To answer my own question, nephrology is the smallest business within Vifor and contributed a measly 6.5% to revenue in FY22. This shouldn't be marking down the value of CSL by this much. Accordingly I will be adding to my position.
Is Aegros a genuine Threat to CSL?, page-64
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 (20min delay)
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Last
$280.92 |
Change
-1.080(0.38%) |
Mkt cap ! $135.7B | |||
| Open | High | Low | Value | Volume |
| $279.09 | $281.93 | $279.04 | $158.3M | 564.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 250 | $280.88 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $281.00 | 199 | 2 |
View Market Depth
| Last trade - 16.10pm 24/05/2024 (20 minute delay) ? |
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Last
$280.90 |
Change
-1.080 ( 0.70 %) |
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| Open | High | Low | Volume | ||
| $279.61 | $282.55 | $279.06 | 59791 | ||
| Last updated 15.59pm 24/05/2024 ? | |||||
| CSL (ASX) Chart |