Research
FORUM TRANSCRIPT

Lonza – C&GT CDMO Deep Dive – Part 2

  • Public Equity
  • Healthcare
  • Europe
PREMIUM

Specialist

Former executive at Lonza Group AG

Agenda

  • Salient developments in the C&GT (cell and gene therapy) manufacturing market, including outsourcing rate, manufacturing economics and supply chain pressures
  • Latest M&A, corporate strategy and CAPEX trends among key tier 1 C&GT CDMO (contract development and manufacturing organisation) incumbents
  • Lonza’s (VTX: LONN) C&GT business unit deep dive – benchmarking vs customer KPC (key purchasing criteria), capacity, cost base and technology analysis
  • Lonza C&GT profitability outlook – ability to improve the clinical vs commercial programme balance and achieve operational efficiencies and improved yields
  • Key synergies between Lonza’s Biosciences and C&GT CDMO divisions

Questions

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