CSL's Business Not Threatened by CIDP Therapy Competition, Says Jefferies

MT Newswires Live03-20

CSL's (ASX:CSL) immunoglobulin business is not threatened by chronic inflammatory demyelinating polyneuropathy therapy (CIDP) competition because immunoglobulin remains underpenetrated, according to a Thursday Jefferies note.

Jefferies said that immunoglobulin remains underpenetrated, with only about 34% of eligible patients in the US and Europe currently receiving treatment.

Due to this underpenetration, additional competition in CIDP therapies, such as C5 inhibitors used to treat certain immune system disorders, is not expected to reduce immunoglobulin volumes in the near to medium term, the note added.

Jefferies kept a buy rating on CSL with a price target of AU$235.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2620077642?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-03-20 14:18","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2620077642","market":"sg","top_or_hot":-1,"title":"CSL's Business Not Threatened by CIDP Therapy Competition, Says Jefferies","media":"MT Newswires Live","content":"<html><body><p> CSL's (ASX:CSL) immunoglobulin business is not threatened by chronic inflammatory demyelinating polyneuropathy therapy (CIDP) competition because immunoglobulin remains underpenetrated, according to a Thursday Jefferies note.</p><p>Jefferies said that immunoglobulin remains underpenetrated, with only about 34% of eligible patients in the US and Europe currently receiving treatment.</p><p>Due to this underpenetration, additional competition in CIDP therapies, such as C5 inhibitors used to treat certain immune system disorders, is not expected to reduce immunoglobulin volumes in the near to medium term, the note added.</p><p>Jefferies kept a buy rating on CSL with a price target of AU$235.</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CSL's Business Not Threatened by CIDP Therapy Competition, Says Jefferies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCSL's Business Not Threatened by CIDP Therapy Competition, Says Jefferies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-03-20 14:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> CSL's (ASX:CSL) immunoglobulin business is not threatened by chronic inflammatory demyelinating polyneuropathy therapy (CIDP) competition because immunoglobulin remains underpenetrated, according to a Thursday Jefferies note.</p><p>Jefferies said that immunoglobulin remains underpenetrated, with only about 34% of eligible patients in the US and Europe currently receiving treatment.</p><p>Due to this underpenetration, additional competition in CIDP therapies, such as C5 inhibitors used to treat certain immune system disorders, is not expected to reduce immunoglobulin volumes in the near to medium term, the note added.</p><p>Jefferies kept a buy rating on CSL with a price target of AU$235.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CSL","symbol_name":"卡莱尔伙伴","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2620077642","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2620077642","pubTimestamp":1773987513,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"CSL's  immunoglobulin business is not threatened by chronic inflammatory demyelinating polyneuropathy therapy  competition because immunoglobulin remains underpenetrated, according to a Thursday Jefferies note.Jefferies said that immunoglobulin remains underpenetrated, with only about 34% of eligible patients in the US and Europe currently receiving treatment.Due to this underpenetration, additional competition in CIDP therapies, such as C5 inhibitors used to treat certain immune system disorders, is not expected to reduce immunoglobulin volumes in the near to medium term, the note added.Jefferies kept a buy rating on CSL with a price target of AU$235.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"CSL":"卡莱尔伙伴","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","CSL.AU":"CSL LIMITED","BK7067":"生物科技","BK7501":"新冠治疗股","LU0728928796.USD":"abrdn SICAV I - GLOBAL SMALL&MID-CAP SDG HORIZONS EQUITY \"A\" (USD) ACC","BK7508":"医药生物股","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","BK4086":"建筑产品","BK7511":"ESG概念","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC"},"translate_title":"杰富瑞(Jefferies)表示，CSL的业务并未受到CIDP疗法竞争的威胁","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CSL.AU":1.5,"CSL":1.5},"content_text":"CSL's (ASX:CSL) immunoglobulin business is not threatened by chronic inflammatory demyelinating polyneuropathy therapy (CIDP) competition because immunoglobulin remains underpenetrated, according to a Thursday Jefferies note.Jefferies said that immunoglobulin remains underpenetrated, with only about 34% of eligible patients in the US and Europe currently receiving treatment.Due to this underpenetration, additional competition in CIDP therapies, such as C5 inhibitors used to treat certain immune system disorders, is not expected to reduce immunoglobulin volumes in the near to medium term, the note added.Jefferies kept a buy rating on CSL with a price target of AU$235.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.38.0","shortVersion":"4.38.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2620077642","isCrawlerRequest":true}