A director at Lonza Group AG bought 270 shares at 546.082CHF and the significance rating of the trade was 65/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...
Today’s CMD sets out a clear strategy for the next decade, creating a streamlined & more focused Lonza. The Capsules & Health Ingredients (CHI) business will go, leaving behind a pure-play BioPharma CDMO with 14% sales and 18% EBITDA CAGR 24-29, on our numbers. Our downgrade in Sept was predicated on higher near to mid-term risks to forecasts. With 2025 forecasts now underpinned, cost efficiencies & greater clarity on the shape of the sales growth to 2028, we now believe Lonza is the most attrac...
Lonza Group AG / Key word(s): Expansion Lonza to Expand Bioconjugation in Visp (CH) with Two Additional Manufacturing Suites 12.11.2024 / 07:00 CET/CEST The expansion of bioconjugation capabilities will provide additional manufacturing capacity for launch and commercial supply, addressing growing market demand 2,000m2 of manufacturing space will include two additional production suites and supporting infrastructure A significant increase in bioconjugation capacity will enable Lonza to offer expertise to a broad customer base and address the expected increase in approvals Basel, S...
Lonza Group AG / Key word(s): Partnership/Agreement Lonza Extends Collaboration with Major Pharmaceutical Partner for Integrated Commercial Supply of Antibody-Drug Conjugates 22.10.2024 / 07:00 CET/CEST Extension of long-term collaboration includes construction of new customer-dedicated bioconjugation capacity in Visp (CH) and commercial antibody supply of a new ADC The extended relationship builds on a successful long-term collaboration and strong track record of manufacturing all key elements of bioconjugates at commercial scale Basel, Switzerland, 22 October 2024 – Lonza, a gl...
Lonza Group AG / Key word(s): Personnel Lonza Nominates David Meline as Independent Board Member 03.10.2024 / 09:00 CET/CEST David Meline brings extensive governance, financial and industry experience to Lonza’s Board of Directors Olivier Verscheure will not stand for re-election at the 2025 Annual General Meeting Basel, Switzerland, 3 October 2024 - Today, Lonza’s Board of Directors announced the nomination of David Meline as an Independent Member of the Board. The Board will propose the election of David to shareholders at the Lonza Group Annual General Meeting (AGM) in May 20...
Lonza Group AG / Key word(s): Acquisition Lonza Completes Acquisition of Large-Scale Biologics Site in Vacaville (US) from Roche 01.10.2024 / 16:45 CET/CEST The Vacaville site is one of the largest biologics manufacturing facilities in the world Acquisition extends Lonza’s US Biologics footprint with a significant presence on the West Coast, complementing its existing global manufacturing network Additional large-scale capacity enables Lonza to harness sustained demand for commercial manufacturing, and to continue supporting a strong pipeline of molecules on the path to market B...
Lonza Group AG / Key word(s): Partnership Lonza and Vertex Sign a Long-Term Commercial Supply Agreement for CASGEVY® (exagamglogene autotemcel) 24.09.2024 / 14:00 CET/CEST Lonza to manufacture CASGEVY®, the world’s first CRISPR/Cas9 gene-edited cell therapy, for global commercial supply CASGEVY® will be manufactured at Lonza’s Geleen (NL) cell therapy manufacturing facility with plans to expand to Portsmouth, NH (US) Geleen (NL) site is now approved by the FDA, EMA and MHRA for the commercial production of CASGEVY® Basel, Switzerland, 24 September 2024 – Lonza, a global manufac...
Our deep dive into biologic manufacturing yields [HERE] has led to our questioning the wisdom of Lonza’s huge Vacaville deal, given that it uses 12kL & 25kL fed batch bioreactors, while the sector is increasingly turning to higher yielding novel technologies. 70% of Vacaville is empty, with the 30% contracted by Roche phasing out over time. If Lonza cannot sign new contracts to fill this 330kL facility, it will slow growth and create a material margin headwind for the foreseeable future, imperil...
We show clear evidence that rapidly improved yields are the missing link in the mystery of the Bioprocessing slowdown. New analysis using our proprietary biologic demand model shows that industry trend growth could have fallen to just 5% & higher yields explain the slow recovery & poor visibility. We believe trend growth is now MSD 2024-26, at best. We will attend the biggest Bioprocessing trade conference next week to better understand complex industry trends & the feasibility of rapid yield im...
Lonza Group AG / Key word(s): Bond Lonza Prices EUR 1.2 Billion Dual-Tranche Straight Bonds 28.08.2024 / 18:31 CET/CEST Basel, Switzerland, 28 August 2024 – Lonza Finance International NV, a wholly owned company of Lonza Group Ltd, Basel (“Lonza”), announced today the pricing of its dual tranche EUR 1.2 billion straight bonds. The bonds have a maturity of six and ten years with coupons of 3.25% and 3.50% respectively.The issuer is Lonza Finance International NV and the bonds will be guaranteed by Lonza. Lonza will apply for the listing of the bonds on the Luxembourg Stock Exchange ...
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