Factbox-Global drugmakers rush to boost US presence as tariff threat looms

March 9 (Reuters) - Global drugmakers are ramping up U.S. manufacturing and stockpiling inventory arsenic the Trump medication considers a 100% tariff connected imported branded and patented medicines.

Although enforcement is delayed for companies investing successful U.S. manufacturing, the argumentation has already prompted fast-tracked projects, terms cuts and direct-to-consumer sales.

Pfizer and AstraZeneca secured multi-year tariff exemptions done pricing deals and commitments to the caller TrumpRx.gov platform. Eli Lilly, Johnson & Johnson and Merck person pledged billions to grow U.S. ‌operations to debar penalties.

Here's what drugmakers are doing to mitigate supply-chain risks and reassure investors:

Pfizer

Pfizer reached a woody with President Donald Trump connected September 30 to put $70 cardinal successful probe and improvement and home manufacturing, and received a three-year grace ‌period exempting its products from the pharmaceutical-targeted tariffs.

GSK

The London-based drugmaker plans to put $30 cardinal successful U.S. probe and improvement and proviso concatenation infrastructure implicit 5 years.

Eli Lilly

U.S. President Donald Trump said successful January that Eli Lilly plans to physique six plants successful the United States.

Lilly said past twelvemonth that it planned to walk astatine slightest $27 cardinal to ​build 4 U.S. plants to grow accumulation and bolster aesculapian proviso chains. The institution has since announced details connected 3 plants, successful Alabama, Virginia and Texas.

Lilly successful January said it volition physique a $3.5 cardinal pharmaceutical manufacturing installation successful Pennsylvania, its 4th caller site, successful an effort to grow U.S. accumulation and bolster aesculapian proviso chains.

Johnson & Johnson

The drugmaker plans to rise U.S. investments by 25%, totaling $55 billion, implicit the adjacent 4 years. It plans to physique 4 plants, including 1 astatine Wilson, North Carolina, and different astatine Tokyo-based Fujifilm Biotechnologies' manufacturing tract successful Holly Springs, North Carolina, implicit the adjacent 10 years.

The institution said successful February it would put much than $1 cardinal to physique a caller compartment therapy installation successful Pennsylvania, portion of its larger plans announced past twelvemonth to standard up U.S. manufacturing.

Roche

The Swiss drugmaker said successful April past twelvemonth it would put $50 cardinal successful the U.S. ‌over the adjacent 5 years.

A period later, it announced an further $550 cardinal concern to grow its ⁠Indianapolis diagnostics manufacturing hub. The enlargement volition span Indiana, Pennsylvania, Massachusetts, and California, creating much than 12,000 jobs.

In January, Roche said it volition much than treble its concern successful its cause manufacturing installation successful Holly Springs, North Carolina, to astir $2 billion, up from the implicit $700 cardinal announced successful May 2025.