Eli Lilly: Plans to invest a total of $3 billion over the next ten years to fully expand supply chain capacity in China

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On March 11, Eli Lilly (LLY.US) announced that it plans to invest a total of $3 billion over the next decade to fully expand its supply-chain production capacity in China, building a local production and supply system for oral solid dosage forms, and focusing on scaling up the production capacity for its first orally administered small-molecule GLP-1 receptor agonist, orforglipron, that has been submitted for approval and registration.

Eli Lilly China had already filed a marketing application with the National Medical Products Administration at the end of 2025 for orforglipron to treat type 2 diabetes and obesity.

This investment will use a model that combines internal expansion with external collaboration: on the one hand, leveraging the technological and talent advantages of Eli Lilly’s Suzhou plant to strengthen capacity coordination; on the other hand, partnering with multiple local manufacturing companies to unlock incremental production capacity.

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