Lonza and the next wave of healthcare solutions
Walter Scott’s John Rae assesses outsourced drugs manufacturer Lonza’s role in the healthcare ecosystem.
3:57 mins Watch
Published on 05 May 2026
Key points:
- Lonza’s role in the healthcare space is simliar to that of chip manufacturers in the semiconductor supply chain.
- The company has high customer retention which creates resilient revenues.
- It is investing heavily to support growth, including building manufacturing capacity in the US.
- Walter Scott sees several quality healthcare businesses with high degrees of profitability, cash generation and low levels of debt.
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