Jump to content



Recommended Posts

Welcome Red Pencil, And appreciate your first Post. CSL has been good to me ,hope its a favourite of yours too.

Like to keep the red pencil away from my portfolio, much prefer the green of recent weeks.

Hope you enjoy SS There are some really nice people here.

Link to comment
Share on other sites

  • Replies 962
  • Created
  • Last Reply

Top Posters In This Topic

Top Posters In This Topic

Posted Images

Thankyou Oldgolfer. I have held CSL since they floated in 1994. Never sold any but bought a few more. Gob-smacked when they fell in 2002 but not really surprised now given that their P/E ratio is currently in the 20's compared to about 70 back then. I am very optimistic for the future of CSL. They have a capable and ethical management team and are also one of only a few Australian companies that believes R&D pays for itself many times over in the long term. They also demonstrate seldom seen behaviour for an Aussie company by competing globally rather than locally, and succeeding.


My gut feeling is that barring any world economic recession due to an energy crisis, the SP for CSL should be much higher in 12-18 months time given the increasing price for plasma products.


Watch Cellestis go too.





Link to comment
Share on other sites

In reply to: redpencil on Wednesday 05/04/06 06:22pm

one fund manager has been cleaning out his cupboard in this stock....look for further falls to top up....heavy correction it may undergo in May to about low $50

Link to comment
Share on other sites

  • 2 weeks later...

In reply to: PadMunter on Friday 07/04/06 09:46am

this stock has crashed from $56 to $51.97. All my paper profits have been wiped out as a result. Its a good long term stock, hope it recovers and not floating around


Interest has completely disappeared, and it has been tanking on low vols.



Link to comment
Share on other sites

In reply to: Halba on Tuesday 18/04/06 01:00pm

Perhaps the half-yearly report wasn't glowing enough for the punters. Remember the short-term trader mantra, "Buy on rumour, sell on fact.". As far as I can tell nothing fundamental has changed in the last week apart from some ill-informed bad press about Q-fever vaccine.



Link to comment
Share on other sites

In reply to: redpencil on Tuesday 18/04/06 02:37pm

CSL SP up about $1 on early trades. May be related to good news about ZLB Behring plant licensed by the FDA


From http://www.genengnews.com/news/bnitem.aspx?name=557537


State-of-the-Art ZLB Behring Plant Licensed by the FDA; New, Highly Automated Facility Will Enable Company to Triple Production of Alpha-1 Product Zemaira®

4/18/2006 8:00:00 AM EST



ZLB Behring today announced that it has been granted a license by the U.S. Food and Drug Administration (FDA) to produce Alpha-1 Proteinase Inhibitor (Human), Zemaira®, in a new facility in its Kankakee, Illinois, manufacturing complex.


The highly automated, 113,000 square-foot, state-of-the-art manufacturing facility provides a high degree of accuracy in the manufacturing operation. This supports product safety and operational efficiency as production volumes are increased to meet patient needs. The first floor of the new building houses the manufacturing and warehouse areas; the second floor contains the mechanical areas to support production; and the third floor includes laboratories, pilot facilities and administrative offices.


"We are proud to reinforce our commitment to patients through the opening of this new facility, which will enable us to triple our production of Zemaira," said Randy Furby, senior vice president and general manager of the Kankakee plant. "We will continue to explore opportunities to expand our production capabilities to meet the needs of those with Alpha-1 Antitrypsin deficiency (Alpha-1)."


About Alpha-1 Antitrypsin Deficiency


Alpha-1 Proteinase Inhibitor is an anti-inflammatory protein that protects the tissue of the body. One of its most important roles is to shield the delicate tissues of the lungs by binding to neutrophil elastase, an enzyme released by certain white blood cells that digests bacteria and other foreign substances in the lungs. When a person who is deficient in Alpha-1 Proteinase Inhibitor inhales irritants or contracts a lung infection, the neutrophil elastase released to protect the lungs can continue on to injure healthy lung tissue. Repeated injury to the normal structure of the lungs can eventually result in emphysema. Once a patient with Alpha-1 develops symptoms, it can take an average of seven years and visits to five different healthcare professionals before the correct diagnosis is made. Once diagnosed with emphysema as a result of the condition, adults with Alpha-1 face progressive loss of lung function that can significantly impact everyday life and life expectancy.


Symptoms of Alpha-1 include shortness of breath on exertion, wheezing, and coughing. Because wheezing and shortness of breath are common symptoms, Alpha-1 is often misdiagnosed as other chronic lung diseases, such as chronic obstructive pulmonary disease (COPD) or asthma.


Researchers estimate that up to 100,000 adults and children in the U.S. have severe Alpha-1, and 2.5 million people nationwide may be carriers. Up to 95% of people with the deficiency may be undiagnosed.


About Alpha-1 Proteinase Inhibitor (Human) Zemaira


Zemaira is indicated for chronic augmentation and maintenance therapy for adults with Alpha-1 Proteinase Inhibitor deficiency and emphysema. Clinical data demonstrating the long-term effects of chronic augmentation therapy with Zemaira are not available.


As with other Alpha-1 therapies, Zemaira may not be appropriate for the following adult individuals as they may experience severe reactions, including anaphylaxis: individuals with a known hypersensitivity and/or history of anaphylaxis or severe systemic reaction to Alpha-1 Proteinase Inhibitor products or their components and individuals with selective IgA deficiencies who have known antibodies against IgA.


In clinical studies, the following treatment-related adverse reactions were reported in 1% of subjects: asthenia (fatigue), injection-site pain, dizziness, headache, paresthesia (tingling) and pruritus (itching).


Zemaira is derived from human plasma. As with all plasma-derived products, the risk of transmission of infectious agents, including viruses and, theoretically, the Creutzfeldt-Jakob disease (CJD) agent, cannot be completely eliminated.


About ZLB Behring


ZLB Behring is a global leader in the plasma protein biotherapeutics industry. Dedicated to improving the quality of life for patients throughout the world, ZLB Behring provides safe and effective plasma-derived and recombinant products and offers patients a wide range of related services. The company's broad portfolio of life-saving therapeutics is used in the treatment of individuals with hemophilia and other bleeding disorders, immune deficiency disorders, and inherited emphysema; for the prevention of hemolytic diseases of the newborn; in cardiac surgery patients; and in shock and burn victims. Additionally, ZLB Behring operates one of the world's largest fully owned plasma collection networks. ZLB Behring is a subsidiary of CSL Limited, a biopharmaceutical company, which operates worldwide from its headquarters in Melbourne, Australia. For more information, please visit www.ZLBBehring.com.



Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Create New...