Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

After A Big Rally, What Propels Lonza Now?

I've always been a little surprised at how willing investors can be to bid up the manufacturers of pharmaceutical components. While these are fine specialty chemical businesses, nothing about the revenue or margins (or the persistence of either) is particularly outstanding. Be that as it may, investors have certainly taken a more positive view on Switzerland's Lonza (...

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