I agree with all the points you have made about the global economy and reason for interest rate movement. By and large I think inflation has peaked in USA and Europe and therefore interest has peaked too. At micro level my concern about CSL is future sales beyond 2025 FY, how much the impact on IG CIDP sales from VYVGART and whether any other products in the pipeline will be ready to take over. Vifor is a bit of concern too or maybe not. The CIDP sales is around $1B for CSL and how much will VYVGART take away is the question.
CSL Chart, page-1073
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Last
$280.92 |
Change
-1.080(0.38%) |
Mkt cap ! $135.7B | |||
| Open | High | Low | Value | Volume |
| $279.09 | $281.93 | $279.04 | $158.3M | 564.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 250 | $280.88 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $281.00 | 199 | 2 |
View Market Depth
| Last trade - 16.10pm 24/05/2024 (20 minute delay) ? |
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Last
$280.90 |
Change
-1.080 ( 0.70 %) |
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| Open | High | Low | Volume | ||
| $279.61 | $282.55 | $279.06 | 59791 | ||
| Last updated 15.59pm 24/05/2024 ? | |||||
| CSL (ASX) Chart |