US Facilities · Pharma
Takeda pledges $30 billion for its U.S. operations over five years
- Company
- Takeda Pharmaceutical (Tokyo)
- Project
- Takeda's U.S. manufacturing and R&D operations, United States
- Value
- $30B over five years
- Status
- Announced. Spending is planned over five years.
- Date
- 2025-05-08
Takeda CEO Christophe Weber said on the company's full-year earnings call that it plans to invest $30 billion in its U.S. operations over the next five years. The total includes U.S. R&D spending and upgrades to its manufacturing sites to raise efficiency. Takeda supplies the U.S. from 20 of its 22 plants, seven of them in the U.S. Weber called the plan a continuation of Takeda's existing strategy rather than a response to tariffs.
Why it matters
The U.S. accounts for about half of Takeda's revenue, so the pledge puts the Japanese drugmaker alongside U.S. and European rivals that made large U.S. commitments under Trump's tariff and drug-pricing pressure. Its main U.S. product, Entyvio, is already 100% U.S.-origin, which limits Takeda's tariff exposure.
The plan
Weber gave the figure on the call for fiscal 2024 results, the year ended March 2025. He said the spending was not a change of direction, since Takeda has long invested heavily in the U.S. No breakdown by site, year or between R&D and manufacturing was given.
On manufacturing, the money is meant to bring existing plants up to the highest efficiency and productivity rather than to build a new network. Besides the seven U.S. plants, the sites that supply the U.S. are in Europe, Japan and Singapore. Weber said contract manufacturers handle about 20% of Takeda's production, and about 70% of its spending with contract manufacturers goes to U.S.-based companies.
Drug-pricing stance
On the same call Takeda pushed back on President Trump's 'most favored nation' drug-pricing proposal. Julie Kim, then president of the U.S. business unit, called it a price control and said applying it in Medicaid could cost the industry up to $1 trillion over 10 years. She said the government had not yet contacted Takeda directly.
Existing U.S. footprint
The pledge builds on earlier U.S. projects. In June 2024 Takeda announced a $230 million expansion of plasma-derived therapy production at its Los Angeles site, which it described as its largest fractionation site by capacity worldwide. The project adds capacity of up to 2 million liters a year and more than 125 jobs.
What to watch
Julie Kim, who spoke against the pricing proposal on the call, took over as CEO in June 2026 after being named CEO-elect in 2025. How the five-year spending is phased, and whether Takeda later gives site-level detail, will fall under her leadership.
Sources
Kakehashi M&A News home