CD­MO ex­ec­u­tives say they are un­fazed about the wave of phar­ma com­pa­nies boost­ing their in­ter­nal man­u­fac­tur­ing ca­pac­i­ty as they on­shore to the US, not­ing this could have up­sides for third-par­ty ser­vice providers in the fu­ture.

End­points News spoke with CEOs on the side­lines of the Con­ven­tion on Phar­ma­ceu­ti­cal In­gre­di­ents con­fab in Frank­furt, who said that phar­ma com­pa­nies may be over­in­vest­ing in their US foot­print, which could pro­vide ac­qui­si­tion op­por­tu­ni­ties for CD­MOs in the fu­ture.

Since ear­ly this year, over $480 bil­lion in in­vest­ments have been pledged to the US as Pres­i­dent Don­ald Trump con­tin­ues to threat­en phar­ma-spe­cif­ic tar­iffs. Most re­cent­ly, Trump warned com­pa­nies that they need­ed to start break­ing ground in the US or face 100% tar­iffs, caus­ing them to rush to start con­struc­tion.

Eli Lil­ly plans to build an­oth­er fa­cil­i­ty to make its oral GLP-1 drug or­for­glipron. The $3 bil­lion site will be lo­cat­ed in Katwijk, the Nether­lands.

In ad­di­tion to or­for­glipron, the new site will make oth­er oral sol­id med­i­cines in on­col­o­gy, im­munol­o­gy and neu­ro­science, the com­pa­ny an­nounced in a Mon­day re­lease. Around 500 new jobs will be cre­at­ed, and con­struc­tion for the fa­cil­i­ty is ex­pect­ed to be­gin next year. But it is still sub­ject to the fi­nal­iza­tion of gov­ern­ment per­mits and lo­cal ap­proval.

"With ex­ten­sive in­vest­ments al­ready un­der­way in the US, our planned ex­pan­sion in Eu­rope fur­ther strength­ens our abil­i­ty to de­liv­er med­i­cines to pa­tients world­wide," CEO David Ricks said in the an­nounce­ment. "Lo­cal­ized man­u­fac­tur­ing en­sures we can quick­ly re­spond to meet re­gion­al de­mand and ac­cel­er­ate dis­tri­b­u­tion with­in Eu­rope."

Su­per­nus Phar­ma­ceu­ti­cals is paus­ing new de­liv­er­ies for its Parkin­son’s dis­ease drug-de­vice On­ap­go af­ter high­er-than-ex­pect­ed de­mand led to sup­ply con­straints.

From On­ap­go's US launch in Feb­ru­ary to the end of Sep­tem­ber, pre­scrib­ing doc­tors have sub­mit­ted over 1,300 pa­tient start forms, Su­per­nus said in a Tues­day re­lease. On­ap­go is a pump that ad­min­is­ters apo­mor­phine to adults with Parkin­son’s dis­ease to help con­trol symp­toms like tremors or stiff­ness.

Su­per­nus' stock SUPN plunged by about 17% on Wednes­day.

The com­pa­ny said it will pause all de­liv­er­ies to pa­tients that haven’t start­ed On­ap­go and will pri­or­i­tize those al­ready tak­ing the treat­ment. Su­per­nus is work­ing to build up in­ven­to­ry and will pro­vide up­dates once progress has been made, it said in the Tues­day re­lease.

Af­ter al­lo­cat­ing bil­lions to build fa­cil­i­ties in Vir­ginia, As­traZeneca, Eli Lil­ly and Mer­ck have pledged $40 mil­lion each to help de­vel­op a man­u­fac­tur­ing train­ing cen­ter there.

The three drug­mak­ers signed a mem­o­ran­dum of un­der­stand­ing that shows their sup­port for a drug sub­stance and prod­uct man­u­fac­tur­ing train­ing cen­ter in Vir­ginia. Around 2,000 to 2,500 pro­fes­sion­als will be trained per year, Gov. Glenn Youngkin said in a Fri­day re­lease.

The drug­mak­ers have been in­vit­ed to pro­vide train­ing pro­grams to run at the cen­ter, and the state of Vir­ginia is call­ing for oth­er phar­ma com­pa­nies to par­tic­i­pate in the new fa­cil­i­ty. The three com­pa­nies' MOU is with the state of Vir­ginia, the Vir­ginia In­no­va­tion Part­ner­ship Cor­po­ra­tion, and a hand­ful of lo­cal uni­ver­si­ties.

Te­va CEO Richard Fran­cis said Wednes­day that the re­sults of Medicare price ne­go­ti­a­tions for its top-sell­ing brand-name drug Auste­do are “con­sis­tent with our midterm ex­pec­ta­tions.”

“Ne­go­ti­a­tions have end­ed up with a dis­count that’s with­in what we mod­eled,” Fran­cis told End­points News in an in­ter­view on Wednes­day.

Fran­cis de­clined to pro­vide the ne­go­ti­at­ed price for Auste­do. But dur­ing a third-quar­ter earn­ings call ear­li­er on Wednes­day, he told an­a­lysts that Te­va had ex­pect­ed the drug would be se­lect­ed for ne­go­ti­a­tions and fac­tored that pos­si­bil­i­ty in­to its sales fore­casts.

He reaf­firmed Auste­do’s sales tar­get of more than $2.5 bil­lion in 2027, the same year prices reached dur­ing the lat­est cy­cle of In­fla­tion Re­duc­tion Act ne­go­ti­a­tions are set to take ef­fect. Fran­cis al­so con­firmed Auste­do’s peak rev­enue tar­get of more than $3 bil­lion.