Eli Lilly reported blockbuster demand for tirzepatide, prompting a revenue forecast raise after the drug posted record quarterly sales. The company said tirzepatide (sold as Mounjaro/Zepbound) exceeded $10 billion in Q3 sales, marking a pivotal commercial win that reshapes competition in diabetes and obesity therapeutics. Separately, Lilly is investing $1.2 billion to build a dedicated Puerto Rico facility to produce its oral GLP‑1 candidate orforglipron, signaling a push to secure manufacturing scale for next‑generation oral peptide therapies. The plant is intended to expand capacity and reduce future supply bottlenecks. The combined commercial momentum and capacity investment reflect Pharma’s strategy to vertically secure supply chains for high‑value GLP‑1 franchises and to prepare for multiple modality launches—injectable and oral.