"as I showed on another post here recently. the fda have shortened the quarantine time for plasma by a third . allowing csl's inventory to turn over that much faster. given the money tied up in csl inventory this is a big deal that seems to have been missed by the commentariat."
The reason it has been missed by the commentariat is almost certainly because it is actually not a big deal at all.
Raw materials - of which plasma is one of several components - runs at around $1.0 bn in total:
![]()
So, even if, generously assuming that:
1. plasma represents all of that $1.0bn (which it clearly doesn't), and
2. the plasma held by CSL could be reduced by 50% (which would be no mean feat),
.... it would liberate $500m in capital.
That's equivalent to just 0.4% of the value of the company.
It's barely more than a rounding error.
.
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