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
August 2026
- 26mediumEarningsAAgilent Q3 FY2026 earningsKey read on oligonucleotide CDMO demand and whether the new Frederick, CO Trains C/D lines are shipping on schedule in 2026.
December 2026
- 31highPolicyOMB BIOSECURE 'biotechnology company of concern' list dueOMB's formal list operationalizes BIOSECURE and signals how fast federal demand will steer peptide/oligo API orders away from Chinese CDMOs toward Western capacity.
Past
- 2026-07-24Bachem H1 2026 half-year results