Bankinter : The legal proposal was to be discussed at the end of June, but has been left off the official agenda due to a legislative bottleneck. The next dates could be 18 July, 29 August or September.
Assessment: Positive news but with limited impact. In Europe it is estimated that 62% of the plasma consumed comes from donations and more than 30% is imported, mainly from the United States where donors sell their plasma. There is a willingness to introduce regulation to avoid this dependency. The creation of a new market in Europe would increase supply but the sector would have to pay for this plasma in the face of a foreseeable reduction in free donations and would lead to a deterioration in margins for companies in the sector.