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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 by The Egg
Houston, TX
Member since Dec 2004
81735 posts
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 by idlewatcher
Planet Arium
Member since Jan 2012
86301 posts
Posted on 4/22/25 at 8:22 am to
Now we're just leaning on these countries to act. And it's working.
Posted by lake chuck fan
westlake
Member since Aug 2011
17750 posts
Posted on 4/22/25 at 8:23 am to
I'm wondering what the running total of announced investments in the US is....
Posted by ezride25
Constitutional Republic
Member since Nov 2008
25113 posts
Posted on 4/22/25 at 9:05 am to
But muh tariffs are bad…I was told.

Posted by Free888
Member since Oct 2019
2382 posts
Posted on 4/22/25 at 9:30 am to
The Roche gene therapy investment is interesting considering they just laid off a bunch of their gene therapy employees in Pennsylvania.
Posted by LSUnation78
Northshore
Member since Aug 2012
13349 posts
Posted on 4/22/25 at 9:41 am to
quote:

gene therapy plant in Pennsylvania



Keep it. Build precursor labs instead.
Posted by DUKE87
Covington, LA
Member since May 2021
1214 posts
Posted on 4/22/25 at 10:01 am to
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.
Posted by Free888
Member since Oct 2019
2382 posts
Posted on 4/22/25 at 10:39 am to
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 by deltaland
Member since Mar 2011
96479 posts
Posted on 4/22/25 at 11:41 am to
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 by deltaland
Member since Mar 2011
96479 posts
Posted on 4/22/25 at 11:47 am to
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 by Free888
Member since Oct 2019
2382 posts
Posted on 4/22/25 at 12:02 pm to
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 by KiwiHead
Auckland, NZ
Member since Jul 2014
32727 posts
Posted on 4/22/25 at 12:06 pm to
It's like pledging money to Jerry's Kids. Pledges are just ink on paper. Paper is cheap
Posted by Flats
Member since Jul 2019
25139 posts
Posted on 4/22/25 at 12:36 pm to
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 by BTROleMisser
Murica'
Member since Nov 2017
2487 posts
Posted on 4/22/25 at 4:52 pm to
quote:


It's like pledging money to Jerry's Kids. Pledges are just ink on paper. Paper is cheap


JFC.
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