Overview
We seek to invest in businesses that are industry leaders, have sustainable business models, and exhibit strong growth potential. Our focus is on creating value through strategic acquisitions in the pharmaceutical sector, targeting companies that align with our vision for innovation and market leadership.
Current Challenges
The U.S. pharmaceutical supply chain faces significant vulnerabilities, primarily due to its reliance on geographically concentrated offshore production. This reliance has contributed to ongoing drug shortages, with critical medications often in limited supply. While the average duration of a drug shortage varies, some critical drugs have experienced persistent shortages for extended periods, potentially lasting years. These shortages can lead to medication errors, delays in treatment, and the use of less effective alternatives, posing serious risks to patient care.
National Security Risk
The lack of companies currently meeting the Drugs Made in America requirement poses a critical national security risk. The U.S. is overly reliant on foreign and geographically concentrated sources for critical drugs and their key starting materials. This overreliance, combined with limited domestic manufacturing capabilities, significantly increases health risks and threatens national security by making the supply chain vulnerable to disruptions and shortages.
Why Made in America Matters
Recent assessments underscore the significant health and economic risks the U.S. faces due to its overreliance on foreign pharmaceutical production. Investing in domestic manufacturing capabilities is critical to mitigating these risks and ensuring a stable supply of essential medications. A strong domestic supply chain is vital for U.S. preparedness against future pandemics and biological threats, focusing on resilience, visibility, and agility. This strategy aims to develop a reliable supply chain that the U.S. can depend on both during crises and in normal times.