LSI Segment Divestment
Market
Biologics
Lonza Operations
Continued strong demand for large-
scale mammalian capacity
Strong growth in trend towards
outsourcing:
Mammalian (pipeline dominated
by small and mid-sized biotechs)
Bioconjugates (demand for
specialized facilities and
knowledge)
More than 500 drugs under
investigation for COVID-19 in more
than 1,360 clinical trials - CDMOs are
playing a key role
1 Comparison versus 2019 at a constant exchange rate (CER)
Overall contracting was strong: YoY increase in new customers and new program sign-ups
High interest and new deals signed for Ibex® Dedicate, and customer base secured for
mid-scale microbial capacity expansion
High utilization of asset footprint, across clinical and commercial (small to large scale)
Continued capacity expansion in 2021 across drug substance and product services
Well-managed COVID-19 situation despite some limited supply and manufacturing risks
Financial Performance¹
Strong double-digit (mid-teens) sales growth across 2020, driven by strong demand in all
technologies
Lower margin, driven by higher OPEX, related to growth projects
2021 expected to show third year of strong double-digit growth, mainly driven by strategic
growth initiatives (P6, Ibex and Guangzhou)
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