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

ReutersJan 28, 2026 8:52 PM

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

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