CSL Sees Limited Impact From New U.S. Drug Tariffs, Expects Fluad Duties to Fall

An announcement from CSL ( (AU:CSL) ) is now available.

CSL Limited says the U.S. administration’s planned Section 232 tariffs on imported pharmaceuticals are expected to have limited impact on its U.S. sales, as most of its products will not be subject to the new duties. The company welcomed the recognition of the unique status of plasma-derived therapies, which aligns with longstanding policy measures aimed at safeguarding patient access to these life-saving treatments.

The biotech group highlighted that its U.S. plasma therapies rely entirely on U.S.-sourced plasma and noted its continued commitment to U.S. manufacturing and jobs through a US$1.5 billion Illinois expansion project. CSL also reported that tariffs on Fluad, its main U.S. product from its CSL Seqirus business and currently subject to a 10% rate due to being manufactured in the U.K., are currently expected to fall to zero when the new measures take effect on 29 September 2026.

The most recent analyst rating on (AU:CSL) stock is a Hold with a A$149.00 price target. To see the full list of analyst forecasts on CSL stock, see the AU:CSL Stock Forecast page.

More about CSL

CSL Limited is a global biotechnology company focused on plasma-derived therapies, vaccines and specialty pharmaceuticals, with significant operations and sales in the United States. The company sources all plasma for its U.S. plasma therapies domestically and is investing heavily in American manufacturing, including a recently announced US$1.5 billion expansion of its plasma therapy facilities in Illinois.

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