Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
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
December 2026
- 31highPolicyOMB statutory deadline to publish BIOSECURE list of biotechnology companies of concernNaming the companies of concern is the moment the BIOSECURE Act becomes operationally binding, repricing both Chinese CDMOs and their non-Chinese substitutes for US-API work.
Past
- 2026-10-06CPhI Worldwide 2026, Fiera Milano (Oct 6-8)
- 2026-08-06Hikma Pharmaceuticals H1 2026 interim results
- 2026-07-31Section 232 pharmaceutical tariffs take effect (100% on patented pharma & APIs)