The White House has announced a second wave of most favoured nation drug pricing agreements, this time targeting nine medium-sized pharmaceutical companies across multiple continents.
The latest round includes Alcon, Astellas Pharma, BeOne Medicines, BridgeBio, CSL, Kyowa Kirin, Sun Pharma, Teva Pharmaceuticals (TEVA) and UCB, according to a White House fact sheet issued Monday.
The new agreements arrive roughly four months after the administration completed its first round of MFN deals with 17 of the industry’s largest pharmaceutical players, concluded through late April 2026.
This round draws in companies from a broader geographic spread, with Sun Pharma based in India, Teva headquartered in Israel, Astellas and Kyowa Kirin based in Japan, and CSL operating out of Australia.
The deals are designed to reduce Medicaid prices on treatments for conditions including hemophilia, Parkinson’s disease, macular degeneration, glaucoma, liver disease, skin conditions and multiple types of cancer.
Specific details on which drugs are covered under each agreement and the precise discount levels involved remain thin, according to the White House fact sheet.
The nine companies have collectively pledged at least $19.6 billion in investment commitments toward American production operations in the near term.
Several of the firms have also agreed to donate active pharmaceutical ingredients to the U.S. Strategic Active Pharmaceutical Ingredients Reserve, known as SAPIR, intended to reduce reliance on foreign suppliers.
Belgium’s UCB has committed 163 tons of API for the seizure drug levetiracetam, while Sun Pharma will contribute 71.4 tons and 6.75 tons of the antibiotics clindamycin and doxycycline respectively.
Teva is contributing 45 tons of the antibiotic metronidazole and 4.8 tons of the hypertensive drug amlodipine, while Astellas is adding 25 kilograms of the immunosuppressant tacrolimus to the reserve.
The Trump administration has offered participating drugmakers tariff exemptions lasting three years in exchange for their MFN pricing commitments.
With the new agreements in place, the total number of pharmaceutical manufacturers signed up to MFN deals now stands at 26, covering 89% of the branded drug market.
Critics, however, remain sceptical about whether the deals are delivering real-world results for patients and payers.
Public Citizen has stated there is no evidence that drug companies have followed through on commitments to lower U.S. launch prices to MFN levels.