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LZAGY / Lonza: The Day Has Come, And We Lower Our Expectation
LZAGY News
By Seeking Alpha
October 18, 2023
Lonza: The Day Has Come, And We Lower Our Expectation
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, more_horizontal
By Seeking Alpha
October 5, 2023
Lonza Group: Downside Scenario Already Priced In
Lonza's CEO departure raises questions about business continuity, but we believe the stock price already reflects the worst-case scenario. Lower CAPEX more_horizontal
By Seeking Alpha
June 30, 2023
Lonza: Our Thoughts Pre Capital Market Day, Buy Confirmed
Despite a challenging economic environment, Lonza announced an increase in CAPEX, positioning itself to capture long-term growth opportunities in the more_horizontal
By Seeking Alpha
May 10, 2023
Lonza Group AG (LZAGY) Q1 2023 Earnings Call Transcript
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 more_horizontal
By Seeking Alpha
January 25, 2023
Lonza Group AG (LZAGY) Q4 2022 Earnings Call Transcript
Lonza Group AG (OTCPK:LZAGY) Q4 2022 Earnings Conference Call January 25, 2023 8:00 AM ET Company Participants Pierre-Alain Ruffieux - CEO Philippe De more_horizontal
By Seeking Alpha
July 22, 2022
Lonza Group AG (LZAGY) CEO Pierre-Alain Ruffieux on Q2 2022 Results - Earnings Call Transcript
Lonza Group AG (OTCPK:LZAGY) Q2 2022 Earnings Conference Call July 22, 2022 8:00 AM ET Company Participants Pierre-Alain Ruffieux - CEO Philippe Deeck more_horizontal
By Seeking Alpha
June 16, 2022
Lonza: One Stop Shop For Global Drug Manufacturing, At A Price
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 manuf more_horizontal