Ready-to-Use Type I Borosilicate Glass Cartridge (Pen) →Stands to benefit
Stevanato Group S.p.A.
Stevanato supplies about 25% of these pen cartridges, so higher semaglutide pen production should increase its order volume.
75% confidence
GLP-1 Disposable Injection Pen / Auto-Injector →Stands to benefit
Novo NordiskNVO
Higher semaglutide product supply should increase demand for the GLP-1 injection pen/auto-injector input, and Novo Nordisk holds the largest supply share on this edge.
73% confidence
Ready-to-Use Type I Borosilicate Glass Cartridge (Pen) →Stands to benefit
SCHOTT Pharma AG & Co. KGaASRTX.DE
SCHOTT supplies about 30% of these pen cartridges, so a semaglutide launch that raises pen output should lift its cartridge orders and sales.
72% confidence
GLP-1 Disposable Injection Pen / Auto-Injector →Stands to benefit
YpsomedYPSN.SW
A larger semaglutide launch should translate into more orders for the pen/auto-injector input, and Ypsomed has an 18% share of that supply.
72% confidence
Ready-to-Use Type I Borosilicate Glass Cartridge (Pen) →Stands to benefit
Gerresheimer AGGXI
Gerresheimer supplies about 25% of these pen cartridges, so a launch that expands semaglutide output should support its cartridge demand.
70% confidence
GLP-1 Disposable Injection Pen / Auto-Injector →Stands to benefit
SHL Medical
Greater semaglutide supply should support more demand for the injection pen input, benefiting SHL Medical as a 10% supplier.
69% confidence
SPPS Reagents — Protected Amino Acids, Resins & C18 Fatty-Diacid Side Chain →Stands to benefit
GL Biochem (Shanghai)
As a major 18% supplier of these SPPS reagents, GL Biochem should see higher pull-through demand from increased semaglutide production.
66% confidence
GLP-1 Disposable Injection Pen / Auto-Injector →Stands to benefit
Eli Lilly and CompanyLLY
More finished semaglutide volume should lift demand for the pen/auto-injector input, benefiting Lilly as a 20% supplier on this edge.
66% confidence
Ready-to-Use Type I Borosilicate Glass Cartridge (Pen) →Stands to benefit
Nipro Corporation8086.T
Nipro supplies about 15% of these pen cartridges, so its sales should also rise, though less than the larger suppliers.
66% confidence
GLP-1 Disposable Injection Pen / Auto-Injector →Stands to benefit
Owen Mumford Ltd.
The semaglutide launch should increase demand for the pen/auto-injector input, and Owen Mumford has an 8% supply share on this edge.
65% confidence
SPPS Reagents — Protected Amino Acids, Resins & C18 Fatty-Diacid Side Chain →Stands to benefit
Bachem Holding AG
Bachem's sizable role in supplying this input means a semaglutide launch-driven volume increase should benefit its sales.
64% confidence
SPPS Reagents — Protected Amino Acids, Resins & C18 Fatty-Diacid Side Chain →Stands to benefit
Merck KGaA (MilliporeSigma in US)MRK
Merck's 8% supply share makes it a meaningful beneficiary if demand for this reagent bundle rises with semaglutide output.
62% confidence
SPPS Reagents — Protected Amino Acids, Resins & C18 Fatty-Diacid Side Chain →Stands to benefit
Iris Biotech GmbH
Iris Biotech's supplier role should see some volume lift from stronger demand for SPPS reagents tied to semaglutide production.
60% confidence
SPPS Reagents — Protected Amino Acids, Resins & C18 Fatty-Diacid Side Chain →Stands to benefit
Chengdu Kelong Chemical
Chengdu Kelong's supply exposure means it should benefit modestly from higher reagent demand as semaglutide supply expands.
59% confidence
SPPS Reagents — Protected Amino Acids, Resins & C18 Fatty-Diacid Side Chain →Stands to benefit
ZY Biochem
ZY Biochem is a smaller supplier here, so it should get a smaller but still positive lift from the launch-driven demand increase.
58% confidence
