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.
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Last
$301.76 |
Change
0.250(0.08%) |
Mkt cap ! $145.9B |
Open | High | Low | Value | Volume |
$303.22 | $303.24 | $301.04 | $9.338M | 30.83K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 5 | $301.70 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$301.76 | 66 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
6 | 26 | 301.210 |
3 | 241 | 301.200 |
4 | 222 | 301.000 |
1 | 8 | 300.980 |
1 | 25 | 300.950 |
Price($) | Vol. | No. |
---|---|---|
301.440 | 86 | 7 |
301.450 | 38 | 6 |
301.460 | 8 | 2 |
301.470 | 9 | 1 |
301.480 | 6 | 1 |
Last trade - 10.14am 11/09/2024 (20 minute delay) ? |
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