Other Perspectives

Fourteen individual estimates from the Simply Wall St Community put Bayer’s fair value between €28.53 and €171.32 per share. With litigation uncertainties still weighing on sentiment, you may find other perspectives that factor in different assumptions about risk and future earnings.

Explore 14 other fair value estimates on Bayer - why the stock might be worth just €28.53!

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 3 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.

Ready For A Different Approach?

Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:

• This technology could replace computers: discover 26 stocks that are working to make quantum computing a reality.
• Find companies with promising cash flow potential yet trading below their fair value.
• AI is about to change healthcare. These 31 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com