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 | $196.50+2.1% | $128.0B | -10.2% | bioprocessing · instruments-qc |
| RGEN | Repligen Corporation | core | $131.06-4.8% | $7.4B | -12.3% | bioprocessing |
| TMO | Thermo Fisher Scientific Inc. | core | $559.53-2.2% | $180.0B | -3.3% | fill-finish · bioprocessing · api-reshoring · cdmo-capacity · instruments-qc |
| MKKGY | Merck KGaA (MilliporeSigma) | watch | $32.27+1.8% | $62.3B | +8.0% | bioprocessing |
| SDMHF | Sartorius Stedim Biotech S.A. | watch | $193.00+0.5% | $18.8B | -14.9% | bioprocessing |
| SOAGY | Sartorius Aktiengesellschaft | speculative | $49.10-1.7% | $13.8B | -12.9% | bioprocessing |
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