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
January 2027
- 15highPolicyGDUFA IV negotiated agreement statutory submission deadline to CongressGDUFA IV (FY2028-2032) explicitly weighs onshoring and domestic-production incentives that shape whether US sterile-injectable capacity gets built; the agreement must reach Congress by this date.
Past
- 2026-08-13Hikma Pharmaceuticals H1 2026 interim results (estimated, mirrors early-August 2025 timing)
- 2026-08-06Amphastar Pharmaceuticals Q2 2026 earnings
- 2026-07-30Baxter International Q2 2026 earnings (estimated late July/early August)