CSL Limited has appointed Deborah Waterhouse as chief executive officer and managing director, effective February 1, 2027. The board's decision followed a global search and was unanimous. Waterhouse has led ViiV Healthcare, an HIV specialist majority owned by GSK, since 2017. ViiV had sales of £7.7 billion in GSK's 2025 financial year. She also serves as president of GSK Global Health and previously ran GSK's US vaccines and primary care businesses. Her base salary will be £1,500,000 a year. She will stay based in the UK. Gordon Naylor will remain interim chief executive until then, before returning to the board as a non-executive director.

Haemonetics shares jumped 12% after the company announced CSL now expects to move all of its current US plasma collection centres to Haemonetics' NexSys devices by the end of 2027. The deal, first disclosed in August, was initially limited to only a portion of CSL's US centres with no timeline. The expanded agreement is significant because losing CSL previously flattened Haemonetics' growth. In fiscal 2026, the company's organic revenue growth was just 1.1%, compared to 9.5% excluding lost CSL sales. Following the surge, Haemonetics trades at approximately 21 times forward earnings, above its five-year average of 19.1 times. The deal is non-exclusive with no minimum purchase requirements, meaning CSL can still modify scope and timing. Management plans to provide further details during its November earnings call.