The short version
Just 2 companies supply this market — thin enough that a single exit would be felt immediately. The price has fallen 72% in a year, to $0.3418 per unit — and generics that get this cheap tend to get abandoned rather than defended. Historically, drugs in this position went on to a new shortage within 90 days about 0.3% of the time — roughly 2× the typical drug (0.1%).
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