I don’t track who manufactures these drugs that are in shortage in US markets. But if you want to play this game, there are some questions you will face, and whose answers you will have to figure out.
First is who manufactures these products.
Second is how long these shortages are going to last…
Third is how much difference does this product make to overall revenue ?
Usually markets price these anomalies very quickly, so unless you have an edge and you are nimble, it’s tough to play this game.
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