PresentationMark Dehring Good afternoon, everyone, and thank you for joining us on short notice. My name is Mark Dehring, Head of Investor Relations at CSL. The focus of today's call is CSL's leadership transition, and we appreciate your interest and engagement in this important juncture for the company. To be clear, we are not addressing financial results during this session. There will be a separate call tomorrow dedicated to our financial performance, where you'll have the opportunity to ask questions re ...

（来源：药研网） 2026年2月9日，Memo Therapeutics AG宣布，已与全球罕见病及重症药物研发领导者CSL就MTx重组多克隆IgG技术达成战略合作及独家 许可选择权协议。 根据合作与选择协议，MTx将利用其专有的DROPZYLLA®技术平台开发重组多克隆IgG产品，该平台用于克隆人类抗体库和多克隆抗体 表达，CSL则获得MTx的独家许可权。协议总额最高可达2.65亿瑞士法郎（3.28亿美元）。 DROPZYLLA®平台是一项基于重组多克隆抗体（recombinant polyclonal IgG）的创新技术平台，该技术能够大规模捕获并复制天然人源 抗体库，从而实现多样化抗体群体的稳定可控表达，这些抗体可针对特定感染性或免疫介导性疾病进行定制。 根据合作与选择协议，MTx将利用其专有的DROPZYLLA®技术平台开发重组多克隆IgG产品，该平台用于克隆人类抗体库和多克隆抗体 表达，CSL则获得MTx的独家许可权。协议总额最高可达2.65亿瑞士法郎（3.28亿美元）。 DROPZYLLA®平台是一项基于重组多克隆抗体（recombinant polyclonal IgG）的创新技术平台，该技术能 ...

Investors interested in Medical - Biomedical and Genetics stocks are likely familiar with CSL Limited Sponsored ADR (CSLLY) and Techne (TECH) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven st ...

CSL Limited ( CMXHF ) ( CSLLY ) (CSL.AX) recently crossed my watchlist because the share is trading at a P/E ratio lower than at any point in the last 10 years, while revenue and profits are growing.**My articles represent my opinion only and in no way constitute professional investment advice. It is the responsibility of the reader to conduct their due diligence and seek investment advice from a licensed professional before making any investment decisions.**Analyst’s Disclosure: I/we have no stock, option ...

Depositary Receipt Information Depositary Receipt Contacts Country Australia New Business Development Nicole Pfundstein Custodian Bank BNP Paribas S.A., Level 6, 60 Castlereagh Street, Sydney NSW 2000 Tel: +61 2 8258 1019 www.adr.db.com Markets Distribution adr@db.com London Effective Date January 27, 2026 Tel: +44 (0) 20 7547 6500 gtb.db.com New York Level I ADR Tel: +1 212 250 9100 CUSIP 12637N204 ISIN US12637N2045 Symbol CSLLY Exchange OTC Current ...

Core Viewpoint - Carlisle Companies Incorporated (CSL) is expected to benefit from a projected low federal interest rate ranging between 3.5% to 3.75% by the end of 2025, down from 3.8% [1] Group 1: Company Insights - The investment approach of "First Principles" focuses on breaking down complex financial and technological problems to identify overlooked investment opportunities [1] - Carlisle Companies operates in sectors that align with emerging technologies and sustainable investing, which are key areas of focus for the analyst [1] Group 2: Analyst Background - The analyst has a strong background in investment, private equity, and venture capital, with a proven track record of delivering strong returns [1] - The articles published on Seeking Alpha emphasize the intersection of innovation and finance, aiming to share insights and foster a sustainable and innovative world [1]

Core Insights - The five-year results from the Phase 3 HOPE-B study confirm the long-term durability and safety of HEMGENIX, a gene therapy for adults with hemophilia B, demonstrating sustained therapeutic benefits and a favorable safety profile [2][3][4] Efficacy and Safety - 94% of patients remained free from continuous prophylaxis treatment five years after a single infusion of HEMGENIX, indicating its effectiveness in providing sustained bleed protection [1][5] - Mean factor IX activity levels were maintained at 36.1% at year five, showcasing the therapy's durable efficacy [1][5] - The mean adjusted annualized bleeding rate (ABR) for all bleeds decreased by approximately 90% from the lead-in period (4.16) to year five (0.40) [5] Real-World Adoption - More than 75 individuals across eight countries have received HEMGENIX in real-world settings, reflecting its growing global adoption [1][7] Clinical Study Details - The pivotal Phase 3 HOPE-B trial involved 54 adult male participants with severe or moderately severe hemophilia B, with 50 completing five years of follow-up [3][9] - The study's primary endpoint was the ABR measured from month seven to month 18 post-infusion, ensuring a steady-state factor IX expression [9] Regulatory Status - HEMGENIX has received regulatory approval in multiple countries, including the United States, Canada, and the European Union, indicating its acceptance in various markets [7][21]

Group 1: Economic Indicators and Monetary Policy - Australia's inflation rate surged to 3.8% as of October, exceeding the Reserve Bank of Australia's (RBA) forecast of 3.2% for the fourth quarter, driven by rising electricity and food costs [2][26][29] - Major economists and the bond market are now betting on a potential interest rate hike in 2026, rather than a decrease, due to persistent inflation pressures [2][3] - The RBA's next meeting is scheduled for February, where it may consider raising the cash rate if inflation continues to accelerate [2][3] Group 2: Corporate Developments - Two Australian tech entrepreneurs sold their software monitoring company, Chronosphere, for approximately AUD 3.3 billion (USD 2.1 billion) to US cybersecurity giant Palo Alto Networks [5] - The founders of Chronosphere previously worked at Uber and Microsoft before establishing their company, which has secured contracts with major corporations like Walmart and DoorDash [5] - CSL, a major pharmaceutical company, has faced significant stock declines following two profit warnings, leading to a shift in investment strategies among large funds [6][7] Group 3: Mining and Resource Sector - Theta Gold Mines is advancing its TGME gold mine project in South Africa, with significant milestones achieved in construction, aiming for production by the end of 2026 [10][11] - The project is expected to create over 500 jobs locally and enhance regional economic development through an AI-driven training system [10][11] - Theta Gold has raised approximately AUD 51.4 million (USD 33.9 million) to support the construction of the TGME project, which has a resource estimate of about 6 million ounces of gold [11][13] Group 4: Stock Market Trends - Goldman Sachs has identified 13 undervalued growth stocks in the Australian market, following a significant downturn in the "unprofitable growth" sector, which has seen a 24% drop since mid-October [14][15][19] - The performance of these high-growth stocks is closely tied to the outlook for artificial intelligence, with potential for recovery as market conditions stabilize [16][18] - Stocks such as Zip, Xero, and WiseTech have been highlighted as potential buying opportunities after experiencing substantial declines [19]

Core Insights - CSL Limited plans to invest approximately $1.5 billion in the U.S. over the next five years to enhance its production capabilities [2] Investment Plans - The investment will focus on boosting U.S. production of vaccines and blood-derived therapies [2]

Group 1 - The event is part of CSL's 2025 Capital Markets initiative, featuring remarks from the CEO and the General Manager of CSL Seqirus [1][2] - The CEO, Dr. Paul McKenzie, expressed appreciation for attendees who traveled long distances to participate in the event [2] - The meeting aims to provide insights into CSL's journey and future plans, highlighting the leadership team present [2] Group 2 - The venue for the event is a historic hotel in Chicago, built in the 1920s, which coincided with the establishment of Shriners Children's Hospital [3]