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.
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