Escalating Demand for Obesity Drugs Creates Time-Sensitive Race for Eli Lilly, Novo Nordisk
Escalating Demand for Obesity Drugs Creates Time-Sensitive Race for Eli Lilly, Novo Nordisk
Eli Lilly (NYSE:LLY) is aggressively pursuing collaborations with outsourcing partners to ramp up the production of its obesity drug, Zepbound (tirzepatide), as it inks deals with key players such as National Resilience and BSP Pharmaceuticals for the filling and "finishing" of its injector pens.
礼来公司（纽约证券交易所代码：LLY）正在积极寻求与外包合作伙伴的合作，以提高其肥胖药物Zepbound（tirzepatide）的产量，因为该公司正在与National Resiliency和BSP Pharmicals等主要参与者签订协议，以填充和 “精加工” 其注射笔。
BSP Pharmaceuticals and National Resilience are among the specialized contract manufacturers capitalizing on the obesity drug boom.
BSP Pharmicals和National Resiliency是利用肥胖药物热潮的专业合同制造商。
The global contract development and manufacturing market is poised to grow from $72 billion to $90 billion in the next two years, highlighting the urgency for increased fill-finish capacity.
全球合同开发和制造市场有望在未来两年内从720亿美元增长到900亿美元，这凸显了提高填充产能的紧迫性。
Also Read: Eli Lilly's Commercial Moat, Competitor Landscape: BofA Emphasizes Strength in Incretin Space, Undervalued Assets.
另请阅读：礼来公司的商业护城河，竞争对手格局：美银强调Incretin空间的实力，低估的资产。
Eli Lilly and Novo Nordisk A/S (NYSE:NVO) have invested billions to address bottlenecks in active ingredient production and fill-finish as the companies grapple with a shortage of the most sought-after drugs for diabetes and weight loss.
礼来公司和诺和诺德公司（纽约证券交易所代码：NVO）已投资数十亿美元来解决活性成分生产和灌装的瓶颈，因为两家公司都在努力应对最受欢迎的糖尿病和减肥药物短缺问题。
Despite Novo Nordisk's recent acquisition of three "fill-finish" plants from Catalent Inc (NYSE:CTLT), the company will not be able to scale up production until 2026, the Financial Times noted.
《金融时报》指出，尽管诺和诺德最近从Catalent公司（纽约证券交易所代码：CTLT）手中收购了三家 “填充精加工” 工厂，但该公司要到2026年才能扩大产量。
National Resilience, a recipient of a $410 million loan from the U.S. defense department, aims to fill Zepbound injector pens at its Cincinnati plant, with a total capacity of 200 million doses by 2025.
National Resiliency是美国国防部4.1亿美元贷款的接受者，其目标是到2025年填充其辛辛那提工厂的Zepbound注射笔，总产能为2亿剂。
Meanwhile, the Financial Times noted that BSP is gearing up to produce 61 million injectable doses of non-cancer drugs by the end of next year.
同时，《金融时报》指出，BSP正准备在明年年底之前生产6,100万剂可注射的非癌症药物。
As Eli Lilly accelerates production through external collaborations, challenges in the fill-finish stage persist due to close-to-full production capacities.
随着礼来公司通过外部合作加快生产，由于产能接近满员，灌装完成阶段的挑战依然存在。
Citing industry experts, the Financial Times highlights that while oral weight-loss pills are under development by major players, supply constraints may persist for several years.
《金融时报》援引行业专家的话强调，尽管主要参与者正在开发口服减肥药，但供应限制可能会持续数年。
The global contract drug manufacturer market, though expanding, may not provide an immediate solution to the escalating demand for obesity drugs, leaving Eli Lilly and Novo Nordisk in a race against time.
全球合同药制造商市场虽然在扩大，但可能无法立即为不断增长的肥胖药物需求提供解决方案，这使礼来公司和诺和诺德陷入了与时间赛跑的困境。
Price Action: LLY shares are up 1.19% at $786.85 during the premarket session on the last check Wednesday.
价格走势：周三最后一次盘前交易中，LLY股价上涨1.19％，至786.85美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明： 该内容部分是在人工智能工具的帮助下制作的，并由Benzinga编辑审阅和发布。
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