The short version
Just 3 companies supply this market — thin enough that a single exit would be felt immediately. The price has held steady around $14.91 per unit over the past year. A shortage here was resolved within the past year — markets usually stay tight for a while after. One of its named manufacturing plants, Immacule Lifesciences Private Limited, failed FDA inspectionwithin the last two years — the agency’s most serious outcome. Put together: worth watching — several of the pressures that precede supply trouble are present at once. Historically, drugs in this position went on to a new shortage within 90 days about 0.6% of the time — roughly 4× the typical drug (0.1%).
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