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 | 1M | Chokepoints |
|---|---|---|---|---|---|---|
| A | Agilent Technologies, Inc. | core | $137.89-1.3% | $37.0B | +3.8% | peptides-oligos · instruments-qc |
| BCHMY | Bachem Holding AG (ADR) | core | $9.60+2.1% | $6.7B | -1.4% | peptides-oligos |
| LZAGY | Lonza Group AG (unsponsored ADR) | core | $68.16+2.9% | $41.9B | +1.9% | fill-finish · api-reshoring · cdmo-capacity · peptides-oligos · private-giants |
| CORDENPHARMA | CordenPharma (Astorg) | watch | private | — | via — | peptides-oligos |
| MRVI | Maravai LifeSciences Holdings, Inc. | speculative | $6.69-1.0% | $1.4B | +4.7% | peptides-oligos |
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