Lonza Group AG

Lonza Group AG is engaged in the supply of pharmaceutical, healthcare, and life science products. It operates through the following segments: Biologics, Small Molecules, Cell and Gene, Capsule and Health Ingredients, and Corporate. The Biologics segment serves as contract development and manufacturing partner for biopharmaceuticals, catering customers for all clinical and commercial manufacturing needs throughout the product lifecycle. The Small Molecules segment offers small molecule drug substances and intermediates related services. The Cell and Gene segment includes the Cell and Gene Technologies and Bioscience businesses. The Capsule and Health Ingredients segment provides innovative capsules, dosage form solutions, and health ingredients for pharmaceutical and nutraceutical companies. The Corporate segment refers to finance and accounting, legal, communication, information technology, and human resources functions. The company was founded on October 27, 1897 and is headquartered in Basel, Switzerland.

Reflecting Lonza's Vacaville acquisition, we increased our sales and EBITDA expectations. The company has an ongoing buyback and a progressive dividend per share. We positively view the new CEO appointment. This removed an overhang of Lonza's equity story. Our buy is then confirmed.

Lonza: Acceleration In Mid-Term Sales Growth

Lonza Group aims to increase revenue by double digits by 2028 through aggressive expansion in the CDMO space. Lonza expects to increase its EBITDA margin to 32%-34% by 2028 and maintain a low debt ratio. The company plans to generate 25% of its revenue as underlying free cash flow by 2028, supporting its growth ambitions.

Lonza: Excellent Growth Projections Will Sharply Increase Free Cash Flow

Lonza Group AG (LZAGY) Q4 2023 Earnings Call Transcript

Lonza said on Friday Chairman Albert Baehny will step down in May after six years in the job, in a second senior management reshuffle in recent months as the Swiss contract drug manufacturer grapples with the loss of COVID-related business.

Lonza chairman to step down, drugmaker confirms targets, shares soar

Here at the Lab, post Capital Market Day, we are in a show-me-story scenario. Moderna contract termination is a positive short-term catalyst; however, it is an adverse concern over the biotech sector's medium-term growth projections. We still believe that Lonza is a buy, but the company needs to rebuild investor confidence.

Lonza: The Day Has Come, And We Lower Our Expectation

Lonza's CEO departure raises questions about business continuity, but we believe the stock price already reflects the worst-case scenario. Lower CAPEX and an ongoing buyback program (with potential M&A flexibility) are a plus given a 'higher for longer' interest rate environment. Lonza's supportive trends in biologics growth and improving margins make the company a buy.

Lonza Group: Downside Scenario Already Priced In

Contract drug manufacturer Lonza said on Monday Chief Executive Pierre-Alain Ruffieux will leave the Swiss company by mutual agreement at the end of the month, weighing on investor confidence about the group's medium-term profit prospects.

Lonza CEO departure prompts concern over earnings prospects

Gilead Sciences

Tekla Healthcare Investors

iShares Nasdaq Biotechnology ETF

Illumina

IQVIA Hlds

Direxion Daily S&P Biotech Bull 3X Shares

Merck

Navistar

Omega Healthcare Investors

Pfizer

Royalty Pharma

Tekla World Healthcare Fund

Wuxi Biologics Cayman Inc

SPDR S&P Biotech ETF

Health Care Select Sector SPDR Fund

The recent IRA list of 10 drug publications is not expected to have a significant impact on big pharma stocks in the near term. The legal challenges by big pharma companies against the IRA may derail the implementation of the drug pricing reforms. Investors can consider diversified biotech indexes or healthcare-focused ETFs for exposure to the biopharma sector.

Biopharma Bounce-Back: From Policy Pains To Profitable Plains

Lonza Group AG (OTCPK:LZAGY) Q2 2023 Earnings Conference Call July 21, 2023 8:00 AM ET Company Participants Pierre-Alain Ruffieux - CEO Philippe Deecke - CFO Conference Call Participants Richard Vosser - JPMorgan James Quigley - Morgan Stanley Vineet Agrawal - Citigroup Jo Walton - Credit Suisse Patrick Rafaisz - UBS Daniel Buchta - ZKB Charles Weston - RBC Capital Markets Daniel Jelovcan - Mirabaud Securities Peter Welford - Jefferies Paul Knight - KeyBanc Capital Markets Sebastian Bray - Berenberg Maxwell Smock - William Blair Naresh Chouhan - Intron Health Operator Ladies and gentlemen, welcome to the Lonza Half Year Results 2023 Investor and Analyst Conference Call and Live Webcast. I am Sandra, the Chorus Call operator.

Lonza Group AG (LZAGY) Q2 2023 Earnings Call Transcript

Despite a challenging economic environment, Lonza announced an increase in CAPEX, positioning itself to capture long-term growth opportunities in the healthcare sector. We positively favor Lonza's capital allocation priorities. In addition, the company announced a new buyback program of up to CHF 2 billion. Despite higher competition from Asian peers, Lonza is an attractive investment thanks to new biological cures for Alzheimer's disease and RNA opportunities.

Lonza: Our Thoughts Pre Capital Market Day, Buy Confirmed

Lonza Group AG (OTCPK:LZAGY) Q1 2023 Earnings Conference Call May 9, 2023 9:00 AM ET Company Participants Pierre-Alain Ruffieux - CEO Philippe Deecke - CFO Conference Call Participants Matthew Weston - Credit Suisse Vineet Agrawal - Citi James Quigley - Morgan Stanley Richard Vosser - JPMorgan Patrick Rafaisz - UBS Max Smock - William Blair Paul Knight - KeyBanc Capital Markets Peter Welford - Jefferies Operator Ladies and gentlemen, welcome to the Q1 Qualitative Update Conference Call and Live Webcast. I am Sandra the Chorus Call operator.

Lonza Group AG (LZAGY) Q1 2023 Earnings Call Transcript

BYD Company Limited

BYD Co Ltd

Glencore PLC

Infineon Technologies AG

LVMH Moet Hennessy Louis Vuitton

Mercedes-Benz Group AG

Nintendo

Ryanair Hlds

Siemens AG

Teleperformance

Stocks with long symbols are difficult to remember and easy to overlook. That would be a mistake.

10 Solid Stocks WIth Terrible Tickers

Lonza Group AG (OTCPK:LZAGY) Q4 2022 Earnings Conference Call January 25, 2023 8:00 AM ET Company Participants Pierre-Alain Ruffieux - CEO Philippe Deecke - CFO Conference Call Participants Richard Vosser - JPMorgan Vineet Agrawal - Citi James Quigley - Morgan Stanley Matthew Weston - Credit Suisse Patrick Rafaisz - UBS Keyur Parekh - Goldman Sachs Falko Friedrichs - Deutsche Bank Charles Weston - RBC Europe Paul Knight - KeyBanc Capital Markets Peter Welford - Jefferies Massimo Bonisoli - Equita Operator Ladies and gentlemen, welcome to the Lonza Full Year Results 2022 Investor and Analyst Conference Call and Webcast. I am Sandra, the chorus call operator.

Lonza Group AG (LZAGY) Q4 2022 Earnings Call Transcript

No disclosure in Q3, but positive news ahead. Capacity constraint will positively impact Lonza's earnings.

Lonza: Positive News From Biogen

Lonza Group AG (OTCPK:LZAGY) Q2 2022 Earnings Conference Call July 22, 2022 8:00 AM ET Company Participants Pierre-Alain Ruffieux - CEO Philippe Deecke - CFO Conference Call Participants Daniel Buchta - ZKB Matthew Weston - Credit Suisse Vineet Agrawal - Citi Charles Weston - RBC Europe James Quigley - Morgan Stanley Keyur Parekh - Goldman Sachs Peter Welford - Jefferies Patrick Rafaisz - UBS Dominic Rose - Intron Health Research Richard Vosser - JPMorgan Daniel Jelovcan - Mirabaud Operator [Starts Abruptly] presentation will be followed by a Q&A session. [Operator Instructions] The conference must not be recorded for publication or broadcast.

Lonza Group AG (LZAGY) CEO Pierre-Alain Ruffieux on Q2 2022 Results - Earnings Call Transcript

Swiss drug contract manufacturer Lonza said first-half core earnings gained 16.5% on strong demand from drugmakers.

Lonza's first-half core EBITDA gains 16.5%

Lonza is the largest pure-play CDMO in the world. While pharmaceuticals and biotechs need to spend on risky R&D, Lonza just works on large-scale manufacturing.

Lonza: One Stop Shop For Global Drug Manufacturing, At A Price

Lonza is a Swiss company in the pharmaceutical ingredients sector. The stock has historically always been expensive and isn't cheap now.

Lonza Group: A Net Cash Position But The Strong Growth Ambitions For 2024 Appear To Be Priced In

Lonza Group AG (LZAGY) CEO Pierre-Alain Ruffieux on Q4 2021 Results - Earnings Call Transcript

If it's stability you're looking for, probably so.

Should You Have Lonza Stock on Your Watchlist?

Lonza enjoys an excellent brand reputation in the pharmaceutical industry. This leads to a premium valuation, and even after selling a lower-margin division, the valuation is quite high.

Lonza Group: Moving To A Net Cash Position

Lonza has appointed former Novartis executive Philippe Deecke as its new Chief Financial Officer, the Swiss chemicals company said on Thursday.

Lonza appoints Novartis executive as new Chief Financial Officer

Lonza Group AG (LZAGY) CEO Pierre-Alain Ruffieux on Q2 2021 Results - Earnings Call Transcript

Lonza Group Ag (LZAGY) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Lonza Group Ag (LZAGY) Upgraded to Buy: What Does It Mean for the Stock?

Koninklijke KPN NV

Logitech

Prosus NV

Schneider Electric SE

Siemens Healthineers AG

Rentokil Initial PLC

The stocks could turn out to be winners in coming months if analysts' upbeat calls turn out to be correct.

News for Lonza Group AG Stock (LZAGY)