Tariffs Are Good?! Why U.S. Drug Manufacturers Are the Real Winners

Everyone’s worried about new drug tariffs—but they’re actually boosting U.S. Contract Development and Manufacturing Organizations (CDMOs). With tariffs driving up the cost of China-sourced APIs and packaging, American CDMOs with local supply chains are suddenly faster, higher quality, and even cheaper. For private equity investors, these “tariff-resistant” networks are a solid opportunity.