Lonza Group（LZAG.F）株式概要ロンザグループAGは、その子会社とともに、ヨーロッパ、北中米、中南米、アジア、オーストラリア、ニュージーランド、および国際的な医薬品、バイオテクノロジー、栄養市場向けに様々な製品とサービスを提供している。 詳細LZAG.F ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長2/6過去の実績4/6財務の健全性4/6配当金3/6報酬収益は年間17.45%増加すると予測されています 過去1年間で収益は51.2%増加しました アナリストらは、株価が39.8%上昇するだろうとほぼ一致している。 リスク分析多額の負債を抱えている すべてのリスクチェックを見るLZAG.F Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$622.3012.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture011b2016201920222025202620282031Revenue CHF 10.7bEarnings CHF 1.5bAdvancedSet Fair ValueView all narrativesLonza Group AG 競合他社WatersSymbol: NYSE:WATMarket cap: US$34.9bAgilent TechnologiesSymbol: NYSE:AMarket cap: US$32.7bIQVIA HoldingsSymbol: NYSE:IQVMarket cap: US$29.8bMettler-Toledo InternationalSymbol: NYSE:MTDMarket cap: US$22.7b価格と性能株価の高値、安値、推移の概要Lonza Group過去の株価現在の株価CHF 622.3052週高値CHF 755.9652週安値CHF 565.14ベータ0.821ヶ月の変化-8.00%3ヶ月変化-8.38%1年変化-10.15%3年間の変化-4.42%5年間の変化-1.39%IPOからの変化1,196.46%最新ニュースお知らせ • Apr 24Simulations Plus, Inc. Announces Collaboration with Lonza Group Ag and U.S. Food and Drug Administration to Advance Predictive Frameworks for Complex Oral Drug ProductsSimulations Plus, Inc. had announced a funded research collaboration with Lonza Group AG and the U.S. Food and Drug Administration to develop and validate a mechanistic, predictive framework for assessing the in vivo performance of amorphous solid dispersion drug products. Mechanistic modeling approach and experimental integration designed to improve early risk identification, strengthen regulatory confidence, and expand AI-enabled workflows connecting data to decision-making. The collaboration evaluates whether advanced in vitro dissolution systems—particularly those incorporating dynamic gastrointestinal physiology—combined with mechanistic physiologically based biopharmaceutics modeling, can reliably predict key in vivo outcomes, including food effects and the impact of elevated gastric pH conditions. By establishing and validating these predictive capabilities, the collaboration aims to provide a scientific foundation for reducing reliance on certain clinical bioequivalence studies while maintaining the rigor and transparency required by regulators. Lonza will lead experimental work, including in vitro dissolution testing under fasted, fed, and elevated gastric pH conditions using advanced systems such as Controlled Transfer Dissolution, as well as the characterization and, where needed, manufacturing of amorphous solid dispersion formulation variants. Simulations Plus will lead the development and validation of in vitro–in vivo extrapolation frameworks using its DDDPlus® and GastroPlus® platforms, translating experimental data into predictions of in vivo pharmacokinetics and supporting virtual bioequivalence assessments. At the same time, it creates new opportunities to extend these capabilities into grounded AI-enabled workflow environments, where data, mechanistic models, and simulation outputs will be more directly connected. The Company will also contribute to interpretation within a regulatory context, ensuring alignment with evolving expectations for model-informed drug development. This work is supported in part through FDA funding and includes ongoing engagement with FDA scientists to directly align with regulatory priorities to advance model-informed drug development, modernize bioequivalence assessment for complex products, and reduce unnecessary reliance on human studies. By combining regulatory collaboration with open, non-proprietary data and validated methods based on real-world, FDA-approved amorphous solid dispersion products, the initiative is intended to inform future regulatory approaches and support broader adoption of science-based alternatives.お知らせ • Apr 16Lonza Group AG Proposes Final Cash Dividend, Payable on May 15, 2026Lonza Group AG proposed final cash dividend of CHF 2.50 per share (Gross dividend per equity), Net dividend per equity of CHF 1.625 per share. Date of GM: May 8, 2026, Ex date: May 12, 2026, Payment date: May 15, 2026, Record date: May 13, 2026.お知らせ • Apr 02Lonza Group AG, Annual General Meeting, May 08, 2026Lonza Group AG, Annual General Meeting, May 08, 2026, at 10:00 W. Europe Standard Time.お知らせ • Jan 29+ 1 more updateLonza Group AG Proposes Dividend for 2025Lonza Group AG announced that Board of Directors will propose to increase the dividend for 2025 by +25% to CHF 5.00 per share at the Lonza AGM in May 2026. Subject to approval, 50% of the dividend will be paid out of the capital contribution reserve, meaning it will be exempt from Swiss withholding tax.お知らせ • Jan 28+ 2 more updatesLonza Group AG to Report Q1, 2026 Results on May 08, 2026Lonza Group AG announced that they will report Q1, 2026 results on May 08, 2026お知らせ • Nov 25+ 1 more updateMicrosize, Inc. and Schedio SA signed an agreement to acquire Micro-Macinazione S.A. from Lonza Group AG (SWX:LONN).Microsize, Inc. and Schedio SA signed an agreement to acquire Micro-Macinazione S.A. from Lonza Group AG (SWX:LONN) on November 24, 2025. Microsize and Schedio will jointly invest in Mic Mac to further enhance its capabilities and accelerate modernization. The partnership aims to establish an integrated European-American network for advanced particle engineering, combining Microsize’s CDMO expertise with Schedio’s process equipment and containment technologies. The transaction is subject to customary closing conditions and is expected to close during the first quarter of 2026.最新情報をもっと見るRecent updatesお知らせ • Apr 24Simulations Plus, Inc. Announces Collaboration with Lonza Group Ag and U.S. Food and Drug Administration to Advance Predictive Frameworks for Complex Oral Drug ProductsSimulations Plus, Inc. had announced a funded research collaboration with Lonza Group AG and the U.S. Food and Drug Administration to develop and validate a mechanistic, predictive framework for assessing the in vivo performance of amorphous solid dispersion drug products. Mechanistic modeling approach and experimental integration designed to improve early risk identification, strengthen regulatory confidence, and expand AI-enabled workflows connecting data to decision-making. The collaboration evaluates whether advanced in vitro dissolution systems—particularly those incorporating dynamic gastrointestinal physiology—combined with mechanistic physiologically based biopharmaceutics modeling, can reliably predict key in vivo outcomes, including food effects and the impact of elevated gastric pH conditions. By establishing and validating these predictive capabilities, the collaboration aims to provide a scientific foundation for reducing reliance on certain clinical bioequivalence studies while maintaining the rigor and transparency required by regulators. Lonza will lead experimental work, including in vitro dissolution testing under fasted, fed, and elevated gastric pH conditions using advanced systems such as Controlled Transfer Dissolution, as well as the characterization and, where needed, manufacturing of amorphous solid dispersion formulation variants. Simulations Plus will lead the development and validation of in vitro–in vivo extrapolation frameworks using its DDDPlus® and GastroPlus® platforms, translating experimental data into predictions of in vivo pharmacokinetics and supporting virtual bioequivalence assessments. At the same time, it creates new opportunities to extend these capabilities into grounded AI-enabled workflow environments, where data, mechanistic models, and simulation outputs will be more directly connected. The Company will also contribute to interpretation within a regulatory context, ensuring alignment with evolving expectations for model-informed drug development. This work is supported in part through FDA funding and includes ongoing engagement with FDA scientists to directly align with regulatory priorities to advance model-informed drug development, modernize bioequivalence assessment for complex products, and reduce unnecessary reliance on human studies. By combining regulatory collaboration with open, non-proprietary data and validated methods based on real-world, FDA-approved amorphous solid dispersion products, the initiative is intended to inform future regulatory approaches and support broader adoption of science-based alternatives.お知らせ • Apr 16Lonza Group AG Proposes Final Cash Dividend, Payable on May 15, 2026Lonza Group AG proposed final cash dividend of CHF 2.50 per share (Gross dividend per equity), Net dividend per equity of CHF 1.625 per share. Date of GM: May 8, 2026, Ex date: May 12, 2026, Payment date: May 15, 2026, Record date: May 13, 2026.お知らせ • Apr 02Lonza Group AG, Annual General Meeting, May 08, 2026Lonza Group AG, Annual General Meeting, May 08, 2026, at 10:00 W. Europe Standard Time.お知らせ • Jan 29+ 1 more updateLonza Group AG Proposes Dividend for 2025Lonza Group AG announced that Board of Directors will propose to increase the dividend for 2025 by +25% to CHF 5.00 per share at the Lonza AGM in May 2026. Subject to approval, 50% of the dividend will be paid out of the capital contribution reserve, meaning it will be exempt from Swiss withholding tax.お知らせ • Jan 28+ 2 more updatesLonza Group AG to Report Q1, 2026 Results on May 08, 2026Lonza Group AG announced that they will report Q1, 2026 results on May 08, 2026お知らせ • Nov 25+ 1 more updateMicrosize, Inc. and Schedio SA signed an agreement to acquire Micro-Macinazione S.A. from Lonza Group AG (SWX:LONN).Microsize, Inc. and Schedio SA signed an agreement to acquire Micro-Macinazione S.A. from Lonza Group AG (SWX:LONN) on November 24, 2025. Microsize and Schedio will jointly invest in Mic Mac to further enhance its capabilities and accelerate modernization. The partnership aims to establish an integrated European-American network for advanced particle engineering, combining Microsize’s CDMO expertise with Schedio’s process equipment and containment technologies. The transaction is subject to customary closing conditions and is expected to close during the first quarter of 2026.お知らせ • Oct 24Lonza Group Ag Affirms Earnings Guidance for 2025Lonza Group AG affirmed earnings guidance for 2025. For the period, company expects CER sales growth of 20-21%.お知らせ • Sep 13Lonza Group AG Announces Executive Changes, Effective October 1, 2025Lonza Group AG announced the appointment of Jason Berndt as Head of Group Operations, Executive Vice President, and member of the Executive Committee (EC), effective October 1, 2025. Jason brings over two decades of experience in global operations, having held leadership roles in operational excellence, manufacturing, supply chain management, technical services, and network transformations across leading pharmaceutical and consumer goods companies. He most recently served as Head of Global Technical Services and Senior Vice President at Bristol-Myers Squibb. Prior to this, he spent over eight years in leadership roles at Teva Pharmaceuticals, six years in manufacturing operations at Procter & Gamble, and two years as a consultant at McKinsey and Company. Jason began his career in the US Army, serving five years as a military officer. He holds a Bachelor of Science degree from the United States Military Academy at West Point and an MBA from the University of Michigan. Maria Soler Nunez, currently Head of Group Operations, has been appointed as Chief Quality Officer and Executive Vice President, remaining a member of the EC, effective October 1, 2025. Maria joined Lonza in 2022 and has successfully led Lonza’s engineering, procurement, supply chain management, operational excellence, and program management Group Functions. In her new role, she will be responsible for upholding and reinforcing the highest quality standards across Lonza’s global development and manufacturing network, as well as overseeing regulatory affairs and regulatory compliance. Maria has 28 years of experience in manufacturing and quality roles in the pharmaceutical industry, having worked in multiple countries including Spain, Switzerland, and the US. Before joining Lonza, she served as Chief Quality Officer at Novartis and worked with Eli Lilly and Company for 12 years. Commencing 1 October 2025 and continuing until his retirement in 2026, Oliver Schläfli, currently serving as Global Head of Quality, will transfer his responsibilities to Maria and provide counsel on different projects across the organization.お知らせ • May 11+ 1 more updateLonza Group AG Announces Board AppointmentsLonza Group Ltd. at its AGM held on 9 May 2025, approved election of three newly proposed Board members – Juan Andres, Eric Drapé and David Meline – was approved by the shareholders, each for a term in office until the completion of the AGM 2026. Eric Drapé will join the Board on 14 May 2025, following the expiry of his current contractual commitments.お知らせ • Feb 20Lonza Reportedly Is Said to Tap Bofa, Centerview for Sale of Capsules UnitLonza Group AG (SWX:LONN) has selected Bank of America Corp. and Centerview Partners to arrange the sale of its capsules and health ingredients business (Capsugel, Inc.), according to people familiar with the matter, as part of the firm’s efforts to streamline its corporate structure. The capsules unit could be worth at least €2.5 billion ($2.6 billion) in a deal, said one of the people, who asked not to be identified as the information is private. Deliberations are ongoing and details of a transaction could still change, the people said.お知らせ • Jan 31+ 1 more updateLonza Group AG Provides Earnings Guidance for the Fiscal Year 2025Lonza Group AG provided earnings guidance for the fiscal year 2025. for the year, the company expects sales to growth in 2025, with low-to-mid-single-digit CER sales growth.お知らせ • Oct 30Lonza Group AG to Report First Half, 2025 Results on Jul 23, 2025Lonza Group AG announced that they will report first half, 2025 results on Jul 23, 2025お知らせ • Oct 24Lonza Group AG Provides Earnings Guidance for Full Year 2024Lonza Group AG provided earnings guidance for full year 2024. The company reported a third quarter performance in line to deliver on its Full-year Outlook, with sales accelerating in fourth quarter based on the timing of batch releases. In this context, the company confirms its Full-year Outlook 2024 at flat year-on year sales in CER and a CORE EBITDA margin of high 20s. Operations at the new highly potent API facility in Visp are expected to commence in fourth quarter of 2024, with a significant sales contribution expected in 2025. Furthermore, construction remains on track at the large-scale commercial aseptic drug product facility in Stein (CH).お知らせ • Oct 02Lonza Group AG (SWX:LONN) completed the acquisition of Genentech Manufacturing Facility in Vacaville, California from Roche Holding AG (SWX:ROG).Lonza Group AG (SWX:LONN) entered into an agreement to acquire Genentech Manufacturing Facility in Vacaville, California from Roche Holding AG (SWX:ROG) for $1.2 billion on March 20, 2024. Under the agreement, approximately 750 Genentech employees at the Vacaville (US) facility will be offered employment by Lonza. The transaction is subject to customary closing conditions. Upon closing, the Vacaville (US) site will be integrated into Lonza’s Biologics division, joining a network of existing mammalian manufacturing sites in Visp (CH), Slough (UK), Singapore (SG), Portsmouth (US) and Porriño (ES). The transaction is expected to close in H2 2024. As the transaction is expected to be accretive to sales growth, Lonza has updated its Mid-Term Guidance 2024 – 2028. BofA Securities acted as financial advisors to Lonza. Lonza Group AG (SWX:LONN) completed the acquisition of Genentech Manufacturing Facility in Vacaville, California from Roche Holding AG (SWX:ROG) on October 1, 2024.お知らせ • Jul 26Lonza Group AG to Report Fiscal Year 2024 Results on Jan 30, 2025Lonza Group AG announced that they will report fiscal year 2024 results on Jan 30, 2025お知らせ • May 12Lonza Group AG Announces Board ChangesLonza Group AG announced that Albert M. Baehny, former Chairman of the Board of Directors, did not stand for re-election at the Annual General Meeting (AGM) of 8 May 2024. Jean-Marc Huët has been elected as new member and Chairman of the Board of Directors at this AGM.お知らせ • May 11Lonza Group AG Approves Cash Dividend, Payable on May 15, 2024Lonza Group AG at its AGM held on May 8, 2024 approved Final cash dividend of CHF 2.00 per share and Share premium dividend of CHF 2.00 per share. Ex date is May 13, 2024, payment date is May 15, 2024 and record date is May 14, 2024.お知らせ • Apr 02Lonza Group AG Announces Chief Executive Officer ChangesLonza Group AG announced that Wolfgang Wienand has been appointed Chief Executive Officer (CEO), and will join the company during the summer of 2024. Wolfgang is currently CEO of the Swiss contract development and manufacturing organization (CDMO) Siegfried Holding AG, a role he has held since 2019. Prior to this, Wolfgang first served as Chief Scientific Officer and then as Chief Strategy Officer in Siegfried’s executive leadership team. Before joining Siegfried in 2010, Wolfgang held a series of increasingly senior positions at the German specialty chemicals company Evonik Industries. Wolfgang will succeed Albert M. Baehny, who took on the additional responsibility of CEO on an ad interim basis in October 2023 while the search for a permanent CEO took place. Albert will remain at Lonza for a transition period during the summer, before retiring from the company.お知らせ • Jan 27+ 2 more updatesLonza Group AG to Report First Half, 2024 Results on Jul 25, 2024Lonza Group AG announced that they will report first half, 2024 results on Jul 25, 2024お知らせ • Jan 12Lonza Group AG to Report Fiscal Year 2023 Results on Jan 26, 2024Lonza Group AG announced that they will report fiscal year 2023 results on Jan 26, 2024お知らせ • Jan 07Lonza Group AG, Annual General Meeting, May 08, 2024Lonza Group AG, Annual General Meeting, May 08, 2024.お知らせ • Sep 21Lonza Group AG Provides Sales Guidance for the Year 2023Lonza Group AG provided sales guidance for the year 2023. The company is reconfirming its Outlook 2023. During the company’s Half-Year Results presentation in July 2023, the Outlook was set at mid-to-high single-digit CER sales growth.お知らせ • Sep 18Lonza Group AG Announces CEO ChangesLonza Group AG announced that Pierre-Alain Ruffieux, CEO, will leave the company at the end of September 2023 by mutual agreement. The Board of Directors also announced that Albert M. Baehny, Chairman, will take on the additional responsibility of Chief Executive Officer on an ad interim basis until a permanent successor is appointed.お知らせ • Jun 02Lonza Group AG (SWX:LONN) acquired Synaffix BV.Lonza Group AG (SWX:LONN) acquired Synaffix BV for €160 million on June 1, 2023. The consideration comprises an initial financial consideration of €100 million in cash and up to €60 million in additional performance-based consideration. Synaffix will continue to operate under the Synaffix name and further expand its operations in Oss (NL). Bird & Bird LLP, Netherlands acted as legal advisor to Lonza Group. William Blair & Company, L.L.C. acted as financial advisor, Goodwin Procter LLP and NautaDutilh N.V. acted as legal advisor to Synaffix. Lonza Group AG (SWX:LONN) completed the acquisition of Synaffix BV on June 1, 2023.お知らせ • May 11Lonza Group AG Reiterates Sales Guidance for the Years 2023Lonza Group AG reiterated sales guidance for the years 2023. For the year 2023, the company reiterates high single digit CER sales growth.お知らせ • Jan 27Lonza Group AG to Report First Half, 2023 Results on Jul 21, 2023Lonza Group AG announced that they will report first half, 2023 results on Jul 21, 2023お知らせ • Jan 26Lonza Group AG Provides Earnings Guidance for the Year 2023Lonza Group AG provided earnings guidance for the year 2023. The company anticipates delivering high single-digit sales growth at constant currency with a margin of 30% to 31% in 2023.お知らせ • Jan 25Lonza Group AG (SWX:LONN) announces an Equity Buyback for CHF 2,000 million worth of its shares.Lonza Group AG (SWX:LONN) announces a share repurchase program. Under the program, the company will repurchase up to CHF 2,000 million worth of its shares. The purpose of the program is to initiate the return of excess capital to shareholders. The program is expected to be completed in H1 2025.お知らせ • Jan 08Lonza Group AG to Report Fiscal Year 2022 Results on Jan 25, 2023Lonza Group AG announced that they will report fiscal year 2022 results on Jan 25, 2023株主還元LZAG.FUS Life SciencesUS 市場7D-1.6%-0.2%2.6%1Y-10.2%-1.1%26.2%株主還元を見る業界別リターン: LZAG.F過去 1 年間で-1.1 % の収益を上げたUS Life Sciences業界を下回りました。リターン対市場: LZAG.Fは、過去 1 年間で26.2 % のリターンを上げたUS市場を下回りました。価格変動Is LZAG.F's price volatile compared to industry and market?LZAG.F volatilityLZAG.F Average Weekly Movement7.3%Life Sciences Industry Average Movement8.3%Market Average Movement7.2%10% most volatile stocks in US Market16.1%10% least volatile stocks in US Market3.2%安定した株価: LZAG.F 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: LZAG.Fの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト189720,000Wolfgang Wienandwww.lonza.comロンザグループAGは、その子会社とともに、欧州、北中米、中南米、アジア、オーストラリア、ニュージーランド、および国際的な医薬品、バイオテクノロジー、栄養市場向けに様々な製品とサービスを提供している。バイオロジクス事業、低分子事業、細胞・遺伝子事業、カプセル・健康成分事業を展開している。生物製剤部門は、原薬・製剤製造を含む製品ライフサイクル全体を通じて、臨床および商業的製造ニーズに対応したバイオ医薬品の受託開発・製造を行っている。低分子事業は、低分子医薬品とその中間体の開発・製造の一貫したサービスを提供している。また、粒子工学や医薬品パッケージングなど、設計・開発・製造のあらゆる側面から顧客をサポートする。細胞・遺伝子分野では、細胞・遺伝子治療の製造プロセスや生産を工業化する技術やプラットフォームを開発し、様々な同種・自家細胞治療、エクソソームベースの治療、ウイルスベクター遺伝子治療などの開発・製造受託サービスや薬事サポートを提供している。また、患者規模の細胞治療製造のためのクローズド自動化システムであるコクーン・プラットフォームや、細胞・遺伝子治療、注射薬、ワクチン、バイオ製造市場における特殊原料や実現技術ソリューションも提供している。カプセル＆健康成分部門は、製薬および栄養補助食品顧客向けにカプセル、剤形ソリューション、健康成分を提供している。ロンザグループは1897年に設立され、スイスのバーゼルに本社を置いている。もっと見るLonza Group AG 基礎のまとめLonza Group の収益と売上を時価総額と比較するとどうか。LZAG.F 基礎統計学時価総額US$43.24b収益（TTM）US$1.17b売上高(TTM)US$8.39b37.0xPER（株価収益率5.2xP/SレシオLZAG.F は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計LZAG.F 損益計算書（TTM）収益CHF 6.53b売上原価CHF 4.18b売上総利益CHF 2.35bその他の費用CHF 1.44b収益CHF 909.00m直近の収益報告Dec 31, 2025次回決算日Jul 22, 2026一株当たり利益（EPS）13.01グロス・マージン35.97%純利益率13.92%有利子負債／自己資本比率54.3%LZAG.F の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.0%現在の配当利回り39%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 15:47終値2026/05/11 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Lonza Group AG 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。51 アナリスト機関Charles PitmanBarclaysCharles PitmanBarclaysSebastian BrayBerenberg48 その他のアナリストを表示
お知らせ • Apr 24Simulations Plus, Inc. Announces Collaboration with Lonza Group Ag and U.S. Food and Drug Administration to Advance Predictive Frameworks for Complex Oral Drug ProductsSimulations Plus, Inc. had announced a funded research collaboration with Lonza Group AG and the U.S. Food and Drug Administration to develop and validate a mechanistic, predictive framework for assessing the in vivo performance of amorphous solid dispersion drug products. Mechanistic modeling approach and experimental integration designed to improve early risk identification, strengthen regulatory confidence, and expand AI-enabled workflows connecting data to decision-making. The collaboration evaluates whether advanced in vitro dissolution systems—particularly those incorporating dynamic gastrointestinal physiology—combined with mechanistic physiologically based biopharmaceutics modeling, can reliably predict key in vivo outcomes, including food effects and the impact of elevated gastric pH conditions. By establishing and validating these predictive capabilities, the collaboration aims to provide a scientific foundation for reducing reliance on certain clinical bioequivalence studies while maintaining the rigor and transparency required by regulators. Lonza will lead experimental work, including in vitro dissolution testing under fasted, fed, and elevated gastric pH conditions using advanced systems such as Controlled Transfer Dissolution, as well as the characterization and, where needed, manufacturing of amorphous solid dispersion formulation variants. Simulations Plus will lead the development and validation of in vitro–in vivo extrapolation frameworks using its DDDPlus® and GastroPlus® platforms, translating experimental data into predictions of in vivo pharmacokinetics and supporting virtual bioequivalence assessments. At the same time, it creates new opportunities to extend these capabilities into grounded AI-enabled workflow environments, where data, mechanistic models, and simulation outputs will be more directly connected. The Company will also contribute to interpretation within a regulatory context, ensuring alignment with evolving expectations for model-informed drug development. This work is supported in part through FDA funding and includes ongoing engagement with FDA scientists to directly align with regulatory priorities to advance model-informed drug development, modernize bioequivalence assessment for complex products, and reduce unnecessary reliance on human studies. By combining regulatory collaboration with open, non-proprietary data and validated methods based on real-world, FDA-approved amorphous solid dispersion products, the initiative is intended to inform future regulatory approaches and support broader adoption of science-based alternatives.
お知らせ • Apr 16Lonza Group AG Proposes Final Cash Dividend, Payable on May 15, 2026Lonza Group AG proposed final cash dividend of CHF 2.50 per share (Gross dividend per equity), Net dividend per equity of CHF 1.625 per share. Date of GM: May 8, 2026, Ex date: May 12, 2026, Payment date: May 15, 2026, Record date: May 13, 2026.
お知らせ • Apr 02Lonza Group AG, Annual General Meeting, May 08, 2026Lonza Group AG, Annual General Meeting, May 08, 2026, at 10:00 W. Europe Standard Time.
お知らせ • Jan 29+ 1 more updateLonza Group AG Proposes Dividend for 2025Lonza Group AG announced that Board of Directors will propose to increase the dividend for 2025 by +25% to CHF 5.00 per share at the Lonza AGM in May 2026. Subject to approval, 50% of the dividend will be paid out of the capital contribution reserve, meaning it will be exempt from Swiss withholding tax.
お知らせ • Jan 28+ 2 more updatesLonza Group AG to Report Q1, 2026 Results on May 08, 2026Lonza Group AG announced that they will report Q1, 2026 results on May 08, 2026
お知らせ • Nov 25+ 1 more updateMicrosize, Inc. and Schedio SA signed an agreement to acquire Micro-Macinazione S.A. from Lonza Group AG (SWX:LONN).Microsize, Inc. and Schedio SA signed an agreement to acquire Micro-Macinazione S.A. from Lonza Group AG (SWX:LONN) on November 24, 2025. Microsize and Schedio will jointly invest in Mic Mac to further enhance its capabilities and accelerate modernization. The partnership aims to establish an integrated European-American network for advanced particle engineering, combining Microsize’s CDMO expertise with Schedio’s process equipment and containment technologies. The transaction is subject to customary closing conditions and is expected to close during the first quarter of 2026.
お知らせ • Apr 24Simulations Plus, Inc. Announces Collaboration with Lonza Group Ag and U.S. Food and Drug Administration to Advance Predictive Frameworks for Complex Oral Drug ProductsSimulations Plus, Inc. had announced a funded research collaboration with Lonza Group AG and the U.S. Food and Drug Administration to develop and validate a mechanistic, predictive framework for assessing the in vivo performance of amorphous solid dispersion drug products. Mechanistic modeling approach and experimental integration designed to improve early risk identification, strengthen regulatory confidence, and expand AI-enabled workflows connecting data to decision-making. The collaboration evaluates whether advanced in vitro dissolution systems—particularly those incorporating dynamic gastrointestinal physiology—combined with mechanistic physiologically based biopharmaceutics modeling, can reliably predict key in vivo outcomes, including food effects and the impact of elevated gastric pH conditions. By establishing and validating these predictive capabilities, the collaboration aims to provide a scientific foundation for reducing reliance on certain clinical bioequivalence studies while maintaining the rigor and transparency required by regulators. Lonza will lead experimental work, including in vitro dissolution testing under fasted, fed, and elevated gastric pH conditions using advanced systems such as Controlled Transfer Dissolution, as well as the characterization and, where needed, manufacturing of amorphous solid dispersion formulation variants. Simulations Plus will lead the development and validation of in vitro–in vivo extrapolation frameworks using its DDDPlus® and GastroPlus® platforms, translating experimental data into predictions of in vivo pharmacokinetics and supporting virtual bioequivalence assessments. At the same time, it creates new opportunities to extend these capabilities into grounded AI-enabled workflow environments, where data, mechanistic models, and simulation outputs will be more directly connected. The Company will also contribute to interpretation within a regulatory context, ensuring alignment with evolving expectations for model-informed drug development. This work is supported in part through FDA funding and includes ongoing engagement with FDA scientists to directly align with regulatory priorities to advance model-informed drug development, modernize bioequivalence assessment for complex products, and reduce unnecessary reliance on human studies. By combining regulatory collaboration with open, non-proprietary data and validated methods based on real-world, FDA-approved amorphous solid dispersion products, the initiative is intended to inform future regulatory approaches and support broader adoption of science-based alternatives.
お知らせ • Apr 16Lonza Group AG Proposes Final Cash Dividend, Payable on May 15, 2026Lonza Group AG proposed final cash dividend of CHF 2.50 per share (Gross dividend per equity), Net dividend per equity of CHF 1.625 per share. Date of GM: May 8, 2026, Ex date: May 12, 2026, Payment date: May 15, 2026, Record date: May 13, 2026.
お知らせ • Apr 02Lonza Group AG, Annual General Meeting, May 08, 2026Lonza Group AG, Annual General Meeting, May 08, 2026, at 10:00 W. Europe Standard Time.
お知らせ • Jan 29+ 1 more updateLonza Group AG Proposes Dividend for 2025Lonza Group AG announced that Board of Directors will propose to increase the dividend for 2025 by +25% to CHF 5.00 per share at the Lonza AGM in May 2026. Subject to approval, 50% of the dividend will be paid out of the capital contribution reserve, meaning it will be exempt from Swiss withholding tax.
お知らせ • Jan 28+ 2 more updatesLonza Group AG to Report Q1, 2026 Results on May 08, 2026Lonza Group AG announced that they will report Q1, 2026 results on May 08, 2026
お知らせ • Nov 25+ 1 more updateMicrosize, Inc. and Schedio SA signed an agreement to acquire Micro-Macinazione S.A. from Lonza Group AG (SWX:LONN).Microsize, Inc. and Schedio SA signed an agreement to acquire Micro-Macinazione S.A. from Lonza Group AG (SWX:LONN) on November 24, 2025. Microsize and Schedio will jointly invest in Mic Mac to further enhance its capabilities and accelerate modernization. The partnership aims to establish an integrated European-American network for advanced particle engineering, combining Microsize’s CDMO expertise with Schedio’s process equipment and containment technologies. The transaction is subject to customary closing conditions and is expected to close during the first quarter of 2026.
お知らせ • Oct 24Lonza Group Ag Affirms Earnings Guidance for 2025Lonza Group AG affirmed earnings guidance for 2025. For the period, company expects CER sales growth of 20-21%.
お知らせ • Sep 13Lonza Group AG Announces Executive Changes, Effective October 1, 2025Lonza Group AG announced the appointment of Jason Berndt as Head of Group Operations, Executive Vice President, and member of the Executive Committee (EC), effective October 1, 2025. Jason brings over two decades of experience in global operations, having held leadership roles in operational excellence, manufacturing, supply chain management, technical services, and network transformations across leading pharmaceutical and consumer goods companies. He most recently served as Head of Global Technical Services and Senior Vice President at Bristol-Myers Squibb. Prior to this, he spent over eight years in leadership roles at Teva Pharmaceuticals, six years in manufacturing operations at Procter & Gamble, and two years as a consultant at McKinsey and Company. Jason began his career in the US Army, serving five years as a military officer. He holds a Bachelor of Science degree from the United States Military Academy at West Point and an MBA from the University of Michigan. Maria Soler Nunez, currently Head of Group Operations, has been appointed as Chief Quality Officer and Executive Vice President, remaining a member of the EC, effective October 1, 2025. Maria joined Lonza in 2022 and has successfully led Lonza’s engineering, procurement, supply chain management, operational excellence, and program management Group Functions. In her new role, she will be responsible for upholding and reinforcing the highest quality standards across Lonza’s global development and manufacturing network, as well as overseeing regulatory affairs and regulatory compliance. Maria has 28 years of experience in manufacturing and quality roles in the pharmaceutical industry, having worked in multiple countries including Spain, Switzerland, and the US. Before joining Lonza, she served as Chief Quality Officer at Novartis and worked with Eli Lilly and Company for 12 years. Commencing 1 October 2025 and continuing until his retirement in 2026, Oliver Schläfli, currently serving as Global Head of Quality, will transfer his responsibilities to Maria and provide counsel on different projects across the organization.
お知らせ • May 11+ 1 more updateLonza Group AG Announces Board AppointmentsLonza Group Ltd. at its AGM held on 9 May 2025, approved election of three newly proposed Board members – Juan Andres, Eric Drapé and David Meline – was approved by the shareholders, each for a term in office until the completion of the AGM 2026. Eric Drapé will join the Board on 14 May 2025, following the expiry of his current contractual commitments.
お知らせ • Feb 20Lonza Reportedly Is Said to Tap Bofa, Centerview for Sale of Capsules UnitLonza Group AG (SWX:LONN) has selected Bank of America Corp. and Centerview Partners to arrange the sale of its capsules and health ingredients business (Capsugel, Inc.), according to people familiar with the matter, as part of the firm’s efforts to streamline its corporate structure. The capsules unit could be worth at least €2.5 billion ($2.6 billion) in a deal, said one of the people, who asked not to be identified as the information is private. Deliberations are ongoing and details of a transaction could still change, the people said.
お知らせ • Jan 31+ 1 more updateLonza Group AG Provides Earnings Guidance for the Fiscal Year 2025Lonza Group AG provided earnings guidance for the fiscal year 2025. for the year, the company expects sales to growth in 2025, with low-to-mid-single-digit CER sales growth.
お知らせ • Oct 30Lonza Group AG to Report First Half, 2025 Results on Jul 23, 2025Lonza Group AG announced that they will report first half, 2025 results on Jul 23, 2025
お知らせ • Oct 24Lonza Group AG Provides Earnings Guidance for Full Year 2024Lonza Group AG provided earnings guidance for full year 2024. The company reported a third quarter performance in line to deliver on its Full-year Outlook, with sales accelerating in fourth quarter based on the timing of batch releases. In this context, the company confirms its Full-year Outlook 2024 at flat year-on year sales in CER and a CORE EBITDA margin of high 20s. Operations at the new highly potent API facility in Visp are expected to commence in fourth quarter of 2024, with a significant sales contribution expected in 2025. Furthermore, construction remains on track at the large-scale commercial aseptic drug product facility in Stein (CH).
お知らせ • Oct 02Lonza Group AG (SWX:LONN) completed the acquisition of Genentech Manufacturing Facility in Vacaville, California from Roche Holding AG (SWX:ROG).Lonza Group AG (SWX:LONN) entered into an agreement to acquire Genentech Manufacturing Facility in Vacaville, California from Roche Holding AG (SWX:ROG) for $1.2 billion on March 20, 2024. Under the agreement, approximately 750 Genentech employees at the Vacaville (US) facility will be offered employment by Lonza. The transaction is subject to customary closing conditions. Upon closing, the Vacaville (US) site will be integrated into Lonza’s Biologics division, joining a network of existing mammalian manufacturing sites in Visp (CH), Slough (UK), Singapore (SG), Portsmouth (US) and Porriño (ES). The transaction is expected to close in H2 2024. As the transaction is expected to be accretive to sales growth, Lonza has updated its Mid-Term Guidance 2024 – 2028. BofA Securities acted as financial advisors to Lonza. Lonza Group AG (SWX:LONN) completed the acquisition of Genentech Manufacturing Facility in Vacaville, California from Roche Holding AG (SWX:ROG) on October 1, 2024.
お知らせ • Jul 26Lonza Group AG to Report Fiscal Year 2024 Results on Jan 30, 2025Lonza Group AG announced that they will report fiscal year 2024 results on Jan 30, 2025
お知らせ • May 12Lonza Group AG Announces Board ChangesLonza Group AG announced that Albert M. Baehny, former Chairman of the Board of Directors, did not stand for re-election at the Annual General Meeting (AGM) of 8 May 2024. Jean-Marc Huët has been elected as new member and Chairman of the Board of Directors at this AGM.
お知らせ • May 11Lonza Group AG Approves Cash Dividend, Payable on May 15, 2024Lonza Group AG at its AGM held on May 8, 2024 approved Final cash dividend of CHF 2.00 per share and Share premium dividend of CHF 2.00 per share. Ex date is May 13, 2024, payment date is May 15, 2024 and record date is May 14, 2024.
お知らせ • Apr 02Lonza Group AG Announces Chief Executive Officer ChangesLonza Group AG announced that Wolfgang Wienand has been appointed Chief Executive Officer (CEO), and will join the company during the summer of 2024. Wolfgang is currently CEO of the Swiss contract development and manufacturing organization (CDMO) Siegfried Holding AG, a role he has held since 2019. Prior to this, Wolfgang first served as Chief Scientific Officer and then as Chief Strategy Officer in Siegfried’s executive leadership team. Before joining Siegfried in 2010, Wolfgang held a series of increasingly senior positions at the German specialty chemicals company Evonik Industries. Wolfgang will succeed Albert M. Baehny, who took on the additional responsibility of CEO on an ad interim basis in October 2023 while the search for a permanent CEO took place. Albert will remain at Lonza for a transition period during the summer, before retiring from the company.
お知らせ • Jan 27+ 2 more updatesLonza Group AG to Report First Half, 2024 Results on Jul 25, 2024Lonza Group AG announced that they will report first half, 2024 results on Jul 25, 2024
お知らせ • Jan 12Lonza Group AG to Report Fiscal Year 2023 Results on Jan 26, 2024Lonza Group AG announced that they will report fiscal year 2023 results on Jan 26, 2024
お知らせ • Jan 07Lonza Group AG, Annual General Meeting, May 08, 2024Lonza Group AG, Annual General Meeting, May 08, 2024.
お知らせ • Sep 21Lonza Group AG Provides Sales Guidance for the Year 2023Lonza Group AG provided sales guidance for the year 2023. The company is reconfirming its Outlook 2023. During the company’s Half-Year Results presentation in July 2023, the Outlook was set at mid-to-high single-digit CER sales growth.
お知らせ • Sep 18Lonza Group AG Announces CEO ChangesLonza Group AG announced that Pierre-Alain Ruffieux, CEO, will leave the company at the end of September 2023 by mutual agreement. The Board of Directors also announced that Albert M. Baehny, Chairman, will take on the additional responsibility of Chief Executive Officer on an ad interim basis until a permanent successor is appointed.
お知らせ • Jun 02Lonza Group AG (SWX:LONN) acquired Synaffix BV.Lonza Group AG (SWX:LONN) acquired Synaffix BV for €160 million on June 1, 2023. The consideration comprises an initial financial consideration of €100 million in cash and up to €60 million in additional performance-based consideration. Synaffix will continue to operate under the Synaffix name and further expand its operations in Oss (NL). Bird & Bird LLP, Netherlands acted as legal advisor to Lonza Group. William Blair & Company, L.L.C. acted as financial advisor, Goodwin Procter LLP and NautaDutilh N.V. acted as legal advisor to Synaffix. Lonza Group AG (SWX:LONN) completed the acquisition of Synaffix BV on June 1, 2023.
お知らせ • May 11Lonza Group AG Reiterates Sales Guidance for the Years 2023Lonza Group AG reiterated sales guidance for the years 2023. For the year 2023, the company reiterates high single digit CER sales growth.
お知らせ • Jan 27Lonza Group AG to Report First Half, 2023 Results on Jul 21, 2023Lonza Group AG announced that they will report first half, 2023 results on Jul 21, 2023
お知らせ • Jan 26Lonza Group AG Provides Earnings Guidance for the Year 2023Lonza Group AG provided earnings guidance for the year 2023. The company anticipates delivering high single-digit sales growth at constant currency with a margin of 30% to 31% in 2023.
お知らせ • Jan 25Lonza Group AG (SWX:LONN) announces an Equity Buyback for CHF 2,000 million worth of its shares.Lonza Group AG (SWX:LONN) announces a share repurchase program. Under the program, the company will repurchase up to CHF 2,000 million worth of its shares. The purpose of the program is to initiate the return of excess capital to shareholders. The program is expected to be completed in H1 2025.
お知らせ • Jan 08Lonza Group AG to Report Fiscal Year 2022 Results on Jan 25, 2023Lonza Group AG announced that they will report fiscal year 2022 results on Jan 25, 2023
