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U.S. Controlled Substance Market to Drive USD 84.95 Bn by 2034

U.S. Controlled Substance Market

Based on market forecasts, the U.S. Controlled Substance market, projected at USD 52.3 billion in 2024, is expected to reach USD 84.95 billion by 2034, growing at a CAGR of 5.24% over the forecast period. The U.S. Controlled Substance Market is growing because these substances extend throughout manufacture, use, handling, distribution, and storage. This substance offers several advantages, including improved alertness, increased energy, potential support for executive function, and a rapid onset of action.

Category: Pharmaceuticals Insight Code: 6168 Format: PDF / PPT / Excel

U.S. Controlled Substance Market Size, Top Key Players with Shares

The U.S. Controlled Substance Market size is estimated at US$ 52.3 billion in 2024, is projected to grow to US$ 55 billion in 2025, and is expected to reach around US$ 84.95 billion by 2034. The market is projected to expand at a CAGR of 5.24% between 2025 and 2034.

U.S. Controlled Substance Market Size 2024 to 2034

The U.S. controlled substance market is expanding as major controlled substances have increasing medical use, and growing access for patients in need is necessary. Controlled drugs, substances, and certain chemicals are those whose use and delivery are tightly controlled, as they have abuse potential, addiction, and illegal diversion and sale, such as opioid analgesics, benzodiazepines, and stimulants.

Key Takeaways

  • U.S. controlled substance industry poised to reach USD 52.3 billion by 2024.
  • Forecasted to grow to USD 84.95 billion by 2034.
  • Expected to maintain a CAGR of 5.24% from 2025 to 2034.
  • The global controlled substance market will rise from US$ 93.7 billion in 2024 to US$ 157.7 billion in 2034 at a 5.35% CAGR.
  • By product type, the opioids segment held the largest U.S. controlled substance market revenue in 2024.
  • By product type, the depressants segment is expected to be the fastest-growing over the forecast period, 2025 to 2034.
  • By indication, the pain management segment is dominant in the market in 2024.
  • By indication, the sleep disorder segment is expected to register the fastest growth over the forecast period, 2025 to 2034.
  • By distribution channel, the retail pharmacies segment is dominant in the market in 2024.
  • By distribution channel, the online pharmacies segment is expected to witness the fastest CAGR from 2025 to 2034.

Executive Summary Table

Table Scope
Market Size in 2025 USD 55 Billion
Projected Market Size in 2034 USD 84.95 Billion
CAGR (2025 - 2034) 5.24%
Leading Region North America
Market Segmentation By Product Type, By Indication, By Distribution Channel
Top Key Players AbbVie, Inc., Pfizer, Inc., Merck & Co., Inc, Mallinckrodt plc, F. Hoffmann-La Roche AG, Janssen Pharmaceuticals, Inc., Purdue Pharma L.P., Teva Pharmaceutical Industries Ltd., Other Prominent Players

Market Overview

The U.S. controlled substance market is growing because controlled substances are chemicals whose manufacturing, possession, or use is controlled by the government. Illegitimately applying drugs or prescription drugs is intended as controlled drugs. Many researchers using controlled substances in their research, with research regarding animals and non-therapeutic research relating to human subjects, are subjected to wide-ranging state and federal regulatory necessities, to obtain licensure for laboratory use of controlled substances in addition to licensure for their practice as outlined in this policy.

Global Controlled Substance Market Growth

The global controlled substance market is valued at US$ 93.7 billion in 2024, expected to grow to US$ 98.71 billion in 2025, and projected to reach about US$ 157.7 billion by 2034, expanding at a CAGR of 5.35%.

Controlled Substance Market Size 2024 to 2034

Increasing government initiative, such as the National Action Plan for Drug Demand Reduction (NAPDDR), through which the Government is making a sustained and coordinated action to arrest the problem of substance abuse, which drives the growth of the market.

For instance,

  • In August 2025, the Drug Enforcement Administration announces a major new initiative to strengthen collaboration between the United States and Mexico in the fight against cartels, whose trafficking networks are responsible for flooding American communities with deadly synthetic drugs.

Increasing awareness related to applications of controlled substances, which drives the growth of the market.

For Instance,

  • In June 2025, the state government launched a statewide awareness campaign to fight drug abuse, especially among youths.

What is the Role of AI in the Growth of the U.S. Controlled Substance Market?

Integration of AI in the U.S. controlled substance drives the growth of the market, as AI-driven technology transforms the quality process in controlled drug manufacturing by improving inspection precision. Manufacturing process speed is improved with the support of the data and images available throughout the manufacturing process, and therefore, any deviations in product quality are identified. AI-based technology not only progresses the efficiency and affordability of drug manufacturing but also increases the quality and safety of the product, which causes better patient outcomes. AI-based technology reduces the challenges related to controlled substances by offering real-time monitoring, enhancing accountability, and improving inclusive security measures.

Market Dynamics

Driver

Increasing Applications of Controlled Substances

Controlled substances can be effective in managing and treating various conditions when used as directed by a healthcare provider. These medications, which include many types of prescription drugs, are used to address a range of issues such as moderate to severe pain, cough, attention disorders, anxiety, seizures, sleep problems, obesity, and more. The goal is to provide pain relief while minimizing toxicity, the risk of substance use disorder, and implementing safeguards to prevent drug diversion, which contributes to the expansion of the U.S. controlled substance market.

Restraint

Major Limitations of Controlled Substances

Controlled substances pose a huge challenge of resulting in addiction and substance use disorder, which limits the growth of the U.S. controlled substance market.

Opportunity

Recent Advancements in Abuse-Deterrent Formulations

Abuse-Deterrent Formulations (ADFs) are specially modified opioid drugs aimed at decreasing their appeal and addictive potential. This is achieved by restricting the amount of drug absorbed by the body, making it less likely to be misused or tampered with. Developing a new abuse-deterrent formulation (ADF) is similar to creating a new opioid chemical entity. The primary goal of designing novel ADFs is to produce opioid medications that are both safe and effective for treating specific conditions within the target population. This also helps facilitate the growth of the U.S. controlled substance market.

For Instance,

  • In May 2025, the World Health Organization (WHO) released a rapid communication outlining its comprehensive new guideline on balanced national policies for controlled medicines. The guidelines’ recommendations were officially presented during a high-level side event at the Seventy-eighth World Health Assembly. It is designed to support countries in ensuring safe, equitable, and affordable access to essential controlled medicines, which are critical for treating acute and chronic pain, mental health conditions

Segmental Insights

Why the Opioids Segment Dominated the Market?

By product type, the opioids segment led the U.S. controlled substance market, as opioids block pain messages sent from the body through the spinal cord to the brain. Also, they efficiently manage the pain. Physicians prescribe opioid medications to manage and treat moderate-to-serious pain. Common prescription opioid drugs comprise hydrocodone, fentanyl, and tramadol. Opioids enhance mood and increase a person's mood.

On the other hand, the depressants segment is projected to experience the fastest CAGR from 2025 to 2034, as controlled substances slow brain activity; depressants can help treat acute stress, anxiety, sleep disorders, and panic attacks. They majorly impact the ability to drive, operate machinery, and participate in responsibilities that require muscle coordination.

Why the Pain Management Segment Dominated the Market?

By indication, the pain management segment is dominant in the U.S. controlled substance market in 2024, as controlled substances dull the senses and help relieve pain, like morphine. These medications are used for chronic pain. This substance functions by binding to receptors in the brain, which blocks the sensation of pain. It is applied as part of a multimodal analgesic strategy in combination with paracetamol, non-steroidal anti-inflammatory drugs, and local anaesthetics, where it is appropriate to work in pain management.

The sleep disorder segment is projected to grow at the fastest CAGR from 2025 to 2034, as controlled substances such as opioids have a beneficial effect on sleep quality, duration, and efficacy. This substance has sedative effects to induce sleep. These substances directly integrate with sleep-regulating neurotransmitter systems and sleep architecture, leading to a precise sleep cycle, which increases the demand for the controlled substances by insomnia patients.

Why is the Retail Pharmacies Segment Dominant in the Market?

By distribution channel, the retail pharmacies segment led the U.S. Controlled Substance Market in 2024, as it provides a broad selection of controlled substance therapeutics and supplementary health products, addressing diverse healthcare requirements. With inclusive services, with pharmacy and mail order options, retail pharmacies modernise the medication access process. Retail pharmacies play a significant role in healthcare by offering convenient access to therapeutics and valuable supplementary services.

The online pharmacies segment is projected to experience the fastest CAGR from 2025 to 2034, as the online pharmacy services offer productive data related to diseases, drug interactions, and side effects of controlled drugs in the form of reports, informative blogs, and product facts. They are more helpful for reminding people at what time they have to take treatment and how much of the required dose is required. Online platforms enable consumer to browse and buy medications discreetly from the ease of their homes, instead of face-to-face communication.

Regional Insights

Increased Opioid Usage is Driving the U.S. Market

In the U.S., the use of controlled substances has increased due to the increased availability of opioids used in the management of chronic pain.  The presence of massive pharmaceutical industries like major key players Pfizer, Purdue Pharma, and Johnson & Johnson increases production and consumption of prescription drugs such as opioids, stimulants, and sedatives, which drives the growth of the market. The increasing rate of mental disorder patients due to economic stress and job insecurity is also increasing the demand in the U.S. controlled substance market.

For Instance,

  • In September 2025, the U.S. Department of Health and Human Services and the Food and Drug Administration announced sweeping reforms to rein in misleading direct-to-consumer pharmaceutical advertisements. The FDA is sending thousands of letters warning pharmaceutical companies to remove misleading ads and issuing approximately 100 cease-and-desist letters to companies with deceptive ads.

U.S. Controlled Substance Market – Value Chain Analysis

R&D

In R&D processes of controlled substances in discovery and development, preclinical research, clinical research, FDA drug review, and FDA post-market safety monitoring

Key Players:  Pfizer and Merck

Clinical Trials

Clinical trials of controlled substances are increasing as pharmaceutical companies examine the potential medicinal value of cannabis-derived complexes. Many companies are directing various indications of controlled substances that previously received U.S. Food and Drug Administration (FDA) approval.

Key Players:  Illumina, Inc. and Avammune Therapeutics.

Patient Support and Services

Proper opioid prescribing necessitates a thorough patient assessment, short and long-term therapy planning, regular follow-up, and continuous monitoring.

Key Players: Eli Lilly and Co. and AbbVie Inc

Top Companies in the U.S. Controlled Substance Market

U.S. Controlled Substance Market Companies

Latest Announcements by Industry Leaders

In June 2025, Karen Kobelski, Vice President and General Manager for Clinical Surveillance at Wolters Kluwer Health, said, “Invistics’ advanced technology solution fits perfectly with our existing offerings, such as Simplifi+ and Sentri7, which help customers achieve optimal clinical outcomes and regulatory compliance. Our efforts to help health systems deploy effective pharmacy surveillance and compliance programs to reduce patient risk are further enhanced by incorporating the Invistics solution."

Recent Developments in the U.S. Controlled Substance Market

  • In September 2025, PillSafe, a leader in smart medication management technology, announces it will open an initial investment round via a SAFE offering, with a commercial launch in 2026. The patented solution secures prescriptions from pharmacy to medicine cabinet, addressing a $500+ billion problem in avoidable annual costs, medication nonadherence, and controlled substance misuse in the U.S.
  • In June 2025, George Medicines, a late-stage biopharmaceutical company focused on addressing unmet needs in cardiometabolic disease, announces that the US Food and Drug Administration (FDA) has approved WIDAPLIK, formerly known as “GMRx2”, for the treatment of hypertension in adult patients, including as initial treatment, to lower blood pressure.
  • In June 2025, Supernus Pharmaceuticals, Inc. and Sage Therapeutics, Inc. announced a definitive agreement for Supernus to acquire Sage through a tender offer for $8.50 per share in cash, payable at closing, plus one non-tradable contingent value right (CVR) collectively worth up to $3.50 per share in cash, for total consideration of $12.00 per share in cash
  • In April 2025, the US Food and Drug Administration (FDA) approved Dupixent (dupilumab) for the treatment of adults and adolescents aged 12 years and older with chronic spontaneous urticaria (CSU) who remain symptomatic despite histamine-1 (H1) antihistamine treatment.

Segments Covered in the Report

By Product Type

  • Opioids
  • Stimulants
  • Depressants
  • Cannabinoid Drugs

By Indication

  • Pain Management
  • Sleep Disorder
  • Anxiety
  • Seizure
  • Others

By Distribution Channel

  • Hospital Pharmacies
  • Retail Pharmacies
  • Online Pharmacies
  • Last Updated: 17 September 2025
  • Report Covered: [Revenue + Volume]
  • Historical Year: 2021-2023
  • Base Year: 2024
  • Estimated Years: 2025-2034

Meet the Team

Rohan Patil is a seasoned market research professional with over 5+ years of focused experience in the healthcare sector, bringing deep domain expertise, strategic foresight, and analytical precision to every project he undertakes.

Learn more about Rohan Patil

Aditi Shivarkar is a seasoned professional with over 14 years of experience in healthcare market research. As a content reviewer, Aditi plays a critical role in ensuring the quality and accuracy of all market insights and data presented by the research team.

Learn more about Aditi Shivarkar

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FAQ's

The U.S. controlled substance market currently in 2025 records USD 55 billion and is anticipated to grow to USD 84.95 billion by 2034, advancing at a CAGR of 5.24% from 2024 to 2034.

The U.S. controlled substance market includes three segments by product type, by indication, and by distribution channel.

Some key players include AbbVie, Inc., Pfizer, Inc., Merck & Co., Inc., Mallinckrodt plc, and F. Hoffmann-La Roche AG.

Key trends include the rising focus on pain management and mental health treatments.

Schedule I drugs are the most dangerous drugs of all the drug schedules, with potentially severe psychological or physical dependence.

Ministry of Health and Family Welfare, Government of India, National Institutes of Health, FDA, WHO, PIB, CDC.