LZAGF News and Press, Lonza Group AG From 01/25/23

The following slide deck was published by Lonza Group AG in conjunction with their 2022 Q4 earnings call. For further details see: Lonza Group AG 2022 Q4 - Results - Earnings Call Presentation

Summary No disclosure in Q3, but positive news ahead. Capacity constraint will positively impact Lonza's earnings. The CMDO industry almost totally offset raw material inflationary pressure, we reiterate our positive key takeaways, confirming our buy rating target. ...

The Seeking Alpha Quant system has its quirks, but it is a great tool to find great holdings. I typically dredge through the weeds to find unique situations that may be unloved by the quant system. However, here are five strong buys that I agree with right now. Optimizin...

Lonza Group AG (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 ...

The following slide deck was published by Lonza Group AG in conjunction with their 2022 Q2 earnings call. For further details see: Lonza Group AG 2022 Q2 - Results - Earnings Call Presentation

Seres' $100 million share placement with strategic partners, including Nestle, helps stabilize the share price. The C. difficile market - how big is it? Who can compete with the Seres/Nestle (Aimmune Therapeutics) global rollout for C. difficile recurrence? Seres has had two share...

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. Perhaps Lonza will become the TSMC of outsourced therapy manufacturing, and the premium valuation will hold. Fo...

Seres misses on earnings and revenue, although revenue was up 344% to $144.92 million. Net loss of $50.00 million in Q4 compared with $18.3 million in Q4 2020, due significantly to preparing for launch of SER-109. Key publication on SER-109 C.difficile results and signs remain goo...

Lonza is a Swiss company in the pharmaceutical ingredients sector. The stock has historically always been expensive and isn't cheap now. Between now and 2024, the EBITDA will increase by 50%, so the company is aiming for an impressive growth trajectory. This still doesn't make...

A group of analysts from KeyBank Capital Markets has named several life sciences companies that could benefit from renewed demand for PCR tests and COVID-19 vaccines after the emergence of the newly detected Omicron variant. While noting that it is too early to identify the impact of the vari...