Tony Paquin

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Tony Paquin

Tony Paquin

@Tonypaquin

Medical supply expert. CEO @iRemedyCorp, https://t.co/3yXPmm2osh, Author, 12 patents, https://t.co/WOHxVfXQJh

Stuart, FL Katılım Nisan 2023
253 Takip Edilen398 Takipçiler
Tony Paquin
Tony Paquin@Tonypaquin·
You are right. It already happened. In 2020, the CCP seized 40% of my inventory mid-contract during Operation Warp Speed (involving a billion-item contract). No warning. No escalation. Just gone. India's 68% dependency mirrors the U.S. situation. The question isn't whether this risk is real. It's whether you act before or after the seizure.
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Chenthil
Chenthil@jcrajan00·
68% of India's pharma APIs come from China. One supply disruption away from a drug shortage. We figured this out during COVID. And then... kept importing at the same rate. The PLI for bulk drugs exists on paper. Ground-level capacity addition has been painfully slow. What worries me is the asymmetry. We're a $50 billion pharma exporter that can't make its own raw materials. That's like being a world-class bakery that imports all its flour from a single supplier who also runs a competing bakery.
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Tony Paquin
Tony Paquin@Tonypaquin·
The stakes go beyond the ballot. Samsung Biologics in Incheon is the world's largest CDMO. Pfizer, Merck, and J&J manufacture biologics there. A CCP-aligned government in Seoul isn't just a geopolitical risk — it's a U.S. pharmaceutical supply chain risk. To control the market China doesn't need to build new factories. It just needs to win an election.
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Gordon G. Chang
Gordon G. Chang@GordonGChang·
Korea patriots, defend the June 3 ballots. This is where the fight now begins and ends. 🇰🇷
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Tony Paquin
Tony Paquin@Tonypaquin·
The problem is documented. Here's what the fix actually looks like. Mandatory supply chain transparency, a federal database tracking every drug, every API, every source country. You can't fix what you can't measure. Country-of-origin labeling on every prescription drug. The FDA has rules that let manufacturers hide where medicines are made. That loophole closes, or Americans keep dying in the dark. Domestic manufacturing incentives. Not charity. National security investment. The same logic that rebuilt the defense industrial base after World War II. A silent Cold War is happening in the medical supply arena between China and the West. Washington hasn't acknowledged it. Chapter 9 of The End of Us lays out the full agenda. 📖 amazon.com/End-Us-Decepti… @iRemedyCorp @KeepitMadeinUSA #DomesticManufacturing #Reshoring #MadeInUSA
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Tony Paquin
Tony Paquin@Tonypaquin·
This supercycle isn't built on favorable pricing. It's built on Chinese APIs. China controls 80% of the raw material inputs into the Indian generics chain you're describing. Slide 10 frames that as a future risk. I watched the CCP seize 40% of U.S. vaccine supply infrastructure in 2020 without firing a shot. That risk isn't coming, it's been deployed. @iRemedyCorp
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Vivek Mashrani, CFA
Vivek Mashrani, CFA@MashraniVivek·
Nifty Pharma just hit all-time highs. But here's the thing nobody's talking about - It's not one stock. It's not one theme. For the first time in a decade, every single layer of the pharma value chain is firing at once. APIs. CDMOs. Formulations. Innovators. All of them. Here's what's really happening 🧵
Vivek Mashrani, CFA tweet media
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Tony Paquin
Tony Paquin@Tonypaquin·
Adulterated is the symptom. The structure is worse. China controls 80% of U.S. drug APIs, the raw inputs your medicine is built from. In 2020, the CCP seized 40% of our OWS vaccine supply infrastructure without firing a shot. Not adulteration. Strategic deployment. @iRemedyCorp #PharmaSupplyChain #APISupplyChain
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Tony Paquin
Tony Paquin@Tonypaquin·
BREAKING: U.S. biotech spent $60 billion on Chinese molecules in Q1 2026 alone. On pace to double last year's total. Which was already 10x larger than 2021. The industry is debating whether China is an opportunity or an existential threat. I have the answer. It's not theoretical. @iRemedyCorp @SenateAging @SenRickScott @FiercePharma
Tony Paquin tweet media
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Tony Paquin
Tony Paquin@Tonypaquin·
BREAKING: Lilly just published retatrutide Phase 3 data. 28.3% bodyweight loss. That's not a drug, that's bariatric surgery in a vial. But 11% of patients discontinued due to adverse events. Read that again.
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Tony Paquin
Tony Paquin@Tonypaquin·
This kind of supply chain fraud persisted because no one had the tools to see through it at scale. Now they do iRemedy's AI platform synthesized bills of lading, UN Comtrade data, FDA regulatory filings, corporate ownership records, and peer-reviewed literature across all 84 medicines simultaneously. 4 layers. 84 medicines. Every dependency scored. The first assessment that can show medicine by medicine where the fraud is, how deep it goes, and who benefits from concealing it. iremedy.com/essential-medi… #AITechnology #PharmaSupplyChain #SupplyChain #DrugSafety #DomesticManufacturing @FiercePharma @SaraCarterDC @GordonGChang @iRemedyCorp
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Tony Paquin
Tony Paquin@Tonypaquin·
9 of 84. That's how many essential medicines are actually insulated from Chinese dependency. 9. It can be done. We chose not to. iRemedy's Foreign Dependency Assessment found only 9 of 84 ASPR essential medicines structurally insulated from Chinese supply chain dependency. That number proves domestic manufacturing independence is achievable, when the architecture is intentionally designed for it. The other 75 weren't accidents. They were choices. And the fraud in the labeling that conceals that dependency is a choice too. #DomesticManufacturing #Reshoring #MadeInUSA #PharmaSupplyChain #BuyAmerican
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