Lonza Group AG (0QNO) Q2 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.056 Thanks to all our guests for joining the call today. 00:00:04.056 -- 00:00:09.142 Good afternoon to those of you based in Europe and good morning to those of you 00:00:09.142 -- 00:00:14.148 joining from the US. This time last year, I joined 00:00:14.148 -- 00:00:19.314 the half-year results call to briefly introduce myself to you, but I was still very much 00:00:19.314 -- 00:00:25.281 the new joiner, having commenced my tenure as CEO just a couple of days before. 00:00:25.281 -- 00:00:30.372 This call today marks a milestone as I have now completed my first year 00:00:30.372 -- 00:00:36.160 in the role. And it has been a pleasure to meet many of you at our investor update 00:00:36.160 -- 00:00:41.707 and on our roadshows since then. And I'm looking forward to continuing 00:00:41.707 -- 00:00:46.854 our dialogue during our scheduled trips in the coming months. 00:00:46.854 -- 00:00:52.261 Today also marks a milestone for OneLonsa as we report on the performance 00:00:52.261 -- 00:00:56.866 of our newly formed business platforms for the first time. 00:00:56.866 -- 00:01:01.911 You will recall that we used to report on four divisions, even 00:01:01.911 -- 00:01:07.017 up until the Q1 qualitative update. However, we have now formally 00:01:07.017 -- 00:01:12.643 transitioned to our three new CDMO business platforms, integrated biologics, 00:01:12.643 -- 00:01:16.828 advanced synthesis, and specialized modalities. 00:01:16.828 -- 00:01:21.853 Alongside these three core CDMO platforms, we will also be 00:01:21.853 -- 00:01:26.864 reporting on capsules and health ingredients, CHI, of course, which continues 00:01:26.864 -- 00:01:30.130 to operate in its existing structure. 00:01:30.130 -- 00:01:36.900 We will also share an update on our ...