Bayer outlined its 2030 growth strategy at Pharma Media Day 2026, driven by AI partnerships, precision medicine, and a strengthened pipeline. The company aims for mid-single-digit growth from 2027 and 30% margins by 2030.
Global oncology drug spending is projected to reach $467 billion by 2030, driven by novel modalities like ADCs and bispecifics, but growth will slow due to patent expirations for key drugs like Keytruda and Lynparza. R&D is shifting, with novel modalities accounting for 33% of clinical trials in 2025. The industry is also seeing broader innovation and investment, with new blockbuster contenders emerging across multiple therapeutic areas.
Novartis finalized a seventh new US facility as part of a $23 billion expansion. The new API site in Morrisville, North Carolina, supports end-to-end US manufacturing across multiple therapy platforms.
More than 30 approved cell and gene therapies carry prices from nearly $1 million to over $4 million, creating fiscal pressure for Medicaid. A federal access model launched in 2024 aims to centralize outcomes-based contracting.
The Consolidated Appropriations Act, 2026 extends the FDA’s rare pediatric disease priority review voucher authority through Sept. 30, 2029. The law also requires a GAO report on the program’s effectiveness.
Pharma robots and clean room pass-through systems are projected to grow through 2035 as drugmakers increase automation and contamination control. Demand is being driven by biologics, cell and gene therapies, stricter sterile-manufacturing requirements, and investment in cleanroom infrastructure.
FDA debate over clinical trial reform is focused on continuous trials and faster, risk-based pathways for low-risk studies. Recent FDA remarks and existing guidance frame adaptive, seamless designs as compliant if trial integrity is maintained.
President Donald Trump’s April 2, 2026 proclamation sets a 100% Section 232 tariff on certain patented pharmaceuticals and APIs from July 31, 2026. Generics, biosimilars and several specialty categories are exempt, while some companies can qualify for reduced or zero tariffs through onshoring or MFN pricing agreements.
The global GMP consumables market is projected for significant growth through 2035, driven by expansion in biologics, cell and gene therapies, and mRNA vaccine manufacturing. The market will shift from basic contamination control to enabling advanced therapeutic production with specialized single-use systems. Growth will be supported by regulatory standards, supply chain resilience, and increasing biosimilar production in Asia-Pacific and emerging markets.
Five intra-articular gene therapy platforms for knee osteoarthritis are in human trials in the US, while India prepares regulatory guidelines for mRNA, gene and cell therapies to accelerate innovation.
