CSL Capital Markets Day

Open PDF
Stock CSL Ltd (CSL.ASX)
Release Time 5 Nov 2025, 9:09 a.m.
Price Sensitive Yes
 CSL Seqirus Outlines Strategic Vision at Capital Markets Day
Key Points
  • Influenza is a complex virus with opportunity for strategic differentiation
  • CSL Seqirus uniquely positioned to grow share and create value
  • Recovery in the US market is expected in the medium-term
Full Summary

CSL Seqirus, the influenza business of CSL Limited, presented its strategic vision at the company's Capital Markets Day event. The presentation emphasized the complexity of the influenza virus and the opportunities this creates for strategic differentiation. CSL Seqirus highlighted its unique position in the market, driven by its specialized go-to-market approach, heritage of consistent outperformance, and a range of innovative technologies, including cell-based manufacturing, the MF59 adjuvant, and sa-mRNA. The company also discussed its operational excellence, pandemic preparedness, and customer-focused leadership, all of which position it to grow market share and create value. Despite recent challenges in the US market due to vaccine hesitancy, CSL Seqirus expects a recovery in the medium-term, driven by factors such as rising disease burden, increased stakeholder momentum, and the launch of clinically enhanced solutions. The presentation outlined significant future growth opportunities for the business, including geographic expansion, share growth in key markets, and the launch of best-in-class new standards of care for improved health outcomes.

Outlook

CSL Seqirus expects a recovery in the US market in the medium-term, driven by factors such as rising disease burden, increased stakeholder momentum, and the launch of clinically enhanced solutions. The company also outlined significant future growth opportunities, including geographic expansion, share growth in key markets, and the launch of best-in-class new standards of care for improved health outcomes.