Eli Lilly reported tirzepatide sales of $10.1 billion in Q3, making the diabetes and obesity drug the world’s top seller for the quarter and prompting the company to raise revenue forecasts. Lilly’s blockbuster performance is driving downstream moves to lock supply, including a $1.2 billion plant in Puerto Rico dedicated to oral GLP‑1 production (orforglipron). The company is also expanding distribution channels and direct‑to‑patient services to broaden access to Zepbound and Mounjaro, and has struck retail partnerships to facilitate patient pickup. Lilly’s vertical investments aim to mitigate future capacity constraints and secure oral and injectable manufacturing scale amid surging global demand. For manufacturers and CDMOs: expect intensified competition for fill‑finish and peptide manufacturing capacity, plus upward pricing pressure on supply agreements. The build‑out signals large pharma’s willingness to internalize capacity for high‑value modalities. Note for investors: sustained tirzepatide momentum may keep M&A and capital allocation focused on securing peptide/oligo supply chains and expanding commercial infrastructure.