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![Biomaven Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::111029613.png) Peter Suzman [@Biomaven](/creator/twitter/Biomaven) on x 8507 followers
Created: 2025-07-08 22:49:37 UTC

Not an area I've ever followed, but thinking of possible on-shoring plays:
Catalent - that seems the most obvious
Amneal - generics-type play 
Repligen - biologics
And more speculative, Codexis (CDXS) an enzyme/siRNA play - if Novartis ever wanted to onshore Inclisiran manufacturing 
Thoughts?


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