CSL is the global leader in plasma-derived therapies (immunoglobulins, albumin) with a leading flu vaccine business (Seqirus) and the Vifor renal franchise. Plasma collection volumes are recovering post-COVID, and immunoglobulin demand growth is structurally robust on expanding indications. Operating leverage from improving plasma cost-per-liter is a key margin driver. The Vifor integration adds renal/iron deficiency exposure with patent-protected assets.
Thesis reviewed May 29, 2026
CSL Limited is headquartered in Australia, which is currently showing moderate signals.
π¦πΊAustralia48NEUTRALView Australia risk detail βπPharma0NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| PFE | Pfizer Inc. | 50 | +6% | β0% | NEUTRAL |
| RDY | Dr Reddy's Laboratories Ltd | 50 | +7% | β0% | NEUTRAL |
| SNY | Sanofi | 50 | +14% | β0% | EARLY |
| GSK | GSK plc | 50 | +8% | β0% | NEUTRAL |
| NVO | Novo Nordisk A/S | 50 | +15% | β0% | EARLY |
| AZN | AstraZeneca PLC | 50 | +11% | β0% | EARLY |
| LLY | Eli Lilly and Company | 50 | +24% | β0% | EARLY |
Investors who hold CSLLY may also have indirect exposure through these country funds.
CSL plasma collection volumes reach record highs, cost per liter declines
Seqirus reports strong cell-based flu vaccine demand for 2026 season
Estimates Β· Yahoo Finance Β· Not audited figures