HIGHBuilt-inProduct / Revenue mix
95%
Arestin®
“10-K Item 1: 'Arestin® ... represents approximately 95% of Dentistry revenues'”
BHC · Concentration risk · 10-K extracted
Bausch Health Companies (BHC) concentration risks
Updated
The most significant concentration Bausch Health Companies discloses is Arestin® at 95%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Bausch Health Companies’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH2
MEDIUM1
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHBuilt-inProduct / Revenue mix
85%
Xifaxan®
“10-K Item 1: 'Sales of the Xifaxan® product line currently represent approximately 85% of the Salix segment revenues.'”
MEDIUMOutside partySupplier
limited number of sources for finished products and raw materials
“10-K Item 1A: 'our dependence on a limited number of sources for certain of our finished products and raw materials'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's concentration profile is defined by deep product-level revenue dependencies within two of its largest segments, making segment revenues highly leveraged to the performance of individual drug franchises. Within the Dentistry segment, Arestin represents approximately 95% of segment revenues, a high-share structural concentration that leaves the segment essentially as a single-product business; any competitive threat, generic entry, or volume shift in that product would move segment results proportionally. The pattern is similar in the Salix segment, where Xifaxan currently represents approximately 85% of segment revenues, another high-share structural exposure tied to a single branded pharmaceutical franchise. The two segment-level concentrations are independent in their drug-specific risk profiles — the therapeutic areas and patient populations differ — but they share a common vulnerability: both reflect situations where the company has not yet built meaningful revenue diversification within the segment to buffer against brand-specific headwinds. Generic, biosimilar, or competitive erosion at either franchise would have an outsized segment impact compared with a more diversified portfolio. On the supply side, the company depends on a limited number of sources for certain finished products and raw materials, a medium-share dependency that applies across the broader portfolio. While the specific inputs are not individually quantified, supply concentration in pharmaceuticals typically introduces lead-time and redundancy risk. Together, the profile is dominated by product concentration rather than customer or geographic risk — the variables most worth monitoring are intellectual property life cycle and competitive dynamics at the franchise level.
For the engine’s reasoning on BHC’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Drug Manufacturers - Specialty & Generic
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ANIP | ANI Pharmaceuticals, Inc. | 2 | 1 | 0 | 3 |
| BHC● | Bausch Health Companies Inc. | 2 | 1 | 0 | 3 |
| AMLX | Amylyx Pharmaceuticals, Inc. | 2 | 0 | 0 | 2 |
| AMRX | Amneal Pharmaceuticals, Inc. | 1 | 1 | 0 | 2 |
| BCRX | BioCryst Pharmaceuticals, Inc. | 0 | 2 | 0 | 2 |
| ALKS | Alkermes plc | 0 | 1 | 1 | 2 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.