CSL, Plasma Industry Could Continue to Grow Strongly for Considerable Period, Jefferies Says

MT Newswires Live

Jun 25

CSL (ASX:CSL) and the plasma industry could continue to grow strongly for a considerable period, Jefferies said in a Thursday note.

The plasma industry is treating at most 34% of the total potential patients that it could in the US and European Union markets. CSL's immunoglobulin franchise accounts for 38% of its fiscal year 2026 group revenue estimate of AU$15.11 billion.

Despite potential competitor entry into the autoimmune myositis market, any potential future competitor approvals in dermatomyositis and immune-mediated necrotizing myopathy are not seen as having a material effect on immunoglobulin volumes.

Immunoglobulin is considered a second-line therapy in autoimmune myositis. 4% of the volume of immunoglobulin used in Australia is for autoimmune myositis, according to the Australian National Blood Authority data.

The investment firm has a hold rating on CSL and a price target of AU$108 per share.

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CSL's immunoglobulin franchise accounts for 38% of its fiscal year 2026 group revenue estimate of AU$15.11 billion.</p><p>Despite potential competitor entry into the autoimmune myositis market, any potential future competitor approvals in dermatomyositis and immune-mediated necrotizing myopathy are not seen as having a material effect on immunoglobulin volumes.</p><p>Immunoglobulin is considered a second-line therapy in autoimmune myositis. 4% of the volume of immunoglobulin used in Australia is for autoimmune myositis, according to the Australian National Blood Authority data.</p><p>The investment firm has a hold rating on CSL and a price target of AU$108 per share.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1169590202.USD","symbol_name":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2646157826","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2646157826","pubTimestamp":1782360498,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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