Análisis de Bayer: ¿Buen momento para entrar en Bayer AG (BAY)?

http://www.cnmv.es/portal/HR/ResultadoBusquedaHR.aspx?division=1&nif=N0042917E&desde=01/07/1988&hasta=14/12/2016

Un pasito más hacia la fusión con Monsanto...

Ya parece remontar, se acabó la incertidumbre de monsanto.

https://sportsperspectives.com/2017/01/12/bayer-ag-bayn-given-a-120-00-price-target-at-sanford-c-bernstein/

Bayer anuncia que invertirá 7.500 millones en EEUU tras reunirse con Trump
empresas | Miércoles, 18 de Enero de 2017 - Actualizado a las 02:01
Twittear Bayer anuncia que invertirá 7.500 millones en EEUU tras reunirse con Trump
El grupo químico y farmacéutico alemán Bayer invertirá al menos 8.000 millones de dólares (7.500 millones de euros) en investigación y desarrollo en Estados Unidos durante los próximos seis años, según informaron Bayer y Monsanto después de que los consejeros delegados de ambas compañías mantuvieran una reunión la semana pasada con el presidente electo de EEUU, Donald Trump.
La inversión se realizará en el marco de la adquisición por parte de Bayer del gigante agroquímico estadounidense Monsanto, que aún debe recibir el visto bueno de las autoridades reguladoras. Las acciones de Monsanto han sudbio un 0,51% hasta los 108,17 dólares.
La compañía pretende gastar aproximadamente 16.000 millones de dólares en investigación y desarrollo en agricultura durante los próximos seis años, con al menos la mitad de esta inversión en los Estados Unidos
En un comunicado conjunto, ambas compañías señalaron que, una vez integradas, esperan "gastar aproximadamente 16.000 millones de dólares (15.000 millones de euros) en investigación y desarrollo en agricultura durante los próximos seis años, con al menos la mitad de esta inversión en los Estados Unidos". La compañía resultante de la fusión, además, creará "varios miles" de nuevos puestos de trabajo en el país norteamericano.
En este sentido, el portavoz del equipo de transición de Trump, Sean Spicer, aseguró en una charla telefónica con periodistas norteamericanos que el gigante alemán crearía 3.000 nuevos empleos en el país.
El compromiso de Bayer fue adoptado en una reunión que los consejeros delegados de Bayer y Monsanto, Werner Baumann y Hugh Grant, respectivamente, mantuvieron con Trump el pasado miércoles en la "Trump Tower".
por un valor agregado de 66.000 millones de dólares (61.700 millones de euros), según informaron entonces ambas empresas, cuya integración podría completarse a finales de 2017.
https://www.ecobolsa.com/noticia/emp...con-trump.html

A mediados del mes de mayo la serie de precios de Bayer comenzó un rebote que le ha permitido revalorizarse cerca de un 20%. Esto ha llevado a su cotización hasta la media de 200 sesiones. Como bien sabemos este promedio móvil separa a grandes rasgos la tendencia alcista de la bajista. Era de esperar el comportamiento de su serie de precios justo por debajo de este media y es que la compañía ha venido consolidando niveles a la espera de la fuerza suficiente que le permita dar un paso hacia delante para deshacerse de su tendencia bajista principal. Ayer y hoy hemos podido ver subidas puntuales que han acercado su cotización a la media de 200 sesiones pero rápidamente se han esfumado. El volumen negociado ayer miércoles fue muy importante si bien por el momento no vemos la señal de fortaleza que nos haría pensar en un cambio de tendencia. La resistencia clave se encuentra en los 99,28 euros, precios que debería superar para que nos planteemos interesarnos por la compañía.

Jefferies Group LLC Reiterates “€125.00” Price Target for Bayer AG (BAYN)
Posted by Daniel Jordon on Jan 25th, 2017 // No Comments
Bayer AG logoJefferies Group LLC set a €125.00 ($134.41) target price on Bayer AG (FRA:BAYN) in a report released on Friday. The firm currently has a buy rating on the stock.
https://sportsperspectives.com/2017/01/25/jefferies-group-llc-reiterates-125-00-price-target-for-bayer-ag-bayn.html

Sigue tirando, y aún infravalorada

Las acciones de Bayer superaron la tendencia bajista de corto/medio plazo a finales de diciembre de 2016 y posteriormente confirmaron la ruptura superando los máximos relativos de agosto 2016 en 97/100 euros.
Enero ha servido para consolidar el movimiento alcista con un soporte de corto plazo en torno a los 100 euros.
La primera resistencia se encuentra en 105,00 euros y después en torno a 110,00 euros.
El momentum de largo plazo es alcista y el comportamiento relativo también ha superado la tendencia bajista de corto plazo.
Desde un punto de vista operativo, la pauta gráfica sugiere mantener posiciones largas con un stop de protección en 95,00 euros en términos de cierre.

http://www.bolsamania.com/capitalbolsa/noticias/analisis-tecnico/bayer-mantener-con-stop-en-9500-euros--2470012.html

A por los 110!

January 20, 2017
Not intended for U.S. and UK Media

Regorafenib from Bayer Granted Priority Review in Japan for the Second-Line Treatment of Liver Cancer

Berlin, January 20, 2017 - Bayer today announced that the Japanese Ministry of Health, Labour and Welfare (MHLW) has granted priority review to Bayer Yakuhin, Ltd., Osaka, Japan, for regorafenib in the second-line treatment of patients with unresectable hepatocellular carcinoma (HCC). Regorafenib was submitted for marketing approval in HCC in Japan in October 2016. The MHLW grants priority review to medicines on the basis of their clinical usefulness and severity of the disease. Regorafenib is already approved under the brand name Stivarga® in many countries, including Japan, to treat metastatic colorectal cancer and unresectable and/or metastatic gastrointestinal stromal tumors.

"Liver cancer is one of the leading cancer-related causes of death in Japan. Nexavar® as the first and only approved systemic treatment for HCC has been a major advance in this field, but effective second-line treatment options are urgently needed for patients", said Dr. Joerg Moeller, member of the Executive Committee of Bayer AG's Pharmaceutical Division and Head of Development. "We welcome the priority review for regorafenib in Japan as it supports our efforts to make the compound available as early as possible in the second-line setting for HCC in Japan."

The regulatory submission for regorafenib is based on data from the international, multicenter, placebo-controlled Phase III RESORCE [REgorafenib after SORafenib in patients with hepatoCEllular carcinoma] trial. The trial investigated regorafenib in patients with unresectable hepatocellular carcinoma (HCC) whose disease had progressed during treatment with sorafenib (Nexavar®) tablets. Results showed that regorafenib significantly improved overall survival (OS) compared to placebo (HR 0.63; 95% CI 0.50-0.79; p<0.001), which over the trial period represents a 37 percent reduction in the risk of death for patients who received regorafenib plus best supportive care (BSC) compared to patients treated with placebo plus BSC. The median OS was 10.6 months in patients treated with regorafenib, compared to 7.8 months in patients who received placebo plus BSC. The safety and tolerability was generally consistent with the known profile of regorafenib, with no clinically meaningful differences in health-related quality of life (HRQoL) between the regorafenib and placebo plus BSC groups. Data from the study were first presented at the 18th World Congress on Gastrointestinal Cancer (WCGC) in June 2016 and published online on December 5, 2016 in the peer-reviewed journal The Lancet.

Regorafenib has also been submitted to the regulatory authorities in the US and EU for the treatment of second-line HCC.

About the RESORCE trial
The Phase III RESORCE [REgorafenib after SORafenib in patients with hepatoCE llular carcinoma] clinical trial enrolled 573 patients whose disease had progressed during treatment with sorafenib. Patients were randomized in a 2:1 ratio to receive either regorafenib or placebo plus best supportive care.

Patients received 160 mg regorafenib once daily or placebo, for 3 weeks on/1week off, with 28 days constituting one full treatment cycle. The primary endpoint of the study was overall survival, and secondary endpoints were time to progression, progression-free survival, objective tumor response rate and disease control rate. Health-related quality of life was assessed by the FACT-Hep and EQ-5D questionnaires. Safety and tolerability were also continuously monitored.

About Hepatocellular Carcinoma
Hepatocellular carcinoma (HCC) is the most common form of liver cancer and represents approximately 70-85 percent of liver cancer worldwide. Liver cancer is the sixth most common cancer in the world and the second leading cause of cancer-related deaths globally. More than 780,000 cases of liver cancer are diagnosed worldwide each year (52,000 in the European Union, 501,000 in the Western Pacific region and 30,000 in the United States) and the incidence rate is increasing. In 2012, approximately 746,000 people died of liver cancer including approximately 48,000 in the European Union, 477,000 in the Western Pacific region and 24,000 in the United States.

About Regorafenib (Stivarga®)
Regorafenib is an oral multi-kinase inhibitor that potently blocks multiple protein kinases involved in tumor angiogenesis (VEGFR1, -2, -3, TIE2), oncogenesis (KIT, RET, RAF-1, BRAF), metastasis (VEGFR3, PDGFR, FGFR) and tumor immunity (CSF1R).

Regorafenib is approved under the brand name Stivarga® in more than 90 countries worldwide, including the U.S., countries of the EU and Japan for the treatment of metastatic colorectal cancer (mCRC). The product is also approved in over 80 countries, including the U.S., countries of the EU and Japan, for the treatment of metastatic gastrointestinal stromal tumors (GIST). In the EU, Stivarga is indicated for the treatment of adult patients with mCRC who have been previously treated with, or are not considered candidates for, available therapies including fluoropyrimidine-based chemotherapy, an anti-VEGF therapy and an anti-EGFR therapy, as well as for the treatment of adult patients with unresectable or metastatic GIST who progressed on or are intolerant to prior treatment with imatinib and sunitinib.

Regorafenib is a compound developed by Bayer. In 2011, Bayer entered into an agreement with Onyx, now an Amgen subsidiary, under which Onyx receives a royalty on all global net sales of regorafenib in oncology.

About Oncology at Bayer
Bayer is committed to delivering science for a better life by advancing a portfolio of innovative treatments. The oncology franchise at Bayer includes three oncology products and several other compounds in various stages of clinical development. Together, these products reflect the company's approach to research, which prioritizes targets and pathways, with the potential to impact the way that cancer is treated.

Bayer: Science For A Better Life Bayer is a global enterprise with core competencies in the Life Science fields of health care and agriculture. Its products and services are designed to benefit people and improve their quality of life. At the same time, the Group aims to create value through innovation, growth and high earning power. Bayer is committed to the principles of sustainable development and to its social and ethical responsibilities as a corporate citizen. In fiscal 2015, the Group employed around 117,000 people and had sales of EUR 46.3 billion. Capital expenditures amounted to EUR 2.6 billion, R&D expenses to EUR 4.3 billion. These figures include those for the high-tech polymers business, which was floated on the stock market as an independent company named Covestro on October 6, 2015. For more information, go to Bayer: Science For A Better Life.

Our online press service is just a click away: press.bayer.com Follow us on Facebook: Bayer Pharmaceuticals | Facebook Follow us on Twitter: Bayer Pharma (@BayerPharma) on Twitter

Find more information at Pharmaceuticals | Bayer - Home.

Forward-looking statements
This release may contain forward-looking statements based on current assumptions and forecasts made by Bayer management. Various known and unknown risks, uncertainties and other factors could lead to material differences between the actual future results, financial situation, development or performance of the company and the estimates given here. These factors include those discussed in Bayer's public reports which are available on the Bayer website at Bayer: Science For A Better Life. The company assumes no liability whatsoever to update these forward-looking statements or to conform them to future events or developments.
http://www.investor.bayer.de/en/nc/n...f-liver-cance/