Operational Excellence (OPEX) Daily Briefing – Friday, September 26, 2025: Roche and the 100% U.S. Tax: Costs, Benefits, and Quality: Analyzing Roche with Three OPEX Tools.
Điểm Tin Operational Excellence (OPEX) Mỗi Ngày – Thứ Sáu, Ngày 26/09/2025: Roche Và Thuế 100% Tại Mỹ: Chi Phí, Lợi Ích Và Chất Lượng: Phân Tích Roche Bằng Ba Công Cụ OPEX.
Welcome to my unique weekday article for the paid subscriber-only edition.
Operational Excellence (OPEX) Daily Briefing – issued on weekdays (Monday to Friday).
Điểm tin Operational Excellence (OPEX) hằng ngày (phát hành các ngày thứ Hai đến thứ Sáu).
This is the bilingual post in English and Vietnamese. Vietnamese is below.
Đây là bài viết song ngữ Anh-Việt. Tiếng Việt ở bên dưới.
Don’t forget the unique BizDecoded series.
🔍 20 Brands, 20 Deep Dives: The Business Behind the Money Machine
Starting from August 20, 2025, get ready for a masterclass like no other.
English:
1. Official Information
On September 26, 2025, Swiss pharmaceutical giant Roche responded to the U.S. government’s decision to impose a 100% tax on imported branded/patented pharmaceuticals, effective October 1. The regulation exempts companies that have already begun construction of manufacturing plants within the United States.
Roche emphasized that one of its U.S. subsidiaries — Genentech — had officially broken ground on a new manufacturing facility in Holly Springs, North Carolina, in order to qualify for the tax exemption. In addition, Roche had previously announced a plan to invest approximately USD 50 billion in manufacturing and R&D operations in the U.S. over the coming years.
Prior to this, Roche had disclosed plans to invest around USD 700 million to expand pharmaceutical production capacity in the U.S., aimed at supporting new drug lines (for example, obesity treatments) and meeting the demand for more localized manufacturing.
The 100% tax regulation is widely seen as a “forced move” by the U.S. government to push pharmaceutical companies to bring production onto U.S. soil, thereby reducing reliance on imported finished drugs.
Using this information as a foundation, we can analyze Roche’s strategic choices through three selected Operational Excellence (OPEX) tools to understand how Roche might evaluate, implement, and optimize its strategy.