Lonza reported a robust Q3 performance in its CDMO businesses, confirming an upgraded 2025 outlook with expected sales growth of 20% to 21% at constant exchange rates.
- Continuing strong demand in Integrated Biologics, with higher-than-expected contributions from the Vacaville facility.
- Confirmed expectations of organic sales growth in the Capsules and Health Ingredients business, transitioning from the post-pandemic destocking phase.
- Secured multiple significant contracts across various business platforms, indicating strong commercial momentum.
- Gradual recovery anticipated in the Cell & Gene sector, although operational performance remains below 2024 levels.
- Manufacturing footprint in the U.S. and Mexico strategically positioned to navigate geopolitical challenges, supporting growth and customer needs.
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