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Roche, Regeneron Pledge Multibillion Boosts to US Manufacturing as Trump’s Tariffs Loom
Posted on 4/22/25 at 8:21 am
Posted on 4/22/25 at 8:21 am
quote:
Roche is committing $50 billion while Regeneron inked a $3 billion manufacturing deal with Fujifilm, allowing the pharma to “nearly double” its U.S. large-scale manufacturing capacity.
As President Donald Trump continues to threaten the pharma industry with sector-specific tariffs, more and more companies are putting money into U.S. manufacturing. On Tuesday, Roche and Regeneron hopped on this train, each announcing hefty investments to beef up their production capacities in the country.
Roche is injecting $50 billion into its U.S. footprint. That money that will go toward constructing a new gene therapy plant in Pennsylvania, an R&D center in Massachusetts and a new manufacturing site in Indiana dedicated to its continuous glucose monitoring products. Roche will also erect a new 900,000-square-foot production plant for its investigational next-generation weight loss products, though the company has yet to announce where this site will go.
Tuesday’s investment will also allow Roche to upgrade its existing sites in the U.S., which currently include 13 manufacturing plants and 15 R&D facilities. All told, the company expects to add over 12,000 new positions in the U.S., including some 6,500 construction jobs.
Importantly, once these commitments come fully online, “Roche will export medicines from the US than it imports,” according to Tuesday’s release.
LINK
Posted on 4/22/25 at 8:22 am to The Egg
Now we're just leaning on these countries to act. And it's working. 

Posted on 4/22/25 at 8:23 am to The Egg
I'm wondering what the running total of announced investments in the US is....
Posted on 4/22/25 at 9:05 am to The Egg
But muh tariffs are bad…I was told.


Posted on 4/22/25 at 9:30 am to The Egg
The Roche gene therapy investment is interesting considering they just laid off a bunch of their gene therapy employees in Pennsylvania.
Posted on 4/22/25 at 9:41 am to The Egg
quote:
gene therapy plant in Pennsylvania
Keep it. Build precursor labs instead.
Posted on 4/22/25 at 10:01 am to The Egg
So years from now manufacturing will ensue here? Just in time for the next administration to revoke it?
That’s the issue. Each administration undoes the last great thing that is done or in progress.
That’s the issue. Each administration undoes the last great thing that is done or in progress.
Posted on 4/22/25 at 10:39 am to DUKE87
quote:
So years from now manufacturing will ensue here? Just in time for the next administration to revoke it?
There may be an opportunity to make quick investments. For example, gene therapy is a hot mess right now, so there’s vacant capacity that companies can pick up for 50 cents on the dollar (if that).
This post was edited on 4/22/25 at 10:40 am
Posted on 4/22/25 at 11:41 am to The Egg
quote:
As President Donald Trump continues to threaten the pharma industry with sector-specific tariffs, more and more companies are putting money into U.S. manufacturing. On Tuesday, Roche and Regeneron hopped on this train, each announcing hefty investments to beef up their production capacities in the country.
Muh tariffs don’t work
Muh China will win the trade war
Those jobs aren’t coming back
Etc etc
Posted on 4/22/25 at 11:47 am to DUKE87
quote:
So years from now manufacturing will ensue here? Just in time for the next administration to revoke it?
I don’t think JD Vance would revoke it
Posted on 4/22/25 at 12:02 pm to DUKE87
quote:
So years from now manufacturing will ensue here? Just in time for the next administration to revoke it?
That’s the issue. Each administration undoes the last great thing that is done or in progress.
It's not as easy to unwind manufacturing in pharma. Part of the FDA approval process for a drug/cell therapy/gene therapy is approval of manufacturing (and the manufacturing process), so it can be difficult and prohibitively expensive to decommission in one place and start up in another, especially for an already commercialized product.
Posted on 4/22/25 at 12:06 pm to The Egg
It's like pledging money to Jerry's Kids. Pledges are just ink on paper. Paper is cheap
Posted on 4/22/25 at 12:36 pm to deltaland
quote:
I don’t think JD Vance would revoke it
He probably wouldn't, but he might. He might not even get elected.
That's a lot of uncertainty when you're planning a large capital investment. This may be real or they may be playing the same game Trump is.
Posted on 4/22/25 at 4:52 pm to KiwiHead
quote:
It's like pledging money to Jerry's Kids. Pledges are just ink on paper. Paper is cheap
JFC.

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