Eli Lilly budgeted $1.2 billion for a Puerto Rico plant dedicated to producing an oral GLP‑1 candidate, part of capacity expansion to meet soaring demand for incretin‑class drugs. Separately, reporting shows more than a third of new prescriptions for Lilly’s Zepbound are flowing through direct‑to‑consumer and self‑pay channels. The combined actions reflect manufacturers’ dual focus on scaling supply chains and reshaping distribution to capture self‑pay demand. Manufacturers, payers and health systems will watch whether added capacity eases bottlenecks and how DTC channels affect reimbursement, access and adherence.