CSL 1.51% $306.60 csl limited

Ann: Half Year Results Analyst Presentation, page-157

  1. 1,380 Posts.
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    ii sold most of the csl i have held for a year or two from 85-110 at 140-165 levels recently.

    the reason is psrtly valuation, but more im worried about the highcapex for csl-112 over coming years and i was underwhelmed by phase 2 efficacy data ( not the primary endpoint i know but it was still a little disappointing).

    id be happy to buy back if it dropped below 125-130 in broader market weakness or on disappointing results over the next year or so due to csl-112 cash burn
 
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