Company Report
Last edited one year ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#46
Performance (78m)
4.6% pa
Followed by
170
Straws
Sort by:
Recent
Content is delayed by one month. Upgrade your membership to unlock all content. Click for membership options.
#ASX Announcements
stale
Added one year ago

Could this announcement be to address the very issue we're currently discussing or is just the "norm" for CSL?


Notice of Capital Markets Day


CSL Limited (ASX:CSL; USOTC:CSLLY) will hold a Capital Markets Briefing on Monday 16 October 2023 in Sydney, Australia.

The briefing will commence at approximately 9.00am Australian Eastern Daylight Time and will focus on the Company’s business activities and initiatives for growth.

Presentations will be webcast on the Company website at www.csl.com in the ‘Investors’ section.

An archived copy of the webcast will also be uploaded later that day. 

Presentation materials will be available at the commencement of the briefing in the ‘Investors’ section of the Company website at www.csl.com.  

#Risks
stale
Added one year ago

Thought I'd throw this out to the broader and much more informed SM community.

CSL share price is currently trading down at around 2019 levels because.....as I understand.....of weight-loss drug GLP-1 RA?

I'd appreciate views as to whether this "perceived risk" warrants such a dive in s/p?

#Bull Case
stale
Added 3 years ago

For those interested Morgan's released the following on CSL:


DJ Market Concerns Over CSL's Vifor Pharma Deal May Be Misplaced -- Market Talk

CSL$273.00-$24.27 (-8.2%)$272.99$273.00

16 Dec 2021 15:17:4211 Views0416 GMT - Concerns around CSL's US$11.7 billion takeover of Switzerland-based specialty drug maker Vifor Pharma look overdone to Morgans.

The investment bank acknowledges that the strategic rationale may be hard for some investors to get their heads around, and perhaps wonder if CSL's core plasma business could struggle to keep growing.

"But we believe this is misplaced as this deal looks as unique as CSL itself, allowing access to a defensible specialty product portfolio with strong market positions and growth opportunities, far from a 'typical' pharma transaction," says Morgans, which rates CSL as add. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

December 15, 2021 23:17 ET (04:17 GMT)