ASX:CSLBiotechs
Seqirus Spin-Off Pause and Plasma Push Could Be A Game Changer For CSL (ASX:CSL)
CSL has recently faced increased scrutiny after cutting its fiscal 2026 revenue growth outlook, pausing the planned Seqirus spin-off in response to weaker U.S. influenza vaccination demand, and committing A$1.50 billion over five years to expand its U.S. plasma-derived therapies manufacturing capacity.
These moves highlight how CSL is recalibrating between a less certain vaccines backdrop and long-term investment in plasma therapies, sharpening questions about the balance between near-term...