Trump Tariff Impact on Oligonucleotide CDMO

Hidden Costs. Supply Disruptions. Strategic Urgency.

With Trump’s new reciprocal tariff plan potentially reaching 54% on select imports, the oligonucleotide CDMO market is bracing for higher input costs, fragmented supply chains, and compliance pressures. From API synthesis and raw materials to lab-scale manufacturing and scale-up services, CDMOs are feeling the ripple effects.

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US Tariff Impact on CDMO Supply Chains and Cost Structures

• Import reliance on key synthesis materials (e.g., amidites, solvents, linkers)
• Equipment delays from Asia-based manufacturers
• Increased freight and regulatory costs for raw materials
• Disrupted delivery timelines for GMP and non-GMP oligonucleotide production
• Pricing pressure from biopharma clients amid cost inflation

Trump Tariff Impact on Innovation & Client Strategy in Oligonucleotide CDMOs

• Clients delaying preclinical and IND-stage oligo programs
• Shift toward modular, regionalized manufacturing models
• Capital reallocation away from R&D toward compliance and procurement
• Risk of timeline overruns for complex antisense and siRNA production
• VC and biopharma hesitation due to higher CDMO service quotes

US Tariff Impact on Manufacturing and Localization Strategy

• Push to nearshore GMP oligo production for US/EU clients
• Capacity gaps in localized synthesis labs and QA/QC teams
• Rising CAPEX burden for setting up regional cleanroom infrastructure
• Delays in importing essential reagents and processing equipment
• Licensing and tech transfer delays in response to regionalization needs

Trump Tariff Impact on Regulatory, Quality & Client Audits

• Need for requalification of alternative suppliers and manufacturing lines
• Shift to dual sourcing strategies triggering additional QA/RA oversight
• Clients demanding more transparency on tariff-proof supply plans
• CDMOs under pressure to maintain cGMP compliance amid shifting inputs
• Increased documentation and burden on regulatory affairs teams

Sectors and Companies Likely to Be Affected by US Tariff Impact

Specialty Oligonucleotide CDMOs
Firms like Nitto Avecia, LGC Biosearch, and Bioneer may face cost escalation and delivery delays.

Biotech Startups Relying on CDMO Services
Early-stage gene therapy, RNAi, and antisense companies may face budget overflows and extended timelines.

Contract Research and Development Providers
Hybrid CRO-CDMO firms need to reengineer both early-phase and scale-up workflows.

Big Pharma with In-House CDMO Partners
Internal or long-term strategic CDMO relationships may require renegotiation or restructuring.

API Suppliers and Reagent Distributors
Tariffs on chemicals from China and other markets are increasing base costs for oligonucleotide manufacturing.

What You Can Do Now

We’ve developed a “Tariff Threat Assessment” to help CDMO operators and their clients quickly identify:

• Where the risks lie – suppliers, inputs, compliance triggers, and delivery timelines
• How it affects revenue – pricing, resource allocation, and client satisfaction
• How to adapt – through dual sourcing, capacity balancing, and localized scale-up

Conclusion: Trump Tariffs Are Reshaping the Oligonucleotide CDMO Market

As geopolitical risk reshapes supply chains, CDMOs working in oligo therapeutics must rethink manufacturing agility, procurement strategies, and global footprint. Those who respond with a tariff-ready strategy will gain a critical edge in winning client trust and safeguarding timelines.

Our Tariff Threat Assessment helps you act now — with speed, precision, and confidence.

Get your Oligonucleotide CDMO Trump Tariff Readiness Assessment

Related Reports:

Oligonucleotide CDMO Market by Service (Contract Manufacturing (Clinical, Commercial), Development), Type (ASO, SiRNA, (CPG Oligos, gRNA)), Application (Therapeutic, Research, Diagnostic), End User (Pharma, Biotech) - Global Forecast to 2029

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