March activity for Levetiracetam remained tight as end-market demand and logistical frictions trimmed US supply. Early in the month, Indian API plants held steady, but exporters channelled limited March shipments to faster-paying Asian buyers, narrowing US availability. Mid-month, Trans-Pacific freight costs climbed, and formulary documentation slowed customs clearance, keeping pipeline inventory lean. At the same time, stronger prescribing trends and reimbursement shifts improved patient adherence and sustained wholesaler off-take. The March CFR Los Angeles grade rose sharply from February, signaling a solid demand uptick in the oral API used for antiepileptic therapies. Sector fundamentals remained supportive, aided by stable access to diagnoses for millions of patients and improving adherence through zero-copay tier placements. Distributors held volumes despite cost pressures, while import costs and freight surcharges increased higher landed costs. Looking forward, projections point to additional price gains in April and May, with a modest correction later and gradual recovery into late summer, barring supply shocks.
