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RMi Research note: Sanofi (SAN-PA) has frozen R&D investment decisions in the U.K.

September 15, 2025 1:02pm

Roche (RHO-DE: XETRA) confirmed it is staying put for now after fallout from drug pricing negotiations that saw the nation’s health minister walk away from talks.

Merck (MRK) is moving all R&D operations out of UK,

Eli Lilly (LLY) is pausing the build-out of UK biotech incubator,

These decisions “reflects the challenges of the U.K. not making meaningful progress towards addressing the lack of investment in the life science industry and the overall undervaluation of innovative medicines and vaccines by successive U.K. governments.”

MRK will vacate laboratories at the London Bioscience Innovation Centre and the Francis Crick Institute by the end of 2025, impacting approximately 125 positions.

The pharma said it will be moving the U.K.-based R&D operations to the U.S. <Fierce Biotech>

Eli Lilly (LLY) is pausing buildout of UK biotech incubator ...

LLY is reconsidering plans for its U.K. biotech-focused Gateway Labs (designed to be biotech accelerators with lab space and support for researchers) citing concerns about the industry’s outlook in the country and low government spending on new drugs, according to reports from several outlets. LLY has hit the pause button due to the low prices paid by the country’s National Health Service.

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