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 | 1W | Chokepoints |
|---|---|---|---|---|---|---|
| LZAGY | Lonza Group AG (unsponsored ADR) | core | $76.54-0.2% | $41.9B | +3.4% | fill-finish · api-reshoring · cdmo-capacity · peptides-oligos · private-giants |
| TMO | Thermo Fisher Scientific Inc. | core | $673.82-0.4% | $180.0B | -0.8% | fill-finish · bioprocessing · api-reshoring · cdmo-capacity · instruments-qc |
| CRL | Charles River Laboratories International, Inc. | watch | $345.37+1.7% | $8.9B | +15.1% | cdmo-capacity · instruments-qc |
| FUJIY | FUJIFILM Holdings Corporation (ADR) | watch | $10.76-0.2% | $26.7B | +1.2% | fill-finish · cdmo-capacity |
| SAMSUNGBIOLOGICS | Samsung Biologics Co., Ltd. | watch | private | — | via — | cdmo-capacity |
| WXIBF | WuXi Biologics (Cayman) Inc. | watch | $6.32+18.4% | $15.9B | -0.6% | cdmo-capacity |
| WUXAY | WuXi AppTec Co., Ltd. | speculative | $23.71-0.8% | $42.0B | -4.0% | api-reshoring · cdmo-capacity |
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