I’m on our emergency committee for this disaster in our system. In a nutshell Baxter makes 60% of fluids for the US, those are their estimates. It’s not just iv fluids, it’s all medical fluids. So the impact is massive. We have between 6 and 60 days of stock of these various fluids as of today so we have the luxury of a bit of time to get these conservation efforts in effect. We also have the luxury of lots of tiny patients vs the great obese chronically dehydrated masses at the adult hospitals.
They have started shipping the limited allocation stock again. Some places have almost no stock stored and they are already in emergency only disaster mode as shipments stopped with the 1st storm. Baxter consolidated most production to one huge plant in NC, and it got flooded, contaminated and damaged. So they have to get infrastructure back up, then the clean up and repairs, then sterilize everything, get operational, confirm sterility to whatever agencies regulate them, and then finally restart production. That will take a considerable amount of time, likely months. They have no estimate. In the short term they are selling their stock on a 40% allocation. The answer is buy from overseas, and baxter has 2 big overseas plants, but the .gov is in the way and would have to open that door. I suspect they will, as they will have to. But keep in mind the scope of this problem. Everyone will be desperate for other sources of medical fluids, alternatives, etc. and ramping production to make up for the massive loss of this plant is not a trivial thing. The government doesn’t stockpile any medical fluids, probably because we manufacture them here, so that’s not any help either.