Surface molecules clearing above $1,000/kg into multiple markets with concentrated supplier bases. The portfolio-wide premium-asset register.
Ibrutinib India-to-Brazil clears at $1,635/kg median across 17 shipments in 2024, anchoring the BTK-inhibitor premium register. The molecule's global API median is $5,918/kg across 8 suppliers and 36 shipments, signalling structurally limited supply. Across the portfolio, eleven molecules cleared above $500/kg into 3+ markets in 2024; the premium register is largely oncology and CNS-specialty. Each carries an exporter count under 10 and an HHI above 3,500. These are the pricing-power assets that require explicit protection: contract length, regulatory exclusivity, capacity ring-fence.
| # | Molecule | Anchor lane | Median | Lane HHI | Active exporters |
|---|---|---|---|---|---|
| 1 | Ibrutinib | IN → BR | 8 exporters | $1,635 median · HHI 8,200 | NAI |
| 2 | Palbociclib | IN → multiple | 10 exporters | $6,263 API · HHI mixed | VAI |
| 3 | Olaparib | IN → KR | 5 exporters | $7,692 API · HHI 7,200 | NAI |
| 4 | Venetoclax | IN → mixed | 7 exporters | $11,669 API · HHI 8,400 | NAI |
| 5 | Tofacitinib | IN → NP | 19 exporters | $1,829 lane · HHI 6,500 | VAI |
Default: median above $500/kg in 3 or more destinations. Configurable. Higher thresholds (above $1,000 in 5 destinations) surface only the high-tier premium assets.
Each molecule satisfies the price and breadth thresholds. The brief shows the average exporter count, average HHI, and the total trade value across qualifying markets.
Citation-anchored brief: the molecule list, the supporting metrics, and a chip for each on whether HHI is trending up (consolidating) or down (eroding).
Single high-price lane is anomaly. Three or more high-price destinations across the same molecule signals structural premium pricing. The register catches the molecules with portfolio-wide pricing power.
Premium pricing holds where supplier count is low. The brief surfaces the average exporter count per molecule; assets backed by under 10 suppliers across all markets are the high-protection candidates.
Each register entry carries the HHI trajectory and a defence chip: protect (premium-tier asset, hold the line), monitor (HHI eroding, prepare counter-strategy), or harvest (already eroding, run to commodity floor).
Customs and lane competitiveness refresh weekly. The register reruns on every refresh; the brief carries the exact computation timestamp.
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pharmagraph_query Ten molecules · 2024 average lane median · USD/kg · India-out lanes above $500/kg in 3+ markets.
The premium register is the pricing-power asset list. PharmaDB filters molecule_country_flow for high-price-multi-market molecules, joins to lane_competitiveness for supplier counts, and tags each with a defence posture. Refresh cadence is weekly.
Median price above $500/kg in 3 or more destinations within a single year. The dual filter catches molecules with structural pricing power, not one-off premium lanes. Higher thresholds (above $1,000 in 5+ destinations) surface only the apex tier.
Premium pricing holds when supplier base is constrained. A molecule clearing at $5,000/kg with 30 active suppliers is on an erosion trajectory; a molecule at $5,000 with 5 suppliers has structural pricing power. The brief surfaces both numbers.
HHI trajectory across the trailing 3 years. Protect: HHI flat or rising and median holding. Monitor: HHI eroding but median holding (window before price compression). Harvest: HHI eroding and median already falling (price compression in progress).
Dutasteride clears at $21,579/kg average median across 3 markets, anchored by the Japan lane at $1,000+/kg. The molecule has structural supply constraint (limited DMF holders) and is in a urology specialty band. The chip flags as protect.
Shipments where one exporter holds over 90% of a lane's volume are flagged as captive; the lane median is still computed but the register entry carries a confidence chip on whether the price is genuinely defendable in a competitive bid.
Customs and lane competitiveness refresh weekly. The register reruns on every refresh; the catalog row carries the exact timestamp.
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