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So I sat down to do some googling on this. Pharma distribution in the US is an Oligopoly, ABC, CAH and MCK.
MCK seems over valued, ABC and CAH not so much.
Maybe I'll look later of there is space for growth based on a potential demand increase for this drug or if would at best be a blip on the radar.
Cardinal Health is a drug distribution company
M1, because everyone can manufacture it, its not going to benefit a manufacturer specifically.
But the different hospitals and pharmacies have different contracts with suppliers or distributors for specific products.
If CAH moves a lot of this steroid for other needs they will be in the best position to fill a potential uptick in demand.
I definitely am not looking for insider knowledge.
Ideally something that can be googled or treated as general industry knowledge to identify whether CAH or rivals play in this space would point to whether this is a good investment opportunity or not.