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AZN unveils US drug price cuts, onshoring push and tariff relief

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
6-K

Rhea-AI Filing Summary

AstraZeneca PLC filed a Form 6-K announcing a historic agreement with the US Government to lower prescription medicine costs for American patients while preserving biopharma innovation. The company will offer Direct-to-Consumer sales for eligible chronic-disease prescriptions at discounts of up to 80% off list prices and will participate in the TrumpRx.gov platform for reduced cash purchases.

The agreement includes a three-year delay of Section 232 tariffs as AstraZeneca onshores US manufacturing, supported by a previously announced $50 billion investment in US manufacturing and R&D over the next five years. The company reiterated an ambition to reach $80 billion in Total Revenue by 2030, with 50% expected from the US. Recent and upcoming US footprint expansions include a new Virginia facility

Specific terms of the agreement remain confidential.

Positive

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Insights

Price cuts via DTC and tariff relief balance policy and scaling.

AstraZeneca commits to DTC discounts of up to 80% off list for eligible chronic therapies and joins TrumpRx.gov, potentially broadening access while reshaping cash-pay channels. The three-year delay of Section 232 tariffs reduces near-term cost friction as the company onshores production.

The plan is backed by a $50 billion US manufacturing and R&D build-out over five years. Management also ties the US expansion to an ambition of $80 billion Total Revenue by 2030, with half from the US, indicating a scale-up thesis anchored in domestic capacity and demand.

Impact hinges on product mix and uptake under the DTC model, as well as execution of new facilities (Virginia, Coppell, Rockville) and the Cambridge, MA R&D center expected in late 2026. Terms are confidential, so actual pricing, volume, and margin effects will depend on future disclosures.

FORM 6-K
 
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
 
Report of Foreign Issuer
 
Pursuant to Rule 13a-16 or 15d-16 of
the Securities Exchange Act of 1934
 
For the month of October 2025 
 
Commission File Number: 001-11960
 
AstraZeneca PLC
 
1 Francis Crick Avenue
Cambridge Biomedical Campus
Cambridge CB2 0AA
United Kingdom
 
 
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
 
Form 20-F X Form 40-F __
 
Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1):
 
Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7): ______
 
Indicate by check mark whether the registrant by furnishing the information contained in this Form is also thereby furnishing the information to the Commission pursuant to Rule 12g3-2(b) under the Securities Exchange Act of 1934.
 
Yes __ No X
 
If “Yes” is marked, indicate below the file number assigned to the Registrant in connection with Rule 12g3-2(b): 82-_____________
 
 
 
 
 
 
AstraZeneca PLC
 
INDEX TO EXHIBITS
 
 
1.
Agreement with US Govt to lower medicine prices
 
 
 13 October 2025
 
AstraZeneca announces historic agreement with US Government to lower the cost of medicines for American patients
 
Delivers on all four of President Trump's requests reducing cost of medicines
 
Preserves America's role as a global powerhouse in biopharmaceuticals innovation
 
AstraZeneca to invest $50bn in manufacturing and R&D to support domestic sourcing
 
AstraZeneca today announces a historic agreement with President Donald J. Trump's administration to lower the cost of prescription medicines for American patients while preserving America's cutting-edge biopharmaceutical innovation.
 
At a landmark event at the White House, AstraZeneca CEO Pascal Soriot joined President Trump and members of his Administration to confirm the Company voluntarily met all requests set out in the President's 31 July letter. The Company agrees to a range of measures which will enable American patients to access medicines at prices that are equalized with those available in wealthy countries.
 
As part of the agreement, AstraZeneca will provide Direct-to-Consumer (DTC) sales to eligible patients with prescriptions for chronic diseases at a discount of up to 80% off list prices. AstraZeneca will participate in the TrumpRx.gov direct purchasing platform, which will allow patients to purchase medicines at a reduced cash price from AstraZeneca.
 
AstraZeneca has also reached an agreement with the US Department of Commerce to delay Section 232 tariffs for three years, enabling the Company to fully onshore medicines manufacturing so that all of its medicines sold in America are made in America. This will be achieved through the Company's recently announced $50 billion investment in US medicines manufacturing and R&D over the next five years to help deliver $80 billion in Total Revenue by 2030, 50% of which is expected to be generated in the US.
 
Pascal Soriot, Chief Executive Officer, AstraZeneca, said: "Every year AstraZeneca treats millions of Americans living with cancer and chronic diseases and, as a result of today's agreement, many patients will access life-changing medicines at lower prices. This new approach also helps safeguard America's pioneering role as a global powerhouse in innovation and developing the next generation of medicines. It is now essential other wealthy countries step up their contribution to fund innovation."
 
AstraZeneca's commitment to the US and American patients is further reflected in the Company's largest single investment in a manufacturing facility to date, where the Company broke ground yesterday in Virginia. This facility will support AstraZeneca's weight management and metabolic portfolio and our leading antibody drug conjugate cancer pipeline. Additionally, a newly expanded manufacturing facility in Coppell, Texas, will officially open next week. Looking ahead, AstraZeneca will open a cell therapy manufacturing facility in Rockville, Maryland early next year and its second major R&D centre in Cambridge, Massachusetts will open in late 2026.
 
The US is AstraZeneca's largest market by sales and is also home to 19 R&D, manufacturing and commercial sites. The Company's US workforce exceeds more than 25,000 people and supports more than 100,000 jobs overall across the country. In 2025, AstraZeneca created approximately $20 billion of overall value to the American economy.
 
Notes
 
AstraZeneca's agreement with US Government
 
This is the second agreement that a pharmaceutical company has made with the US Department of Health and Human Services to lower the cost of medicines for American patients in the past two weeks. Specific terms of this agreement remain confidential.
 
AstraZeneca
 
AstraZeneca (LSE/STO/Nasdaq: AZN) is a global, science-led biopharmaceutical company that focuses on the discovery, development, and commercialisation of prescription medicines in Oncology, Rare Diseases, and BioPharmaceuticals, including Cardiovascular, Renal & Metabolism, and Respiratory & Immunology. Based in Cambridge, UK, AstraZeneca's innovative medicines are sold in more than 125 countries and used by millions of patients worldwide. Please visit astrazeneca.com and follow the Company on social media @AstraZeneca. The contents of AstraZeneca's website do not form part of this document and no one should rely on such websites or the contents thereof in reading this document.
 
Contacts
For details on how to contact the Investor Relations Team, please click here. For Media contacts, click here.
 
Matthew Bowden
Company Secretary
AstraZeneca PLC
 
 
 
SIGNATURES
 
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
 
 
AstraZeneca PLC
 
 
Date: 13 October 2025
 
 
By: /s/ Matthew Bowden
 
Name: Matthew Bowden
 
Title: Company Secretary

FAQ

What did AstraZeneca (AZN) announce in its latest 6-K?

AstraZeneca announced an agreement with the US Government to lower prescription medicine costs, including DTC discounts up to 80% off list prices and participation in TrumpRx.gov.

How will AstraZeneca’s US pricing change under this agreement?

Eligible patients with chronic-disease prescriptions can access Direct-to-Consumer discounts of up to 80% off list prices through AstraZeneca and TrumpRx.gov.

What manufacturing commitments did AstraZeneca (AZN) outline in the US?

The company is onshoring manufacturing, supported by a previously announced $50 billion investment over five years, and received a three-year delay of Section 232 tariffs.

What US facilities did AstraZeneca highlight?

A new Virginia facility, an expanded Coppell, Texas site, a Rockville, Maryland cell therapy facility, and a second major R&D center in Cambridge, Massachusetts slated for late 2026.

What are AstraZeneca’s long-term revenue ambitions?

The company reiterated an ambition to deliver $80 billion in Total Revenue by 2030, with 50% expected to be generated in the US.

Are the detailed terms of the US agreement public?

No. The company stated that specific terms of the agreement remain confidential.
Astrazeneca Plc

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