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.
UBS - CSL no need to worry about Argenx, page-16
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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 |
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| Last trade - 16.10pm 05/08/2024 (20 minute delay) ? |
| CSL (ASX) Chart |