V5 Ultimate
Manufacturing · The complete guide

Potency Calculation (Worked Example)

TL;DR

A step-by-step numerical walkthrough of an API potency calculation on the dispensing floor — from CoA parsing through basis matching, moisture correction, salt-to-base conversion, and the actual mass the operator weighs. This is the calculation regulators reconstruct first when the batch record is questioned.

Reviewed · By V5 Ultimate compliance team· 1,600 words · ~8 min read
AI · Explain it for MY operation

How does Potency Calculation (Worked Example) apply to your shop floor?

Pick your industry and scale — Ask V5 rewrites the definition in your context, gives a worked example, and shows what V5 does on day one.

Your scale

01The scenario

The recipe (MMR) calls for 50.000 kg of metoprolol on a free-base, anhydrous basis. The lot picked from inventory is metoprolol tartrate. The supplier CoA reports assay 98.6% on anhydrous basis and LOD 0.4% as-is. Salt stoichiometry: 2:1 (two metoprolol molecules per tartrate). MW(base) = 267.36; MW(salt) = 684.81.

InputValueSource
Recipe target50.000 kg (free base, anhydrous)MMR
Assay98.6% (anhydrous)CoA
LOD0.4% (as-is)CoA
Salt formTartrate, 2:1Item master
MW(base) / MW(salt)267.36 / 684.81Item master

02The four-factor stack (order matters)

  1. Salt-to-base conversion — recipe says 'free base', material is a salt.
  2. Basis alignment — recipe is anhydrous; assay is anhydrous. No conversion needed here.
  3. Potency correction — apply the actual assay factor.
  4. Moisture correction — bring anhydrous target back to as-is (what the operator weighs).

03Step 1 — Salt-to-base conversion

SBF = MW(salt) / MW(base) / stoichiometry = 684.81 / 267.36 / 2 = 1.28089.

Mass after SBF = 50.000 × 2 × 267.36 / 684.81 = 39.036 kg of tartrate would deliver the base mass at 100% purity — but that direction is wrong for a 2:1 salt. Restated correctly: the tartrate salt contains 2 × 267.36 / 684.81 = 78.07% metoprolol base by mass. To deliver 50.000 kg of base, dispense 50.000 / 0.78071 = 64.043 kg of pure tartrate.

04Step 2 — Basis alignment

Recipe target: anhydrous. Assay: anhydrous. No basis conversion. The 64.043 kg from Step 1 is the anhydrous-basis mass of pure tartrate needed.

05Step 3 — Potency correction

The lot assays at 98.6%, not 100%. Apply PF = 100 / 98.6 = 1.01420.

Mass after PF = 64.043 × (100 / 98.6) = 64.953 kg (anhydrous basis, as-received tartrate).

06Step 4 — Moisture correction

The 64.953 kg is the anhydrous mass. But the operator is weighing wet material with 0.4% LOD. Divide by (1 − LOD) to get the as-is mass.

As-charged mass = 64.953 / (1 − 0.004) = 65.214 kg.

07Full audit trail entry

FieldValue
Nominal target (MMR)50.000 kg metoprolol (free base, anhydrous)
Lot selectedMT-2026-0417 (metoprolol tartrate)
SBF applied1 / 0.78071 = 1.28089
PF applied100 / 98.6 = 1.01420
Moisture correction1 / (1 − 0.004) = 1.00402
Combined factor1.30440
Adjusted charge (as-is)65.214 kg
Weighed (actual)65.209 kg
Delta−0.005 kg (−0.008%)
Tolerance band±0.10%
StatusAccepted; e-signed operator + verifier

08Where this goes wrong in the real world

  • Operator forgets SBF and dispenses 50.000 kg of tartrate → batch is 21.9% sub-potent.
  • Spreadsheet applies moisture before assay → answer is off by 0.4% (small here, catastrophic with wet materials).
  • CoA parsed as 'as-is' assay when it was reported anhydrous → double moisture correction; 0.4% over-charge.
  • 2:1 stoichiometry treated as 1:1 → 2× under-charge on the tartrate.
  • Free-text CoA field 'purity' interpreted as assay → conflates purity (impurity total) with active content.

09How V5 does this

Frequently asked questions

Q.What if the CoA reports assay to 3 decimals but the scale reads to 2?+

Carry full precision through the calculation; round only the final as-charged mass to the scale's readable precision. Truncating intermediates cascades error across the four factors.

Q.What tolerance band applies?+

Recipe-defined. Common bands are ±0.1% for high-potency APIs, ±0.5% for standard APIs, ±1.0% for excipients. V5 checks the actual weighed mass against the as-charged target ± band.

Q.Does the same math apply to biologics?+

The stack changes — bioactivity units (IU) replace mass assay, but the principle is identical: normalise for reference, correct for lot, adjust to as-is charge.

Q.What if two of the four factors are '100%' (no correction)?+

The math still runs; the neutral factors resolve to 1.0. Never hard-code 'no correction needed' into the recipe — that hides the case where a future lot actually needs it.

Primary sources

Further reading

Software that covers Potency Calculation (Worked Example)
See Potency Calculation (Worked Example) working on a real shop floor

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