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What smart money is saying about LonzaSwitzerland flag

0QNO.L · Healthcare · Biotechnology · Market cap $50.92B

2 funds in our archive have pitched Lonza — most recently Baillie Gifford International Concentrated Growth in June 2026.

Company profile

Lonza Group AG, together with its subsidiaries, operates as a contract development and manufacturing organization for pharma and biotech companies in Europe, North and Central America, Latin America, Asia, Australia, New Zealand, and internationally. It operates through Integrated Biologics; Advanced Synthesis; and Specialized Modalities segments. The Integrated Biologics segment offers CDMO biologics services from clinical development, drug substance, and drug product manufacturing; and operates mammalian and drug product platforms. Its Advanced Synthesis segment manufactures antibody-drug conjugates (ADCs) and other bioconjugates, small molecules, and highly potent active pharmaceutical ingredients; and operates small molecules and bioconjugates platforms. The Specialized Modalities segment operates various technologies, such as spanning cell & gene, microbial, bioscience, and mRNA. Lonza Group AG was incorporated in 1897 and is headquartered in Basel, Switzerland.

Fund coverage · 2 theses

  • Baillie Gifford International Concentrated Growth
    June 2026

    Lonza is a biologics-focused CDMO offering exposure to long-term growth in complex medicines with hard-to-replicate manufacturing capabilities.

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  • Polen International Growth
    March 2025

    Lonza Group is a leading Swiss CDMO that provides essential services for biotech drug development and manufacturing, positioned for mid-teens earnings growth over the next five years.

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