Bulk drug exporters see red as China tightens screws on overseas sellers
China's tighter controls on overseas sellers could restrict exports of bulk drugs and active pharmaceutical ingredients.
Source →The trace
How it reaches your house.
Starting from Psychiatric Drug Active Pharmaceutical Ingredients, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Acetaminophen (APAP) API →Shortage riskOTC medicines are a critical downstream user of APAP API, so a Chinese export-control squeeze would quickly make the input scarcer for final drug supply.
96% confidencePsychiatric Drug Active Pharmaceutical Ingredients →Shortage riskAntidepressants and mental health medications
Psychiatric drug APIs are a critical, near-one-to-one input for this good, so tighter export controls should quickly reduce availability downstream.
95% confidencePsychiatric Drug Active Pharmaceutical Ingredients →Shortage riskHop 2
China →Shortage riskWith substantially all third-party suppliers and manufacturers located in China, export controls there can materially restrict e.l.f.'s supply.
96% confidenceSalicylic acid (aspirin precursor) →Shortage riskChina accounts for 17.5% of this salicylic acid supply, so tighter export controls directly make Chinese-origin supply scarcer.
95% confidenceChina →Shortage riskHop 3
Pharmaceutical capsule shells (gelatin / HPMC) →Shortage riskPharmaceutical capsule shells are a direct input to OTC medicines, and the edge shows a strong dependency (0.68) with critical use, so tighter shell availability would constrain OTC output.
74% confidencePharmaceutical capsule shells (gelatin / HPMC) →Shortage riskVitamins & dietary supplements
Capsule shells are also a major input to vitamins and dietary supplements, so a shell constraint would tighten supply or raise costs for this downstream category.
68% confidenceROSS STORES, INC. →Shortage risk
Where it lands
What you buy, and what you own.
Goods you buy
OTC medicines · Antidepressants and mental health medications · Vitamins & dietary supplements
Companies you may own
Anqiu Lu'an PharmaceuticalFarmson PharmaceuticalGRANULESHebei Jiheng Pharmaceutical Co., Ltd.Mallinckrodt PharmaceuticalsMallinckrodt / SpecGxELFHBBROSTSeqens (Novacyl Division) — formerly Rhodia PharmaGIIIWMTSephora (LVMH)PVLAAMZNTGTALMS
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