As the U.S. government pushes to reshore pharmaceutical manufacturing and rein in drug pricing, the implications for CDMOs and the broader outsourcing ecosystem are coming into sharper focus. While large-scale onshoring investments dominate headlines, questions remain around how policy will account for outsourced manufacturing and whether incentives align with the realities of global supply chains.

In this episode of Off Script, we spoke with Gil Roth, founder and president of the Pharma & Biopharma Outsourcing Association (PBOA), about how recent policy developments are impacting CDMOs and their customers. The conversation explores the role of CDMOs in onshoring efforts, the economic and structural barriers to reshoring API and generic drug manufacturing, and what current tariff frameworks signal about policy priorities. Roth also discusses FDA staffing challenges, potential impacts on drug review timelines, and the broader uncertainty shaping R&D, sourcing, and investment decisions across the industry.