A360
Key Takeaways✦ Atlas AI
01
A surge in demand for estrogen patches, driven by revised FDA safety guidelines, has created a significant supply shortage projected to last up to three years, impacting menopause treatment access.
02
The FDA's removal of certain safety warnings in late 2025 re-evaluated cardiovascular and cancer risks, leading to a tripling of estrogen-based HRT prescriptions since 2018, particularly for women aged 45-54.
03
Despite the unofficial shortage, the HHS is monitoring the situation and working with manufacturers; alternative estrogen delivery methods like gels, sprays, and oral tablets remain available to manage menopausal symptoms.
Atlas AI
A sharp rise in demand for estrogen patches has led to widespread backorders at pharmacies, with manufacturers reporting they are operating at full capacity but still unable to meet current needs. The supply constraints could last as long as three years.
Demand has increased following the U.S. Food and Drug Administration’s (FDA) decision in November 2025 to remove some of the strongest safety label warnings from certain hormone therapy products. The agency said the labeling changes followed a review that found the warnings overstated cardiovascular and cancer risks for many women, particularly those who start therapy near the onset of menopause.
Data cited in the report show prescriptions for estrogen-based hormone replacement therapy (HRT) more than tripled between 2018 and early 2026, with the largest increases among women aged 45–54. In February 2026, roughly 1 in 20 women in that age group had an estrogen-based HRT prescription.
On the supply side, manufacturers have said demand has outpaced production capacity. Federal health officials have not declared an official national shortage, but the Department of Health and Human Services (HHS) said it is monitoring the situation and working with manufacturers to help increase supply.
For patients who cannot access patches, clinicians may consider other estrogen delivery options that remain available, including gels, sprays, and oral tablets, to manage menopausal symptoms.
