New CSL Plasma supply agreement in 8-K drives Haemonetics
New CSL Plasma supply agreement in 8-K drives Haemonetics 6.35% premarket surge
- HAE filed Form 8-K on Aug 18 disclosing supply pact signed Aug 14 with CSL Plasma
- Allows CSL to use NexSys PCS devices with Persona PLUS tech and buy disposables in US
- Non-exclusive deal with no minimum purchase commitments from CSL
- Company anticipates transition of some CSL US plasma centers; details pending
- Revives key relationship lost in 2021 when CSL declined to renew (~12% of revenue)
- Financial impact unclear; FY27 guidance update expected with Q2 earnings in Nov
- Stock rose 6.35% in premarket as investors welcomed re-engagement with major client
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