LZAGF News and Press, Lonza Group AG From 11/29/21

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...

Lonza enjoys an excellent brand reputation in the pharmaceutical industry. This leads to a premium valuation, and even after selling a lower-margin division, the valuation is quite high. I'm on the sidelines but I'm interested in the company's growth plans and its mid-30% EBITDA m...

Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Total return for Harding Loevner International Equity Fund net of fees was 5.43% vs. MSCI All Country World ex-US ...

MaxCyte has become the go-to partner for biotech companies using non-viral cell engineering, aided by its proprietary patented flow electroporation technology. The company has a scalable (licenses and SPLs) business model with recurring revenues. Milestone and royalty payments (at 100...

Lonza Group AG (LZAGY) Q2 2021 Earnings Conference Call July 23, 2021, 08:00 ET Company Participants Pierre-Alain Ruffieux - CEO Rodolfo Savitzky - CFO Conference Call Participants Daniel Jelovcan - Mirabaud Matthew Weston - Crédit Suisse Patrick Wood - Bank of America Merrill Lynch Char...

The following slide deck was published by Lonza Group Ltd in conjunction with their 2021 Q2 earnings call. For further details see: Lonza Group Ltd 2021 Q2 - Results - Earnings Call Presentation

Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. The current low-quality rally offers an opportunity to look back on the lessons from the last time the markets coo...

Lonza Group Ltd (LZAGY) Q4 2020 Earnings Conference Call January 27, 2021 08:30 AM ET Company Participants Pierre-Alain Ruffieux - CEO Rodolfo Savitzky - CFO Conference Call Participants Patrick Wood - Bank of America Jo Walton - Crédit Suisse Richard Vosser - JPMorgan KC Arikatla - Gold...

Lonza Group is the second deep dive in my CDMO industry series. The company prospered in 2020 and will narrow its focus in 2021. Focusing on its manufacturing and services segment will increase margins and sales growth. Company guidance suggests growth is just starting, as cap...

iSpecimen has filed to raise $20 million in an IPO. The firm operates a human biospecimen online marketplace. ISPN has grown from a small revenue base and operates in a promising industry, so I look forward to learning about the IPO's pricing and valuation assumptions. For f...