Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

CSL Ltd (CSL AU): First In-House Antibody Drug Gets US Approval; Has Blockbuster Potential

CSL Ltd (CSL AU): Weak Vaccine Sales Affect H1FY25 Performance; FY25 Guidance Maintained

CSL Ltd (CSL AU): Double-Digit Sales and Profit Growth in H1FY24 Led by Immunoglobulin Franchise

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/csl-ltd" target="_blank" data-smartkarma-citation="entities:917:1" rel="noopener">CSL Ltd (CSL AU)</a> announced major strategic initiatives targeting annual pre-tax cost savings of &gt;$500M by end of FY28. The initiatives will result in 15% reduction in CSL’s employee base.</li>
<li>CSL intends to demerge CSL Seqirus as a substantial ASX-listed entity by FY26. The remaining CSL group will continue to have leading market positions in multiple rare and serious diseases.</li>
<li>CSL reported on-target financial performance for FY25. The company has guided for FY26 revenue growth of 4–5% and NPATA (excluding non-recurring restructuring cost) of $3.45B–3.55B, up 7–10%.</li>
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CSL Ltd (CSL AU) announced major strategic initiatives targeting annual pre-tax cost savings of &gt;$500M by end of FY28. The initiatives will result in 15% reduction in CSL’s employee base.
CSL intends to demerge CSL Seqirus as a substantial ASX-listed entity by FY26. The remaining CSL group will continue to have leading market positions in multiple rare and serious diseases.
CSL reported on-target financial performance for FY25. The company has guided for FY26 revenue growth of 4–5% and NPATA (excluding non-recurring restructuring cost) of $3.45B–3.55B, up 7–10%.


CSL Ltd (CSL AU): Announces Job Cut and Vaccine Unit Spinout Amid Strong FY25 Financial Performance