Understanding Lonza
For use by institutional investors only. Not for use with the general public.
Key takeaways
- Lonza is a mission-critical partner to many of the world’s most advanced pharma companies
- The company is benefiting from the long-term shift towards outsourced drug production
- In a world of near-shoring and trade barriers, Lonza’s global manufacturing footprint should drive market share gains
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Lonza sits at the nexus of two of the most powerful long-term trends in global healthcare: outsourced drug production and the rise of biologic therapies.
In this episode of Digging Deeper, Murdo MacLean sits down with investment manager Tom Miedema to explore the critical role this little-known Swiss group plays in advanced drug manufacturing.
Together, they examine the foundations of Lonza’s competitive advantage, the resilience of its market leadership, and the potential for AI‑driven drug discovery to usher in an exciting new phase of growth.
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