PharmaDB
Use case · Portfolio & Sourcing Strategy · Reshoring Opportunity Radar v.04.2026 · refreshed weekly
Use cases Portfolio & Sourcing Strategy Reshoring Opportunity Radar
Portfolio & Sourcing Strategy Buyer view Molecule · lenalidomide Data · trade flowsData · FDA Type II DMF register Live

Reshoring Opportunity Radar

Find molecules with rising US import demand and no active US FDA DMF. The domestic-sourcing candidate list, sized from real trade flows.

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Example output · reshoring radar · molecules with US import demand and zero or thin US DMF coverage
0 Active US-based FDA DMFs for lenalidomide · $3M US import value 2024 · oncology blockbuster with zero domestic supply path
0 · FDA DMF register Indicative

Lenalidomide carries 117 active US ANDAs but zero US-based active FDA Type II DMFs. Mesalamine has 1 US DMF against $126M of US imports growing 120% in two years. Gabapentin: 0 US DMFs against $100M of US imports. Each pattern is the same: a blockbuster molecule with rising US demand, no domestic API capacity, and a structural import dependency. The reshoring opportunity is the gap between the import value and the (often zero) domestic supply path.

# Molecule2024 US imports2-year growthActive US DMFsPosture
1 Mesalamine Gastro · oncology adjacent 1 active US DMFs $126M · +121% NAI
2 Gabapentin Neurology 0 active US DMFs $99.7M · +37% NAI
3 Metoprolol Cardiovascular 2 active US DMFs $62.2M · +118% NAI
4 Amoxicillin Antibiotic 0 active US DMFs $40.5M · +60% VAI
5 Lenalidomide Oncology · blockbuster 0 active US DMFs $3M growing NAI
Reshoring candidates
12
Top US import
$126M
Median 2-yr growth
+60%
Zero-US-DMF count
6
30 seconds

How it works

molecule losartan origin IN destination BR
01

Pick the molecule or portfolio.

A single molecule or the basket. Default scope is the US destination market; the same logic applies to EU reshoring under EMA criteria.

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

The AI agent sizes the gap.

US import value (two-year growth), active US-based FDA DMF count, and the implied domestic-supply gap. Computed against the api_docs and plants catalog.

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

Save the radar.

Citation-anchored brief ranked by import growth and DMF gap. Handoff to CMO scouting or domestic-supplier qualification.

Why a strategy lead runs it

Domestic sourcing, sized by demand.

Import growth as the demand signal.

Reshoring candidates rank by US import growth, not just absolute import value. A 120% growth on $126M is a different opportunity than a flat $200M lane.

DMF gap exposed.

Zero or one active US-based FDA DMF on a growing-imports molecule is the textbook reshoring case. The gap is the size of the qualification investment needed.

Plant-attribution overlay.

DMFs are attributed to specific plants via v_api_doc_plants. A US-state-level view of where capacity exists today (and where it doesn't) feeds the CMO scouting workflow.

Policy-aligned signal.

Drug supply chain security policies in the US prioritise domestic API capacity. The radar surfaces the prioritised molecules ranked by both demand and policy weight.

What a real chat looks like

Type a portfolio. The AI agent returns the reshoring map.

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

Reshoring radar · US destination
chat · saved 2 min ago
You
Surface molecules with rising US imports and no active US-based FDA DMF. Rank by growth and current import value. Recommend a domestic-sourcing prioritisation.
F
Running tool pharmagraph_query
molecule_country_flow ⋈ api_docs ⋈ plants · US destination · gap analysis
F
Twelve reshoring candidates on the US radar. Mesalamine tops the list at $126M of 2024 US imports growing 121% in two years against a single active US-based DMF. Gabapentin sits at $99.7M with zero US DMFs; metoprolol at $62.2M with two. The pattern is consistent: blockbuster molecules with rising demand, no domestic capacity, and an open path for a US-based API house or contract manufacturer. Lenalidomide carries no observable US imports but the demand sits in the US ANDA pipeline (117 generic filings), which makes it the next-tier reshoring candidate once API trade picks up post-LOE.
Reshoring candidates · ranked by 2024 US import value
1 Mesalamine · $126M +121% 2-year · 1 US DMF · gastro
2 Gabapentin · $99.7M +37% 2-year · 0 US DMFs · neurology
3 Metoprolol · $62.2M +118% 2-year · 2 US DMFs · cardio
+9 more · open in PharmaDB
Cited molecule_country_flow US destination · 2022 + 2024 api_docs ⋈ v_api_doc_plants active US DMFs
Ask a follow-up... ⌘ ↵
Time-to-answer

Manual workflow vs. PharmaDB.

Manual workflow
Excel · email · syndicated reports
  1. 01 Pull US import data per molecule 1 day
  2. 02 Compute 2-year growth 4 hr
  3. 03 Cross-reference FDA DMF database for US-based holders 1 day
  4. 04 Resolve plant attribution per DMF 1 day
  5. 05 Compose the reshoring brief 4 hr
Total cycle time 3 days per refresh
PharmaDB
The AI agent · one query · cited
One query.
Pre-joined warehouse. Import growth, DMF gap, and plant attribution are computed at the schema layer and refresh weekly. The AI agent surfaces the candidates ranked by demand and gap in chat.
Total cycle time Under a minute
Run across the portfolio

Reshoring depth by molecule.

Twelve molecules with US import demand and varying US-based DMF coverage · count is active US-based FDA Type II DMFs · the gap signal.

Mesalamine adequate
1 active US DMFs
$126M imports
Gabapentin thin
0 active US DMFs
$99.7M imports
Amoxicillin thin
0 active US DMFs
$40.5M imports
Tamsulosin thin
0 active US DMFs
$37.1M imports
Lenalidomide thin
0 active US DMFs
blockbuster · LOE-linked
Metoprolol adequate
2 active US DMFs
$62.2M imports
Atorvastatin adequate
4 active US DMFs
$70.3M imports
Ibuprofen deep
5 active US DMFs
$62.8M imports
Telmisartan deep
6 active US DMFs
$4.7M imports
Sitagliptin deep
8 active US DMFs
$3.4M imports
Bortezomib adequate
1 active US DMFs
small but specialty
Abiraterone thin
0 active US DMFs
$27.7M growing · oncology
Thin · < 1 suppliers · qualify additions Adequate · 1–4 Deep · 5+ · negotiable

The reshoring radar is the domestic-sourcing prioritisation list. PharmaDB joins US import flows to the FDA DMF register, attributes DMFs to US-based plants, and surfaces molecules where demand exceeds domestic supply. The view is molecule_country_flow (US destination) joined to api_docs and v_api_doc_plants.

FAQ

Frequently asked

What counts as a reshoring candidate?+

A molecule with US import value above $5M, two-year growth above 30%, and fewer than 2 active US-based FDA Type II DMFs. All three thresholds are tunable. The defaults surface the structural domestic-supply gaps.

Where does the US DMF data come from?+

The FDA Type II DMF register joined to v_api_doc_plants to attribute each DMF to its manufacturing plant, filtered to plants located in the United States. Active status only.

Why is lenalidomide listed without large US imports?+

Lenalidomide is positioned as a next-tier candidate because the US generic filing density (117 ANDAs) implies imminent post-LOE demand, even though the API import trade has not yet built. The radar surfaces both observed-demand and pipeline-demand candidates.

Does this work for EU reshoring too?+

Yes. Swap the destination filter to EU member states and the DMF gate to EDQM CEP holders. Same methodology, same shape of output. The EU version typically returns a thinner list because the EU API base is structurally larger.

How does this connect to dual-source?+

Dual-source finds a second exporter on the same lane. Reshoring finds a domestic origin where none exists today. They run in parallel: dual-source handles the operational risk, reshoring handles the strategic supply chain security goal.

How fresh is the data?+

Trade aggregates refresh weekly. DMF and plant attribution refresh weekly. The radar recomputes 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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