参考来源：https://www.fiercepharma.com/pharma/csls-chief-executive-retires-ahead-earnings-former-seqirus- president-steps-interim-role 来源：市场资讯 而压在 CSL 身上的，还有一笔 "天价收购" 的包袱。2022 年，公司以 117 亿美元拿下 Vifor，创下公司 收购史纪录，也由此成立了 CSL Vifor 业务单元，主攻缺铁性贫血和肾病领域。可时至今日，这笔收购 的投资回报始终遭市场质疑，迟迟未能兑现预期，也让公司的经营业绩添了不少阻力。董事会直言，麦 肯齐的能力与公司现阶段的发展需求已不匹配，对公司当前的业绩表现，董事会也明确表达了不满。 临危受命的内勒，算是 CSL 的 "根正苗红"。33 年的任职生涯里，他当过 CFO，做过 Seqirus 总裁，更 是参与了 Plasma、Behring、Seqirus 三大核心业务的收购布局，甚至亲手设计打造了 Broadmeadows 血 浆工厂，还执掌过全球供应链和 IT 板块，对公司的里里外外门儿清。也正因如此，董事会给了他十足 ...

CSL Limited (ASX: CSL) shares dropped more than 12% on Wednesday, falling to a session low of $150.21, as investors reacted to weaker half-year earnings just one day after the surprise CEO exit.The sell-off briefly pushed CSL to multi-year lows before the share price recovered slightly through the session. Even so, it marks another sharp leg down for a company that was once regarded as untouchable among ASX blue chips.What CSL reportedCSL delivered total revenue of US$8.3 billion for the half, down 4% in co ...

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 ...

Market Overview - Australian shares continue to rise, with a +0.4% advance in futures following a +1.9% increase the previous day, supported by a rebound in Wall Street technology stocks [1][3] - The Nasdaq index is up +0.9%, while the S&P 500 and Dow Jones both increased by +0.5%, indicating a recovery in market sentiment after a previous decline [3] Company News - Electro Optic Systems (ASX:EOS) is under scrutiny as it prepares to respond to a short sell report from Grizzly Research, with the market expecting the release before market open [4] - Elevra Lithium (ASX:ELV) has signed a Memorandum of Understanding (MOU) to supply Mangrove Lithium with spodumene concentrate, with expectations to supply up to 144,000 tonnes per year [4] - PLS Group (ASX:PLS) has secured a multi-year offtake agreement with Canmax for 150,000 tonnes of spodumene at a price of US$1,000 per tonne [5] - Eastern Gas Corp (ASX:EGA) is set to debut on the ASX, focusing on oil and gas exploration in the Cooper and Surat Basin, with an initial market capitalization of $5.5 million [5] - Compushare (ASX:CPU) and Amotiv (ASX:AOV) are also expected to report earnings, with CSL (ASX:CSL) leading a series of quarterly reports [5][6] Commodity Prices - The Australian dollar is trading at US 70.9 cents [7] - Iron ore prices have increased by nearly +1%, currently at $99.80 per tonne [7] - Brent crude oil has risen by +1.5%, now priced at $69.06 per barrel [7] - Gold is trading at $5,095 per ounce, while US natural gas futures have decreased by -8% to $3.14 per gigajoule [7]

（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 ...

Bitcoin’s role as an indicator of market froth has been pointing downwards all year, and several other indicators are starting to follow.Bitcoin has now dropped to as low as $US60,000, down from its record above $US124,000 set in October.Gold and silver prices have weakened more recently after a stunning run upwards suddenly paused a week ago, and even US bond market yields are now falling after some tentative signs of weakness in the US jobs market.Now, share markets have also turned down significantly, wi ...

Core Viewpoint - Investors are evaluating CSL Limited Sponsored ADR (CSLLY) and Techne (TECH) to determine which stock offers better value for investment at the current time [1] Group 1: Zacks Rank and Earnings Outlook - CSLLY has a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision trend, while TECH has a Zacks Rank of 4 (Sell), suggesting a less favorable outlook [3] - The improving earnings outlook for CSLLY positions it as a more attractive option for value investors [7] Group 2: Valuation Metrics - CSLLY has a forward P/E ratio of 18.08, significantly lower than TECH's forward P/E of 32.34, indicating that CSLLY may be undervalued [5] - The PEG ratio for CSLLY is 1.77, while TECH's PEG ratio is 3.72, further suggesting that CSLLY offers better value considering expected earnings growth [5] - CSLLY's P/B ratio is 2.88 compared to TECH's P/B of 5.07, reinforcing the notion that CSLLY is more attractively priced relative to its book value [6] - Based on these valuation metrics, CSLLY holds a Value grade of B, while TECH has a Value grade of D, indicating a stronger value proposition for CSLLY [6]

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]