US manufacturing investment and reshoring
11 statements on the record across 6 companies, ordered by how much each has said. Every quote is verbatim from its call.
Large-cap pharma broadly signals deepening commitment to US manufacturing, with MRK citing $12 billion invested since 2018 plus over $9 billion more committed through 2028 to rebalance its supply chain [m2174, m2173, m2177], and GILD similarly describing recent US investment including two large cell therapy sites with additional projects running through 2028 [m2403]. LLY has announced two new US API facilities plus a Puerto Rico expansion, with further facility updates promised in coming months [m2249, m2250], while PFE says it will deploy and build out US production capacity under its new government agreement [m2342]. BMY and GILD both emphasize an already US-centric footprint, though BMY gave no new dollar figure or deadline for further investment [m2294, m2424]. AMGN's stand diverges by focusing on Puerto Rico rather than mainland reshoring, citing favorable tax court rulings reinforcing the value of that location [m2388], and GILD separately credits 2017 tax reform for prior US capital investment [m2402].
O'Day said Gilead's strongest manufacturing footprint is in the US, alongside a mix of internal and external global manufacturing. [m2424] O'Day attributed 2017 tax reform to bolstering US investment, noting almost all R&D capital infrastructure is US based. [m2402] O'Day said Gilead has increased US manufacturing investment in recent years, including two large scale cell therapy sites. [m2403] O'Day stated additional US investment projects are underway and expected to run through 2028, an open, unresolved commitment. [m2403]
Show the 3 verbatim statements
#m2424 · 2025-04-24 · Daniel O'Day · STATED
“We do have the strongest footprint we have is in the United States. Like most companies, we leverage both internal and external manufacturing on a global basis.”
#m2402 · 2025-04-24 · Daniel O'Day · STATED
“The 2017 tax reform was instrumental in us bolstering our US investment, and Gilead Sciences, Inc. is differentiated in that almost a % of our R&D capital infrastructure is in the US.”
#m2403 · 2025-04-24 · Daniel O'Day · STATED · by through 2028
“In addition, we have been increasing our investment in US manufacturing over the last several years, with two large-scale cell therapy sites, and we have additional investment projects underway that are expected to run through 2028.”
CEO Rob Davis said Merck has invested $12 billion in US manufacturing since 2018 and committed an additional $9 billion plus for projects through 2028. [m2174] Davis framed this as part of an ongoing evolution of the company's supply chain strategy to better balance its manufacturing footprint. [m2173] Davis stated the company is locating more manufacturing in the US for US supply, including for the majority of its upcoming new products. [m2177] Davis said this US manufacturing effort will help manage supply over the medium and long term. [m2177]
Show the 3 verbatim statements
#m2177 · 2025-04-24 · Rob Davis · STATED · by medium and long term
“And our ongoing efforts to locate more manufacturing in the US for US supply, including for the majority of our upcoming new products, will help us manage over the medium and long term.”
#m2174 · 2025-04-24 · Rob Davis · STATED · by through 2028
“Of note, since 2018, we've invested $12 billion in US manufacturing and we've committed to an additional $9 billion plus for projects through 2028.”
#m2173 · 2025-04-24 · Rob Davis · STATED
“Over the last few years, we've been evolving our supply chain strategy in an effort to better balance our manufacturing footprint, which aligns well with the new administration's efforts to regrow the US manufacturing base.”
Ricks stated Lilly announced plans to build 2 new U.S. facilities for active pharmaceutical ingredients plus an expansion of an existing Puerto Rico facility. [m2249] Ricks said Lilly plans to announce updates on 2 remaining new U.S. manufacturing facilities in the coming months, an open promise. [m2250]
Show the 2 verbatim statements
#m2249 · 2025-10-30 · David Ricks · STATED
“We announced plans to build 2 new U.S. facilities that will make active pharmaceutical ingredients and the expansion of an existing facility in Puerto Rico.”
#m2250 · 2025-10-30 · David Ricks · STATED · by coming months
“We plan to announce updates on our 2 remaining new U.S. manufacturing facilities in the coming months.”
CFO Peter Griffith stated that tax court rulings in recent years have reinforced the value of manufacturing in Puerto Rico. [m2388]
Show the 1 verbatim statement
#m2388 · 2024-08-06 · Peter Griffith · STATED
“the tax court in the last several years has reinforced the value of manufacturing down in Puerto Rico.”
Boerner stated BMY is significantly US-based today and has invested in core US infrastructure for many years, without specifying a new dollar amount or deadline. [m2294]
Show the 1 verbatim statement
#m2294 · 2025-04-24 · Christopher Boerner · STATED
“We are a significantly US-based company today. We have been investing in core infrastructure in the US for many years.”
CFO David Denton stated Pfizer will invest in US production capacity, working through plans under its new agreement with the US government to deploy and further build out that capacity. [m2342]
Show the 1 verbatim statement
#m2342 · 2025-11-04 · David Denton · STATED
“Clearly, there are important elements of our strategy. We're going to clearly invest in the U.S. from a production perspective. We're working now to work through our plans with the new agreement with the U.S. government on how to effectively deploy our capacity here in the U.S. and further build it out.”
OPEN is an unresolved commitment on the clock; STATED is on the record without a checkable bar and is never counted or scored. Method: methodology.