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Upside has to be minimal if everyone is singing the same hymn in harmony.

 

Its like, how can they sell everyone CSL when there are only 453m shares on issue for a $61bn company which is still making daily buys of its own shares?

 

Transaction coming up soon. Equity swap will be the currency is my guess. CSL will be back to single digits afterwards I would say.

 

Say, wasn't David Baltimore involved with CSL? He's also involved with AMGN who are all over Au. biotech like a pox. Can we say CSL to buy AMGN? More likely to be GILD and MRK aligned IMHO.

 

Will be a buy then if there is any more upside to be had.

 

 

 

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Upside has to be minimal if everyone is singing the same hymn in harmony.

 

Its like, how can they sell everyone CSL when there are only 453m shares on issue for a $61bn company which is still making daily buys of its own shares?

 

Transaction coming up soon. Equity swap will be the currency is my guess. CSL will be back to single digits afterwards I would say.

 

Say, wasn't David Baltimore involved with CSL? He's also involved with AMGN who are all over Au. biotech like a pox. Can we say CSL to buy AMGN? More likely to be GILD and MRK aligned IMHO.

 

Will be a buy then if there is any more upside to be had.

 

 

 

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SP up slightly - currently $127.33/share. Shorts are up slightly also. Flu season in full swing here and large shipments of vaccines already dispatched overseas (US). Lower AUD$ might translate into increased profitability. Morgan Stanley rates CSL as Equal-weight and has a target of $122.00. CSL due to announce it's FY 2017 results tomorrow - could be interesting.

 

The broker expects solid 11% growth in earnings per share in FY18 but notes cash flow consumption is rising. Equal-weight rating and In-Line industry view are retained. Target is $122.

Flu cases in Queensland double in two weeks in worst season in years

By Isobel Roe

Posted 27 minutes ago

http://www.abc.net.au/news/2017-08-15/flu-...n-years/8808820

 

July 20, 2017 08:00 AM Eastern Daylight Time

SUMMIT, N.J.--(BUSINESS WIRE)--Seqirus announced today it has begun shipping its portfolio of seasonal influenza vaccines to customers in the United States for the 2017-2018 influenza season. Seqirus, one of the largest influenza vaccine companies in the world, expects to distribute over 50 million doses to the U.S. market this year.

http://www.businesswire.com/news/home/2017...za-Vaccines-U.S.

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Market not too impressed with the results - a reported net profit of $US1.34 billion? Apparently market expectations was for a profit of $US1.37 billion. Reaction could also be towards the news they intend to raise new debt?

 

Full year dividend of $US1.38 per share is up 8 per cent and is being paid out of earnings per share of $US3.13, up 26 per cent at constant currencies. The company has completed 91 per cent of a $500 million share buyback and intends to raise $US600 million in new debt capital via private placement this year.

 

http://www.theage.com.au/business/markets-...815-gxx2gw.html

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CSL will invest more than $720m in tests on over 17,000 patients of a drug aimed at preventing secondary heart attacks, in Phase III trials.
- to evaluate whether the drug, labelled CSL112, can reduce cardiovascular events in high-risk patients during the critical 90-day period following a heart attack.

 

wowsers, that had better be definitive, and wide-ranging across the population

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Former CEO Brian McNee will take over as chairman next year, after been appointed as independent non-executive directors, effective from February 14.

 

Dr McNamee, who was CSLÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s chief executive for 23 years before retiring in 2013, will assume the position of chairman-elect.

 

He led CSL from Australian government ownership, through privatisation and listing on the Australian Securities Exchange to becoming a global industry leader.

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Won't be long until CSL pushes through $150. ...and no reason to stop there; it's been on the buying lists of quite a few fund managers.

(nobody ever got fired buying CSL?)

 

The weak USD may slow the buying, but thereagain may help in its attractiveness, assuming $ weakness is temporary

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