#4209
Re: Grifols (GRF): siguiendo de cerca la acción
he visto un artículo sobre lo que comentó CSL hace unos días y parece que es una cuestión de tipos de cambio desfavorable del USD a AUD, la compañía va a crecer pero menos de lo que esperaban los analistas.
Las perspectivas que dieron para el negocio del plasma parecen favorables, en la línea de Grifols: aumento de tratamientos y disminución del coste del plasma:
"The company revealed at the June 14, 2023 call that "diagnosis rates" relating to Ig or Immunoglobulins in the US have gone up from approximately 70% of pre-pandemic levels previously to in excess of 80% now, which bodes well for demand. Separately, CSL Limited guided at the mid-June investor event that it expects the cost per liter of plasma (a key expense item for the company) to decrease by between -15% and -20% from the peak by year-end."
Las perspectivas que dieron para el negocio del plasma parecen favorables, en la línea de Grifols: aumento de tratamientos y disminución del coste del plasma:
"The company revealed at the June 14, 2023 call that "diagnosis rates" relating to Ig or Immunoglobulins in the US have gone up from approximately 70% of pre-pandemic levels previously to in excess of 80% now, which bodes well for demand. Separately, CSL Limited guided at the mid-June investor event that it expects the cost per liter of plasma (a key expense item for the company) to decrease by between -15% and -20% from the peak by year-end."