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 | $200.53-2.1% | $128.0B | +7.1% | bioprocessing · instruments-qc |
| RGEN | Repligen Corporation | core | $164.68-0.2% | $7.4B | +44.2% | bioprocessing |
| TMO | Thermo Fisher Scientific Inc. | core | $603.18-0.4% | $180.0B | +29.9% | fill-finish · bioprocessing · api-reshoring · cdmo-capacity · instruments-qc |
| MKKGY | Merck KGaA (MilliporeSigma) | watch | $30.49-1.2% | $62.3B | +24.1% | bioprocessing |
| SDMHF | Sartorius Stedim Biotech S.A. | watch | $219.88-4.0% | $18.8B | +21.3% | bioprocessing |
| SOAGY | Sartorius Aktiengesellschaft | speculative | $53.57-2.3% | $13.8B | +12.7% | bioprocessing |
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