menu search

LZAGY / Lonza: Our Thoughts Pre Capital Market Day, Buy Confirmed

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 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. Read More
Posted: Jun 30 2023, 03:41
Author Name: Seeking Alpha
Views: 092034

LZAGY News  

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

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

Lonza Group: Downside Scenario Already Priced In

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

Lonza: Our Thoughts Pre Capital Market Day, Buy Confirmed

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

Lonza Group AG (LZAGY) Q1 2023 Earnings Call Transcript

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

Lonza Group AG (LZAGY) Q4 2022 Earnings Call Transcript

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

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

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

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

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


Search within

Pages Search Results: