For one, the FDA does not 'license' any manufacturer, period. They do enforce safety and quality standards, but this is not controlled through some sort of a general license, and operates on a per-facility basis.
DMF listing (which isn't a 'license') does not necessarily have any relation to whether that manufacturer is supplying a brand name provider.
The 'license' that account is posting about a complete fiction. There is not a license granted here in any government context, nor a license between NN and the manufacturers the post discusses.
> The compounders are legally selling the real thing directly to customers.
This is debatable. They are not selling 'OEM' NN product to consumers.
Also - stop talking about 'feedstock'. It's weird. It's not standard industry lingo and obscures whatever the hell it is you're talking about (precursors? lyophilized product? something else?)