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CSL, CSL LIMITED
nipper
post Posted: May 6 2021, 10:46 AM
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... while plasma collections have been difficult during the pandemic, one leading broker believes that the headwinds are easing. According to a recent note out of Citi, it believes that collection volumes will return to 2019 levels during the second half of 2021. This is thanks to the positive progress being made in the United States in respect to vaccine rollouts.

In light of this, Citi believes the recent weakness in the CSL share price has created a buying opportunity for investors. Its analysts have put a buy rating and $310.00 price target on its shares.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Apr 21 2021, 11:12 AM
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Given that plasma is a significant part of the CSL business, any attempt to boost supply, when splitting plasma into proteins such as immunoglobulin and albumin, which are used to create therapies to treat a range of conditions including immune deficiencies, would be welcome.

According to the Plasma Protein Therapeutics Association, per litre of plasma, the current industry standard is a yield of 4g of intravenous immunoglobulin. According to National Blood Authority data, CSL usually generates around 5g per litre.
The looming plasma shortage has led CSL to join forces with deep tech start-up incubator Cicada Innovations to launch a global challenge to find the best ways to meet growing demand for plasma-derived immunoglobulin therapies. To win ($40K + mentoring) individuals or team entrants only need to have a good idea. There is no requirement for the idea to be a fully functioning product.
..x..x..x...x...x....x.....x...

A Sydney start up, Aegros, has refined a process called tangential flow electrophoresis; the technology, called HaemaFrac, involves specially manufactured membranes to purify proteins in an electrically charged environment. This type of fractionation allows proteins to be isolated in their native state, with very high yield while removing contaminating bacteria and viruses. Aegros claims to be able to produce 8g per litre of immunoglobulin, out of a total possible of 10g. It is aiming to list sometime and




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
plastic
post Posted: Mar 10 2021, 03:33 PM
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In Reply To: nipper's post @ Mar 10 2021, 03:24 PM

Gunna buy Merck. Needs to be at an appropriate level.



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What did Uncle Mel do to us?
 
nipper
post Posted: Mar 10 2021, 03:24 PM
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In Reply To: nipper's post @ Feb 20 2021, 10:18 AM

and under $250 a share, for the last few days sad.gif



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Feb 20 2021, 10:18 AM
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CSL’s outlook didn’t go down well with analysts at Goldman Sachs.

The broker said: “By reaffirming the FY21 earnings target of +3-8% despite delivering a +25% beat at 1H, CSL is now guiding to an earnings decline of (47)-(58)% in 2H21. Whilst management has likely applied more than its usual degree of conservatism amidst so much uncertainty, it is also clear that the company is having to take tougher decisions on customer allocations than we had expected to see at this stage.”

“It has been long-understood that the plasma collection deficit would pressure FY21-22, but to see such a sharp sequential slowdown in IG during a period which was mostly unaffected by these challenges was a negative surprise to us/consensus, particularly ahead of two reporting periods which appear tougher still (1H21 volumes +3%),” it added.

As a result, the broker has downgraded its earnings estimates for FY 2022 and FY 2023 and is now forecasting “three consecutive years of single-digit earnings growth.”

In light of this, it believes its shares are overvalued at the current level.

“At current valuation of 29.3x EV/EBITDA (vs. sector 21.6x), we no longer see sufficient upside to justify a positive stance. We downgrade to Neutral (from Buy),” it explained



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: early birds  rlane  
 
plastic
post Posted: Feb 19 2021, 08:12 PM
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CSL: Au$125bn.

MRK: US$190bn.

A buy out is definitely doable.






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What did Uncle Mel do to us?
 


plastic
post Posted: Feb 19 2021, 08:46 AM
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You are clearly ignorant of the long and profitable tenure Merck has enjoyed with Au. biotech. Its not for me to explain it.




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What did Uncle Mel do to us?
 
mullokintyre
post Posted: Feb 19 2021, 08:02 AM
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In Reply To: plastic's post @ Feb 19 2021, 06:36 AM

Flattery will get you nowhere.
Why not just answer one of the questions I posed.
Theres more chance of Apple taking over Merck than CSL doing so.
This sub topic would have been more appropriate in "plastics Conspiracy Theories"..
Mick



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plastic
post Posted: Feb 19 2021, 06:36 AM
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In Reply To: mullokintyre's post @ Feb 18 2021, 04:46 PM

You are way smarter than that.

Could be a little while yet though.




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What did Uncle Mel do to us?
 
mullokintyre
post Posted: Feb 18 2021, 04:46 PM
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In Reply To: plastic's post @ Feb 18 2021, 10:15 AM

QUOTE
Merck looks wounded by Covid. Could be a takeover target for CSL.

But why would they bother?
What are the synergies?
What part of the CSL business will it bolster?

Mick



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sent from my Olivetti Typewriter.
 
 


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