Yes, longer term with $1B R&D CSL will come up with new products. Hopefully CSL 112 is going to be good. In the meantime Argnex VYVGART is going to be a threat which ever you look at it. Argnex SP is about 40% since announcement of their success with CIDP treatment. Total market for CIDP is not going to increase from current levels which is supposed to be about 25% if the 15B global market. I don’t know how much of the $4B CSL sales value of IG is CIDP, but if I assume it to be 25% it is about $1B.
It is Argnex or IVIG of CSL which will win over the market. Under this circumstances, until CSL has something else to backup like CSL 112, I think market will be cautious in the PE it will be prepared to give.
- Forums
- ASX - By Stock
- CSL
- UBS - CSL no need to worry about Argenx
UBS - CSL no need to worry about Argenx, page-16
-
- There are more pages in this discussion • 4 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add CSL (ASX) to my watchlist
(20min delay)
|
|||||
Last
$301.10 |
Change
-4.570(1.50%) |
Mkt cap ! $145.5B |
Open | High | Low | Value | Volume |
$301.50 | $305.00 | $299.50 | $211.2M | 701.0K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 1200 | $301.02 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$301.11 | 734 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 799 | 299.760 |
1 | 200 | 299.700 |
2 | 987 | 299.500 |
1 | 937 | 299.250 |
1 | 76 | 299.210 |
Price($) | Vol. | No. |
---|---|---|
301.110 | 734 | 1 |
301.240 | 937 | 1 |
301.250 | 661 | 1 |
301.370 | 575 | 1 |
301.480 | 937 | 1 |
Last trade - 16.10pm 05/08/2024 (20 minute delay) ? |
Featured News
CSL (ASX) Chart |