Lonza expands ADC platform with Qurient deal for Lonza Group stock

Published on 10/23/2026 at 10:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lonza added Qurient's CDK7 inhibitors to its ADC toolkit on October 12, 2026. Lonza Group stock costs EUR 680.50 on October 23, 2026.

Growth model and licensing expansion

Lonza and Qurient announced an exclusive CDK7 inhibitor license on October 12, 2026.
Lonza targets 10.00 to 13.00 percent organic sales growth and a 33.00 to 34.00 percent core EBITDA margin for 2026.
Lonza Group stock trades at EUR 680.50 at 10:36 a.m. CEST at Lang & Schwarz on October 23, 2026.
Lonza expects to present fourth-quarter 2026 results on January 27, 2027.

Bauhaus-Grafikposter mit geometrischer DNA-Doppelhelix in Gelb, Rot und Blau auf Beige — Lonza CH0013841017 Bauhaus Poster geometrische DNA Helix gelb rot blau auf beigem Grund, Illustration mit AI erstellt.

Lonza Group (ISIN CH0013841017) was trading at EUR 680.50 at Lang & Schwarz on October 23, 2026, at 10:36 a.m. CEST. On October 12, 2026, Lonza announced an exclusive license for Qurient's CDK7 inhibitors in dual-payload antibody-drug conjugates, according to Lonza.

Why the ADC deal matters

The agreement adds CDK7 inhibitor technology to Lonza's dual-payload ADC platform. Its first format, SYN-duo CC, combines exatecan with Qurient's CDK7 inhibitor, giving developers a ready-made linker-payload option and the ability to develop additional combinations through Lonza's platform.

The commercial significance is strategic rather than immediately financial. Lonza is expanding the technology layer around its contract development and manufacturing services, while the agreement gives it access to a clinical-stage inhibitor for programs that combine two cytotoxic payloads.

What does the growth model imply?

At its October 14, 2026 Capital Markets Day, Lonza upgraded its medium-term model to 10.00 to 13.00 percent organic sales growth at constant exchange rates and a core EBITDA margin in the high thirties, as Reuters reported. The company also reiterated its full-year 2026 outlook of 11.00 to 12.00 percent sales growth and a core EBITDA margin of 33.00 to 34.00 percent in its release.

Three dated company steps

On March 1, 2026, Lonza agreed to divest 60.00 percent of its Capsules and Health Ingredients business to Lone Star Funds in a deal valued at USD 3.0 billion, according to Reuters. On October 12, 2026, it added the Qurient license and SYN-duo CC to its ADC offering. On October 14, 2026, Lonza set the 10.00 to 13.00 percent medium-term growth model and confirmed the 33.00 to 34.00 percent 2026 margin outlook.

What comes next for Lonza?

Lonza is expected to present its fourth-quarter 2026 results on January 27, 2027, according to finanzen.ch. That update should show whether the operating progress behind the new growth model is translating into measurable quarterly performance.

Stock quote and Swiss context

Lonza Group stock was trading at EUR 680.50 at Lang & Schwarz on October 23, 2026, at 10:36 a.m. CEST. The Swiss-listed shares had a market capitalization of CHF 44.1 billion and a 52-week range of CHF 454.60 to CHF 632.40 as of October 23, 2026.

The further course of trading is shown by the continuously updated real-time quote of Lonza Group stock.