Roche, Johnson & Johnson, Eli Lilly, and Other MNCs Announce Major U.S. Investment Plans Amid Strategic Shift Toward Domestic Manufacturing

　　【Pharmaceutical Network Industry Dynamics】Affected by the tariff storm, recently, some MNCs including Roche, Johnson & Johnson, Eli Lilly, Novartis, and Merck have taken action, successively announcing hefty investments in their future plans for the United States, drawing industry attention.
 

　　Roche: Plans to Invest $50 Billion in U.S. Pharmaceuticals and Diagnostics Over the Next Five Years
 

On April 22, Roche announced that it would invest $50 billion in the U.S. pharmaceuticals and diagnostics sectors over the next five years. The company stated that this investment will create more than 12,000 new jobs.
 

According to reports, Roche's huge investment will be used to build one R&D center and two manufacturing bases, and upgrade a series of existing manufacturing, distribution, and R&D bases.
 

Specifically, Roche will build a new R&D center in Massachusetts, focusing on artificial intelligence (AI) research and serving as the core hub for the company’s cardiovascular, renal, and metabolic disease research programs. It will construct a gene therapy manufacturing plant in Pennsylvania and expand and upgrade its pharmaceutical and diagnostic product manufacturing, distribution, and R&D bases in Kentucky, Indiana, New Jersey, Oregon, Arizona, and California. Additionally, Roche will establish a continuous glucose monitoring technology production base in Indiana and build a weight-loss drug manufacturing center at an undisclosed location.
 

When announcing the plan, Roche already had 13 manufacturing sites and 15 R&D centers in the United States, covering both pharmaceuticals and diagnostics businesses. Roche further pointed out that once all the newly added and expanded production capacities are operational, its exports of medicines from the U.S. will exceed its imports.
 

　　Johnson & Johnson: Invest $55 Billion in Building Three New Production Bases in the Next Four Years, etc.
 

On March 21, Johnson & Johnson announced that it would invest $55 billion in the United States over the next four years. This massive investment will be used to build three new manufacturing sites and expand some of the factories within its existing pharmaceutical and medical technology network.
 

In addition, Johnson & Johnson also revealed plans to strengthen the development of R&D infrastructure and increase investment in technological advancements to accelerate the drug discovery and development process.
 

　　Lilly: Invest at Least $27 Billion in Building Four New Production Bases in the U.S.
 

Lilly announced at the end of February that, in view of the soaring demand for its weight-loss and diabetes injectables and the company’s development of new drugs targeting other diseases, it will invest at least 27 billion US dollars in building four new production bases in the United States. This move brings Lilly's total investment in the US manufacturing industry in recent years to over 50 billion US dollars.
 

It is reported that three of the four future production bases in the U.S. will produce active pharmaceutical ingredients, such as tirzepatide, the active ingredient in Eli Lilly's weight-loss drug Zepbound and diabetes treatment Mounjaro.
 

　　Novartis: $23 Billion Investment in Seven New Facilities in the U.S. Over the Next Five Years
 

Novartis announced in early April that it will invest $23 billion in the United States over the next five years to ensure that key drugs for the U.S. market are manufactured domestically.
 

Novartis said in the statement that this investment would fund seven new facilities, including a research center in California and six manufacturing sites across the United States. The company will also expand three existing facilities in the U.S. as part of its overall plan to create 1,000 jobs.
 

　　Merck: Plans to Invest $8 Billion in the U.S. by 2028
 

Merck announced in March that it will open a factory in North Carolina to produce the quadrivalent HPV vaccine. Merck plans to expand on the existing facility with an additional investment of 1 billion US dollars, aiming for a production capacity to cover 30% of global demand. Merck stated that this factory was originally built in 2004 and currently has more than 1,000 employees. Last year, it produced over 70 million doses of vaccines, including those for the prevention of chickenpox, measles, rubella, and other vaccine products. Meanwhile, Merck plans to invest 8 billion US dollars in the United States by 2028.
 

Disclaimer: In no event shall the information or opinions expressed in this article constitute investment advice to any person.