Haemonetics: Worth Speculating On This Recurring Medtech Plasma Model
The article describes Haemonetics as a medtech company increasingly generating recurring revenues from plasma consumables, supported by its higher-margin MedSurg segment, which together provide a durable growth profile. It notes that a recent agreement with CSL could expand this potential.
Why it matters — HAE watchers would care because the piece highlights the company's shift toward recurring plasma revenue and a new CSL agreement that could broaden its growth prospects.