CSL Limited (CSL)
All research reports and stock updates for CSL Limited.
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The iron throne
CSL Vifor announced that the US FDA has granted its US distribution partner American Regent (a Daiichi Sankyo Group Company) approval for Injectafer for the treatment of iron deficiency in adult patients with heart failure and fatigue or breathing difficulties which prevent physical activity.
Capex holiday
CSL hosted a site tour at its facilities in Europe, where the company reminded investors that its capex underpins the best-in-class manufacturing facilities, building its competitive advantage and moat.
Back on the horse
Plasma collections are back on track and CSL can leave a messy period behind it. The Vifor acquisition has just completed and will add a significant new angle to the story.
Pipe-cleaner for arteries
Among CSL’s many products under development, CSL 112 stands out for its potential to address a significant market.
Faster plasma
CSL’s US plasma collection fleet will switch to the newly approved Rika apheresis device that is more efficient and lower cost than the current collection process.
Hooray for the flu
Collecting plasma has not been easy throughout the pandemic and this has affected CSL’s core immunoglobulin businesses. The 1H22 result now shows that the recovery is underway.
Rolling up sleeves for FY23
The pathway to normalised collections in FY23f will be the share price catalyst to lift CSL from its disrupted period through the pandemic.