GSK
Pharmaceutical R&D Manufacturer
GSK (Lonza) Announces Plan to Sell Capsules and Health Ingredients (CHI) for over a year, this SwissCDMOThe company has yet to finalize the deal with buyers.
A Lonza spokesperson said that there are multiple potential bidders, but did not disclose specific information about the bidders, the number of bidders, or the expected timeline for completing the transaction.
It is reported that Lonza earliest at2024Year12Announced the spin-off in the monthCHIBusiness, the spokesperson emphasized“The company is proceeding as planned.CHIBusiness Splitting and Divestiture Process”。
Notably, in order to attract potential buyers, Lonza disclosed on Wednesday,CHIBusiness in2025Achieved recovery growth in year——Following2024After multiple yearly declines, the business's total annual sales increased year-on-year.3.9%。
In terms of overall performance, Lonza2025Annual performance was impressive, with total revenue reaching65.5CHF billion (approximately85.8Billion USD), compared to2024Annual Growth19.2%, exceeding market expectations by approximately0.7%。
Lonza attributes its revenue growth to the demand at its production base in Vacaville, California, USA.“Higher than expected”. The base was2024Year3Acquired from Roche in the month, Lonza has now signed the fifth commercial contract for this mammalian cell production facility, with several other contracts in the later stages of negotiation.
However,William BlairAnalysts pointed out that due to the need for revenue growth at the Vacaville site to offset weaker-than-expected performance in the biopharmaceuticals business, the market may see...“Slight Doubt”。
Data shows, Lonza2025Annual biopharmaceutical business revenue is36.5CHF billion (approximately47Billion USD), lower than analysts' expectations2%。
Moreover, due to the weakening of the US dollar, Lonza2026Annual sales growth forecast revised downward compared to the previous year: Full-year sales expected to grow year-on-year.11%-12%, below2025Year21.7%The growth rate.
Source:endpoints news
