$300 CSL SOON., page-141

From the JP Morgan Healthcare presentation released earlier today:

CSL is Number 1 in plasma therapies which is rapidly growing and I think it is well known that CSL is the only player who has been investing enough in plasma collection over the last few years to take advantage of this. This is a $30 BILLION industry. It also has high barriers to entry as you need a plasma collection network to be a player and then you need to invent/develop drugs and build massive infrastructure so basically no new competition coming in this space.... $30 billion wow.

CSL is ahead of the game with flu as they are moving ahead with cell based from egg based. It is also a more efficient vaccine. CSL number 2 here but will be number 1 soon I reckon.

R&D pipeline is simply awesome and that is a big reason people are buying CSL shares at $300 because they know CSL will develop many of these to market and will add many $$$ to the share price in the future. The presentation also mentions CSL112 is progressing well - this means serious future revenue if successful.

CSL is the 5th largest global biotech - does anyone see a reason why it wont become a top 3 biotech in the world? They have invested heavily in the future and they have a great track record of delivering. Eventually CSL may have a pullback of sorts but i'm confident this share price will be $400 - $500+ in just a few years time.