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.

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CENTA, IDEXY and LZAGY have been added to the Zacks Rank #5 (Strong Sell) List on December 23, 2024.

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AdaptHealth Corp

Investors interested in Medical - Products stocks are likely familiar with AdaptHealth Corp. (AHCO) and Lonza Group Ag (LZAGY). But which of these two stocks is more attractive to value investors?

AHCO or LZAGY: Which Is the Better Value Stock Right Now?

Investors with an interest in Medical - Products stocks have likely encountered both AdaptHealth Corp. (AHCO) and Lonza Group Ag (LZAGY). But which of these two companies is the best option for those looking for undervalued stocks?

AHCO vs. LZAGY: Which Stock Is the Better Value Option?

Lonza Group (LZAGY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

All You Need to Know About Lonza Group (LZAGY) Rating Upgrade to Strong Buy

Lonza Group AG (OTCPK:LZAGY) Q2 2024 Earnings Conference Call July 25, 2024 7:00 AM ET Company Participants Wolfgang Wienand - Chief Executive Officer Philippe Deecke - Chief Financial Officer Conference Call Participants Richard Vosser - JPMorgan Gary Steventon - BNP Exane James Vane-Tempest - Jefferies International Charles Pitman-King - Barclays Patrick Rafaisz - UBS Dylan van Haaften - Stifel Max Smock - William Blair Sebastian Bray - Berenberg Naresh Chouhan - Intron Health Falko Friedrichs - Deutsche Bank Daniel Jelovcan - ZKB Thibault Boutherin - Morgan Stanley Yifeng Liu - HSBC Lucas Baranowski - KeyBanc Capital Operator Ladies and gentlemen, welcome to the Half Year Results 2024 Investor and Analyst Conference Call and Live Webcast. I am Sandra, the Chorus Call operator.

Lonza Group AG (LZAGY) Q2 2024 Earnings Call Transcript

EssilorLuxottica SA

Investors with an interest in Medical - Products stocks have likely encountered both EssilorLuxottica Unsponsored ADR (ESLOY) and Lonza Group Ag (LZAGY). But which of these two companies is the best option for those looking for undervalued stocks?

ESLOY or LZAGY: Which Is the Better Value Stock Right Now?

Lonza Group AG (OTCPK:LZAGY) Q1 2024 Earnings Conference Call May 14, 2024 8:00 AM ET Company Participants Albert Baehny - Interim Chief Executive Officer & Chairman of the Board of Directors Philippe Deecke - Chief Financial Officer Conference Call Participants Gary Steventon - BNP Paribas Charles Pitman - Barclays Vineet Agrawal - Citigroup Thibault Boutherin - Morgan Stanley James Vane-Tempest - Jefferies International Patrick Rafaisz - UBS Charles Weston - RBC Capital Markets Maxwell Smock - William Blair Falko Friedrichs - Deutsche Bank Charlie Haywood - Bank of America Stephan Wulf - Oddo Operator Ladies and gentlemen, welcome to Lonza's Q1 2024 Qualitative Update Conference Call and Live Webcast. I am Sandra, the Chorus Call operator.

Lonza Group AG (LZAGY) Q1 2024 Earnings Call Transcript

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

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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.

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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

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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.

News for Lonza Group AG Stock (LZAGY)