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
- UBS - CSL no need to worry about Argenx
Yes, longer term with $1B R&D CSL will come up with new...
-
- 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
$295.78 |
Change
1.650(0.56%) |
Mkt cap ! $143.2B |
Open | High | Low | Value | Volume |
$293.56 | $296.11 | $293.46 | $135.7M | 460.4K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 1268 | $295.32 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$295.85 | 33 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 13 | 295.080 |
1 | 47 | 295.000 |
1 | 29 | 294.760 |
1 | 65 | 294.200 |
1 | 59 | 294.120 |
Price($) | Vol. | No. |
---|---|---|
295.850 | 33 | 1 |
296.000 | 20 | 1 |
296.110 | 25 | 1 |
296.400 | 180 | 2 |
296.500 | 100 | 1 |
Last trade - 16.10pm 11/10/2024 (20 minute delay) ? |
Featured News
CSL (ASX) Chart |