Core Insights - Bayer AG's shares rose by 6.6% following Orion's projection that long-term annual net sales from Nubeqa could exceed €1 billion, based on collaborative scenario planning [1][7] Group 1: Product Performance and Strategic Priorities - Nubeqa, developed jointly by Bayer and Orion, is approved for various prostate cancer indications in the U.S. [2] - Bayer outlined its strategic priorities for the Pharmaceuticals Division at the J.P. Morgan Healthcare Conference, emphasizing the strong performance of Nubeqa and Kerendia, which are offsetting declining sales of Xarelto [3][4] - Bayer's stock surged 126% over the past year, significantly outperforming the industry growth of 22.7% [4] Group 2: Future Growth Drivers - Bayer is focusing on new drug launches such as Beyonttra, Lynkuet, and asundexian to drive future growth [5][7] - Kerendia received FDA approval for expanded use in heart failure patients, becoming the only non-steroidal mineralocorticoid receptor antagonist approved for chronic kidney disease associated with type 2 diabetes [8] - Asundexian, an investigational oral Factor XIa inhibitor, has shown promising results in late-stage studies and is viewed as a potential blockbuster opportunity [10] Group 3: Oncology and Women's Health Developments - Nubeqa continues to show strong global uptake, with additional phase III readouts expected to extend its use [14] - The FDA approved elinzanetant for menopause-related symptoms, marking a significant boost for Bayer's women's health portfolio [17] - Bayer's pipeline includes advancements in cell therapy and gene therapy, with ongoing developments in treatments for Parkinson's disease and late-onset Pompe disease [18][19] Group 4: Overall Business Outlook - Bayer's pharmaceutical business is entering a new growth phase, supported by key revenue drivers, multiple late-stage catalysts, and a robust pipeline [20]

44th Annual J.P. Morgan Healthcare Conference Stefan Oelrich Member Of The Board Of Management Of Bayer AG President Pharmaceuticals January 13th, 2026 Our Strategy is Showing Tangible Results Nubeqa and Kerendia with sustained growth momentum, offsetting Xarelto declines Next wave of growth with Beyonttra, Lynkuet and Asundexian Robust Eylea Franchise and Foundational Business Driver for near-term growth Renew topline Grow pipeline value New Innovation Model yielding success Five new indications or product ...

Group 1 - BridgeBio Pharma, Inc. is a commercial-stage biotechnology company focused on delivering Acoramidis for the treatment of ATTR-CM, marketed as Attruby in the US and Beyonttra in the EU and Japan [1] - Beyonttra is commercialized by Bayer, indicating a partnership that may enhance market reach and distribution capabilities for the drug [1]