Puerto Rico Manufacturing Proposition Analysis
First step: Consider high and medium potential product and segments
that appear most likely to be impacted
TTT
Biopharma
Near-term priorities
expected to be essential
medicines without full US
supply chains and/or with
supply chain risk
Med tech
Near-term priorities
expected to be COVID-
essential equipment and
consumables without full
US supply chains and/or
with supply chain risk
High potential, e.g.,
Asthma/allergy (EpiPen, Zyrtec)
Pain relievers (ibuprofen, acetaminophen)
Anti-infection (Neulasta & generic)
Hormone tx (testosterone, estradiol)
Medium potential, e.g.,
•
•
•
Asthma/allergy (epinephrine)
Note: many of these products / segments already
have some US component to their supply chains
US Sales 2026E
~$50B
US sales (2026E)
-$500B
Antibiotics (amoxicillin, combo tx)
US sales (2026E)
Blood clotting (thrombin)
Anticoagulants (heparin, combo tx)
High potential, e.g.,
PPE (gloves, gowns, masks, etc.)
Other key consumables (e.g. syringes)
Medium potential, e.g.,
•
Wound care (e.g., bandages)
Fluid collection & processing (e.g., vials)
Diagnostic imaging accessories
Electrodiagnostics (e.g., ultrasound)
Cardiac equipment (e.g., stethoscope)
General surgical instruments
In vitro diagnostics
~$5-15B3
# Products
# Owner co's in PR¹
-130
products
12+
companies in PR
own products
~1,200
products
14+
companies in PR
own products²
US sales (2026E)
~2+
product groups
4+
companies in PR
own products4
-$130B+
US sales (2026E)
~6+
product groups
13+
companies in PR
own products2,5
1. Excludes CDMOS 2. Inclusive of companies with high potential products 3. Varies depending on categories included (gloves and ostomy -$2B, protective clothing, eyewear, hearing and respiratory protection
-$16B) 4. Count of companies in PR with final assembly in "General Hospital" category 5. Count of companies in PR with final assembly in "Cardiovascular," "Hematology," or "General & Plastic Surgery," or "Radiology"
Source: Fitch Solutions/BMI, Evaluate Pharma, PharmNets, GlobalData, WHO, WTO, DEDC PR, USFDA, BCG analysis
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