ContractsThe announcement of new long-term contracts with two key Plasma customers helps dispel the long-standing fears of competition.
Financial PerformanceThe company delivered a 25.7% adjusted operating margin in the quarter, another data point suggesting that the company can, in fact, achieve its target of upper 20s adjusted operating margins by FY/26.
Market ShareShare gains with Grifols and Takeda are expected to provide sizable offsets by early in the next fiscal year.