CSL 2.08% $285.10 csl limited

Ann: CSL Results Announcement, page-36

  1. 7,380 Posts.
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    Haha thanks for the tip. I've held CSL for a number of years now, I'll happily hold to see out the Covid issues and see where margins ect land FY24.

    My point about Vifor scepticism is that most M&A is value destructive. However, there are some notable reasons why CSL Vifor could do much better under CSL stewardship. Namely the large existing commercialisation network CSL has versus Vifor's much smaller. Vifor is apparently "under commercialised" in terms of reach and products on its books.
 
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