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 |
|---|---|---|---|---|---|---|
| LLY | Eli Lilly and Company | core | $1197.53+0.1% | $1.0T | +1.9% | fill-finish |
| LZAGY | Lonza Group AG (unsponsored ADR) | core | $68.24+3.0% | $41.9B | -1.7% | fill-finish · api-reshoring · cdmo-capacity · peptides-oligos · private-giants |
| NVO | Novo Nordisk A/S | core | $49.67+1.8% | $195.0B | +0.6% | fill-finish · private-giants |
| TMO | Thermo Fisher Scientific Inc. | core | $559.53-2.2% | $180.0B | +6.9% | fill-finish · bioprocessing · api-reshoring · cdmo-capacity · instruments-qc |
| FUJIY | FUJIFILM Holdings Corporation (ADR) | watch | $11.63+5.1% | $26.7B | +3.1% | fill-finish · cdmo-capacity |
| SIMTRA | Simtra BioPharma Solutions | speculative | private | — | via — | fill-finish |
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