Industry experts say the
COVID-19 outbreak is unlikely to limit U.S. drug supplies in the short or
middle term. However, they tell AIS Health that increased demand for
longer-duration stocks of medication from self-isolating patients could strain
supplies going forward.
"We are told at this point that we're not seeing any [drug]
shortages in the marketplace today," says Kelly McGrail-Pokuta, Prime
Therapeutics' vice president of pharmaceutical trade.
On Feb. 27, FDA Commissioner Stephen Hahn released a statement
that said disruptions to the pharmaceutical supply chain have been minimal so
far. The statement also said that the FDA was especially focused on 20
manufacturers that are particularly dependent on operations in China, and found
that "none of these firms have reported any shortage to date."
But on March 10, the FDA postponed all inspections of overseas
drug manufacturing facilities "through April, effective immediately,"
according to another statement released by Hahn.
During a pandemic, the CDC recommends anyone taking prescription
medication to manage a chronic condition keep an expanded supply of their
medicine on hand. As more people self-isolate, and consumers seek to spend less
time in stores and other public places, demand for backup medication is likely
to increase.
Mike Schneider, a principal at Avalere Health who previously
worked for CVS Caremark, says PBMs and payers will have to rethink their
typical posture toward chronic medication as enrollees stock up in anticipation
of self-isolation.
"Hopefully, with everything going on related to coronavirus
and people wanting to stock up, those quantity limits would be eased or
eliminated for the most part for chronic meds," says Schneider.
The Blue Cross Blue Shield Association's "network of 36
independent and locally operated" affiliates have all decided to waive
prescription refill limits on maintenance medications, according to America's
Health Insurance Plans. Other non-Blues insurers have also taken steps to allow
members to refill prescriptions in advance.
Experts say it's difficult to know whether the drug supply will
be affected down the road. Schneider says consumer stockpiling and the FDA's
move to suspend foreign inspections could both make an impact on future supply.
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