Jefferies analyst Anthony Petrone said the first-half report from CSL Behring and comments from CEO Paul Perreault were "bullish on multiple fronts" for Haemonetics given rising IVIG demand, disruptions at one or more suppliers, and a firm commitment from CSL to further expand its plasma collection footprint. Additionally, if conditions remain tight into 2020, he sees potential for earlier NexSys adoption from CSL, which would accelerate the path to his upside scenario for Haemonetics, Petrone tells investors. He maintains a Buy rating and $165 price target on Haemonetics shares.