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Following our update on Novartis and Roche, in a challenging momentum, we are back to comment on Lonza Group AG (OTCPK: LZAGY, OTCPK:LZAGF). On April 2, US President Trump communicated a significant increase in tariffs
Lonza: Well Equipped In The U.S., Buy Confirmed
Summary
- Sustainable high market growth ahead with supportive margin recovery.
- There are limited tariff risks. Lonza is a potential beneficiary given the ample availability of the USA industrial capacities should biotech or pharma have onshoring needs.
- With profit growth higher than sales growth, we see a solid risk-reward setup. Our buy rating is confirmed.
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