Capra Biosciences — Generic Drug & API Ecosystem Wiki

Every company in Capra's BD record, placed by role rather than by name. Click any company for its dossier: public profile, key figures, and every logged Capra conversation.

SUPPLIER
Upstream Inputs
Feedstock — glucose & glycerol
Virginia farmers0ADM0Cargill0Primient0
Bypasses the chemical KSM layer entirely —
the part of the chain China dominates
MONEY IN — NO PRODUCT BACK
Funders
Federal
HHS / ASPR BioMaP9BARDA (via PSC Bio)1DPA Title III0EDA Tech Hub0
State & regional
VEDP / GoVirginia0Activation Capital0
Private
Closed Loop, SOSV3Fresenius Ventures0
PERMISSION
Regulators & Standards
FDA / CDER — DMF, ANDA,
shortage list, PreCheck0USP + Pharmatech Assoc.5
INFLUENCER / RECOMMENDER
Influencers & Network
Organizations
APIIC2Alliance for Better Medicine (Joy)1Angels for Change (Laura Bray)0BioMAP network3ASHP shortage list / AAM / USP0
People
Betsy Baer4Stephen (ex-FedEx) · Jeff Warrick2
US — API + DMF HOLDER
Capra Biosciences
7 APIs · fermentation
Sterling VA · 10 MT/yr
7 Type II DMFs by 2028
DECISION MAKER — hardest door
A. ANDA Holders / Generic Mfrs
In motion
Fresenius Kabi2Granules2Curia — dead1
Named, never contacted
Hikma0Sandoz0Amneal — L-DOPA, epi, norepi0Teva · Viatris · Sun · Aurobindo0
PAS wall: 12–36 months, cost borne by THEM
DIRECT CUSTOMER — fastest door
B. OTC Monograph Manufacturers
Perrigo — exited API 2017, buys 100%0Granules (OTC arm)2private-label / store-brand houses0
No ANDA, no PAS. Gate = procurement + QA only
DIRECT CUSTOMER — no DMF needed
C. 503B / Compounding
Wilcrest (503B)1PCCA — bulk to compounders0Apiject / Vanguard2MGH, Tufts, Beth Israel, MedStar0
Gate = bulks list + registered facility + CoA
ECONOMIC BUYER — will pay a premium
D. Mission / Nonprofit Buyers
Civica Rx — 60 systems, take-or-pay2Cost Plus Drugs — new fill-finish0CalRx0
ECONOMIC BUYER — buys API directly
E. Government as Buyer
ASPR / SAPIR stockpile0VA0DoD / DLA Troop Support0
PARTNER — not a customer
Contract Orgs / Mfg Partners
Thermo Fisher / Patheon2Apiject2PackGene1ACI — bottling1ATCC — dead1
Capra or its partner holds the ANDA.
Patheon never buys API.
SABOTEUR — sets the price
Channel & Price-Setting Machinery
Wholesalers — >90% of distribution
McKesson0Cencora0Cardinal Health0
Retail consortia — >90% of generic volume
ClarusONE (Walmart+McKesson)0Red Oak (CVS+Cardinal)0WBAD / Econdisc0
Hospital GPOs — >80% of beds
Vizient / Premier / HealthTrust0
PBMs — MAC pricing
Caremark / ESI / Optum0
No product or money arrow to Capra —
yet they set the price Capra must meet
COMPETITOR / PEER
Domestic API Peers
Phlow — did the FK epinephrine deal0Antheia — fermentation KSM0Manus — artemisinin, shikimic0Par Health (ex-Mallinckrodt)0Wavelength · USAntibiotics0Apertus / APIIC2
INDIRECT CUSTOMER
Retail & Hospital Purchasers
Retail
Walmart5CVS0Walgreens0Costco0Amazon0
Institutional
Hospital systems0Civica member systems0
END USER
Patients
THE STRATEGIC FINDING
Three doors bypass the
price machinery entirely

1 · Mission buyers. Civica's members pre-commit volume on take-or-pay and state a US-first sourcing policy.

2 · Government as buyer. SAPIR buys and stockpiles API directly — no ANDA holder in the middle.

3 · Shortage windows. A listing shrinks the PAS clock and lets 503Bs compound from bulk immediately.

Every US API entrant since 2020 walked through one of these — not through door A.

How to read this map
Product flows
Capra's active relationships
Money (no product back)
Regulatory permission (DMF / LOA)
Price pressure, right→left
Holds veto power over Capra
n = conversations logged · 0 = never contacted · click any company name for its dossier
non-dilutive $DMF reviewLOA$ + product — no middlemanfinished drugPRICE PRESSURE — set by actors Capra will never sell to