Noticias y perspectivas

Lonza y la próxima ola de soluciones sanitarias

May 5, 2026

Tiempo de lectura: 3:57 mins

John Rae, de Walter Scott, analiza el papel del fabricante subcontratado de medicamentos Lonza en el ecosistema sanitario.

Puntos clave:

El papel de Lonza en el ámbito sanitario es similar al de los fabricantes de chips en la cadena de suministro de semiconductores.
La empresa cuenta con una alta retención de clientes, lo que genera ingresos resilientes.
Está invirtiendo intensamente para respaldar su crecimiento, incluida la construcción de capacidad de fabricación en Estados Unidos.
Walter Scott identifica varias empresas sanitarias de calidad con altos niveles de rentabilidad, generación de caja y bajos niveles de deuda.

3305309 Exp: 7 agosto 2026

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