CSL led the Healthcare Sector lower with many of its peers following suit including Ramsay Healthcare (RHC) and ResMed (RMD) that we hold in our Flagship Growth portfolio, we are deliberating switching our RMD position to CSL as markets become fixated on Ozempic’s cure to obesity and the impact this may have on sleep apnea treatments.
- We continue to like CSL as a business but it comes down to price with our optimum entry level ~$250.
MM is considering CSL into current weakness
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