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 |
|---|---|---|---|---|---|---|
| DHR | Danaher Corporation | core | $230.50+0.3% | $128.0B | +30.0% | bioprocessing · instruments-qc |
| RGEN | Repligen Corporation | core | $176.93-1.0% | $7.4B | +50.5% | bioprocessing |
| TMO | Thermo Fisher Scientific Inc. | core | $673.82-0.4% | $180.0B | +43.5% | fill-finish · bioprocessing · api-reshoring · cdmo-capacity · instruments-qc |
| MKKGY | Merck KGaA (MilliporeSigma) | watch | $32.08-2.5% | $62.3B | +21.8% | bioprocessing |
| SDMHF | Sartorius Stedim Biotech S.A. | watch | $239.000.0% | $18.8B | +26.4% | bioprocessing |
| SOAGY | Sartorius Aktiengesellschaft | speculative | $63.26+2.6% | $13.8B | +23.2% | bioprocessing |
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