MFN Program Grows to 26 Drugmakers as Nine More Commit to $19.6B in US Manufacturing

President Donald J. Trump announced nine new Most-Favored-Nation (MFN) agreements with pharmaceutical manufacturers on August 31, bringing the program's total roster to 26 companies. The administration says that group now accounts for 89% of the branded drug market,¹ a milestone with direct implications for how supply chain and market access teams plan pricing, procurement, and Medicaid formulary strategy heading into 2027.

Nine more manufacturers sign on

The newly announced participants are a group of mid-sized manufacturers:

• Alcon
• Astellas Pharma
• BeOne Medicines
• BridgeBio
• CSL
• Kyowa Kirin
• Sun Pharma
• Teva Pharmaceuticals
• UCB

The products affected span a wide swath of costly and chronic therapeutic areas, including hemophilia, Parkinson's disease, macular degeneration, glaucoma, liver disease, dermatologic conditions, and multiple cancers.¹ Under the deals, every state Medicaid program gains access to MFN pricing on these companies' products, which the White House projects will translate into billions of dollars in aggregate savings.¹ A companion White House fact sheet frames the agreements as closing off the ability of other countries to use price controls to benefit from American drug innovation without paying comparable prices.¹

Manufacturing and supply chain commitments take center stage

For supply chain and commercialization leaders, the more consequential piece may be what's attached to the pricing deals rather than the pricing itself. The nine companies have collectively pledged at least $19.6 billion in near-term U.S. manufacturing investment, and several are directing material toward the Strategic Active Pharmaceutical Ingredients Reserve, a stockpile meant to reduce dependence on foreign API sources and buffer against future supply disruptions.¹

Individual contributions include:

• UCB: 163 tons of levetiracetam, an anticonvulsant
• Sun Pharma: 71.4 tons of clindamycin and 6.75 tons of doxycycline, both antibiotics
• Teva Pharmaceuticals: 45 metric tons of metronidazole (antibiotic/antiprotozoal) and 4.8 tons of amlodipine (antihypertensive)
• Astellas: 25 kg of tacrolimus, an immunosuppressant used in transplant care

For sourcing and procurement teams, these donations are worth tracking as an early signal of how manufacturers may reallocate API supply commitments going forward.

What it means for market access

The Medicaid provisions are the piece most relevant to market access and payer-strategy teams, though industry watchers caution the practical effect on patients may be limited. Lindsay Bealor Greenleaf, head of market access policy strategy at ADVI, told our sister publication Pharmaceutical Executive that Medicaid patients typically already pay only $4 to $8 out of pocket, and that the financial impact of the voluntary deals falls on manufacturers rather than patients. That distinction matters for commercialization planners weighing how MFN participation will affect net pricing and rebate structures rather than front-line patient access.

The road to 26 agreements

The nine deals build on momentum going back to May 2025, when the MFN executive order was signed, followed two months later by letters sent to 17 major manufacturers directing them to bring U.S. list prices in line with the lowest price charged in other developed markets.² According to the White House, all 17 of those companies have since signed on.¹ Combined with today's additions, the MFN roster now includes Pfizer, AstraZeneca, EMD Serono, Eli Lilly, Novo Nordisk, Amgen, Bristol Myers Squibb, Boehringer Ingelheim, Genentech, Gilead Sciences, GSK, Merck, Novartis, Sanofi, Johnson & Johnson, AbbVie, Regeneron, Alcon, Astellas Pharma, BeOne Medicines, BridgeBio, CSL, Kyowa Kirin, Sun Pharma, Teva Pharmaceuticals, and UCB.¹

What remains undone

Even with 26 manufacturers now committed, the administration is pushing Congress to pass the Great Healthcare Plan, broader legislation aimed at lowering drug prices and insurance premiums, increasing accountability for insurers, and expanding price transparency.³ Unlike the manufacturer-by-manufacturer MFN deals, that agenda depends on legislative action, meaning its outcome, and any further supply chain or market access implications, rests with lawmakers rather than executive negotiation.

References

1. Fact Sheet: President Donald J. Trump Announces Deal with Nine Additional Pharmaceutical Manufacturers to Lower Drug Prices for Americans, The White House, August 31, 2026. View source

2. White House to announce new drug pricing deals with biotechs, Bloomberg News reports, Reuters, August 26, 2026. View source

3. Fact Sheet: President Donald J. Trump Calls on Congress to Enact The Great Healthcare Plan, The White House, January 15, 2026. View source