As I wrote few months back, CSL facing a major competitor threat from Argnex VYVGART for CIDP business.As a result the high valuation that was given in PE is coming down fast. CSL Seqirus and Vifor business will do well but in IG segment 25% is from CIDP treatment. That is about 10% overall CSL revenue. I think until this is clear and CSL has some alternative product like CSL112 in the market, it will be tough going. I will not be surprised to see 240 to 250 range.
The other alternative is to show where else can the plasma be used to fill the gap from CIDP.
Have a look at Argenx SP since release of VYVGART stage 3 trials going gang bust. I am of the opinion this is a confirmation of the nature of competition CSL has to face up to right now. This is my opinion but prepared to accept if there is any evidence to contrary.
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As I wrote few months back, CSL facing a major competitor threat...
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Last
$302.56 |
Change
1.440(0.48%) |
Mkt cap ! $145.5B |
Open | High | Low | Value | Volume |
$303.92 | $303.98 | $302.00 | $152.1M | 516.8K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
9 | 68 | $302.49 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$302.56 | 18 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 5 | 302.520 |
9 | 68 | 302.490 |
2 | 200 | 302.470 |
2 | 22 | 302.440 |
1 | 10 | 302.370 |
Price($) | Vol. | No. |
---|---|---|
302.550 | 5 | 1 |
302.610 | 14 | 1 |
302.640 | 8 | 1 |
302.650 | 24 | 1 |
302.670 | 39 | 3 |
Last trade - 10.08am 16/08/2024 (20 minute delay) ? |
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