Haemonetics reconnects with CSL in US plasma collection deal
Haemonetics (HAE) announced a new deal with CSL Plasma to supply its NexSys PCS platforms and apheresis kits for U.S. plasma collection centers. The contract, following FDA approval, does not have minimum purchase requirements. HAE shares rose 15% in after-hours trading, reaching $107. Analysts estimate potential revenue of $183M-$223M annually if CSL fully switches back, with a 6%-8% growth rate and 10%-20% pricing premium.
How this was made
The 30-second read
Why it matters
The contract could materially boost Haemonetics' top line and re‑establish its market share in U.S. plasma collection, supporting a near‑term price rally.
Market read
A fresh, sizable supply contract that moved the stock 15% intraday, offering a clear trading catalyst.
What to watch
The deal lacks minimum purchase commitments and delivery timing remains undefined.
Background
Haemonetics previously lost CSL's U.S. contract in 2022 and supplied its European business; the new FDA‑cleared NexSys PCS platform is now being re‑introduced.
Ticker impact
Haemonetics announced a new non‑exclusive U.S. supply deal with CSL Plasma, sending the stock up ~15% in after‑hours trading.
upward pressure on HAE in the near term
Fresh deal disclosure, sizable revenue upside, and immediate 15% price jump indicate strong bullish catalyst.
Market effects
Strengthens the plasma‑collection equipment sector and may pressure peers to seek similar contracts.
Positive for U.S. biotech manufacturing and supply chain outlook.
Highlights renewed demand for advanced apheresis technology worldwide.
Counterpoint
If CSL later re‑opts for Terumo or another vendor, the upside may be limited.
Key entities
- companyHaemonetics
Medical device maker (NYSE: HAE) supplying plasma collection equipment.
- companyCSL Plasma
U.S. plasma donation collection provider.
