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GSK to Invest $30B in U.S. R&D and Manufacturing Over 5 Years
GSKGSK(US:GSK) ZACKSยท2025-09-17 17:01

Core Insights - GSK plc has announced a $30 billion investment plan focused on research and development (R&D) and supply chain infrastructure in the United States over the next five years [1][8] Investment Details - The investment includes a $1.2 billion allocation for advanced manufacturing facilities and the integration of digital and AI technologies to create next-generation biopharma factories and laboratories in the U.S. [2][8] - A new biologics flex factory will be established in Pennsylvania, aimed at producing innovative medicines for respiratory diseases and various cancer indications [3][8] - GSK will enhance its existing five U.S. manufacturing sites across Pennsylvania, North Carolina, Maryland, and Montana with new AI and advanced digital technology capabilities [3][8] Strategic Context - The investment reflects GSK's response to tariff pressures under the Trump administration, which has prompted U.S. pharmaceutical companies to increase domestic production [2][6] - Other pharmaceutical companies, such as Eli Lilly and AstraZeneca, have also announced significant investments in U.S. manufacturing in response to similar pressures [9][10][11] Market Performance - Year to date, GSK shares have increased by 18.4%, outperforming the industry average rise of 2.7% [5]