CSL 0.19% $311.70 csl limited

“Jun Bei Liu, a fund manager at Sydney-based Tribeca Investment...

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    “Jun Bei Liu, a fund manager at Sydney-based Tribeca Investment Partners, said the company was set to benefit from strong demand for its immunoglobulin products — which are based on antibodies produced by blood plasma — and supply shortages at competitors Grifols and Takeda. “Add to this CSL’s expanding flu vaccines business in an environment of dramatically rising demand along with a stake in a possible Covid-19 vaccine,” she added.”

    https://amp.ft.com/content/2b6f7068-8188-4cc6-bce4-97fb8b1f5178

    She said this on 4th July and by the end of the month completely reversed her sentiment, from CSL is going to benefit from strong demand to CSL is going to downgrade earnings.

 
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