Bayer AG (BAYN)
ESG outlook clouded by potential Monsanto liability?
After the merger with Monsanto and the verdict in a legacy lawsuit, Bayer stock is at a multi-year low. In this research brief, we explore:
- Whether this damaging litigation risk is the beginning of an ongoing theme, or just a discrete but non-repeating scenario.
- The increasing number of cancer cases against Monsanto.
- ESG issues that are now woven into Bayer’s fundamental outlook.
- Other potential risks within Bayer's agriculture business.
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