Jefferies sees low risk of earnings impact for CSL from potential US regulatory review

Csl

28/01/2026 20:52

** Jefferies expects minimal risk of meaningful earnings impact for CSL CSL.AX as various U.S. regulatory reviews including CMS programs are undertaken

** Brokerage says there is ongoing lack of regulatory focus on plasma - key product for CSL - compared with other drug categories

** Adds plasma industry looks "rational", with expansion in blood-collection centres, inventory and capacity in line with demand, providing further upside for CSL

** Jefferies maintains "buy" call for CSL, price target of A$240

** CSL fell 38.7% last year

 (Reporting by Nikita Maria Jino in Bengaluru)

 ((Nikita.Jino@thomsonreuters.com;))