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
- 18highPolicyBIOSECURE Act — OMB initial 'companies of concern' designation list due (within 12 months of Dec 18, 2025 enactment)Naming Chinese biotech entities (e.g. WuXi) under the now-enacted BIOSECURE Act sharpens the reshoring tailwind for US/EU drug manufacturing and the qualified-component suppliers feeding it.
January 2027
- 01mediumProgramSTVNStevanato Fishers (Indiana) and Latina (Italy) RTU cartridge lines targeted commercial late 2026/early 2027The transition of these announced lines from construction to qualified output is the milestone that either relieves or extends the GLP-1 cartridge bottleneck at the heart of the choke.
Past
- 2026-08-06Stevanato Group Q2/H1 2026 results
- 2026-07-23West Pharmaceutical Q2 2026 results