Well I met with a company doing surgical supply and viewed their facility, and at the time (2021) they were one of only a few vial generic manufacturers based in the United States. They were mostly supplying GPOs, but there is precious little manufacturing capacity in North America for the stuff.

That’s just one example.

The market for surgical supply is wildly inefficient but there aren’t that many people operating manufacturing domestically right now. I think it’s a r potential opportunity.

Cuban’s Cost Plus drug play really showed another weak spot in generics: the entire business he’s in is simply shortening the inefficient supply chain. That can be done in a lot of ways, and can be bundled with financing in many other ways and that can be a big deal (b2b) in this space. That’s what I’ve consulted on in the past.

https://costplusdrugs.com/