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
July 2026
- 28mediumEarningsDHRDanaher Q2 2026 resultsCytiva's bioprocessing print tests the company's high-single-digit 2026 growth guide and the durability of the Protein A / single-use recovery at the choke's incumbent.
August 2026
- 04mediumEarningsRGENRepligen Q2 2026 resultsA second straight double-digit consumable/Proteins quarter would confirm the demand inflection at the purest US-listed resin/consumables read and pressure a re-rate from trough multiples.
December 2026
- 18highPolicyBIOSECURE Act: OMB list of biotechnology companies of concern due (statutory deadline)Designating which Chinese biomanufacturing/CDMO entities are restricted sets the China-de-risking tailwind for Western consumable and resin suppliers, replacing the now-settled question of passage.
Past
- 2026-07-23Sartorius AG H1 2026 results