The Great Manipulator, page-32

CSL is best positioned to strengthen its position in the plasma market despite government regulation. It is projected to meet guidance in the despite the pandemic. It is a high quality company and will likely continue to trade on high multiples for years. Also, if CSL112 succeeds the current share price will be very good value. I've read some of the academic literature and the science behind the treatment is sound, though the efficacy and safety needs to be assessed. There will now be a delay due to the pandemic. The odds of success is not guaranteed, though it would be a potential source of billions in revenue. Also, the flu vaccines should experience a decent increase this year as a health services will working to avoid a flu outbreak. I think 2021 will be a better year. CSL is a good long term investment in a diversified portfolio in my opinion.