Eli Lilly reported blockbuster third-quarter sales for tirzepatide products, prompting the company to raise its revenue outlook and plan a $1.2 billion factory in Puerto Rico to scale production of its oral GLP-1 candidate, orforglipron. The drug’s Q3 performance has reinforced Lilly’s leadership in diabetes and obesity therapeutics and justified heavy investment in manufacturing to secure supply and reduce time-to-market for oral formulations. The factory commitment underscores how commercial success is driving vertical investment in capacity for both injectable and oral GLP-1 formats. For competitors and contract manufacturers, Lilly’s build signals continued pressure on global supply chains and an expectation that GLP-1 demand will remain elevated. Payers and health systems are monitoring access and pricing implications as volumes expand. Operationally, the plant aims to support clinical and commercial supply continuity and to mitigate future bottlenecks. The move also highlights industry-wide shifts: winners in the obesity/diabetes category are reinvesting upfront to lock in manufacturing advantages.