When Lilly shuts down Tirz compounding in the US, is it conceivable for them to shut down Chinese peptide suppliers or prevent our shipments? Some reddit comment was going on about how they would train customs dogs to sniff Tirz but that sounds crazy right?
There's basically zero chance of them shutting down the shipments at the point-of-entry anytime soon. CBP are already struggling mightily with stopping the flow of fentanyl and fentanyl precursors from arriving into the USA. They are far too underfunded to stop even this outright illegal, outright deadly activity. As constituted now, they have no chance of totally stopping tirzepatide imports. Dogs are
extremely unlikely to ever be trained to sniff for tirzepatide, or retatrutide, or any of that. Few to no dogs are currently trained to sniff for AAS (anabolic-androgenic steroids), which are schedule III controlled drugs and have a much longer history of illegal transport and importation, as well as damage from improper use; GLP-1s don't have this.
Dogs also have a much, much higher miss rate than is believed. It's borderline absurd that a dog sniff "hit" is allowed as probable cause for a search, especially when the dog frequently "hits" in order to please its trainer/commanding officer. One of the oldest examples for this (though it was a horse) is called the "Clever Hans" effect. There are many others. The most frequently cited study is a 2011 study out of UC Davis with lead author Lisa Lit.
As an example, a recent case out of Texas likely indicates a false positive: the K-9 officer dog had an unspecified "hit" on the front passenger's side. What was found there? An airline boarding pass. Now, these people were transporting ~$250,000 worth of gold bars, and had entered the USA outside of legal points of entry. But the gold was found behind the driver's side, the opposite side of the vehicle. Is a dog trained for sniffing out gold? No. For airline boarding passes? No. Was there narcotics in the vehicle? No. Was the dog likely brought in to provide cover for a more in-depth search of vehicle? Seems like it. You can find this by searching for Van Zandt County Chinese nationals.
As for shutting down producers, the Chinese chemical sector is a large enough part of the Chinese economy that this is very improbable. EL can definitely try to pressure the Chinese government on this front, but their chances of broad success at shutting down the producers are very low. The export of chemicals from China is a market worth over $70 billion. EL's entire annual revenue last year was half this.
Finally, the amount of profits they are leaving on the table are far less than anything EL would claim. Users of compounding services, or researchers, mostly consist of people who outright don't have $1,000-1,500 monthly to spend on this. Most of the people who have that money are just spending it on the prescription product, as it's a lot more straightforward to do that rather than going down the compounding or research routes. A theoretical outright shutdown of compounding or research routes would just result in many of those on those paths ceasing their use, or switching for an alternate option. Additionally, the semaglutide exclusive patent expires in 2032; presumably costs for prescription sema will come way down at that time once a generic is legally available.
I also believe that even any move to limit supply would never result in full and total shutdown. It might get slightly harder to find sources, or slightly harder to get shipments, and this would likely result in price increases. But impossible? Doubtful.
Short version: it ain't happenin' and I ain't worried about it.