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Thursday
2 October, 2025
Cytiva
9 critical areas to streamline biosimilar development
top stories
1. Groups accuse drugmakers of conspiring to pressure UK over drug prices
2. Ansa Biotechnologies closes $54.4M Series B to boost US DNA manufacturing 
3. Trump’s threatened pharma tariffs won’t start Wednesday despite prior warning, White House says
4. After months of investigation on drug tariffs, Trump seals new levies with a social media post
5. Updated: Trump’s new tariff threat throws months of deals and negotiations into uncertainty 
6. What we do and don’t know after the White House’s deal with Pfizer
Anna Brown
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President Donald Trump took to social media last week to announce 100% tariffs on branded drugs to start on Oct. 1, yet the White House confirmed yesterday these are still in preparation stages and will impact companies not building in the US or participating in MFN. Email me or contact me on Signal (annabrown.04) for any tips.

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Anna Brown
Biopharma Breaking News Reporter, Endpoints News
1
by Anna Brown

Three ad­vo­ca­cy groups have writ­ten to the UK’s Com­pe­ti­tion and Mar­kets Au­thor­i­ty (CMA) de­mand­ing an in­ves­ti­ga­tion in­to whether phar­ma com­pa­nies co­or­di­nat­ed with the US gov­ern­ment and UK trade groups to ex­ert pres­sure and raise drug prices in the coun­try.

The CMA re­ceived the let­ter on Sept. 26 from UK-based pa­tient ad­vo­ca­cy groups Bal­anced Econ­o­my Project, Just Treat­ment and Glob­al Jus­tice Now, which al­leged that com­pa­nies are work­ing with the US ad­min­is­tra­tion and a UK phar­ma trade group, the As­so­ci­a­tion of the British Phar­ma­ceu­ti­cal In­dus­try, to pres­sure the UK gov­ern­ment.

Rough­ly a month ago, UK Health Sec­re­tary Wes Street­ing failed to strike a deal on drug pric­ing with phar­ma com­pa­nies, mean­ing the UK’s drug re­bate tax stayed at near­ly 23%. This is very high com­pared to oth­er coun­tries, such as France’s 5.7% tax. Many top drug­mak­ers have since then crit­i­cized the British gov­ern­ment, say­ing it is cre­at­ing a bad busi­ness en­vi­ron­ment.

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Jason Gammack, Ansa Biotechnologies CEO
2
by Anna Brown

Cal­i­for­nia-based syn­thet­ic DNA mak­er Ansa Biotech­nolo­gies has closed an over­sub­scribed Se­ries B fund­ing round with $45.2 mil­lion, plus com­mit­ments for an ad­di­tion­al $9.2 mil­lion. The cash will be used to in­crease its US man­u­fac­tur­ing ca­pac­i­ty.

“Our as­pi­ra­tion is to be able to syn­the­size every se­quence a cus­tomer sends us, and we're close to be­ing able to do that. We're not there yet, but we can do a hell of a lot more than any­body else,” Ansa CEO Ja­son Gam­mack told End­points News in an in­ter­view.

Ansa plans to use some of the fund­ing to ex­pand its on­ly fa­cil­i­ty, which is in Emeryville, CA, Gam­mack said. The com­pa­ny will in­stall an up­grad­ed ver­sion of its tech­nol­o­gy which will make its DNA man­u­fac­tur­ing more ef­fi­cient, he added. New man­u­fac­tur­ing plat­forms will al­so be added at the Emeryville site to ex­pand pro­duc­tion ca­pac­i­ty.

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3
by Anna Brown

The Trump ad­min­is­tra­tion is start­ing to pre­pare tar­iffs on some phar­ma com­pa­nies, but those levies won’t take ef­fect on Wednes­day, a White House of­fi­cial con­firmed to End­points News.

Pres­i­dent Don­ald Trump an­nounced last Thurs­day in a so­cial me­dia post that be­gin­ning Oct. 1, drug­mak­ers that haven’t start­ed con­struc­tion projects in the US will face 100% tar­iffs on their brand­ed med­i­cines.

But the White House of­fi­cial said Wednes­day that the ad­min­is­tra­tion will on­ly “be­gin prepar­ing tar­iffs” on Oct. 1. The tar­iffs will ap­ply to com­pa­nies that aren’t on­shoring their man­u­fac­tur­ing to the US as well as those that don’t par­tic­i­pate in Trump’s most fa­vored na­tion pol­i­cy, ac­cord­ing to the of­fi­cial.

Since Trump’s post last Thurs­day, a hand­ful of drug­mak­ers have start­ed con­struc­tion on US-based projects.

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President Donald Trump on the South Lawn of the White House on Sept. 30, 2025 (Francis Chung/Politico via AP Images)
4
by Anna Brown

A White House of­fi­cial con­firmed to End­points News that Pres­i­dent Don­ald Trump’s so­cial me­dia post which said he'd put 100% tar­iffs on some brand­ed drugs is a re­sult of the ad­min­is­tra­tion's five-month Sec­tion 232 in­ves­ti­ga­tion.

Late Thurs­day, Trump post­ed on Truth So­cial that phar­ma­ceu­ti­cal com­pa­nies have six days to break ground on their man­u­fac­tur­ing builds. Oth­er­wise, they will face a 100% levy on brand­ed phar­ma prod­ucts that aren’t made in the US. But Trump's post left plen­ty of room to guess which com­pa­nies and prod­ucts would be af­fect­ed.

Since April, the De­part­ment of Com­merce has been in­ves­ti­gat­ing phar­ma prod­ucts as part of a plan to put tar­iffs on drugs made out­side the US. At one point, com­pa­nies in­di­cat­ed that those tar­iffs might be nar­row and ap­ply on­ly to US ri­vals. At oth­er times, they've been wrapped up in Trump's push to on­shore drug man­u­fac­tur­ing. And as the in­ves­ti­ga­tion has un­fold­ed, large com­pa­nies such as No­vo Nordisk have urged the White House to back off.

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5
by Drew Armstrong

Af­ter months of bul­ly­ing, flat­tery and ne­go­ti­a­tions, Pres­i­dent Don­ald Trump's White House had stitched to­geth­er a se­ries of deals with the phar­ma in­dus­try and for­eign na­tions that would meet sev­er­al of the ad­min­is­tra­tion's key goals.

One af­ter an­oth­er, the biggest drug­mak­ers in the world had pledged bil­lions of dol­lars in new man­u­fac­tur­ing in Amer­i­ca, part of Trump's ef­fort to re­vive the US in­dus­tri­al base. It had a trade deal, too, af­ter Trump shook hands in Ju­ly with Eu­ro­pean Com­mis­sion Pres­i­dent Ur­su­la von der Leyen, seal­ing an agree­ment to put a flat 15% tar­iff on EU phar­ma­ceu­ti­cal goods.

Then, late on Thurs­day night, Trump threw a grenade in­to the mid­dle of it all.

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6
by Max Bayer

The White House her­ald­ed its new drug pric­ing agree­ment with Pfiz­er, say­ing it was pri­or­i­tiz­ing fair­ness for Amer­i­can con­sumers and that it would be the first of many deals struck with drug man­u­fac­tur­ers.

But the re­al im­pact of Tues­day’s an­nounce­ment may be lim­it­ed, and how peo­ple ex­pe­ri­ence it will de­pend al­most en­tire­ly on where they sit with­in the com­pli­cat­ed US health­care sys­tem and what med­i­cines they take.

A key part of Tues­day’s an­nounce­ment is a new web­site that will of­fer list-price dis­counts on a di­rect-to-con­sumer plat­form built by the gov­ern­ment, TrumpRx, that Pfiz­er said will in­clude the ma­jor­i­ty of its pri­ma­ry care treat­ments and some spe­cial­ty brand med­i­cines.