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
- 29mediumEarningsSAMSUNGBIOLOGICSSamsung Biologics Q2 2026 financial resultsPlant 5 utilization and new-order disclosures gauge how fast the largest Asian non-Chinese capacity is absorbing demand redirected by BIOSECURE.
November 2026
- 05mediumEarningsCRLCharles River Q3 2026 earnings (estimated)Preclinical booking trends and any strategic-review outcome test whether Western biotechs are de-risking away from China-based research partners as the thesis assumes.
December 2026
- 18highPolicyOMB deadline to publish initial BIOSECURE 'biotechnology companies of concern' listStatutory one-year deadline that converts the WuXi 1260H designation into a formal BCOC pathway and is the next hard regulatory reprice for the entire CDMO bench.
Past
- 2026-07-22Lonza Half-Year 2026 results