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There is certainly supply disruption. 'Holding back' is spin, and if you are hearing that you should question what the factual basis for that statement is -- and I bet you won't find it.

https://www.npr.org/sections/health-shots/2020/03/12/8146233...

As for raw material suppliers, the industry is very diverse, and pharmaceutical ingredients not a large part of it.

https://www.americanchemistry.com/Membership/MemberCompanies...

And ... these are not turnkey operations, and the US is hardly in position to take on a lot of capacity from either a plant or personnel standpoint.
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