Month: October 2022

West Pharmaceutical Services – Global Leader in Injectable Solutions

Business Overview West Pharmaceutical Services is the global market leader in packaging and delivery components for injectable drugs and healthcare products. The company maintains a market share of approximately 70% of the injectable primary packaging industry. In 2021 they produced almost 45 billion components, which were used for vial containment, syringes, drug delivery and diagnostics. …

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Portfolio Review – September 2022

September followed a common theme mentioned in the August portfolio update: “Don’t fight the Fed.” The Federal Reserve has been signaling inflation is too high and employment is too strong. They’ve even come out and said that people need to feel some “pain” when it comes to the economy. Combine that with the ongoing energy …

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