US vaccine manufacturers set to lose as RFK pushes for weaker vaccine mandates

GlobalData Healthcare

Tue, March 10, 2026 astatine 10:47 AM CDT 3 min read

Earlier this year, the Trump Administration, backed by US Health and Human Services Secretary Robert F Kennedy (RFK) Jr, a long-time vaccine sceptic, announced plans to scrap implicit a 3rd of vaccines from the Centers for Disease Control and Prevention (CDC) puerility immunisation schedule. As the world’s azygous largest vaccine manufacturer, according to GlobalData, US vaccine manufacturers could beryllium importantly deed by the reduced immunisation demand.

As per the fig below, the US presently reigns arsenic the world’s starring shaper of FDA-approved vaccines by astir 36%, with 45 vaccines manufactured successful 32 facilities nationwide. According to GlobalData’s Drug By Manufacturer database, among the countries that manufacture vaccines for the US market, the mean state supplies 8 vaccines. By comparison, US-based accumulation is conscionable implicit 5 times that average, highlighting however concentrated the US’s home proviso is and the dense reliance US vaccine manufacturers person connected the changeless and predictable home immunisation demand.

With 7 retired of 11 vaccines planned for removal from the puerility schedule, accumulation request is astatine hazard of importantly falling, a hazard reinforced astatine the authorities level. In September 2025, Florida’s wellness section pledged to scrap each vaccine mandates. The third-most populated authorities moved guardant with a measure successful January to weaken puerility vaccine requirements. Other states are expected to follow, arsenic RFK Jr’s allied “Make America Healthy Again” (MAHA) groups leverage rising vaccine scepticism to propulsion for weaker mandates, and successful turn, reduced accumulation demand.

GlobalData’s region-based forecast revealed that 2025 US-manufactured vaccine income deed their lowest since the pandemic. Between 2022 and 2025, the 75% downward compound yearly maturation complaint (CAGR) has chiefly been driven by the modulation from exigency Covid vaccine request to seasonal, however, it is besides attributed to the declining vaccination rates crossed the US. According to the CDC, past year, lone 92.5% of children were reported to beryllium vaccinated for measles, mumps, and rubella (MMR) and polio, compared with astir 95% pre-Covid.

Florida reported a staggeringly debased 88% puerility MMR vaccination coverage, with weakened mandates yet to instrumentality effect. Ironically, this comes aft past year’s and caller enforcement orders from the White House to rise tariffs, claimed to fortify home pharmaceutical manufacturing. Cutting the puerility schedule, however, whitethorn offset the reshoring of pharmaceutical accumulation these tariffs purpose to support. With vaccination rates continuing to fall, these changes successful nationalist wellness policies are a nail successful the coffin for the aspirations to turn the home manufacturing industry, by yet weakening accumulation demand, sales, and improvement incentives.