Stock Markets February 19, 2026

Trump Says Novartis Told Him It Is Building 11 U.S. Plants; Company Provides Limited Details

President cites meeting with Novartis CEO as evidence of manufacturing expansion tied to tariff policy; Novartis confirms recent U.S. groundbreakings but does not verify facility count

By Caleb Monroe NVS
Trump Says Novartis Told Him It Is Building 11 U.S. Plants; Company Provides Limited Details
NVS

President Donald Trump said he met with Novartis CEO Vas Narasimhan at the White House and was told the Swiss drugmaker is constructing 11 manufacturing sites in the United States, which the president attributed to his tariff policies. Novartis acknowledged recent groundbreakings in North Carolina and California and plans for a radioligand therapy site in Florida, but did not confirm the number of U.S. facilities. The company had earlier announced a $23 billion plan to build and expand 10 U.S. facilities.

Key Points

  • President Trump said Novartis CEO Vas Narasimhan told him the company was building 11 U.S. plants and linked the expansion to his tariff policies - impacts pharma and trade-related policy discussions.
  • Novartis confirmed recent groundbreakings in North Carolina and California and plans to expand radioligand therapy manufacturing with a new Florida site, but did not verify the total number of U.S. facilities - impacts pharmaceutical manufacturing and regional investment.
  • Last year Novartis announced a $23 billion plan to build and expand 10 facilities in the U.S. following threats of drug import duties - relevant to capital expenditure and supply chain planning in the pharmaceutical sector.

President Donald Trump said on Thursday that he had met Vas Narasimhan, chief executive officer of Swiss pharmaceutical company Novartis, at the White House the previous day. Speaking to workers at a steel plant in Rome, Georgia, Trump said Narasimhan had told him during the meeting that the company was building 11 plants in the United States and attributed that activity to the administration's tariff policies.

In response to requests for comment, a Novartis spokesperson emailed a statement that emphasized recent and planned U.S. investments but did not confirm the specific facility count cited by the president. The spokesperson said: "We appreciate the opportunity to update the U.S. government on our progress, including recent groundbreakings for manufacturing and research facilities in North Carolina and California and plans to expand our radioligand therapy manufacturing network with a new site in Florida."

The company statement provided no additional detail on how many facilities Novartis plans to build in the United States. Separately, the article notes that last year the Swiss drugmaker announced intentions to invest $23 billion to build and expand 10 U.S. facilities. That earlier announcement followed a period in which the Trump administration threatened to impose duties on drug imports.

Public remarks by the president linked the reported expansion to tariff policy, while the company confirmed recent groundbreakings and a planned expansion of its radioligand therapy manufacturing network. Beyond that confirmation, the Novartis statement did not elaborate on counts, timelines, or funding allocations for additional U.S. sites.


Contextual notes

  • The president said the meeting with Novartis CEO Vas Narasimhan took place at the White House on Wednesday.
  • Trump relayed that Narasimhan said the company was building 11 U.S. plants and attributed the investment to tariff measures.
  • Novartis confirmed groundbreakings in North Carolina and California and plans for a new radioligand therapy manufacturing site in Florida, but did not confirm the total number of U.S. facilities.
  • Last year Novartis announced plans to spend $23 billion to build and expand 10 U.S. facilities after the administration threatened drug import duties.

Risks

  • Uncertainty about the exact number of U.S. facilities Novartis plans to build, since the company did not confirm the president's count - impacts investment forecasting in the pharmaceutical manufacturing sector.
  • Potential discrepancy between public statements by government officials and corporate disclosures, leaving the scope and timing of the facilities unclear - affects market and regional economic expectations.
  • Limited detail from the company on timelines and specific locations beyond North Carolina, California, and the planned Florida site, constraining assessment of near-term production capacity changes - relevant for analysts tracking manufacturing and supply chain shifts.

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