US Rifaximin Market Gains 12.1% MoM Amid Restocking and Elevated Freight Costs

Rifaximin CFR Los Angeles pricing firmed through March 2026 as market participants accepted higher cost-and-freight offers and restocking accelerated ahead of the Q2 season. Early-to-mid month EU-India inflows were tempered by batch clearances, keeping availability tight. Mid-month freight spikes boosted landed costs, prompting rapid procurement by distributors and finished-dose makers. Outpatient prescriptions and expanded telemedicine supported demand, sustaining a bullish tone. Demand across the chain drove March dynamics. Outpatient prescriptions remained the pillar, with year-on-year Q1 growth and IBS-D starts from telemedicine, underpinning procurement by wholesalers and manufacturers. Hospitals contributed to formulary utilization for hepatic encephalopathy, supporting steady institutional purchases. Supply-side dynamics remained broadly adequate, though lead times for solvents lengthened and allocations were deliberate. Logistics tightened as container freight surged, adding to landed costs. Near-term outlook is mixed but firmer into April, with buying and tight supply supporting elevated costs into Q2. Freight volatility and energy-cost pressures remain risks.