Yes it would be surprising if CSL hadn't looked at what Aegros...

Yes it would be surprising if CSL hadn't looked at what Aegros were doing. CSL are embarking on a number of initiatives to improve Ig yield. At the recent R&D webcast Bill Mezzanotte (around 1hour 57 min mark) mentions that they are advancing a number of promising R&D programs aimed at improving yield including for Ig which they are quite excited about but they won't be able to report on until the second half of this decade. (para phrased).

According to the Annual Report page 49 "In March 2022 the US FDA provided regulatory approval for the Rika Plasma Donation System. The Rika system includes technology to support a safe, efficient and improved experience for plasma donors.............Additional system features support the collection of more plasma in shorter periods of time." How much more? Morgan Stanley analysis is modelling a 5% yield improvement.

MS also mention "We understand that CSL has been working on an IG fractionation process that may result in a step change in Ig yield. Indeed, one patent filed in April 2022 with the US PTO depicts an Ig process with a yield improvement of 12%."

So, maybe CSL has looked at what Aegros are doing but thought that they may be able to improve their yield by other means. Yes I agree with Old Engineer "CSL knows the plasma business backwards".