CSL(CSLLY)

Search documents
CSL Limited: Good Results Overshadowed By Below-Expectations Guidance
Seeking Alpha· 2024-08-19 07:56
josefkubes/iStock Editorial via Getty Images CSL Limited (OTCQX:CSLLY) (OTCQX:CMXHF) [CSL:AU] stock is still assigned a Hold investment rating. CSLLY is expected to register a decent low-teens percentage bottom line growth for fiscal year 2025 (YE June 30, 2025), taking into account the positive prospects for the Behring segment. But the company's Seqirus and Vifor segments are likely to underperform going forward, and this has resulted in a FY 2025 earnings guidance miss. The mixed outlook for CSL Limited' ...
CSL(CSLLY) - 2024 Q4 - Earnings Call Transcript
2024-08-13 15:10
CSL Limited (OTCQX:CSLLY) Q4 2024 Results Conference Call August 12, 2024 9:00 PM ET Company Participants Joy Linton - CFO Chris Cooper - Head, IR Paul McKenzie - MD, CEO & Executive Director Ken Lim - Chief Strategy Officer Conference Call Participants Lyanne Harrison - Bank of America Saul Hadassin - Barrenjoey Gretel Janu - Evans & Partners Steve Wheen - Jarden Andrew Goodsall - MST Marquee David Low - JPMorgan Craig Wong-Pan - RBC David Stanton - Jefferies Laura Sutcliffe - UBS Mathieu Chevrier - Citi D ...
CSL Seqirus Begins Shipping Its Portfolio of Influenza Vaccines for the 2024/25 Flu Season
Prnewswire· 2024-07-09 13:00
CSL Seqirus is the only manufacturer to offer a differentiated influenza vaccine for all eligible people aged six months and older in the United States. Centers for Disease Control and Prevention (CDC) trend findings indicate a significant decline in influenza vaccination rates, which poses a serious risk to public health infrastructure and underscores the importance of receiving an annual influenza vaccination.1,2 According to the CDC, it is recommended that all eligible people aged six months and older re ...
CSL Seqirus, a Proud Champion of Pandemic Preparedness, Announces U.S. Government Award in Response to Avian Influenza
Prnewswire· 2024-05-30 13:00
CSL Seqirus to complete the fill and finish process for pre-pandemic vaccine to support the U.S. government's outbreak and preparedness response. Outbreaks of highly pathogenic avian influenza (HPAI) viruses in birds and livestock have been reported in the U.S. Fourth avian influenza pandemic preparedness award to CSL Seqirus under a multi-year agreement with Biomedical Advanced Research and Development Authority (BARDA). SUMMIT, N.J., May 30, 2024 /PRNewswire/ -- CSL Seqirus, a business of CSL (ASX: CSL), ...
Nature Communications Publishes Pivotal Data Demonstrating Efficacy and Tolerability of CSL and Arcturus Therapeutics' COVID-19 Vaccine
prnewswire.com· 2024-05-20 12:30
Data follow the approval of the world's first self-amplifying (sa-mRNA) COVID-19 vaccine for adults in Japan. These results add to recently published data on ARCT-154 demonstrating superior immunogenicity to Omicron BA 4/5 compared to conventional mRNA COVID-19 vaccine booster and follow-up data demonstrating longer duration of immunity compared to traditional COVID-19 mRNA vaccine booster. KING OF PRUSSIA, Pa. and SAN DIEGO, May 20, 2024 /PRNewswire/ -- Global biotechnology leader CSL (ASX:CSL; USOTC:CSLLY ...
CSL(CSLLY) - 2024 Q2 - Earnings Call Transcript
2024-02-13 05:53
Financial Data and Key Metrics Changes - Revenue for the first half of 2024 was $8.1 billion, up 11% at constant currency, while NPATA was $2 billion, up 13% at constant currency, and net profit after tax was $1.9 billion, up 20% [66] - Gross profit was $4.491 billion, also up 11%, and the group operating result increased by 13% to $3.796 billion [116] - Cash flow from operations increased by 9% to $1.069 billion, primarily due to sales growth [119] Business Line Data and Key Metrics Changes - CSL Behring revenue was up 14% at constant currency, with the IG franchise growing 23% [71] - Specialty products, including KCENTRA and HAEGARDA, contributed significantly, with KCENTRA up 12% and HAEGARDA up 9% [75] - CSL Vifor generated over $1 billion in revenue, with strong performance in nephrology products like MIRCERA and TAVNEOS [93] Market Data and Key Metrics Changes - CSL Seqirus delivered solid sales growth, outperforming the market with a 2% increase in revenue at constant currency, driven by the adjuvanted FLUAD product, which grew 14% [81] - The iron market is transitioning with step edit measures impacting Injectafer, while Venofer has benefited from these changes [86] Company Strategy and Development Direction - The company is focused on expanding its gross margin and has made progress with a 10% reduction in cost per liter [79] - The rollout of the Rika plasmapheresis platform is expected to provide a 10% lift in yield across the fleet, with regulatory filing for Garadacimab accepted for review [78][68] - The company aims to leverage capabilities across its divisions to address public health needs, particularly in patient blood management [127] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about the outlook for CSL Behring, citing strong demand for IG and ongoing initiatives in plasma collection [123] - The company expects revenue growth of approximately 9% to 11% for fiscal year 2024 at constant currency, with NPATA projected to be between $2.9 billion and $3 billion [128] Other Important Information - The company is navigating challenges in the dialysis market due to step edits and reimbursement issues affecting product usage [132] - The gross margin recovery for CSL Behring improved to 50% at reported rates, benefiting from earlier-than-anticipated price increases [121] Q&A Session Summary Question: What are the challenges specifically for dialysis and the run rate going forward? - Management indicated that there are strong commercial portfolios but limited growth in the near term due to market challenges, including step edits and reimbursement issues related to Kapruvia in the U.S. dialysis system [132]
CSL(CSLLY) - 2023 Q4 - Earnings Call Transcript
2023-08-15 06:37
CSL Limited (OTCQX:CSLLY) Q4 2023 Earnings Conference Call August 14, 2023 9:00 PM ET Company Participants Mark Dehring - Head of Investor Relations Paul McKenzie - Chief Executive Officer Joy Linton - Chief Financial Officer Bill Campbell - Executive Vice President and Chief Commercial Officer Conference Call Participants Lyanne Harrison - Bank of America Merrill Lynch Andrew Goodsall - MST Marquee Sean Laaman - Morgan Stanley Steven Wheen - Jarden Australia Pty Limited Saul Hadassin - Barrenjoey Markets P ...
CSL(CSLLY) - 2023 Q4 - Earnings Call Presentation
2023-08-15 02:14
Stephen McKeon Director, Investor Relations CSL Limited P: 61 402 231 696 E: stephen.mckeon@csl.com.au Jimmy Baker Communications CSL Limited P: +61 450 909 211 E: jimmy.baker@csl.com.au CSL Limited Mallizabet Street Mallizabet Street Malbourn Australia T +613 10 Australia CsLeon ASX Announcement For immediate release 15 August 2023 RESULTS PRESENTATION FOR THE FULL YEAR ENDED 30 JUNE 2023 Melbourne, Australia – CSL (ASX:CSL; USOTC:CSLLY) Please find attached the slides for the presentation on the full year ...
CSL(CSLLY) - 2023 Q2 - Earnings Call Transcript
2023-02-14 08:13
CSL Limited (OTCQX:CSLLY) Q2 2023 Earnings Conference Call February 13, 2023 7:00 PM ET Company Participants Mark Dehring - Head, Investor Relations Paul Perreault - Chief Executive Officer Joy Linton - Chief Financial Officer Paul McKenzie - Chief Operating Officer Conference Call Participants David Stanton - Jefferies Andrew Goodsall - MST Marquee David Low - JPMorgan Lyanne Harrison - Bank of America Chris Cooper - Goldman Sachs Steve Wheen - Jarden Sean Laaman - Morgan Stanley Saul Hadassin - Barrenjoey ...
CSL(CSLLY) - 2022 Q4 - Earnings Call Transcript
2022-08-17 07:11
CSL Limited (OTCQX:CSLLY) Q4 2022 Earnings Conference Call August 16, 2022 9:00 PM ET Company Participants Mark Dehring - Head, Investor Relations Paul Perreault - Chief Executive Officer Joy Linton - Chief Financial Officer Paul McKenzie - Chief Operating Officer Conference Call Participants Andrew Goodsall - MST Marquee Saul Hadassin - Barrenjoey David Low - JPMorgan Chris Cooper - Goldman Sachs Sean Laaman - Morgan Stanley Gretel Janu - Credit Suisse Steve Wheen - Jarden David Bailey - Macquarie David St ...