They claim double industry yield and therefore cost savings, certainly sounds like a good thing for the industry and Aergos.
I doubt CSL would be allowed to acquire the company, or would the ACCC take a global approach to competition not just local fractionation? Although, I also assume CSL has had what this company has been doing on its radar for a while, its sounds like a complete gamechanger.....for the last 20 years....
Perhaps if and when its more proven and scalable Aergos would license out/sell plant and equipment as well as fractionation? The ability to compete with CSL/Grifols/Takeda is a meaningful way would take enormous amounts of capital and a collection network.
Its been mentioned recently CSL is rolling out yield improvements to help offset collection issues. However, if this is actually commercial it certainly is a game changer. It could be very disruptive to donor fees, litres needed, drug prices and patients able to be treated.
Its could also be a game changer for investment retuns on hopes plasma could be replaced with synthetic products. Doubling the yield surely reduces the potential for returns replacing plasma.
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