I've read the GS report in part. I say "in part" because in all...

I've read the GS report in part. I say "in part" because in all honesty, unless GS have Bio-tech experts working for them they can only draw upon an assumption. For what it's worth, I have to agree with @W534220 and their comments. This particular poster has clearly been a close and avid follower of CSL and seems well informed on CSL's product pipeline. It doesn't mean that they're correct, but they have a clue so to speak.

I too agree that CSL have pursued with CSL112 because they believe that it can (and will) save lives. If CSL had any real internal doubts as to the true efficacy of CSL112, I believe that they would've pulled the plug and re-allocated capital elsewhere many moons ago.

I have no idea what the chances are of CSL112 gaining FDA approval and commercialisation prospects in terms of standard of care. And with that, I believe that GS also have no idea.

I also believe that should this occur (FDA approval), then it I don't believe for one minute that it's actually been priced into the CSL share price one iota.

We shall wait and we shall see.

For the record, I like reading posts from Joe Gambler and I also thank @W534220 for their continued, informative contributions.