End of the day what matters for share valuation is today’s...

End of the day what matters for share valuation is today’s condition and future strategy. Whether CSL will fall apart or has done extremely will from inception and therefore it will do well are just assumptions not relevant for today or 5 years time.
CSL is facing a major problem with their IG portfolio. What is the future? Vifor problem will be more pricing rather than anything else.
people keep saying plasma market has plenty of scope. It is true but if it is only plasma without added value products, margins will be very low. Therefore profits will be low and valuations low too. It can change quickly if CSL introduces a new product group which has plenty of potential to grow. That is what investors are waiting to see visibility of those products with firm conviction of being successful. CSL 112 is a good example. CSL has a steady product group of products like vaccinations, plasma but future profits of IG CIDP are in question right now.These different headwinds are tailwinds are battling out and headwinds are winning at the moment. Of course the high interest rate too. Next year’s profit or one after that will not be impacted , but beyond that clear visibility is required.