He reminds investors that plasma can be manufactured into an IV or subQ formulation, and subQ is the growth engine and more profitable for CS
Interestingly there was no mention of Grifol's Xembify which could offset any softness in new CSL prescriptions. In the razor/razorblade model, there are higher margins on the razorblades(tubes and needles). So earnings could be somewhat cushioned?
indication expansion, new Ig drugs, new non-Ig drugs
All of these possible some day but no time frame has been offered.