HIGHBuilt-inProduct / Revenue mix
virginiamycin
“10-K Item 1: 'We are the sole worldwide manufacturer and marketer of virginiamycin.'”
PAHC · Concentration risk · 10-K extracted
Phibro Animal Health Corporatio (PAHC) concentration risks
Updated
The most significant concentration Phibro Animal Health Corporatio discloses is virginiamycin, 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: Phibro Animal Health Corporatio’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH1
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).
MEDIUMBuilt-inProduct / Revenue mix
antibacterials and other related products
“10-K Item 1A: 'a material portion of our sales and gross profits are generated by antibacterials and other related products'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-09-06Phibro Animal Health's disclosed concentration risk centers on its product portfolio rather than any single customer or geography. The company is the sole worldwide manufacturer and marketer of virginiamycin, a high-share structural exposure that ties a meaningful part of its business to the continued regulatory acceptance and demand for this one product. More broadly, a material portion of the company's sales and gross profits are generated by antibacterials and other related products, a medium-share structural exposure that extends the concentration beyond virginiamycin to that broader product category. Both risks are structural rather than counterparty dependencies — they describe what the company sells rather than who it sells to or relies on — meaning the exposure would most likely be triggered by a regulatory, scientific, or market shift affecting antibacterial animal-health products generally, rather than the loss of a single customer or supplier relationship. Because virginiamycin sits inside the broader antibacterials category, the two exposures compound rather than diversify: a headwind to antibacterial products broadly would also touch the narrower virginiamycin franchise specifically, concentrating risk in a single product family.
For the engine’s reasoning on PAHC’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 |
| AMLX | Amylyx Pharmaceuticals, Inc. | 2 | 0 | 0 | 2 |
| AMPH | Amphastar Pharmaceuticals, Inc. | 1 | 2 | 1 | 4 |
| AMRX | Amneal Pharmaceuticals, Inc. | 1 | 1 | 0 | 2 |
| PAHC● | Phibro Animal Health Corporatio | 1 | 1 | 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.