Global pharmaceuticals are hurrying to reinforce their manufacturing capacity and their internal inventory in the US, while the Trump administration evaluates the possibility of imposing high tariffs on pharmaceutical imports in the country.
Companies with greater exposure to the United Kingdom, the EU, South Korea and Japan are probably in a more solid position, since these countries have secured favorable agreements that limit tariffs to about 15%.
However, since many countries are still in commercial conversations with the US, companies around the world are taking precautions while waiting for more clarity on the final rates of tariffs.
Here is what medications manufacturers are doing to mitigate the risks of the supply chain and reassure investors:
Eli Lilly
The US drug manufacturer. UU. Plans to invest 27 billion dollars to build four new manufacturing facilities in the next five years in the US. It aims to announce two of its new locations this quarter.
Johnson & Johnson
The medication manufacturer plans to increase investments in the US. UU. By 25%, reaching 55 billion dollars in the next four years. It plans to build four floors, including one in Wilson, North Carolina, and another at the manufacturing site of Fujifilm Biotechnologies, based in Tokyo, in Holly Springs, North Carolina, for the next 10 years.
The locations of the other plants have not yet been revealed.
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Roche
The Swiss manufacturer said in April that he will invest 50 billion dollars in the US for the next five years.
A month later, he announced an additional investment of 550 million dollars to expand its diagnostic manufacturing center in Indianapolis. The expansion will cover Indiana, Pennsylvania, Massachusetts and California, creating more than 12,000 jobs.
Roche also announced in May that he plans to invest more than 700 million dollars in a new drug manufacturing installation in Holly Springs, North Carolina.
The CEO, Thomas Schinecker, said in July that the company had relocated inventories and increased the production of all the medications already manufactured in the US. Uu. Anticipating tariffs.
AstraZeneca
The Anglo-Sueco manufacturer will invest 50 billion dollars in manufacturing in the US. By 2030. The investment will finance a new installation of pharmaceutical substances in Virginia, its largest global investment in a single site, together with expansions in Maryland, Massachusetts, California, Indiana and Texas.
Technology transfers has already begun and is managing inventories in 2025 to minimize any impact of tariffs. The company’s executives have said the impact will be “very brief.”
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Novartis
The Swiss manufacturer plans to spend 23 billion dollars to build and expand 10 facilities in the US for the next five years. This includes the construction of six new manufacturing plants and the expansion of its research and development site in San Diego, which is expected to believe more than 1,000 jobs.
Sanofi
The French manufacturer plans to invest at least 20 billion dollars in the US until 2030 to boost manufacturing and research. Sanofi plans to expand its manufacturing capacity in the US through direct investments in its sites and associations with other national manufacturers.
The financial director, François Roger, said in July that the tariffs are expected to have a limited impact in 2025, since the company already has inventories in the US.
Biogen
The US drug manufacturer. UU. It will invest 2 billion additional dollars in its existing manufacturing plants in North Carolina, increasing the capacity for therapies aimed at genes and automation. The company has seven factories in the state, and an eighth will begin operations at the end of 2025.
Merck
The US drug manufacturer. UU. It will invest 1 billion dollars in a new plant in Delaware to produce biological and keytruda products, in order to increase production in the US. UU. And potentially create more than 4,500 jobs. It also opened a plant of 1 billion dollars in its North Carolina site in March.
Its animal health unit will invest 895 million dollars to expand its manufacturing and research site in Kansas, as part of a broader investment of 9 billion dollars in the US until 2028.
The CEO, Robert Davis, said in July a minimum impact of possible tariffs in 2025, and that the company remains well positioned thanks to inventory management and the transfer of manufacturing to the US.
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Amgen
The US biopharma firm. UU. Plans to invest 900 million dollars to expand its manufacturing plant in OHIO, carrying the total investment in the state to 1.4 billion dollars and adding 750 jobs. In December, the company compromised $ 1 billion to build a second floor in Holly Springs, North Carolina.
Amgen said in September that he is investing more than 600 million dollars to build a new research and development center at its headquarters in Thousand Oaks, California.
Pfizer
Earlier this year, the US drug manufacturer said that it had sufficient manufacturing capacity in its 10 sites in the USA and two distribution centers to handle the possible impacts of tariffs and would consider moving production to those facilities if necessary.
Novo Nordisk
The Danish pharmaceutical company said in August that her solid presence of manufacturing in the US.
AbbVie
The US drug manufacturer. UU. It has confirmed plans to continue investing in its expansion of 10 billion dollars previously announced in the country during the next decade.
He already has 11 manufacturing sites in the US. And he has said that he is “quite isolated” of any tariff impact this year, thanks to inventory management actions.
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Gilead Sciences
Earlier this year, the drug manufacturer announced a new planned investment of 11 billion dollars in the US. To strengthen its internal manufacturing and research capacity, carrying its total investment committed to 32 billion dollars.
Gilead said in September that he began working in a pharmaceutical development and manufacturing center at its headquarters in Foster City, California, in addition to being developing two additional sites.
Cipla
The Indian drug manufacturer is expanding its manufacturing footprint in the US, investing in the expansion of capacity for complex respiratory products in its advanced facilities in Fall River, Massachusetts, and Central Islip, Long Island, New York.
With Reuters information.
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