AllI · Sterile fill-finish capacityII · Stoppers, syringes & drug-contact componentsIII · Pharmaceutical glass & vialsIV · Bioprocessing consumables & resinsV · API & small-molecule reshoringVI · CDMO capacity & the China exodusVII · Peptide & oligonucleotide manufacturingVIII · Sterile injectables & shortage economicsIX · Analytical instruments & QC releaseX · Private giants & exposure vehicles
| Ticker | Name | Tier ↓ | Quote | Mkt cap | 6M | Chokepoints |
|---|---|---|---|---|---|---|
| HKMPY | Hikma Pharmaceuticals PLC | core | $41.31-0.0% | $4.2B | +29.9% | api-reshoring · sterile-injectables-shortages |
| LZAGY | Lonza Group AG (unsponsored ADR) | core | $65.61-1.2% | $41.9B | +8.1% | fill-finish · api-reshoring · cdmo-capacity · peptides-oligos · private-giants |
| TMO | Thermo Fisher Scientific Inc. | core | $603.18-0.4% | $180.0B | +29.9% | fill-finish · bioprocessing · api-reshoring · cdmo-capacity · instruments-qc |
| AMRX | Amneal Pharmaceuticals, Inc. | watch | $16.87-2.2% | $5.2B | +42.6% | api-reshoring · sterile-injectables-shortages |
| RDY | Dr. Reddy's Laboratories Ltd | watch | $11.71-1.4% | $11.1B | -17.1% | api-reshoring |
| SGFEF | Siegfried Holding AG | watch | $71.15-0.0% | $4.0B | -28.8% | api-reshoring · private-giants |
| USANTIBIOTICS | USAntibiotics | speculative | private | — | via — | api-reshoring |
| WUXAY | WuXi AppTec Co., Ltd. | speculative | $24.50-0.4% | $42.0B | +77.1% | api-reshoring · cdmo-capacity |
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