James Thomson

speaker

2,279 appearances 7 recordings 2 series first heard Apr 2026 last heard 12 Jun

James Thomson’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 7 in all, peaking in May 2026 with 4.

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The Money Café with Alan Kohler · The Budget Breakdown · 13 May 2026 podcast

I've said that wrong.

Immunoglobin.

Thank you, Alan.

That is a good business.

No doubt about it.

It's a sector that CSL created.

But this is the sort of shame of it.

CSL was dominant, still is the largest producer and has the largest global market share.

But they're now the number three in America, which is the key market.

And, you know, there are questions over whether that, you know, basically whether competitors have sort of eaten their lunch.

So, look, you know, there is a fundamentally good business still throwing off lots of cash.

But this is a, you know, this is a business that has sold itself as a sort of growth engine.

And it's not – it doesn't seem to – it's stuck in low gear at the moment.

Well, I think so, Alan, but –

The reason, you know, what we've discovered in the last little while, I think, is that the company now admits itself.

It became too bureaucratic.

It didn't respond to competitors enough.

Competitors have come in and changed the pricing structure of the market, introduced other products.

I take your point that maybe the market got ahead of itself with the valuation of this business.

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