Overview

1. Executive Summary (Confidence: High)

In 2024, Lonza initiated a pivotal "One Lonza" strategy aimed at refocusing the organization on its core CDMO business and strengthening its foundation for long-term value creation.[17] Led by new CEO Wolfgang Wienand and Chair Jean-Marc Huët, the company reported annual sales of CHF 6.[6] billion and a robust CORE EBITDA margin of 29.0%.[18] A cornerstone of its 2024 performance was the strategic acquisition of Genentech’s large-scale biologics manufacturing site in Vacaville, US, from Roche for USD 1.[2] billion, significantly expanding its mammalian manufacturing network.[19] Furthermore, Lonza announced its intent to exit the Capsules & Health Ingredients (CHI) business to prioritize high-growth "Specialized Modalities" and "Advanced Synthesis" platforms.[19]

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