CSL (OTCPK:CSLL.Y) 2025 Earnings Call Presentation

CSL Seqirus Overview - CSL Seqirus holds a 60% global revenue value share among the top 3 players in the influenza market[12] - CSL Seqirus projects revenue to reach $2 billion in FY25, a significant increase from $751 million in FY16[12] - CSL Seqirus leverages unique and specialized go-to-market strategies, including just-in-time supply chains and mass immunization campaigns[12] Influenza Disease Burden and Immunization - The annual US disease burden from influenza results in $112 billion in health economic burden[17] - The annual global disease burden from influenza can result in up to 650000 deaths[17] - Reduced US immunization rates correlate with a higher disease burden[21] Strategic Differentiation and Growth Opportunities - CSL Seqirus aims for approximately $500 million in growth through US customer segments and about $300 million through geographic expansion into Germany and Nordics[42] - CSL Seqirus anticipates over $35 billion in revenue during the first wave of an influenza pandemic[38] - CSL Seqirus has a pandemic dose capacity of half a billion doses in the first wave of 16 weeks[40]