It’s an unknown what drives the the market’s view on a valuation of the group. Vifor is less than 10% and is likely to become a smaller part as Behring is dominant and growing faster. I don’t think you can definitively say that Vifor has materially detracted the growth prospects of the group. And it remains accretive on current multiples.
recent Ferrinject approval , and now reimbursement , in China is potentially huge. An enormous population of iron deficient patients.
Ann: Results Announcement, page-88
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