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U.S. Firms Shift Production, Chinese Drug Makers Face Uncertainty

3/17/2026

Summary

Story summary

Chinese contract drug makers, including WuXi AppTec, face uncertain revenue as U.S. companies shift production in-house amid tensions.
Cui Cui of Jefferies says 2026 and 2027 earnings look strong, but future order growth remains unclear.
Large U.S. firms are expected to boost manufacturing by 2028–2029 and increasingly partner with India and Singapore.
The U.S. government has heightened scrutiny of Chinese biotech firms, including WuXi AppTec, amid national security concerns.

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Story summary

Chinese contract drug makers, including WuXi AppTec, face uncertain revenue as U.S. companies shift production in-house amid tensions.
Cui Cui of Jefferies says 2026 and 2027 earnings look strong, but future order growth remains unclear.
Large U.S. firms are expected to boost manufacturing by 2028–2029 and increasingly partner with India and Singapore.
The U.S. government has heightened scrutiny of Chinese biotech firms, including WuXi AppTec, amid national security concerns.