Lonza Group Ltd
LONN: XSWX (CHE)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
CHF 631.00 | Gzglcz | Hybxxrqvt |
Maintaining CHF 620 Fair Value Estimate for Narrow-Moat Lonza; Shares Undervalued
Business Strategy and Outlook
Lonza Group has been a dominant player in the contract development and manufacturing space for decades. We think the outlook for Lonza looks bright, especially as drug manufacturing becomes more complex with biologics and cell and gene therapies playing larger roles in the overall mix.