Score every supplier by molecule breadth, destination breadth, and USD per molecule. Surface the concentrated suppliers whose business model is fragile.
The most concentrated active supplier on the 2024 book ran $16.3M per molecule across just 20 molecules to a single destination on a $326M book. Serum Institute by contrast spreads $300M across 57 molecules and 134 destinations, a clear resilience advantage. Granules ($157.7M / 34 molecules / 69 destinations) and Centrient Spain ($104M / 25 molecules / 57 destinations) sit between the two postures. The brief flags suppliers above $3M per molecule as concentration candidates worth a contingency-supply check.
| # | Supplier | Total trade | Molecules | Destinations | USD/molecule |
|---|---|---|---|---|---|
| 1 | PT Aero Pacific (Indonesia) | ID · single-dest | 20 molecules | $326M | NAI |
| 2 | PT Organon Indonesia | ID · 10 dest | 21 molecules | $124M | NAI |
| 3 | Serum Institute of India | IN · 134 dest | 57 molecules | $300.4M | NAI |
| 4 | Granules | IN · 69 dest | 34 molecules | $157.7M | VAI |
| 5 | Centrient Pharmaceuticals Spain | ES · 57 dest | 25 molecules | $104.5M | NAI |
All active exporters, a class of exporters (specialty CMOs, vaccine houses), or your current sourcing book. Each supplier returns trade value, molecule count, and destination count.
USD per molecule (depth), molecule count (breadth), and destination count (geographic spread). A composite resilience score folds in all three.
Citation-anchored brief with the concentrated suppliers ranked first, and a recommended contingency-supply check for any supplier above the depth threshold.
USD per molecule, molecule breadth, and destination spread. The composite reads supplier fragility better than any single dimension.
A supplier doing $300M but in 20 molecules to one destination is operationally fragile. The brief flags them so the contingency-supply check fires before a market shift breaks the model.
Where you source 60%+ of your portfolio from a supplier scoring under 30 on the breadth axis, you carry their fragility. The brief surfaces the cross-dependency.
Suppliers above the depth threshold and below the breadth threshold trigger the dual-source or alternate-origin workflow with parameters pre-filled.
A real chat thread in PharmaDB. Type a question, the AI agent runs the tools, the answer lands as a saveable note.
pharmagraph_query Twelve large exporters with at least $250M of 2024 trade · count is distinct molecules shipped · breadth is the resilience axis.
The supplier-portfolio view is the resilience score for sourcing. PharmaDB computes USD per molecule, molecule breadth, and destination spread for every active exporter, surfaces the concentrated ones, and routes them into the contingency-supply workflow. The view is company_trade_exports; the join is to global_companies.
Total declared export value divided by distinct molecule count for the supplier in the shipment year. A high value means the supplier ships a lot of dollars on few molecules; a low value means broader portfolio per dollar.
A supplier with $300M on 20 molecules to one destination is exposed to single-market regulatory or tender changes. A supplier with the same dollars across 60 molecules and 100 destinations absorbs the same shocks more easily. The breadth score captures the difference.
Buyer concentration measures dependency on a single buyer; supplier portfolio concentration measures portfolio breadth of the supplier itself. The two run in parallel as different fragility axes.
PharmaDB's default is $3M per molecule combined with destination count under 20. Both tunable. Above the threshold, the supplier surfaces as a contingency candidate; below it the supplier is treated as resilient.
Yes. Specialty CMOs typically score concentrated by design (few molecules, deep capability). The brief notes the specialty-CMO designation so the fragility flag reads correctly as a strategic concentration rather than an unintended one.
Trade aggregates refresh weekly. Supplier-portfolio metrics recompute on every refresh. The catalog row carries the last-computed timestamp surfaced on every result page.
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.