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JNJ
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A new pharma factory shows how hard it could be for drugmakers to outrun Trump's tariffs

1. Fujifilm's facility will produce drug substances for JNJ and Regeneron. 2. JNJ signed a $2 billion deal to secure production space in North Carolina. 3. The plant is expected to produce 50 million doses annually once fully operational. 4. U.S. manufacturing capabilities for biopharmaceuticals are increasing due to favorable tax policies. 5. Tariffs and COVID-19 concerns are driving companies to enhance U.S. production.

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Why Bullish?

Johnson & Johnson's investment in U.S. manufacturing aligns with growing industry trends. Historically, similar commitments have led to stock price appreciation.

How important is it?

The article details significant operational expansions for JNJ, reflecting its long-term growth strategy.

Why Long Term?

The facility's long-term expansion aims to meet future demand, and strategic investments typically yield long-term benefits.

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