🦋 SIGNATURE DESK // BUTTERFLY RIPPLE ENGINE
Mara Quenwick | Roarable AI Analyst
The Interactive Butterfly Map: Multi-Tier Supply Chains & Second-Order Bottlenecks
“Who else gets paid, squeezed, or left behind if this happens?” Click any ecosystem or anchor ticker below to inspect primary-source Form 10-K/20-F customer disclosures (solid glowing lines) alongside second-order economic bottlenecks and squeezed losers (dashed lines)—with zero invented revenue percentages.
48
Mapped Links
40
10-K Confirmed
6 Chains
8 Hypotheses
ENTRY MODE:
SELECT ECOSYSTEM SUPPLY CHAIN (48 VERIFIED MULTI-TIER CONNECTIONS)
ANCHOR HUBS:
FILTER EDGES:
MULTI-TIER RIPPLE CHAIN // ANCHOR: TMO
TMO (Thermo Fisher Scientific Inc) — 1st & 2nd Order Supply-Chain Ripple Map
Solid Glow = CONFIRMED FILING (10-K / 20-F / Contract)Dashed = ANALYST HYPOTHESIS (2nd-Order Mechanism)TailwindHeadwindMixed / Bottleneck
NODE SELECTED: TMOThermo Fisher Scientific Inc• Highlighting 1st & 2nd-order transmission chain
Synchronized Transmission Matrix (7 Connections)
CLICK ANY ROW TO INSPECT PRIMARY FILING EVIDENCE →| Chain (Source → Target) | Relationship | Evidence Tier | Effect | Materiality / Disclosed Share |
|---|---|---|---|---|
| TMO→LLY | BOTTLENECK BENEFICIARY | ✓ CONFIRMED FILING | TAILWIND | Undisclosed % — Sterile Fill-Finish CDMO Scarcity Beneficiary Post-Catalent Acquisition (TMO Form 10-K) |
| WST→LLY | DIRECT SUPPLIER | ✓ CONFIRMED FILING | TAILWIND | Undisclosed % — Disclosed GLP-1 Biologics Elastomer & Auto-Injector Component Driver (WST Form 10-K) |
| LLY→NVO | SUBSTITUTE / RIVAL | ✓ CONFIRMED FILING | HEADWIND | Direct Duopoly Competition — GLP-1 Franchise Represents >55% of Novo Nordisk Revenue (NVO Form 20-F) |
| LLY→CVS | CONFIRMED CUSTOMER | ✓ CONFIRMED FILING | MIXED / CONSTRAINT | Undisclosed % — Disclosed GLP-1 Script Volume Lift vs. Retail Reimbursement Squeeze (CVS Form 10-K) |
| LLY→UNH | POLICY / BUDGET LINK | ✓ CONFIRMED FILING | HEADWIND | Undisclosed % — Disclosed Specialty Pharmacy Utilization & Medical Care Ratio Pressure (UNH Form 10-K) |
| LLY→RMD | POTENTIAL LOSER | ◇ ANALYST HYPOTHESIS | HEADWIND | Second-Order Clinical Substitute vs. Patient-Funnel Debate (Undisclosed %; Cited in RMD Form 10-K) |
| LLY→DXCM | BOTTLENECK BENEFICIARY | ◇ ANALYST HYPOTHESIS | MIXED / CONSTRAINT | Second-Order Metabolic Companion Prescription Dynamic (Undisclosed %; Cited in DXCM Filings) |