Switzerland's Lonza is a powerhouse player in this extraordinarily complex manufacturing industry with the skill and scale to deliver the products the pharmaceutical industry wants. Crucially, it can deliver them fast – helping their customers profit before their patents run down.
Our European Portfolio Manager, Adrian Cotiga, delves into this European innovator in the video above.
The Platinum European Fund has a significant holding in the stock. Over ten years Lonza has generated an average annual return above 17%. (To 25 April 2025, Source Factset).
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Disclaimer
The above information is commentary only (i.e. our general thoughts). It is not intended to be, nor should it be construed as, investment advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Before making any investment decision you need to consider (with your financial adviser) your particular investment needs, objectives and circumstances.