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礼来(LLY.US)拟在印度投资逾10亿美元 以提升减肥药等关键药物产能
Zhi Tong Cai Jing· 2025-10-06 10:47
Core Viewpoint - Eli Lilly (LLY.US) plans to invest over $1 billion in India over the next few years to enhance its production and supply network through local pharmaceutical companies, aiming to support its global manufacturing expansion and improve the supply capacity of key drugs for obesity, diabetes, Alzheimer's, cancer, and autoimmune diseases [1] Group 1: Investment Plans - The investment is part of a broader strategy to build global manufacturing and drug supply capabilities, with India identified as a crucial hub in this network [1] - Eli Lilly has previously announced a $5 billion investment to build a new factory in Virginia, as part of a $27 billion expansion plan that includes four new factories in the U.S. over the next five years [1] Group 2: Market Dynamics - The launch of Mounjaro in India, alongside Novo Nordisk's Wegovy, has significantly increased awareness of obesity treatment among Indian patients, with sales of both drugs doubling within months of their release [2] - Eli Lilly is preparing to face intensified competition from Indian generic drug companies, particularly with the impending expiration of the patent for semaglutide, the active ingredient in Wegovy [2] Group 3: Manufacturing and Quality Center - The company is establishing a new manufacturing and quality center in Hyderabad, which will oversee its contract manufacturing network in India and provide technical support [3] - Recruitment for various positions, including engineers, chemists, and quality control experts, has already begun to support the localization of its global supply chain strategy [3]