PharmaDB
Use case · Lane Concentration & Dual-Source · India-Dependency Concentration v.04.2026 · refreshed weekly
Use cases Lane Concentration & Dual-Source India-Dependency Concentration
Lane Concentration & Dual-Source Buyer view Molecule · abiraterone Lane · IN → US Data · trade flowsData · molecule country flow view Live

India-Dependency Concentration

Quantify India-origin share on every portfolio molecule. Where India holds 100% of observable supply, the geopolitical concentration is structural.

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Example output · India-origin share across the global API trade universe · 2024 declared customs value
98.7% · India share of observable API export value, 2024
n=$8.29B 2024 export value, 4 origin countries observed Authoritative

India accounted for $8.19B of $8.29B in observable API export value in 2024: 98.7% of the global declared trade record. The next origin (Turkey) was 0.64%. The dependency is structural, not cyclical. The 2025 partial-year reading runs even higher at 99.7%.

India share 2024
98.7%
$8.19B of $8.29B
Turkey share 2024
0.64%
$53M
Italy share 2024
<0.01%
$34k
Destinations with 100% India sourcing
20+
of 174 (incl US, CA, DE, FR)
30 seconds

How it works

molecule losartan origin IN destination BR
01

Pick the molecule or portfolio.

A single molecule or the full sourced basket. The output is sized at molecule-destination granularity but rolls up to a single India-dependency score.

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

The AI agent quantifies the share.

India's USD share of observable trade per molecule-destination. Lane HHI overlays. The active-exporter count and top-3 share fold into a single composite signal.

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

Save the diversification brief.

Citation-anchored brief with the India-dependency score, the lane HHI, and a recommended alternate-origin workflow per molecule above the threshold.

Why a CRO runs it

Single-country exposure, quantified.

Geopolitical signal.

India dominates observable global API trade. Where a molecule sits at 100% India-origin in a regulated market, a single regulatory or tariff event can take supply offline.

Lane HHI overlay.

A 100% India lane with HHI 0.43 has a different playbook than a 100% India lane with HHI 0.95. Both signals matter; both surface in the brief.

Alternate-origin trigger.

India share above 80% on a portfolio molecule triggers the alternate-origin workflow. The AI agent pre-populates with EU, US, or China-origin candidate exporters where they exist.

Tracking the direction.

India's share is rising 31.7% over two years. Lanes deepening toward 100% get an early-warning flag before the structural lock-in completes.

What a real chat looks like

Type a molecule. The AI agent returns the India footprint.

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

India dependency · abiraterone
chat · saved 2 min ago
You
Quantify India-origin share on the abiraterone US lane. Surface the lane HHI, the active-exporter count, and the implications for our portfolio.
F
Running tool pharmagraph_query
molecule_country_flow ⋈ lane_competitiveness · India share + HHI overlay
F
Abiraterone trade is 100% India-origin across every observable destination in 2024. The US lane carries $27.7M, has grown 161% in two years, sits at HHI 4310 with five active exporters, and the top three hold 94.9% of value. The India-dependency profile is the textbook single-country exposure for a high-value oncology molecule. The alternate-origin workflow surfaces zero non-India active exporters in the warehouse, which means the qualification path is a new-DMF investment rather than picking up an existing supplier. Recommend opening that conversation with two US or EU API houses before the lane consolidates further.
India share
100%
US lane HHI
4310
US exporters
5
2-year growth
+161%
Cited molecule_country_flow 2024 origin trade lane_competitiveness lane HHI + top-3
Ask a follow-up... ⌘ ↵
Time-to-answer

Manual workflow vs. PharmaDB.

Manual workflow
Excel · email · syndicated reports
  1. 01 Pull origin-level customs per molecule 1 day
  2. 02 Compute India share, by molecule and destination 4-6 hr
  3. 03 Cross-reference lane HHI and exporter count 4 hr
  4. 04 Categorise dependency level 4 hr
  5. 05 Build the diversification brief 4 hr
Total cycle time 2-3 days per portfolio
PharmaDB
The AI agent · one query · cited
One query.
Pre-joined warehouse. India share, lane HHI, and exporter count are computed at the schema layer and refresh weekly. The AI agent returns the dependency map with citations and recommended alternate-origin actions.
Total cycle time Under a minute
Run across your portfolio

Where India dependency runs deepest.

Twelve portfolio molecules with observable trade · share is India-origin USD as fraction of total · 2024 declared trade.

Abiraterone → US
100% IN · $27.7M
1.00
Sitagliptin → SA
100% IN · $10.0M
1.00
Telmisartan → DE
100% IN · $8.4M
1.00
Vortioxetine → BR
100% IN · $6.2M
1.00
Linagliptin → SA
100% IN · $6.0M
1.00
Sacubitril → AE
100% IN · $4.3M
1.00
Apixaban → CA
100% IN · $4.1M
1.00
Apixaban → BR
100% IN · $4.2M
1.00
Valsartan → IQ
100% IN · $3.6M
1.00
Vildagliptin → IQ
100% IN · $3.5M
1.00
Empagliflozin → EG
100% IN · $3.4M
1.00
Tofacitinib → KE
100% IN · $2.2M
1.00
Competitive Monitored Concentrated Near-monopoly

The India-dependency view is the single-country exposure score for any sourced molecule. PharmaDB quantifies India’s USD share of observable trade per molecule-destination, overlays the lane HHI, and recommends an alternate-origin workflow where the share crosses 80%. The view is molecule_country_flow; the join is to lane_competitiveness.

FAQ

Frequently asked

Why is India-origin share so high?+

India is the structural majority origin for global API supply. The page surfaces the share so a buyer can take a deliberate position rather than discovering single-country exposure during a disruption. The asymmetry is real, not an artefact of the data.

Is China not visible in the data?+

Chinese export data is sparsely covered in the observable dataset. China surfaces as a major origin for KSMs and intermediates flowing into Indian API production (see molecule_country_sourcing) but Chinese finished-API exports are under-represented in the warehouse.

How is the India share computed?+

Sum of declared India-origin USD divided by sum of all-origin USD for that molecule-destination in the shipment year. The view is molecule_country_flow with the export_country filter applied at aggregation time.

What does the alternate-origin workflow do?+

It searches the active exporter universe for non-India suppliers on the same molecule with a recent DMF and an active regulatory dossier for the destination. For deep-India molecules, the result is often zero, which converts the workflow into a new-source-qualification project.

How does this connect to dual-source?+

Dual-source finds a second exporter on the same lane. India-dependency concentration finds a second origin country. They are independent diversification axes; many portfolios run both in parallel.

How fresh is the data?+

Trade aggregates refresh weekly. India share 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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