Consensus community valuation
$262.99
Average Intrinsic Value
5.1%
Overvalued by
Active Member Straws
##down on an up day #notgood
Added 2 months ago

Big down move on a huge positive day ...

... Not a positive sign

 

 

Here is what i wrote 1 week ago

#becareful

For all the CSL Bulls, do your homework on Shire/Takedas Takhzyro. It grew +350% last Q and 50% of growth came from new patients I.e  CSL. 

Takhzyro is a far superior drug. Requires dosage only once every two weeks, can be self administered and has same effacy as CSL. CSL requires a dose twice a week. If I was a patient, which would I prefer?

CSL mentions nothing about it as a threat. The slide they show at H1 is not the whole portfolio, many drugs are going backwards.

CSL has plasma collection constraints in USA and is now getting hit with ESG concerns due to exploiting Mexicans.

CSL to me looks like its setting up to downgrade. Just wanted to flag i think its a risk. Morgan Stanley hosted CSL last week, and the comments around the market were not great. UBS also the same put out a note.

Its priced for perfection on 39x, so just thought I would share my view. I could be wrong but when you have under performed the market by 19% in a month & there was a massive end of month dump on Friday, all does not sit well in my end.

No doubt it's a great success story.

I would add Morgan Stanley put out a paper HAE at CSL is stuggling.

If i could short on Shortman i would be. 

 

 

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#ASX Announcements
Added 2 months ago

CSL to Acquire Biotech Company Vitaeris

 

CSL Limited (ASX:CSL; USOTC:CSLLY) today announces that it has agreed to exercise its right to acquire Vitaeris Inc., a clinical-stage biotechnology company focused on the phase III development of a treatment for rejection in solid organ kidney transplant patients. The companies entered into a strategic partnership in 2017 to expedite the development of this program with the option for CSL to acquire Vitaeris in full.

View Attachment

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#M&A
Added a month ago

25-June-2020:  CSL to acquire LateStage Gene Therapy Candidate from uniQure

CSL is the best quality company on the ASX and has been for a very long time.  They will keep growing - both organically and via acquisitions (like this one).

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#becareful
Last edited 2 months ago

For all the CSL Bulls, do your homework on Shire/Takedas Takhzyro. It grew +350% last Q and 50% of growth came from new patients I.e  CSL. 

Takhzyro is a far superior drug. Requires dosage only once every two weeks, can be self administered and has same effacy as CSL. CSL requires a dose twice a week. If I was a patient, which would I prefer?

CSL mentions nothing about it as a threat. The slide they show at H1 is not the whole portfolio, many drugs are going backwards.

CSL has plasma collection constraints in USA and is now getting hit with ESG concerns due to exploiting Mexicans.

CSL to me looks like its setting up to downgrade. Just wanted to flag i think its a risk. Morgan Stanley hosted CSL last week, and the comments around the market were not great. UBS also the same put out a note.

Its priced for perfection on 39x, so just thought I would share my view. I could be wrong but when you have under performed the market by 19% in a month & there was a massive end of month dump on Friday, all does not sit well in my end.

No doubt it's a great success story.

I would add Morgan Stanley put out a paper HAE at CSL is stuggling.

If i could short on Shortman i would be. 

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##distribution
Added 2 months ago

Markets up, CSL Underperforms.

I wish I could short CSL on Strawman!

Classic distribution going on.

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#ASX Announcements
Last edited 8 months ago
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#ASX Announcements
Added 3 months ago

07-May-2020:  New Debt Facilities to Strengthen Maturity Profile

Also (last month):  09-Apr-2020:  Company Update on COVID-19   and   08-Apr-2020:  Company Update on COVID-19

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