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 'companies of concern' initial list deadline (one year from enactment)Frames the US-onshoring tailwind backing BARDA-funded domestic vial capacity, even though the Act targets Chinese biotech CDMO services rather than glass packaging directly.
Past
- 2026-08-12SCHOTT Pharma Q3 FY2026 quarterly statement
- 2026-08-04Stevanato Group Q2 2026 earnings
- 2026-07-28Corning Q2 2026 earnings