Added to YB: 2024-03-20
Pitch date: 2024-03-17
LZAGY [bullish]
Lonza Group AG
+9.74%
current return
Author Info
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Company Info
Lonza Group AG, together with its subsidiaries, supplies various products and services for pharmaceutical, biotech, and nutrition markets in Europe, North and Central America, Latin America, Asia, Australia, New Zealand, and internationally.
Market Cap
CHF 41.0B
Pitch Price
CHF 469.10
Price Target
N/A
Dividend
0.69%
EV/EBITDA
24.38
P/E
65.09
EV/Sales
6.78
Sector
Life Sciences Tools and Services
Category
turnaround
Lonza Group AG - Industry dynamics and competitive landscape
LZAGY: Lonza well-positioned to benefit from biopharma outsourcing to CDMOs driven by rising drug dev costs & manufacturing shifts. Fragmented mkt w/ Lonza as leader offering broad services. Catalent, WuXi, Samsung face challenges. CDMO mkt to grow 8-11% CAGR to 2030 post-COVID reset. 60% drawdown in Lonza price may be opportunity.
Read full article (5 min)