LZAGF News and Press, Lonza Group AG From 09/19/23

2023-09-19 10:56:26 ET More on Moderna Moderna: Buy Before The Fall Covid-19 Wave Moderna slips 8% as Pfizer COVID shot forecast weighs on shares Pfizer sees 24% of eligible Americans getting COVID-19 boosters Pfizer, Moderna And COVID Vaccine Patents: Implic...

2023-09-08 00:03:09 ET Summary 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. ...

2023-07-24 05:26:00 ET Summary Lonza Group lowered its 2023 guidance, reducing its forecast and EBITDA margin outlook. This cut implied an H2 margin deterioration. Despite that, the company's 2024 outlook remains positive, and we see support for the Contract Development and Manufa...

2023-07-21 13:10:24 ET Lonza Group AG (LZAGY) Q2 2023 Earnings Conference Call July 21, 2023, 08:00 AM ET Company Participants Pierre-Alain Ruffieux - CEO Philippe Deecke - CFO Conference Call Participants Richard Vosser - JPMorgan James Quigley - Mor...

2023-06-30 03:41:20 ET Summary 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 compa...

2023-05-10 15:30:04 ET Lonza Group AG (LZAGY) Q1 2023 Earnings Conference Call May 09, 2023, 09:00 AM ET Company Participants Pierre-Alain Ruffieux - CEO Philippe Deecke - CFO Conference Call Participants Matthew Weston - Credit Suisse Vineet Agrawal ...

2023-04-12 02:26:28 ET Summary The White House's announcement on drug price caps caused a significant drop in biopharma stocks during Q1 2023. The impact of drug pricing-related caps and pressure will likely be limited, and the industry is expected to adapt and find new revenue st...

Summary With the JPM healthcare conference (in line with the CEO indication) and the latest results, we decide to lower our 2023 EBITDA assumption. Despite that, Lonza is still attractive on an EV/EBITDA basis. Higher dividend per share and solid balance sheet. Our buy rating is sti...

Lonza Group AG (LZAGY) Q4 2022 Earnings Conference Call January 25, 2023, 08:00 AM ET Company Participants Pierre-Alain Ruffieux - CEO Philippe Deecke - CFO Conference Call Participants Richard Vosser - JPMorgan Vineet Agrawal - Citi James Quigley - Mor...

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