Operational Excellence (OPEX) Daily Briefing – Wednesday, September 17, 2025: GSK and the $30 Billion Plan in the U.S.: Lessons from Operational Excellence Tools.

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1. Official Information

On September 17, 2025, pharmaceutical giant GSK (GlaxoSmithKline)—one of the oldest and largest companies in the global pharmaceutical industry—announced a $30 billion investment plan in the U.S. over the next five years【Reuters】.

The investment will focus on three main areas:

• Building new plants to manufacture medicines and vaccines in multiple U.S. states.

• Expanding R&D centers, with emphasis on next-generation vaccines, cancer therapies, and AI-driven healthcare solutions.

• Strengthening domestic supply chains, reducing dependence on raw materials, manufacturing, and logistics from abroad.

It is estimated that this plan will create around 15,000 new jobs, increase U.S. self-sufficiency in pharmaceuticals, and strengthen GSK’s competitive position against rivals such as Pfizer, Moderna, and Sanofi.