{"id":500,"date":"2026-05-12T12:41:09","date_gmt":"2026-05-12T11:41:09","guid":{"rendered":"https:\/\/hayooh.in\/?p=500"},"modified":"2026-06-04T12:18:16","modified_gmt":"2026-06-04T11:18:16","slug":"tada","status":"publish","type":"post","link":"https:\/\/hayooh.in\/index.php\/2026\/05\/12\/tada\/","title":{"rendered":"Tada"},"content":{"rendered":"\n
Company<\/td>FY<\/td>Global CapEx ($mm)<\/td>U.S. assets ($mm)<\/td>Total geo assets ($mm)<\/td>U.S. asset share<\/td>Derived U.S. CapEx ($mm)<\/td>Notes<\/td><\/tr>
Merck & Co.<\/td>FY25 (Dec)<\/td>4,112<\/td>15,021<\/td>25,316<\/td>59.3%<\/td>2,440<\/td> <\/td><\/tr>
Johnson & Johnson<\/td>FY25 (Dec)<\/td>4,832<\/td>89,392<\/td>1,99,210<\/td>44.9%<\/td>2,168<\/td>Denominator is total geographic assets (full balance sheet)<\/td><\/tr>
GlaxoSmithKline<\/td>FY25 (Dec)<\/td>1,814<\/td>19,545<\/td>45,724<\/td>42.7%<\/td>776<\/td> <\/td><\/tr>
Lonza<\/td>FY25 (Dec)<\/td>1,666<\/td> <\/td> <\/td> <\/td> <\/td>CapIQ geo assets unreliable (US shows $1.3mm); US share needs annual-report source<\/td><\/tr>
Takeda<\/td>FY ended Mar-2025<\/td>1,341<\/td>51,119<\/td>73,291<\/td>69.7%<\/td>935<\/td>Off-December fiscal year (Mar-2025)<\/td><\/tr>
Pfizer<\/td>FY25 (Dec)<\/td>2,629<\/td>9,680<\/td>19,317<\/td>50.1%<\/td>1,317<\/td> <\/td><\/tr>
Eli Lilly<\/td>FY25 (Dec)<\/td>7,841<\/td>18,764<\/td>26,601<\/td>70.5%<\/td>5,531<\/td>US numerator is ‘U.S. and Puerto Rico’<\/td><\/tr>
AstraZeneca<\/td>FY25 (Dec)<\/td>2,810<\/td>42,201<\/td>1,14,074<\/td>37.0%<\/td>1,040<\/td>Numerator is ‘The Americas’ per slide footnote 2; CapEx is PP&E only (excl software intangibles)<\/td><\/tr>
Bristol-Myers Squibb<\/td>FY25 (Dec)<\/td>1,311<\/td>4,931<\/td>7,543<\/td>65.4%<\/td>857<\/td> <\/td><\/tr>
CSL Limited<\/td>FY ended Jun-2025<\/td>636<\/td>4,347<\/td>17,917<\/td>24.3%<\/td>154<\/td>Off-December fiscal year (Jun-2025); asset base heavily Switzerland-weighted<\/td><\/tr>
Bayer<\/td>FY25 (Dec)<\/td>2,920<\/td>40,794<\/td>72,012<\/td>56.6%<\/td>1,654<\/td>Group-wide CapEx (Crop Science + Pharma + Consumer Health), not pharma-only<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
Company<\/td>Geography<\/td>Project description<\/td>Source link<\/td><\/tr>
Eli Lilly<\/td>Lehigh Valley, PA, USA<\/td>$3.5b+ injectable medicine and device facility (announced Jan 2026) to produce next-gen weight-loss therapies including retatrutide; Lilly’s 10th US site since 2020<\/td>https:\/\/investor.lilly.com\/news-releases\/news-release-details\/lilly-selects-pennsylvania-home-its-newest-injectable-medicine<\/a><\/td><\/tr>
Pfizer<\/td>United States (multi-site)<\/td>$70b committed to US R&D, manufacturing and capital projects over the next few years (announced Sept 2025), building on $83b invested 2018\u20132024<\/td>https:\/\/www.pfizer.com\/news\/press-release\/press-release-detail\/pfizer-reaches-landmark-agreement-us-government-lower-drug<\/a><\/td><\/tr>
Johnson & Johnson<\/td>Montgomery County, PA, USA<\/td>$1b+ next-generation cell therapy facility (announced Feb 2026); 500 biomanufacturing jobs; part of $55b US investment commitment through 2029<\/td>https:\/\/www.jnj.com\/media-center\/press-releases\/johnson-johnson-expands-u-s-footprint-with-more-than-1-billion-investment-in-next-generation-cell-therapy-manufacturing-facility-in-pennsylvania<\/a><\/td><\/tr>
Roche \/ Genentech<\/td>Holly Springs, NC, USA<\/td>Doubled Holly Springs investment to ~$2b (announced Jan 2026) to expand obesity-drug manufacturing; first East Coast Genentech site; operational by 2029<\/td>https:\/\/www.gene.com\/media\/press-releases\/15096\/2026-01-20\/genentech-more-than-doubles-investment-i<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
Eli Lilly<\/td>Goochland County, VA, USA<\/td>$5b facility announced Sept 2025; Lilly’s first fully integrated API + drug product site for its bioconjugate platform and monoclonal antibody portfolio, incl. antibody-drug conjugates (ADCs); 650 jobs; first of four new US sites<\/td>https:\/\/investor.lilly.com\/news-releases\/news-release-details\/lilly-announces-plans-build-5-billion-manufacturing-facility<\/a><\/td><\/tr>
Merck & Co.<\/td>Elkton, VA, USA<\/td>$3b, 400,000 sq ft small-molecule manufacturing facility (Center of Excellence), ground broken Oct 2025; 500 jobs; part of $70b+ US investment; production by 2029<\/td>https:\/\/www.merck.com\/news\/merck-breaks-ground-on-3-billion-center-of-excellence-for-pharmaceutical-manufacturing-in-elkton-virginia\/<\/a><\/td><\/tr>
Johnson & Johnson<\/td>Wilson, NC, USA<\/td>$2b biologics manufacturing facility, ground broken Mar 2025; flagship project of $55b US investment commitment through 2029; produces medicines for cancer and immune-mediated disease<\/td>https:\/\/www.jnj.com\/media-center\/press-releases\/johnson-johnson-increases-u-s-investment-to-more-than-55-billion-over-the-next-four-years<\/a><\/td><\/tr>
Roche \/ Genentech<\/td>Holly Springs, NC, USA<\/td>$700m+ Genentech manufacturing facility (announced May 2025, broke ground Aug 2025); first East Coast Genentech site; produces next-gen obesity\/metabolic medicines; part of $50b US commitment<\/td>https:\/\/www.roche.com\/media\/releases\/med-cor-2025-08-25<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
Company<\/td>Geography<\/td>Project description<\/td>Source link<\/td><\/tr>
Eli Lilly<\/td>Goochland County, VA, USA<\/td>$5b facility announced Sept 2025; Lilly’s first fully integrated API + drug product site for its bioconjugate platform and monoclonal antibody portfolio, incl. antibody-drug conjugates (ADCs); 650 jobs; first of four new US sites<\/td>https:\/\/investor.lilly.com\/news-releases\/news-release-details\/lilly-announces-plans-build-5-billion-manufacturing-facility<\/a><\/td><\/tr>
Merck & Co.<\/td>Elkton, VA, USA<\/td>$3b, 400,000 sq ft small-molecule manufacturing facility (Center of Excellence), ground broken Oct 2025; 500 jobs; part of $70b+ US investment; production by 2029<\/td>https:\/\/www.merck.com\/news\/merck-breaks-ground-on-3-billion-center-of-excellence-for-pharmaceutical-manufacturing-in-elkton-virginia\/<\/a><\/td><\/tr>
Johnson & Johnson<\/td>Wilson, NC, USA<\/td>$2b biologics manufacturing facility, ground broken Mar 2025; flagship project of $55b US investment commitment through 2029; produces medicines for cancer and immune-mediated disease<\/td>https:\/\/www.jnj.com\/media-center\/press-releases\/johnson-johnson-increases-u-s-investment-to-more-than-55-billion-over-the-next-four-years<\/a><\/td><\/tr>
Roche \/ Genentech<\/td>Holly Springs, NC, USA<\/td>$700m+ Genentech manufacturing facility (announced May 2025, broke ground Aug 2025); first East Coast Genentech site; produces next-gen obesity\/metabolic medicines; part of $50b US commitment<\/td>https:\/\/www.roche.com\/media\/releases\/med-cor-2025-08-25<\/a><\/td><\/tr>
Novo Nordisk<\/td>Clayton, NC, USA<\/td>$4.1b second fill-finish facility (announced 2024); ~1.4m sq ft for injectables incl. Ozempic and Wegovy; phased buildout 2027\u20132029; one of Novo’s largest-ever investments<\/td>https:\/\/www.fiercepharma.com\/manufacturing\/novo-obesity-drug-plant-expand-wegovy-lilly-zepbound<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
Eli Lilly<\/td>Goochland County, VA, USA<\/td>Lilly announced a $5b facility in September 2025 for API and drug product manufacturing across its bioconjugate platform and monoclonal antibody portfolio, including antibody-drug conjugates.<\/td><\/tr>
Merck & Co.<\/td>Elkton, VA, USA<\/td>Merck broke ground in October 2025 on a $3b small-molecule manufacturing facility, with production expected by 2029.<\/td><\/tr>
Johnson & Johnson<\/td>Wilson, NC, USA<\/td>J&J broke ground in March 2025 on a $2b biologics manufacturing facility producing medicines for cancer and immune-mediated disease.<\/td><\/tr>
Roche \/ Genentech<\/td>Holly Springs, NC, USA<\/td>Genentech announced a facility of more than $700m in May 2025 to produce next-generation obesity and metabolic medicines, and broke ground in August 2025.<\/td><\/tr>
Novo Nordisk<\/td>Clayton, NC, USA<\/td>Novo announced a $4.1b fill-finish facility in 2024 for injectable medicines including Ozempic and Wegovy, with buildout expected to complete between 2027 and 2029.<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"

Company FY Global CapEx ($mm) U.S. assets ($mm) Total geo assets ($mm) U.S. asset share Derived U.S. CapEx ($mm) Notes Merck & Co. FY25 (Dec) 4,112 15,021 25,316 59.3% 2,440   Johnson & Johnson FY25 (Dec) 4,832 89,392 1,99,210 44.9% 2,168 Denominator is total geographic assets (full balance sheet) GlaxoSmithKline FY25 (Dec) 1,814 19,545 45,724… Continue reading Tada<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-500","post","type-post","status-publish","format-standard","hentry","category-blog","entry"],"_links":{"self":[{"href":"https:\/\/hayooh.in\/index.php\/wp-json\/wp\/v2\/posts\/500","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hayooh.in\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hayooh.in\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hayooh.in\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/hayooh.in\/index.php\/wp-json\/wp\/v2\/comments?post=500"}],"version-history":[{"count":37,"href":"https:\/\/hayooh.in\/index.php\/wp-json\/wp\/v2\/posts\/500\/revisions"}],"predecessor-version":[{"id":584,"href":"https:\/\/hayooh.in\/index.php\/wp-json\/wp\/v2\/posts\/500\/revisions\/584"}],"wp:attachment":[{"href":"https:\/\/hayooh.in\/index.php\/wp-json\/wp\/v2\/media?parent=500"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hayooh.in\/index.php\/wp-json\/wp\/v2\/categories?post=500"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hayooh.in\/index.php\/wp-json\/wp\/v2\/tags?post=500"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}