Contract Drug Manufacturers to Benefit From U.S. Pharma Onshoring Push -- Market Talk

Dow Jones
May 15

1045 GMT - Contract drug manufacturers look set to benefit from the U.S. government's accelerated push to bring more pharmaceutical production onshore, RBC Capital Markets' Charles Weston and Natalia Webster say in a research note. The U.S. commerce department this week gave pharma companies that haven't signed a drug-pricing deal with the government a June 12 deadline to name their U.S. contract manufacturing partners and outline their investment plans through January 2029. "This may create an accelerated pipeline of new business opportunities for [contract drug manufacturing organizations] with available U.S. capacity," the analysts say. Contract drug manufacturers such as Lonza, Siegfried, Bachem, Evotec, Samsung Biologics, Fujifilm and Thermo Fisher stand to gain from the compressed timeline, according to RBC. The Stoxx Euro 600 Health Care index rises 0.2%.(adria.calatayud@wsj.com)

 

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May 15, 2026 06:45 ET (10:45 GMT)

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