bullish
CSL Ltd (CSL AU): Banking on Strong Growth in Immunoglobulin Franchise on Record Plasma Collection
460 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.
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Tina Banerjee
Global Healthcare Analyst
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