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 |
|---|---|---|---|---|---|---|
| STVN | Stevanato Group S.p.A. | core | $20.95+3.5% | $5.0B | +39.8% | drug-packaging-components · pharma-glass · private-giants |
| WST | West Pharmaceutical Services, Inc. | core | $344.25+2.2% | $23.0B | +46.2% | drug-packaging-components · private-giants |
| ATR | AptarGroup, Inc. | watch | $123.05+0.8% | $7.3B | -4.4% | drug-packaging-components |
| SHLMEDICAL | SHL Medical AG | watch | private | — | via — | drug-packaging-components |
| GRRMY | Gerresheimer AG (ADR) | speculative | $8.30+2.4% | $920M | +50.0% | drug-packaging-components |
| YPHDF | Ypsomed Holding AG | speculative | $501.000.0% | $4.9B | +31.3% | drug-packaging-components |
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