Dozens of major pharma companies, including Eli Lilly, AstraZeneca, J&J, Novartis, and GSK, are significantly increasing U.S. manufacturing capacity for 2026 and beyond, with commitments totaling hundreds of billions ($270B+ reported) in new facilities and expansions, driven by tariffs, supply chain resilience, and geopolitical risk, with major investments focused on APIs, sterile injectables, and biologics, creating thousands of jobs.
Key Players & Commitments (2025-2030+):
Eli
Lilly: investment, ~$27B (expanding to $50B total spend) on new API/injectable
plants, creating jobs.
AstraZeneca: Committing
$50B to U.S. manufacturing/R&D by 2030 for critical treatments.
Johnson
&Johnson: $2B biologics plant in NC; significant expansion.
Novartis:
$23B planned for 10 U.S. sites.
GSK: Expanding
U.S. footprint with new sites like Marietta, PA.
AbbVie: $195M
for API expansion.
Genentech: Broke ground on a $700M NC facility.
Why They're Reshoring:
Tariffs
& Geopolitics: Reducing vulnerability to trade disputes and global
instability.
Supply
Chain Security: Ensuring critical drug availability (APIs, injectables).
Economic
Incentives: Leveraging U.S. government initiatives and incentives.
Innovation: Bringing R&D and manufacturing closer together.
What's Being Built:
More
advanced API (Active Pharmaceutical Ingredient) facilities.
Increased
capacity for sterile injectables and biologics.
High-tech, automated plants to manage costs and increase adaptability.
Outlook for 2026 & Beyond:
This trend is expected to continue, with significant capital flowing into U.S. pharma manufacturing infrastructure. The investments span 5-10 years, indicating a long-term strategic shift.
As of 2026, at least 15 major pharmaceutical companies have announced significant multi-year reshoring and domestic expansion plans. This surge is driven by new policy pressures, including 100% tariffs on many imported branded drugs effective late 2025 and new federal supply chain security requirements.
Key Companies & Commitments (2026 and Beyond)
Total
pledged investments for U.S. manufacturing now exceed $480
billion over the next 4 to 10 years.
Eli
Lilly: Investing over $50 billion across multiple U.S. sites,
including its new 24/7 continuous manufacturing facility in Indiana.
Johnson
& Johnson: Pledged $55 billion through 2029 to expand
domestic manufacturing, including a major biologics plant in North Carolina.
AstraZeneca: Committed $50
billion through 2030 for U.S. manufacturing and R&D to mitigate
geopolitical supply chain risks.
GSK: Investing $30
billion over the next five years specifically for U.S.-based R&D and
production.
Novartis: Committed $23
billion over five years with a target to produce 100% of its key medicines
domestically.
Other Notable Participants: Bristol Myers Squibb ($40B), Gilead ($11B), AbbVie ($10B), and Roche ($1.25B) have also initiated major expansion or reshoring projects.
Norb Leahy, Dunwoody GA Tea Party Leader
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