http://www.reuters.com/article/2012/07/19/us-baxter-results-idUSB...

http://www.reuters.com/article/2012/07/19/us-baxter-results-idUSBRE86I0QC20120719

Should be a good news for NSP--global leader Baxter is investing and expanding Plasma Fractionation business now.

Baxter's investment decision will further spur the entire Therapeutic Plasma industry. Just like when BHP decided to invest on potassium projects, the whole Potassium sector keep booming for 2 years on ASX market.

"The market for plasma is "remarkably robust," growing at 6 percent to 8 percent" At this rate, the global demand for Therapeutic Plasma will increase 45% in 5 years to achieve US$17.1B global market. Accordingly, Asian market share will increase from current $1.8 billion to $3 billion per year after 5 years.

It's NSP's great opportunity to expand the PrIME fractionation technology around Asia ASAP to meet the increasing demand.

NSP will be the FIRST "commercial international Asian plasma fractionator"

"The fractionators are focused on the European and US markets and only supply Asia with excess product. As a result, supply in Asia is variable and pricing high. There are no commercial international Asian plasma fractionators and the minimum capital cost of establishing a new facility is US$100m for a 100,000 litre facility."



Quote:

The market for plasma is "remarkably robust," growing at 6 percent to 8 percent, Baxter Chief Executive Officer Robert Parkinson said on a conference call. He said the Sanguin deal offers a "surge capacity," meaning that Baxter can supply the market if or when it grows above that range.

Growth is being driven by the adoption of these medically necessary therapies in emerging and developing markets, he said. Some analysts say off-label use has also increased demand.

"There's a lot of demand, and they don't have the capacity," said Mizuho Securities USA analyst Michael Matson, who has a "buy" rating on Baxter shares. "It's a good problem to have. They are trying to increase their capacity."