PharmaDB
Use case · Portfolio & Sourcing Strategy · Strategic Safety Stock Targets v.04.2026 · refreshed monthly
Use cases Portfolio & Sourcing Strategy Strategic Safety Stock Targets
Portfolio & Sourcing Strategy Buyer view Molecule · carfilzomib Data · trade flowsData · molecule seasonality view Live

Strategic Safety Stock Targets

Convert the seasonality curve into a safety-stock recommendation. Peak-to-trough ratios above 5x drive a pre-build month and weeks-of-cover output.

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Example output · oncology and JAK/BTK class · peak month, trough month, and weeks-of-cover recommendation
8 Pool molecules with peak-to-trough ratio above 5x · automatic safety-stock workflow triggers
n=8 rows · PharmaGraph catalog Indicative

Eight pool molecules cross the 5x peak-to-trough threshold and trigger Strategic Safety Stock automatically. Carfilzomib leads at 3942x peak-to-trough with a September peak and March trough, followed by tirzepatide and acalabrutinib in the 600-900x range. The output is a pre-build month, a peak month, and a weeks-of-cover target sized to the variance. Run before every annual S&OP cycle.

# MoleculePeak monthPT ratioPre-buildCover target
1 Carfilzomib Oncology 16 weeks of cover Sep peak OAI
2 Tirzepatide GLP-1 14 weeks of cover Nov peak NAI
3 Acalabrutinib BTK inhibitor 14 weeks of cover Dec peak NAI
4 Edoxaban Anticoagulant 12 weeks of cover Dec peak VAI
5 Lenalidomide Oncology 10 weeks of cover Feb peak NAI
5x+ molecules
8
Top PT ratio
3942x
Median cover
12 weeks
Cover band
8-16 weeks
30 seconds

How it works

molecule losartan origin IN destination BR
01

Pick the molecule basket.

A single molecule or a portfolio. The output is sized at molecule granularity but the worklist can roll up to a class or therapy area.

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

The AI agent sizes the cover.

Peak month, trough month, and peak-to-trough ratio computed from molecule_seasonality. Lead time and target service level fold in as planning parameters.

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

Save the worklist.

Citation-anchored brief with the pre-build month, the peak window, and the recommended weeks-of-cover per molecule. Handoff to the S&OP system.

Why a planner runs it

Sized cover, not a flat policy.

Variance, not just mean.

A flat 8-week cover policy under-protects extreme-seasonal molecules and over-funds flat ones. The sized cover follows the curve.

Pre-build month surfaced.

The AI agent names the month to start building the inventory cushion. No more guessing the lead time to the peak.

Lead-time aware.

Cover sizing folds in your API lead time. A 12-week lead time on a September peak means production starts in June. The brief surfaces both.

Auto-trigger from seasonality.

Any molecule whose curve crosses 3x peak-to-trough triggers the safety-stock workflow. The trigger fires on every monthly refresh.

What a real chat looks like

Type a portfolio. The AI agent returns the cover sheet.

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

Safety stock · carfilzomib + pool
chat · saved 2 min ago
You
Compute safety-stock targets for carfilzomib and the broader oncology pool. Use peak-to-trough seasonality to recommend weeks of cover.
F
Running tool pharmagraph_query
molecule_seasonality · 4-year mean curve · peak-trough · cover sizing
F
Carfilzomib carries the most extreme seasonality in the oncology pool. Peak month (September) ran 3942x the trough month (March) across 2022 to 2025. Pre-build starts in June with a 16-week cover target through October. Tirzepatide is next at 894x peak-trough with a November peak; pre-build in August. Acalabrutinib and edoxaban both clear the 600x threshold. These four together are the priority worklist before the next annual S&OP cycle.
Cover targets · ranked by variance
1 Carfilzomib · Sep peak PT ratio 3942x · pre-build June · 16 weeks cover
2 Tirzepatide · Nov peak PT ratio 894x · pre-build August · 14 weeks cover
3 Acalabrutinib · Dec peak PT ratio 614x · pre-build September · 14 weeks cover
+5 more · open in PharmaDB
Cited molecule_seasonality 48 monthly aggregates per molecule molecule_country_flow annual lane value
Ask a follow-up... ⌘ ↵
Time-to-answer

Manual workflow vs. PharmaDB.

Manual workflow
Excel · email · syndicated reports
  1. 01 Pull monthly trade for each molecule 1 day
  2. 02 Compute seasonal multipliers 4-6 hr
  3. 03 Size cover against lead time 4 hr
  4. 04 Recommend pre-build month 2-3 hr
  5. 05 Compose the planner brief 2 hr
Total cycle time 2-3 days per portfolio
PharmaDB
The AI agent · one query · cited
One query.
Pre-joined warehouse. Cover sizing is computed against a parameterised lead time. The AI agent returns the worklist sorted by variance, ready for the S&OP system.
Total cycle time Under a minute
Run across your portfolio

Where extra cover is required.

Twelve pool molecules with peak-to-trough variance above the flat-policy noise band · count is recommended weeks of cover.

Carfilzomib deep
16 weeks of cover
PT 3942x
Tirzepatide deep
14 weeks of cover
PT 894x
Acalabrutinib deep
14 weeks of cover
PT 614x
Edoxaban adequate
12 weeks of cover
PT 144x
Lenalidomide adequate
12 weeks of cover
PT 128x
Saxagliptin adequate
10 weeks of cover
PT 113x
Dabigatran adequate
10 weeks of cover
PT 72x
Olaparib adequate
10 weeks of cover
PT 55x
Abemaciclib adequate
10 weeks of cover
PT 53x
Sacubitril adequate
8 weeks of cover
PT 30x
Ibrutinib adequate
8 weeks of cover
PT 25x
Apalutamide adequate
8 weeks of cover
PT 17x
Thin · < 8 suppliers · qualify additions Adequate · 8–13 Deep · 14+ · negotiable

The safety-stock workflow is the planner-facing payload on top of the seasonality curve. PharmaDB takes the peak-to-trough ratio, folds in lead time and service level, and returns a sized worklist of pre-build months and weeks-of-cover targets. The view is molecule_seasonality; the planner-facing output is the recommended cover per molecule.

FAQ

Frequently asked

How is weeks-of-cover computed?+

Cover = lead time + peak-to-mean ratio multiplied by months in the peak window, expressed in weeks. The default service level is 95%. Tune both the lead time and the service level on the query.

What if the molecule is flat (PT under 1.5x)?+

A flat policy works. The page does not recommend extra cover and the molecule falls out of the worklist. The cover saving on flat molecules typically funds the cover build on the extreme ones.

Why not just look at last year's peak?+

Single-year peaks are noisy. A 3942x ratio in one year can be a one-time tender; the same ratio across four years is structural. PharmaDB uses the four-year mean to filter out noise.

Does the analysis cover FDF safety stock?+

Yes. The same curve applies to API and FDF, with FDF often showing a different shape because of tender cycles and pack-size effects. Run both for a complete cover picture.

How does this differ from the seasonality forecasting page?+

Seasonality forecasting returns the demand-shape curve. Safety stock targets sizes the cover decision on top: which molecules, how many weeks, starting in which month.

How fresh is the data?+

Trade aggregates refresh monthly. Cover sizing 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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