Drug supply chain status
Good news: Core Pacific Ocean routes that carry most U.S.-bound pharmaceuticals continue to operate and don’t transit the Strait of Hormuz.
Concerns:
- Energy costs for drug manufacturing are rising
- Some specialty drug ingredients are sourced from Gulf states
- Transportation costs (diesel for distribution trucks) up 28%
- Cyberattacks on healthcare companies (like Stryker) could spread to pharmacy systems
What pharmacists should watch
- FDA Drug Shortage Database: Monitor for new additions related to the conflict
- Supplier communications: Watch for lead time extensions
- Cybersecurity: Pharmacy management systems could be targeted
- Generic alternatives: Be ready to suggest alternatives if brand-name drugs face delays
- Patient anxiety: Many patients will ask about drug availability — have facts ready
Insulin and critical medications
Insulin supply remains stable as major manufacturers (Eli Lilly, Novo Nordisk, Sanofi) produce primarily in the U.S. and Europe. However, energy cost increases may eventually flow through to pricing.
Sources: Chief Healthcare Executive, Direct Relief