PharmaDB
Use case · Lane Concentration & Dual-Source · Cold Corridor Detection v.04.2026 · refreshed weekly
Use cases Lane Concentration & Dual-Source Cold Corridor Detection
Lane Concentration & Dual-Source Buyer view Molecule · valsartan Lane · IN → SA Data · trade flowsData · molecule country flow view Live

Cold Corridor Detection

Surface every API lane that has collapsed more than 50% year on year. Catch regulatory blocks and programme exits before they hit your sourcing book.

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Example output · cold corridor feed, latest year · lanes flagged where 2024 value dropped below half of 2023
12 Active cold corridors · YoY value drop greater than 50% · 2024 vs 2023 baseline
n=12 events · logistics signal feed Indicative

The warehouse flags twelve cold corridors in 2024 with year-on-year value drops above 50%. Hydrogen IN to RU collapsed 98.7%, dolutegravir IN to KE down 75.4%, acetaminophen IN to US down 93.8%. Valsartan IN to SA is the portfolio-relevant one: dropped 77.8% on a $3M baseline. Each collapse needs a root cause: regulatory block, programme exit, competitor entry, or pricing reset. The feed below surfaces the most recent twelve events with the YoY shape.

  1. 2024-12
    Cold corridor
    Value down 77.8% YoY ($3.05M → $0.68M) · shipment count from 30 to 9 · investigate import licence
    Valsartan · India → Saudi Arabia
  2. 2024-12
    Cold corridor
    Value down 98.7% YoY ($67.4M → $0.9M) · structural collapse · sanctions-adjacent
    Hydrogen · India → Russia
  3. 2024-12
    Cold corridor
    Value down 75.4% YoY ($45.1M → $11.1M) · programme change suspected
    Dolutegravir · India → Kenya
  4. 2024-12
    Cold corridor
    Value down 93.8% YoY ($27.9M → $1.7M) · competitor entry or programme shift
    Acetaminophen · India → United States
  5. 2024-12
    Cold corridor
    Value down 79.1% YoY ($16.7M → $3.5M) · seasonal antiviral demand reset
    Oseltamivir · India → United States
  6. 2024-12
    Cold corridor
    Value down 50.1% YoY ($48.9M → $24.4M) · borderline collapse · monitor
    Lidocaine · India → United States
  7. 2024-12
    Cold corridor
    Value down 82.4% YoY ($3.41M → $0.60M) · 37 → 8 shipments
    Sitagliptin · India → Korea
  8. 2024-12
    Z-score drop
    Shipment count baseline 189 → 169 · -27.6 sigma · early warning
    Telmisartan · India → Kenya
Cold corridors
12
Deepest drop
-98.7%
Baseline threshold
>50%
Refresh
weekly
30 seconds

How it works

molecule losartan origin IN destination BR
01

Subscribe a portfolio.

Upload or define your sourced molecules. Each (molecule, origin, destination) triple becomes a tracked lane.

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

The AI agent runs the YoY scan.

Each weekly refresh compares latest-year value to prior-year baseline per lane. Lanes that collapse more than 50% surface as alerts.

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

Save the incident.

Citation-anchored brief with the YoY shape, the shipment-count delta, and a root-cause hypothesis (regulatory, programme, competitor, pricing).

Why a risk lead runs it

Catch the collapse before it hits.

Threshold-based alerting.

Lanes that lose more than half their value year on year fire automatically. Tune the threshold tighter (-30%) for an early-warning posture; looser for a critical-disruption-only view.

Root-cause categorisation.

The AI agent matches the collapse against compliance events, regulatory filings, and known programme exits. Each alert carries a hypothesis rather than just a number.

Shipment count cross-check.

A value drop with shipment count holding implies a pricing reset. A value drop with shipment count collapsing implies a structural exit. Different playbooks.

Z-score early warning.

Lanes with a 2+ sigma shipment-count drop surface before the value collapse completes. Four to six weeks of lead time on most disruptions.

What a real chat looks like

Subscribe a lane. The AI agent returns the collapse feed.

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

Cold corridor feed · trailing year
chat · saved 2 min ago
You
Surface every lane in the warehouse that collapsed more than 50% year on year. Highlight the lanes touching our portfolio and recommend a root-cause investigation.
F
Running tool pharmagraph_query
molecule_country_flow 2023 vs 2024 · YoY drop > 50% · 12 cold corridors
F
Twelve cold corridors flagged in 2024. Hydrogen IN to RU collapsed 98.7%, almost certainly a sanctions-adjacent reset. Dolutegravir IN to KE down 75.4% is the programme-change signal across the antiretroviral category, worth a Global Fund check. Acetaminophen IN to US dropped 93.8% on a known competitor-entry pattern. Valsartan IN to SA is the portfolio-relevant alert at -77.8%, with shipment count dropping from 30 to 9 on a $3M baseline. Root-cause investigation recommended for the lanes touching your sourcing book; the others are intelligence rather than emergency.
Cold corridors · ranked by 2023 baseline value
1 Hydrogen · IN → RU -98.7% · $67.4M → $0.9M
2 Dolutegravir · IN → KE -75.4% · $45.1M → $11.1M
3 Acetaminophen · IN → US -93.8% · $27.9M → $1.7M
+9 more · open in PharmaDB
Cited molecule_country_flow 2023 + 2024 compliance_events regulatory cross-check
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Time-to-answer

Manual workflow vs. PharmaDB.

Manual workflow
Excel · email · syndicated reports
  1. 01 Pull two years of lane-level customs 1 day
  2. 02 Compute YoY per lane 4-6 hr
  3. 03 Filter to collapses below threshold 2 hr
  4. 04 Cross-check regulatory and programme data 1 day
  5. 05 Categorise root-cause hypothesis 1 day
Total cycle time 3-4 days per refresh
PharmaDB
The AI agent · one query · cited
One subscription.
Pre-joined warehouse. Cold-corridor detection is computed weekly against the configurable threshold. The AI agent fires the alert with the root-cause hypothesis pre-attached and the citations linked.
Total cycle time On detection
Plant-level overlay

Plants linked to current cold corridors.

Twelve plants exporting on currently-collapsing lanes · inspection class shows the regulatory state at the plant linked to the cold corridor.

Anchor Saudi Hub SA · Riyadh
VAI
2 obs · 36 mo ↓ deteriorating
Mylan Hyderabad (Valsartan unit) IN · Hyderabad
VAI
3 obs · 36 mo → flat
Sun Pharma Halol IN · Halol
OAI
29 obs · 36 mo → flat
Lupin Aurangabad IN · Aurangabad
VAI
4 obs · 36 mo ↑ improving
Hetero Hyderabad-V IN · Hyderabad
NAI
1 obs · 36 mo ↑ improving
Dr Reddy's Bachupally IN · Hyderabad
VAI
5 obs · 36 mo → flat
Cipla Goa IN · Goa
NAI
2 obs · 36 mo ↑ improving
Aurobindo Unit XV IN · Hyderabad
VAI
4 obs · 36 mo → flat
Granules Visakhapatnam IN · Vizag
NAI
1 obs · 36 mo ↑ improving
Cadila Moraiya IN · Ahmedabad
VAI
3 obs · 36 mo → flat
Alembic Panelav IN · Panelav
NAI
1 obs · 36 mo ↑ improving
Intas Sanand IN · Sanand
VAI
2 obs · 36 mo → flat
NAI · no action indicated · clean VAI · voluntary action · monitor OAI · official action · deprioritise

The cold-corridor feed is the disruption-detection feed layered on top of the trade view. PharmaDB scans every lane each week, flags any 50%+ YoY collapse, and surfaces the alerts with root-cause hypotheses. The view is molecule_country_flow; the join is to compliance_events for the regulatory cross-check.

FAQ

Frequently asked

What counts as a cold corridor?+

A (molecule, origin country, destination country) triple where the latest-year USD value is less than 50% of the prior year, on a baseline of at least $2M. The threshold and baseline are both tunable.

How does this differ from the disruption early-warning index?+

Cold corridors are the lagging signal: the lane has already collapsed. The z-score early-warning index is the leading signal: the lane's shipment count has dropped enough to suggest a collapse is coming. Run both as a paired alert system.

What are typical root causes?+

Four categories: regulatory block (import alert, registration lapse), programme change (Global Fund shifts a contract, MoH retenders), competitor entry (a new origin captures share), and pricing reset (the lane keeps shipping but at lower USD).

Why is the valsartan SA collapse on the list?+

Value dropped from $3.05M in 2023 to $0.68M in 2024, with shipment count from 30 to 9. The shape implies a structural reduction rather than a one-off shipment timing issue. The local-market team's registration and tender intel fills in the why.

How fresh is the data?+

Trade aggregates refresh weekly. Cold-corridor detection recomputes on every refresh. Alerts fire on detection. The catalog row carries the last-computed timestamp surfaced on every result page.

Does the analysis cover institutional collapses?+

Yes. Procurement_flows lanes are scanned with the same logic. Institutional collapses often indicate a tender re-award rather than a true disruption, but the alert still fires for the buyer to investigate.

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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