Investors · 2 Nov 2026
Shortage signals for listed pharma companies
Supply problems show up in regulators' shortage lists weeks or months before they show up in company results. This page tracks the 69 listed company families in the data.
Shortage data describes supply, not company finances. A shortage can mean lost sales for the supplier or extra demand for its competitors. Nothing here is investment advice; tickers are for identification only and may be out of date.
Rising faster than the market
New shortages in the last 90 days above what the company would show at the market-wide ratio of the last 90 days to the 90 before. Open shortages always skew recent, so the market ratio is the fair baseline.
Demand outrunning supply
Medicines short because of increased demand, by number of countries. Suppliers that still have stock may gain share; the dots show where.
Listed companies
| Company | Ticker | Products | Medicines | Countries | New 90d | vs market pace | Manufacturing | Demand |
|---|---|---|---|---|---|---|---|---|
| Viatris | VTRS · Nasdaq | 995 | 248 | 307 | -111 | 61% | 19% | |
| Teva | TEVA · NYSE / TASE | 903 | 289 | 300 | +71 | 72% | 9% | |
| Sandoz | SDZ · SIX Swiss | 599 | 198 | 252 | +69 | 59% | 22% | |
| Pfizer | PFE · NYSE | 491 | 122 | 86 | +2 | 41% | 22% | |
| Fresenius Kabi | FRE · Xetra | 339 | 81 | 60 | -1 | 34% | 31% | |
| Sun Pharma | SUNPHARMA · NSE | 250 | 77 | 25 | -7 | 55% | 17% | |
| Aurobindo | AUROPHARMA · NSE | 226 | 111 | 50 | -28 | 51% | 24% | |
| Towa (Pensa) | 4553 · Tokyo | 201 | 102 | 108 | +55 | 63% | 28% | |
| Krka | KRKG · Ljubljana | 187 | 67 | 69 | +25 | 52% | 14% | |
| Sanofi | SAN · Euronext Paris | 158 | 45 | 97 | +66 | 68% | 11% | |
| Baxter | BAX · NYSE | 149 | 27 | 15 | -10 | 63% | 21% | |
| Sawai | 4887 · Tokyo | 148 | 68 | 27 | -55 | 22% | 20% | |
| Hikma | HIK · LSE | 126 | 44 | 12 | +1 | 14% | 46% | |
| Glenmark | GLENMARK · NSE | 105 | 39 | 30 | +3 | 51% | 9% | |
| GSK | GSK · LSE | 85 | 38 | 37 | +6 | 35% | 43% | |
| Takeda | 4502 / TAK · Tokyo / NYSE | 76 | 10 | 8 | -3 | 6% | 35% | |
| Johnson & Johnson | JNJ · NYSE | 75 | 19 | 10 | +6 | 24% | 30% | |
| Novartis | NOVN · SIX Swiss | 70 | 32 | 31 | +21 | 62% | 24% | |
| Bayer | BAYN · Xetra | 68 | 17 | 35 | +16 | 52% | 23% | |
| Daiichi Sankyo | 4568 · Tokyo | 59 | 18 | 18 | +5 | 55% | 24% | |
| Novo Nordisk | NOVO B · Nasdaq Copenhagen | 41 | 8 | 3 | -10 | 17% | 9% | |
| Aspen | APN · JSE | 41 | 13 | 9 | +9 | 55% | 3% | |
| Nipro | 8086 · Tokyo | 41 | 17 | 3 | -1 | 2% | 63% | |
| Dr. Reddy's | RDY · NYSE / NSE | 40 | 24 | 14 | -1 | 38% | 50% | |
| Organon | OGN · NYSE | 40 | 20 | 21 | +10 | 74% | 9% | |
| Bausch Health | BHC · NYSE / TSX | 39 | 30 | 17 | +13 | 61% | 19% | |
| Otsuka | 4578 · Tokyo | 37 | 4 | 2 | +2 | 25% | 55% | |
| Eli Lilly | LLY · NYSE | 37 | 12 | 11 | +3 | 0% | 27% | |
| AbbVie | ABBV · NYSE | 34 | 15 | 3 | -12 | 29% | 29% | |
| Orion | ORNBV · Nasdaq Helsinki | 34 | 24 | 10 | +6 | 80% | 0% | |
| Gedeon Richter | RICHTER · Budapest | 31 | 11 | 13 | +3 | 41% | 22% | |
| Roche | ROG · SIX Swiss | 29 | 14 | 3 | +1 | 56% | 11% | |
| Grifols | GRF · BME Madrid / Nasdaq | 28 | 9 | 2 | +0 | 55% | 45% | |
| Merck & Co. (MSD) | MRK · NYSE | 27 | 14 | 11 | +9 | 33% | 25% | |
| Fuji Pharma | 4554 · Tokyo | 26 | 11 | 3 | -3 | 35% | 50% | |
| Amneal | AMRX · Nasdaq | 22 | 7 | 1 | -3 | 0% | 0% | |
| Fuso Pharmaceutical | 4538 · Tokyo | 22 | 6 | 2 | -4 | 0% | 100% | |
| Santen | 4536 · Tokyo | 21 | 6 | 6 | +0 | 75% | 0% | |
| CSL | CSL · ASX | 20 | 8 | 1 | -7 | 12% | 24% | |
| Bristol Myers Squibb | BMY · NYSE | 18 | 10 | 2 | +2 | 73% | 18% | |
| Shionogi | 4507 · Tokyo | 18 | 7 | 3 | +3 | 0% | 50% | |
| Eisai | 4523 · Tokyo | 17 | 6 | 0 | -10 | 0% | 82% | |
| Terumo | 4543 · Tokyo | 17 | 2 | 0 | -11 | 6% | 0% | |
| Torrent | TORNTPHARM · NSE | 16 | 1 | 0 | +0 | 0% | 0% | |
| Almirall | ALM · BME Madrid | 14 | 5 | 9 | -1 | 15% | 62% | |
| Hisamitsu | 4530 · Tokyo | 12 | 3 | 1 | -14 | 17% | 42% | |
| Meiji | 2269 · Tokyo | 11 | 7 | 5 | +5 | 0% | 73% | |
| AstraZeneca | AZN · LSE / Nasdaq | 9 | 5 | 3 | +3 | 25% | 25% | |
| Kyowa Kirin | 4151 · Tokyo | 9 | 2 | 0 | -4 | 0% | 22% | |
| Lupin | LUPIN · NSE | 8 | 2 | 1 | +1 | 100% | 0% | |
| Recordati | REC · Borsa Italiana | 8 | 6 | 3 | +3 | 29% | 0% | |
| Sumitomo Pharma | 4506 · Tokyo | 8 | 3 | 2 | +0 | 0% | 38% | |
| Mochida | 4534 · Tokyo | 7 | 3 | 2 | +0 | 0% | 71% | |
| Gilead | GILD · Nasdaq | 6 | 4 | 1 | -3 | 0% | 0% | |
| Haleon | HLN · LSE | 6 | 4 | 5 | +5 | 100% | 0% | |
| UCB | UCB · Euronext Brussels | 6 | 2 | 2 | +0 | 0% | 0% | |
| Perrigo | PRGO · NYSE | 6 | 3 | 4 | +4 | 0% | 100% | |
| Amgen | AMGN · Nasdaq | 5 | 2 | 2 | +2 | 0% | 0% | |
| Vertex | VRTX · Nasdaq | 5 | 2 | 2 | +2 | 100% | 0% | |
| Galderma | GALD · SIX Swiss | 4 | 3 | 3 | +3 | 33% | 0% | |
| Cipla | CIPLA · NSE | 4 | 4 | 1 | -3 | 100% | 0% | |
| Alembic | APLLTD · NSE | 3 | 1 | 0 | +0 | 0% | 0% | |
| Biogen | BIIB · Nasdaq | 3 | 3 | 0 | +0 | 0% | 0% | |
| Lundbeck | HLUN B · Nasdaq Copenhagen | 3 | 2 | 0 | +0 | 0% | 0% | |
| Ipsen | IPN · Euronext Paris | 2 | 2 | 1 | +1 | 0% | 0% | |
| Kaken | 4521 · Tokyo | 2 | 2 | 0 | -4 | 0% | 100% | |
| Chugai | 4519 · Tokyo | 1 | 0 | 0 | +0 | 0% | 100% | |
| Merck KGaA | MRK · Xetra | 1 | 0 | 1 | +1 | 0% | 0% | |
| Nippon Kayaku | 4272 · Tokyo | 1 | 0 | 0 | +0 | 0% | 100% |
Manufacturing and demand shares exclude records with no stated reason. Company families group subsidiaries and generics arms under their listed parent where the link is clear.