Sydney, Jan 23, 2026, 16:51 AEDT — After-hours
CSL Ltd shares (CSL.AX) closed Friday 0.7% higher at A$179.62, building on Thursday’s 1.3% rise. The stock fluctuated between A$179.33 and A$180.80 during the session, with roughly 1.01 million shares traded. 1
The upward drift follows increased scrutiny on vaccine makers after broad U.S. policy shifts under Health Secretary Robert F. Kennedy Jr., impacting inoculation schedules and guidelines, analysts and investors caution. “Vaccines will not be a growth area under the current administration,” said Stephen Farrelly, ING’s global pharma and healthcare lead. Jefferies analyst Michael Leuchten noted a “clearly consumer reaction” to the U.S. stance. 2
CSL’s Seqirus unit depends heavily on flu-season demand, and any hesitation in U.S. uptake can quickly shift sentiment. The S&P/ASX 200 index edged up just 0.13% on Friday, putting the spotlight on individual stocks to carry the market late in the session. 3
CSL has been grappling with that vaccine risk for months. Back in October 2025, it pushed back plans to spin off Seqirus and cut its fiscal 2026 growth forecast, pointing to a steeper-than-anticipated drop in U.S. flu vaccination rates. 4
The ASX cash market shuts down Monday for Australia Day, offering traders an extended break to absorb global news ahead of Tuesday’s session. 5
The policy shift in Washington remains a key factor. Should vaccine scepticism continue to suppress participation, Seqirus could face ongoing pressure on both volumes and pricing. CSL’s upcoming update might reignite debates over how much of this vaccine weakness the company can handle.
Traders are set to monitor any new U.S. guidance on vaccine schedules closely, along with early data on Northern Hemisphere flu demand. These signals often shift sentiment fast, even though the earnings effects usually take longer to materialize.
CSL’s next major event is its half-year results and interim dividend announcement set for Feb. 11. Investors are keen to see how Seqirus is performing and whether the company sticks to its current outlook. 6
