Orion Corporation, co‐developer of the prostate‐cancer drug darolutamide (marketed by Bayer as Nubeqa®), has upgraded its sales outlook, estimating that annual net sales recorded by Orion—from tablet sales to Bayer plus royalties—could exceed EUR 1 billion by the end of this decade. This projection follows Nubeqa’s designation as Orion’s largest product, with the medicine already prescribed to more than 200,000 patients worldwide. The timing remains contingent on regulatory approvals in key markets, expansion into earlier prostate‐cancer indications and reimbursement negotiations, but the €1 billion threshold underscores the therapy’s rapid uptake and potential to become a flagship asset for Bayer’s oncology division.

At the 44th J.P. Morgan Healthcare Conference, Bayer’s Pharmaceuticals Division head Stefan Oelrich outlined a plan to return the business to mid‐single‐digit percentage revenue growth by 2027 and to lift operating margins to roughly 30% by 2030. This ambition is backed by five pivotal global drug approvals secured in 2025, including darolutamide’s third regulatory green light in prostate cancer and sevabertinib’s accelerated approval for HER2-mutant non-small cell lung cancer. Oelrich highlighted cost‐efficiency measures, organizational delayering initiatives and AI-enabled R&D as key enablers of sustained margin expansion.

Bayer showcased its modality‐rich pipeline across oncology and cardiology, featuring positive Phase III data for asundexian—a once-daily Factor XIa inhibitor that met primary endpoints in the OCEANIC-STROKE study and received Fast Track designation from the U.S. FDA—and expanded indications for finerenone (Kerendia®) in heart-failure patients with left ventricular ejection fraction ≥40%. In oncology, the company is progressing precision therapies including next-generation targeted radionuclide and KRAS-mutant cancer agents, while Phase III readouts for darolutamide in earlier prostate-cancer settings are expected in 2027 and 2028. Bayer’s leadership emphasized that these late-stage assets underpin a multi-year growth runway, positioning the division to capture significant market share across high-unmet-need indications.