White House 'TrumpRx' Direct-to-Consumer Drug Plan Includes Amgen, Aims for Deep Discounts

White House drug plan spotlights major manufacturers

Amgen's role in TrumpRx direct-to-consumer discount program

The White House is unveiling "TrumpRx" as a new direct-to-consumer drug purchasing initiative that includes Amgen among at least 16 manufacturers negotiating participation, officials say. The rollout, led at a Thursday evening event by CMS Administrator Dr. Mehmet Oz and National Design Studio Director Joe Gebbia, is billed as a way to offer steep discounts on a range of medicines by selling some products directly to consumers outside traditional pharmacy channels.

The administration frames the agreements as targeting high-cost chronic therapies for conditions including diabetes, asthma, HIV, hepatitis C, multiple sclerosis and cardiovascular disease, and says the plan will deliver billions in savings. Examples cited include Bristol Myers Squibb agreeing to cut the price of its HIV drug Reyataz from $1,449 to $217 for purchases made via TrumpRx, and Merck reducing the cost of diabetes pill Januvia from $330 to $100. Officials note that earlier announcements had listed deals with nine major companies — including Amgen, Merck, Novartis, Sanofi and Bristol Myers Squibb — and say more manufacturers are participating.

Significant practical questions remain about how the program operates and how it affects drugmakers. The White House provides limited detail on which pharmacies will participate, specific formularies, patient eligibility criteria and the long-term impact on pricing and distribution. Industry and policy observers register mixed reactions: GoodRx CEO Wendy Barnes expresses enthusiasm that the plan aligns with efforts to lower costs, while analysts and consumer advocates caution that execution and safeguards will determine whether promised savings reach patients and how companies such as Amgen adjust commercial strategies and margins.

Tech capital spending surge provides backdrop

Separately, Alphabet reports strong cloud revenue growth — nearly 48% year over year — and signals a large ramp in capital expenditure through 2026, underscoring a broader market focus on heavy tech investment and AI infrastructure that is reshaping corporate spending priorities across sectors.

Trade and resource coordination advance

The U.S. is also moving to mobilize allies around critical-minerals supply, signing bilateral accords with 11 countries and exploring coordinated price-floor mechanisms, a development that resonates across manufacturing and technology supply chains even as global geopolitical dynamics evolve.