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David Fingold Lonza Group AG LONN-SW PAST TOP PICK Apr 14, 2021

(A Top Pick Apr 07/20, Up 39%) Contract producer of pharmaceuticals. Leader in making biotech drugs. 2020 was so strong, he got out, since 2021 couldn't compare. Rate of growth will be lower next year, but he will revisit it.
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TOP PICK

Lonza Group AG(LONN-SW)

Oct 29, 2018

They make drug ingredients. They take a drug from the development stage through to the production stage on behalf of a biotech or pharma company. They are a global low cost producer and own some of the enabling technology. (Analysts’ target: CHF 345.93).

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PAST TOP PICK

Lonza Group AG(LONN-SW)

Oct 02, 2019
(A Top Pick Oct 29/18, Up 7%) A Swiss company manufacturing pharmaceuticals under contract for other companies. Biotech is the fastest area of growth in the health space. They are able to avoid the politicization of drug manufacturing in this role.
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TOP PICK

Lonza Group AG(LONN-SW)

Apr 07, 2020
Price target: 400.94 SFr A contract producer of pharmaceuticals, the biggest maker of biotech drugs and small-molecule drugs (pills). Chinese and Indian competitors are unreliable (receiving FDA notices), so Lonza is capturing market share who are reliable.
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