bullish
CSL Ltd (CSL AU): Banking on Strong Growth in Immunoglobulin Franchise on Record Plasma Collection
464 Views16 Sep 2023 22:56
SUMMARY
- CSL Ltd (CSL AU) expects strong growth in immunoglobulin franchise to continue following record plasma collections. Optimizing plasma collection costs, improving yields, and new products launches should support margin recovery.
- In June 2023, first patient has received Hemgenix in the U.S. With global annual peak sales estimate of $2.4B in 2030, Hemgenix is a compelling opportunity for CSL.
- CSL Seqirus is anticipated to deliver another strong year driven by demand for its differentiated products. The company began influenza vaccine shipment across the U.S. for 2023–24 influenza season.
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
Rising
Tina Banerjee
Global Healthcare Analyst
Price Chart(Sign Up to Access)
- CSL Ltd (CSL AU): Double-Digit Sales and Profit Growth in H1FY24 Led by Immunoglobulin Franchise15 Feb 2024
- CSL Ltd (CSL AU): FY23 Guidance Cut Drags Near-Term Prospect; Long-Term Growth Drivers Still Intact15 Jun 2023
- CSL Ltd (CSL AU): Looking into New Engines for Sustainable and Profitable Growth04 Apr 2023
x