I hope you're right and they can scale up but Griffols has a couple of big plasma fractionation plants in the USA. Waiting to see what CSL management has to say once the tariff "details" are announced by the morons.
From todays Fin Rev.
JPMorgan healthcare analyst David Low told clients: “CSL’s global structure may leave it vulnerable, especially with the 31 per cent tariff for Switzerland, where 25-30 per cent of its plasma fractionation costs originate, rising to 30-40 per cent when including German facilities.
“This places CSL in a less favourable position compared to rivals who can supply the US.from domestic facilities.”
CSL Price at posting:
$233.62 Sentiment: Buy Disclosure: Held
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