Bayer's Kerendia slows kidney disease in landmark non-diabetic trial

Bayer has announced a major breakthrough in kidney disease treatment while facing ongoing legal challenges. A late-stage trial for its drug Kerendia succeeded in slowing chronic kidney disease (CKD) in non-diabetic patients, boosting investor confidence. Meanwhile, the company prepares for a Supreme Court hearing on Roundup warning labels in April 2026.

On March 16, 2026, Bayer revealed that its FIND-CKD Phase-III study met its primary goal. The trial involved over 1,500 patients with non-diabetic CKD caused by conditions like hypertension or glomerulonephritis. Participants received either Finerenon (10/20 mg, adjusted by potassium levels and kidney function) or a placebo, alongside standard RAS-blocker therapy. Over 32 months, the drug significantly slowed CKD progression, as measured by the eGFR-slope—a key indicator of kidney failure risk. This marks the fifth successful Phase-III study for Kerendia, already approved in over 100 countries for diabetic CKD.

The company now plans to submit these findings to the U.S. Food and Drug Administration (FDA) for expanded approval. Analysts expect the addressable market for Kerendia to grow substantially if the label expansion is granted. Investors responded positively, driving shares up by 4.71% to €40.25.

Despite this progress, Bayer continues to grapple with financial strain. The 2025 fiscal year saw a net loss of €3.6 billion, largely due to litigation costs, while net debt climbed to nearly €30 billion. Legal pressures persist, particularly around Roundup lawsuits. Oral arguments before the U.S. Supreme Court on warning labels are set for April 1, 2026, with a ruling expected by mid-June. Additionally, an executive order aimed at securing glyphosate supply remains under scrutiny.

The company's Annual General Meeting on April 1, 2026, will include a vote on a proposed dividend of €0.11 per share. The pharmaceutical division's resilience has provided some stability amid ongoing legal battles.

Bayer's latest clinical success strengthens its position in kidney disease treatment, with Kerendia poised for broader use. The FDA submission for expanded approval could further solidify its market presence. However, financial and legal hurdles, including the upcoming Supreme Court decision on Roundup, will continue to shape the company's future.