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.
禮來公司（紐約證券交易所代碼：LLY）正在積極尋求與外包合作伙伴的合作，以提高其肥胖藥物Zepbound（tirzepatide）的產量，因爲該公司正在與National Resiliency和BSP Pharmicals等主要參與者簽訂協議，以填充和 “精加工” 其注射筆。
BSP Pharmaceuticals and National Resilience are among the specialized contract manufacturers capitalizing on the obesity drug boom.
BSP Pharmicals和National Resiliency是利用肥胖藥物熱潮的專業合同製造商。
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.
全球合同開發和製造市場有望在未來兩年內從720億美元增長到900億美元，這凸顯了提高填充產能的緊迫性。
Also Read: Eli Lilly's Commercial Moat, Competitor Landscape: BofA Emphasizes Strength in Incretin Space, Undervalued Assets.
另請閱讀：禮來公司的商業護城河，競爭對手格局：美銀強調Incretin空間的實力，低估的資產。
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.
禮來公司和諾和諾德公司（紐約證券交易所代碼：NVO）已投資數十億美元來解決活性成分生產和灌裝的瓶頸，因爲兩家公司都在努力應對最受歡迎的糖尿病和減肥藥物短缺問題。
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.
《金融時報》指出，儘管諾和諾德最近從Catalent公司（紐約證券交易所代碼：CTLT）手中收購了三家 “填充精加工” 工廠，但該公司要到2026年才能擴大產量。
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是美國國防部4.1億美元貸款的接受者，其目標是到2025年填充其辛辛那提工廠的Zepbound注射筆，總產能爲2億劑。
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.
同時，《金融時報》指出，BSP正準備在明年年底之前生產6,100萬劑可注射的非癌症藥物。
As Eli Lilly accelerates production through external collaborations, challenges in the fill-finish stage persist due to close-to-full production capacities.
隨着禮來公司通過外部合作加快生產，由於產能接近滿員，灌裝完成階段的挑戰依然存在。
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.
《金融時報》援引行業專家的話強調，儘管主要參與者正在開發口服減肥藥，但供應限制可能會持續數年。
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.
全球合同藥製造商市場雖然在擴大，但可能無法立即爲不斷增長的肥胖藥物需求提供解決方案，這使禮來公司和諾和諾德陷入了與時間賽跑的困境。
Price Action: LLY shares are up 1.19% at $786.85 during the premarket session on the last check Wednesday.
價格走勢：週三最後一次盤前交易中，LLY股價上漲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.
免責聲明： 該內容部分是在人工智能工具的幫助下製作的，並由Benzinga編輯審閱和發佈。
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