Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
So, it seems that China may be, at whim, holding back the raw material of pharmaceutical mixtures. If true, which companies will be manufacturing the chemistry of these raw materials, these days to come, in the good ol' USA?
I used to think of Dow Chemical as the holdfast of chemistry, but that was decades ago.
Print the post Back To Top
No. of Recommendations: 0
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.
Print the post Back To Top
No. of Recommendations: 0
We just went through this disruption in sterile saline a couple years back.

https://www.nejm.org/doi/full/10.1056/NEJMp1800347

https://www.ibisworld.com/united-states/market-research-repo...

I can't argue against firms like ICU or Baxter as good long term holdings, but ... they aren't cheap.
Print the post Back To Top