CSL

CSL

CSL.AX
csl.com
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CSL.AX · Stock Price

AUD 119.88-120.04 (-50.03%)
Market Cap: $41.6B

Historical price data

Market Cap: $41.6BPipeline: 189 drugs (67 Phase 3)Patents: 20Founded: 1916Employees: >30,000HQ: Melbourne, Australia

Overview

CSL Limited's mission is to deliver innovative biotherapies and vaccines to patients with serious and rare diseases, leveraging a diversified portfolio and integrated business model. The company has achieved global leadership in plasma-derived therapies and influenza vaccines, underscored by strategic acquisitions like Vifor Pharma and a $1.5 billion U.S. manufacturing expansion. Its strategy centers on deepening expertise in immunology, hematology, and nephrology, driving growth through R&D investment, operational excellence, and geographic expansion to meet rising global demand for its critical therapies.

HematologyImmunologyNephrologyRespiratoryVaccines

Technology Platform

A diversified suite of proprietary platforms including advanced plasma fractionation, recombinant protein engineering, adjuvant (MF59) and cell-based vaccine manufacturing, and nephrology/iron metabolism expertise.

Pipeline

189
189 drugs in pipeline67 in Phase 3
DrugIndicationStageWatch
IgPro10Pediatric Chronic Inflammatory Demyelinating Polyneuropathy (CIDP)Approved
four factor prothrombin complex concentrateAnticoagulationApproved
Prothrombin complex concentrate (Human) + Fresh frozen plasm...BleedingApproved
IgPro10Immune Thrombocytopenic PurpuraApproved
Blood coagulation Factor VIII and vWF, humanVon Willebrand DiseaseApproved

FDA Approved Drugs

1
ANDEMBRYBLAJun 16, 2025

Opportunities

Significant growth is driven by rising global demand for immunoglobulin therapies, expansion into gene therapy with Hemgenix, and leveraging the Vifor platform to address the large chronic kidney disease population.
The influenza vaccine business benefits from a shift towards higher-value, differentiated products and increased pandemic preparedness spending.

Risk Factors

Key risks include dependence on a robust and costly plasma supply chain, ongoing pricing and reimbursement pressures in key markets, pipeline execution challenges, and the need to successfully integrate the large Vifor acquisition to realize expected synergies.

Competitive Landscape

CSL competes with large global players like Takeda, Grifols, and Sanofi in its core markets. Its competitive advantages include a fully integrated plasma business, proprietary vaccine technologies, a strong nephrology commercial footprint via Vifor, and the financial scale to invest heavily in R&D and strategic expansion.