Sorry, guys - this could very much just be me being too paranoid - but I would like to ask if anybody has experienced or heard of the supply shortage issue with Besremi. Let me explain how I came up with this question.
A few weeks ago, I came across a news article reporting that in January there was a supply flight cancelled due to the storm. The manufacturer, Pharmaessential, explained that this was the reason why their sales revenue had a significant drop for that month. However, if the manufacturer had inventory in the US, would a delay of just one flight not be a problem? Does that mean Pharmaessential keeps no inventory in the US?
So I started to worry a bit. I then did my own research and found a prospectus issued by the manufacturer back in September 2022. The link is here (in Chinese): doc.twse.com.tw/pdf/202209_...
On page 735-736 (PDF pages), the manufacturer explained the need to build a new production facility in Taiwan, and one of the reasons was that they had experienced longer-than-expected customs inspections, which MIGHT LEAD TO SUPPLY INTERRUPTIONS.
(BTW, my family is from Taiwan, so yes, I do read some Chinese.)
And finally, I found this letter from the management of Pharmaessential to its European partner: jusmundi.com/fr/document/ot...
Pharmaessential suggested that the dispute between the parties had jeopardized its operation and could risk the supply of Besremi. This was an email back in 2020, so maybe the issue has been resolved. But it seems the manufacturer is still in dispute with its partner. I don't know if this will also influence the supply in the US.
My brother Jacob, who's currently using Besremi, reassured me that he has not experienced any supply issue with Besremi, and in any event, he can always go back to Pegasys. I still cannot get over this supply shortage concern. And hence the question.
Any input would be appreciated.
Thanks a million!