100% agree. I have held CSL over 20 years and it has been amazing, missing out on CSL112 was a big hit and the Vifor acquisition looks a dud compared to previous great takeovers like ZLB, Novartis and so on but it still is a proven performer and heavyweight in the Biotech index here. CSL have work to do to get back the 'growth' in growth stock story IMO but there are some little Biotechs out there in the index that are really undervalued and will show more growth than most small tech stocks and due to the clinical trial process with Biotechs they are less likely to get an out of the blue competitor like DeepSeek popping up from seemingly nowhere. This is an advantage in the Biotech space which CSL has long enjoyed especially in the Immunoglobulin space with a heavily moated business.
All IMO DYOR
CSL Price at posting:
$276.19 Sentiment: Buy Disclosure: Held
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