CSL 1.27% $289.50 csl limited

Is Aegros a genuine Threat to CSL?, page-10

  1. 490 Posts.
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    They appear to be hitting some milestones. The Sydney plant has TGA approval, a deal has been done with the QLD Gov for a new 1m Ltr facility and their Covid Hyperimmune is nearing completion of final trials (for the technically minded there is a report coauthored with Kirby Institute explaining impressive outcomes). If their (Aegros) latest YouTube video is taken at face value, Macquarie are casting around for a cornerstone investor at a $1b valuation.

    if things are as good as they look it makes me wonder why CSL haven’t bought them out? Why allow a competitor with superior technology (in theory) to get established?

 
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