Find Drugmaker Market Share

If we want to understand drug pricing, we need to understand supply and demand. And any study of supply and demand inevitably is going to lead to the hunt for market share data. Market share is an easy and convenient place to start to try to make sense of all of the generic drug pricing ambiguity. Does a market share analysis show lots of competitors, each with with a relatively small slice of the pie? That’s a signal of healthy competition among generic manufacturers, which should result in lower prices. Does a market share analysis show heavy concentration with one manufacturer? That’s not great for competition, and could explain pricing oddities for the drug.

Our Drugmaker Market Share Dashboard can help answer these questions. We have joined four public databases together to provide you with the ability to view Medicaid market share for any oral solid drug by drug applicant holder. The dashboard also provides you with a detailed view to highlight if states are paying different prices for the same drugs coming from different manufacturers (note: they shouldn’t be). Lastly, we also provide a quarterly pricing history for the drug you’ve selected to save some time in looking for pricing distortions that could be linked to market share issues.

Data Sources

How we Created our Dataset

  1. 46brooklyn's visualization tool of choice = Tableau Prep

  2. Lag effect NADAC prices (NADAC is reported on roughly a one-month lag)

  3. Aggregate weekly NADAC into quarterly NADAC

  4. Join together FDA National Drug Code (NDC) Product and Package tables on PRODUCTID

  5. Join output from #4 with NADAC data on NDC

  6. Join output from #5 with 2018 State Utilization Data on NDC and Year-Quarter

  7. Join output from #6 with FDA Orange Book Products table on Application Number

How to Use   

  1. Choose NDC Description (drug/strength/dosage form), Year-Quarter, State, and Medicaid utilization type (Fee-for-Service or Managed Care)

  2. The pie chart on the left shows the market share by “applicant.” This is the name of the entity listed with the FDA as the holder of the approved drug application. This is the best proxy for manufacturer. Hover over any slice of the pie to see the name of the entity that holds the drug application.

  3. The table on the bottom provides more detail on each drug applicant holder. First, it provides the name of all of the drug “labelers” that are marketing under each application. Next, it provides the amount Medicaid spent (and units purchased) on the version of the drug marketed by each labeler.

  4. The chart on the right shows two pricing trends - the blue bars are the NADAC (average pharmacy invoice purchase price for the drug) per unit and the orange dots are the state payment per unit (what states were essentially charged for those drugs). The difference is what we typically refer to as “markup.”

  5. To download any of the data that lives behind any chart, just click on one of the three charts, then click on the little download icon towards the bottom right of the visualization (second from the right) and choose either “data” or “crosstab”

  6. Please provide us with feedback on how to make this easier to use, or what enhancements we should add!

Limitations to this dashboard

  1. We can only find data down to the FDA drug applicant level. This unfortunately does not tell us where the drug’s Active Pharmaceutical Ingredient (API) is being produced (which is what we really want to know)!

  2. We use Medicaid’s utilization to calculate market share. As such, the market share numbers in this dashboard should not be misinterpreted as overall U.S. market share. It’s just the market share of what is collectively the second largest payer in the country (second to the federal government).

  3. The drugs in the dashboard have been limited to oral solids (e.g. tablets, capsules) to prevent unit mismatches when comparing state payments per unit to NADAC per unit.

v 1.1 - posted March 26,2019
For full release notes click here