Lonza said it aims to expand its antibody-drug conjugate manufacturing footprint with a new manufacturing site coming online next year and plans to increase headcount. The company framed the move as an effort to own more of the commercial ADC market. The announcement comes as ADC demand pushes CDMOs toward capacity expansions that can support both analytical needs and manufacturing execution for complex payloads. Lonza’s expansion plan suggests continued prioritization of high-demand modalities tied to oncology. For biopharma, additional capacity signals more options for scale-up, tech transfer, and timelines for late-stage programs moving toward commercialization.