For decades, Africa relied on medicine made halfway across the world to fight HIV. Patients in rural clinics waited months for shipments from India or Europe. When supply chains broke down during the pandemic, people missed doses. Some died because the pills didn’t arrive. That’s changing. On May 6, 2025, something historic happened: the Global Fund bought its first-ever antiretroviral generics made in Africa. The medicine? TLD - a single pill combining tenofovir, lamivudine, and dolutegravir. It was produced by Universal Corporation Ltd in Kenya, the first African company to get WHO prequalification for this first-line HIV treatment. And it was shipped to Mozambique, enough to treat over 72,000 people every year.
Why Local Production Matters
Africa has 17% of the world’s population but bears 65% of all HIV cases. Yet until recently, the continent imported about 80% of its medicines. That’s not just expensive - it’s dangerous. Delays, customs bottlenecks, currency fluctuations, and political instability all threatened treatment continuity. When a country depends on imports, it’s at the mercy of someone else’s logistics, pricing, and priorities.
Now, African manufacturers are stepping in. The TLD pill isn’t just cheaper - it’s better. Dolutegravir, the key ingredient, works faster, has fewer side effects, and stops the virus from becoming resistant more effectively than older drugs. And because it’s made locally, it can be delivered in weeks, not months. Countries like Mozambique, Zambia, and Uganda no longer have to wait for shipments from overseas. They can plan. They can stock. They can treat.
Dr. Ussene Hilário Isse, Mozambique’s Minister of Health, put it plainly: “Africa’s growing capacity to locally produce lifesaving medications marks a strategic shift.” It’s not charity. It’s sovereignty.
How WHO Prequalification Changed Everything
Getting a drug approved in Africa isn’t enough. To be bought by the Global Fund, WHO, or UNICEF, a medicine must pass WHO prequalification. That means meeting the same quality, safety, and effectiveness standards as drugs made in the U.S., EU, or Japan. For years, only Indian and Chinese companies could meet those standards at scale.
Universal Corporation Ltd broke that pattern in 2023. Their factory in Nairobi passed 18 months of inspections - from raw material sourcing to final packaging. Their TLD pill was tested in labs across three continents. The results? Identical to the brand-name version. That’s the key. This isn’t about cutting corners. It’s about building systems that match global benchmarks.
Dr. Meg Doherty of WHO called this “a great milestone towards strengthening supply chain systems in Africa.” It’s not just about pills. It’s about proving African manufacturers can be trusted at the highest level.
From Pills to Diagnostics: Building the Whole System
Getting treatment is only half the battle. You also need to know who has HIV. That’s where diagnostics come in. In July 2025, Codix Bio, a Nigerian company, began producing HIV rapid diagnostic tests (RDTs) using technology transferred from SD Biosensor through WHO’s Health Technology Access Programme. These are the same finger-prick tests used in village clinics across rural Malawi and Congo.
Before, these tests were imported. Now, they’re made in Lagos. That means faster restocking, lower costs, and better quality control. When a clinic runs out, they don’t wait for a container from Asia. They order from the next city over.
This isn’t an isolated case. It’s part of a broader push to build end-to-end capacity: testing, treatment, monitoring, and prevention - all within Africa.
The Numbers Behind the Progress
In 2010, 1.3 million people died from AIDS-related causes globally. By 2022, that number dropped to 630,000 - a 52% decline - thanks mostly to wider access to antiretroviral therapy.
In Eastern and Southern Africa, 93% of people living with HIV know their status. 83% are on treatment. 78% have the virus suppressed - meaning they can’t transmit it. That’s progress. But in Western and Central Africa, those numbers are lower: 81%-76%-70%. The gap is real. And local manufacturing is one of the few tools that can close it.
Right now, Africa needs about 15 million person-years of first-line ARV treatment every year. The new Kenyan factory alone can cover 72,000. That’s a start - but not enough. More factories are coming. By Q4 2025, new plants in South Africa, Ethiopia, and Rwanda will begin production. The goal? By 2030, African-made antiretrovirals could supply 20-30% of the continent’s needs.
What’s Next? Long-Acting Injections and PrEP
The future of HIV treatment isn’t just pills. It’s injections.
In October 2025, South Africa became the first African country to register a twice-yearly HIV injection called cabotegravir long-acting (CAB LA). No daily pills. Just two shots a year. For people who struggle with adherence, this is life-changing.
Six African companies have licenses from Gilead to make generic versions. Experts say prices could drop 80-90% below the brand. That means millions could afford it. Gilead has also signed agreements with the U.S. State Department and the Global Fund to supply lenacapavir - a new long-acting PrEP drug - at no profit until generics arrive. By the end of 2025, 18 high-burden African countries will be able to start using it.
This isn’t just about treating HIV anymore. It’s about preventing it. And African manufacturers are right in the middle of it.
The Bigger Picture: Health Security and Economic Growth
Building local drug production isn’t just about HIV. It’s about preparing for the next pandemic. When COVID-19 hit, Africa couldn’t make its own vaccines or tests. Now, the same factories making TLD can be retooled to make malaria drugs, TB treatments, or even future vaccines.
The African Union’s Pharmaceutical Manufacturing Plan for Africa (PMPA) wants to raise local production from 2-3% of the continent’s needs to 40% by 2040. That’s ambitious. But it’s possible - if governments invest in regulation, training, and fair pricing.
Right now, African manufacturers are competing with low-cost Indian generics. But they have one advantage: proximity. Faster delivery. Lower shipping costs. Better understanding of local health systems. That’s why the Global Fund and Unitaid are now using “market-shaping” strategies - guaranteeing steady orders so factories can plan, hire, and expand.
Challenges Still Remain
Progress doesn’t mean perfection. Regulatory systems across Africa are still uneven. Some countries lack the staff or labs to inspect factories. Others still favor imported drugs because they’re easier to procure through old channels.
There’s also the issue of funding. African governments can’t pay for all these drugs alone. International donors still play a critical role. But the goal isn’t dependency - it’s transition. The idea is to build industries that can stand on their own.
And then there’s the need for more African-led research. Most HIV drugs were developed based on data from North America and Europe. But HIV strains, co-infections, and patient needs vary across Africa. Local scientists are now calling for “Africanizing research and development” - designing drugs and regimens that match the continent’s reality.
What This Means for People Living with HIV
For a mother in rural Kenya, this means her child won’t miss a dose because a shipment was delayed. For a factory worker in Johannesburg, it means a stable job making medicine for his neighbors. For a clinic nurse in Malawi, it means never having to tell a patient, “We’re out of pills.”
This isn’t just about health. It’s about dignity. It’s about saying: Africa can make its own solutions. And when it does, the whole continent benefits.
Are African-made antiretroviral drugs as effective as imported ones?
Yes. Drugs like TLD made by Universal Corporation Ltd in Kenya have passed WHO prequalification, which requires them to meet the same quality, safety, and effectiveness standards as brand-name drugs from the U.S. or EU. Independent lab tests confirm they work just as well. The difference isn’t in the medicine - it’s in the supply chain.
Why didn’t African countries make these drugs earlier?
For years, patents blocked local production, and there was little investment in manufacturing infrastructure. Many countries lacked strong regulatory systems to meet international standards. Also, international donors often preferred cheaper Indian generics, which created a cycle of dependency. The shift started when African governments, WHO, and donors like the Global Fund began investing in local capacity - not just buying pills, but building factories.
How is this different from Indian generic manufacturers?
Indian manufacturers reduced HIV drug prices from $10,000 per person per year in 2000 to under $100 by 2015 - a huge win. But shipping from India meant delays of 3-6 months. African-made drugs cut delivery time to weeks. They also reduce currency risks, import taxes, and logistical bottlenecks. Plus, local production creates jobs and builds expertise that can be used for other diseases.
Can African countries afford to build more drug factories?
Not alone - but they don’t have to. The Global Fund, Unitaid, the Gates Foundation, and CIFF are funding factory builds and providing guaranteed purchase agreements. This reduces financial risk for manufacturers. The goal isn’t for every country to build its own factory - but for regional hubs to serve multiple nations, like the one in Kenya supplying Mozambique, Zambia, and beyond.
What about long-acting HIV treatments? Will they be available in Africa?
Yes. South Africa already registered the twice-yearly injection cabotegravir long-acting in October 2025. Six African companies have licenses to make generic versions, and prices are expected to drop by 80-90%. Gilead is also supplying lenacapavir for PrEP at no profit until generics are ready. The first low-income countries will get it before the end of 2025.
Is this just about HIV, or does it help with other diseases too?
It’s about more than HIV. The same factories making ARVs can be adapted to produce malaria drugs, TB treatments, or even future vaccines. The regulatory systems, trained workers, and supply chains being built now will help Africa respond to any future health crisis - not just one disease, but many.
