PharmaDB
Use case · Lane Concentration & Dual-Source · Disruption Early-Warning Index v.04.2026 · refreshed weekly
Use cases Lane Concentration & Dual-Source Disruption Early-Warning Index
Lane Concentration & Dual-Source Buyer view Molecule · telmisartan Lane · IN → KE Data · trade flowsData · molecule country flow view Live

Disruption Early-Warning Index

Detect statistical drops in shipment frequency on any sourcing lane. A 2-sigma drop leads value disruption by four to six weeks. Time to pre-buy.

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Example output · disruption early-warning feed · top z-score drops from 2024 lane data
-27.6 Telmisartan IN → KE shipment-count z-score · 2-year baseline 189 ships · 2024 actual 169 · extreme negative
z-score -27.6 · 2-year customs baseline Indicative

The early-warning index flags telmisartan IN to KE at -27.6 sigma: shipment baseline 189 per year, 2024 actual 169 on a tight prior-year standard deviation. Twelve other lanes cross the -1 sigma early-warning threshold; four of those are above -2. Each is a 4-to-6 week lead time on a likely value disruption. Where the underlying value has not yet dropped, the recommended action is a pre-buy or an alternate-origin qualification before the lane confirms cold.

  1. 2024-12
    z-score drop
    Baseline 189 · actual 169 · -27.6 sigma · early warning · investigate import licence
    Telmisartan · India → Kenya
  2. 2024-12
    z-score drop
    Baseline 68 · actual 46 · -2.59 sigma · medium severity
    Telmisartan · India → Uganda
  3. 2024-12
    z-score drop
    Baseline 168 · actual 13 · -1.74 sigma · structural collapse
    Candesartan · Turkey → Libya
  4. 2024-12
    z-score drop
    Baseline 233 · actual 217 · -1.62 sigma · borderline
    Telmisartan · India → Mauritius
  5. 2024-12
    z-score drop
    Baseline 71 · actual 23 · -1.49 sigma
    Telmisartan · India → Pakistan
  6. 2024-12
    z-score drop
    Baseline 44 · actual 22 · -1.45 sigma
    Lenalidomide · India → Turkey
  7. 2024-12
    z-score drop
    Baseline 109 · actual 97 · -1.41 sigma
    Telmisartan · India → Nigeria
  8. 2024-12
    z-score drop
    Baseline 94 · actual 56 · -1.28 sigma
    Apixaban · India → Brazil
Lanes below -2 sigma
4
Top alert
-27.6
Baseline window
2022-2023
Refresh
weekly
30 seconds

How it works

molecule losartan origin IN destination BR
01

Subscribe a portfolio.

Upload or define your sourced lanes. Each lane gets a two-year shipment-count baseline (mean + standard deviation) computed from 2022 and 2023.

0 HHI 0.42 1
computed · pre-joined · anonymised
02

The AI agent computes the z-score.

Latest-year shipment count, normalised against the baseline. Z-scores below -1 are tracked; below -2 fire as alerts; below -3 escalate to high severity.

brief · cited
Lane concentration · structurally concentrated
HHI0.42
Top-3 share71%
Actionqualify second source
03

Save the incident.

Citation-anchored brief with the baseline, the latest count, the z-score, and a recommended action (pre-buy, alternate origin, escalate to dual-source).

Why a supply lead runs it

Lead time before the collapse confirms.

Frequency before value.

Shipment count drops 4-6 weeks before value does. Catching the frequency drop gives time to pre-buy at trend pricing rather than disruption pricing.

Two-sigma threshold.

A -2 sigma drop is the default alert threshold; the data is normalised against the lane's own variance. Tune to -1 for an aggressive early-warning posture; to -3 for emergency-only.

Recovery tracking.

Lanes that recovered after a prior z-score alert get a 'reverted' flag. The brief tracks the alert history so a buyer doesn't fire twice on the same incident.

Composite with cold corridors.

A z-score alert at -3 sigma combined with a 30% YoY value drop is a near-certain disruption. Both signals fire on the same dashboard.

What a real chat looks like

Subscribe a portfolio. The AI agent returns the z-score feed.

A real chat thread in PharmaDB. Type a question, the AI agent runs the tools, the answer lands as a saveable note.

Z-score early warning · trailing week
chat · saved 2 min ago
You
Compute the z-score shipment-drop index for every lane in our portfolio. Surface lanes below -2 sigma and recommend a pre-buy or alternate-origin action.
F
Running tool pharmagraph_query
molecule_country_flow · z-score per lane · baseline 2022-2023 · 12 alerts
F
Twelve lanes crossed the -1 sigma alert threshold in the latest week's data. Telmisartan IN to KE leads at -27.6 sigma: a 189-ship per year baseline with a tight standard deviation collapsed to 169 actual, an outlier that suggests an import-licence pause or a tender lapse. Three more lanes (telmisartan IN to UG, candesartan TR to LY, telmisartan IN to MU) sit between -1.6 and -2.6. The recommended action is a pre-buy at current trend pricing on lanes where the underlying value has not yet dropped. Where the value has already dropped, escalate to the cold-corridor workflow.
Z-score drops · ranked by sigma
1 Telmisartan · IN → KE 189 baseline → 169 · -27.6 sigma
2 Telmisartan · IN → UG 68 baseline → 46 · -2.59 sigma
3 Candesartan · TR → LY 168 baseline → 13 · -1.74 sigma
+9 more · open in PharmaDB
Cited molecule_country_flow 2022-2024 shipment counts lane_competitiveness lane context
Ask a follow-up... ⌘ ↵
Time-to-answer

Manual workflow vs. PharmaDB.

Manual workflow
Excel · email · syndicated reports
  1. 01 Pull two years of monthly shipment counts 1-2 days
  2. 02 Compute baseline mean and standard deviation 4-6 hr
  3. 03 Z-score the latest period 4 hr
  4. 04 Triage and rank by severity 4 hr
  5. 05 Build the early-warning brief 4 hr
Total cycle time 3-4 days per refresh
PharmaDB
The AI agent · one query · cited
One subscription.
Pre-joined warehouse. Lane z-scores recompute weekly against a rolling baseline. Alerts fire on detection. The brief carries baseline, actual, sigma, and recommended action.
Total cycle time On detection
Plant-level overlay

Plants linked to current z-score alerts.

Twelve plants exporting on lanes currently flagged by the early-warning index · plant inspection class and recent observations shown.

Cadila Moraiya IN · Ahmedabad
VAI
3 obs · 36 mo → flat
Hetero Hyderabad-V IN · Hyderabad
NAI
1 obs · 36 mo ↑ improving
Mylan Hyderabad IN · Hyderabad
VAI
2 obs · 36 mo → flat
Lupin Aurangabad IN · Aurangabad
VAI
4 obs · 36 mo ↑ improving
MSN Bhuvanagiri IN · Telangana
NAI
1 obs · 36 mo ↑ improving
Dr Reddy's Srikakulam IN · AP
VAI
3 obs · 36 mo → flat
Aurobindo Unit XV IN · Hyderabad
VAI
4 obs · 36 mo → flat
Sun Pharma Mohali IN · Mohali
VAI
2 obs · 36 mo → flat
Alembic Karakhadi IN · Karakhadi
NAI
1 obs · 36 mo ↑ improving
Sandoz Kalwe TR · Istanbul
VAI
2 obs · 36 mo → flat
Macleods Daman IN · Daman
NAI
1 obs · 36 mo ↑ improving
Glenmark Indore IN · Indore
VAI
3 obs · 36 mo → flat
NAI · no action indicated · clean VAI · voluntary action · monitor OAI · official action · deprioritise

The disruption early-warning index is the leading-indicator feed for sourcing risk. PharmaDB normalises shipment-count drops against each lane’s own two-year baseline and surfaces statistically significant outliers as alerts. The view is molecule_country_flow with z-score computation; the join is to lane context for severity scoring.

FAQ

Frequently asked

Why z-score on shipment count rather than value?+

Shipment count is the leading indicator; value is the lagging one. A 20% drop in shipments often shows up four to six weeks before the corresponding drop in declared USD value. Catching the count drop gives the lead time.

What is the baseline?+

Mean and standard deviation of annual shipment count on the lane, 2022 and 2023. Lanes with fewer than 50 baseline shipments are excluded; the z-score becomes unreliable on thin lanes.

Why is telmisartan IN to KE so extreme?+

The baseline standard deviation was tight (low year-on-year variance) so the actual deviation of 20 shipments translates into a very large z-score. The shape says the prior pattern was steady and the latest year departed from it materially.

Does the alert clear automatically?+

Yes. When subsequent refreshes pull the z-score back above -1, the alert is marked 'reverted' rather than 'active'. The brief retains the history so the buyer can track the recovery.

How does this connect to dual-source?+

A z-score alert at -3 sigma on a high-HHI lane escalates the dual-source qualification from routine to urgent. The composite signal carries more weight than either alert in isolation.

How fresh is the data?+

Trade aggregates refresh weekly. Z-scores recompute on every refresh. The catalog row carries the last-computed timestamp surfaced on every result page.

Run your question.

Bring the molecule, the lane, or the supplier you're sourcing this week. The AI agent runs it on PharmaDB in 30 minutes. You keep the brief.

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