Certain types of insulin are in short supply nationwide
A nationwide shortage of certain insulin types indicates constrained pharmaceutical supply.
Source →The trace
How it reaches your house.
Starting from Recombinant Insulin API (Bulk Drug Substance), 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
Recombinant Insulin API (Bulk Drug Substance) →Shortage riskThis node is a critical input to insulin itself, so a halt in its production should transmit almost fully into tighter insulin supply.
97% confidenceSanofi →Shortage riskLantus SoloStar pen
Sanofi's Lantus SoloStar insulin pen was reported to be running low for weeks, so the product itself is directly constrained.
“The Lantus Solostar pen containing 3 milliliters of insulin glargine has been running low for several weeks because of increased demand “driven by broader market dynamics,” a Sanofi spokesperson told STAT.”
92% confidenceCited →Recombinant Insulin API (Bulk Drug Substance) →Shortage riskNovo NordiskNVO
A production halt in recombinant insulin API directly constrains Novo Nordisk's insulin supply chain, and its 45% share with low substitutability implies a large exposure.
91% confidenceRecombinant Insulin API (Bulk Drug Substance) →Shortage riskEli Lilly relies on this API as a direct input, and its 28% share plus long replacement lead time make downstream supply tightness likely.
89% confidenceRecombinant Insulin API (Bulk Drug Substance) →Shortage riskSanofiSNY
Sanofi is exposed to the API halt through a large direct-input dependency, so its insulin output should face constrained availability.
87% confidenceRecombinant Insulin API (Bulk Drug Substance) →Shortage riskBiocon BiologicsBIOCON.NS
Biocon is also dependent on this API, but its smaller 4% share and somewhat higher substitutability reduce the transmission size.
78% confidenceRecombinant Insulin API (Bulk Drug Substance) →Shortage riskIntas Pharmaceuticals / Accord Healthcare
Intas/Accord has a direct but smaller dependency on the API, so the shortage propagates there with a more limited effect.
76% confidenceInsulin →Prices easeRecombinant Insulin API (Bulk Drug Substance)
Because insulin production depends almost entirely on this critical bulk drug substance, a production halt cuts orders for the API and दबresses its price through weaker demand.
73% confidenceNovo Nordisk →DelaysInsulin production in Kalundborg
A cited report explicitly says insulin production in Kalundborg stopped, so the shock propagates to Novo Nordisk's insulin-production step as a halted/delayed process.
“Novo Nordisk/komm.chef: Insulinproduktion i Kalundborg stopp”
73% confidenceCited →Hop 2
Eli Lilly and Company →Shortage riskUnited Therapeutics CorporationUTHR
United Therapeutics says it relies entirely on Lilly to manufacture Adcirca, so a Lilly production halt can directly constrain Adcirca supply.
92% confidence