
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