Eli LillyLLY
Lilly is spending billions to scale GLP-1 production — flowing to delivery-device, fill-finish and contract-manufacturing suppliers.
Where the cash goes~$38B / yr · FY2025
Capex$15B
Dividends$12B
R&D$11B
Money flows left → right · hover a node · click to open the stock.ComponentsManufacturing
Most exposed to LLY's spend
- West PharmaceuticalWSTCurated
Injectable delivery components (stoppers, devices) for pens.
Components - CatalentCTLTNews
Contract fill-finish capacity.
Manufacturing - LonzaprivateCurated
Contract manufacturing partner.
Manufacturing - Thermo FisherTMOCurated
Bioprocessing supplies and CDMO services.
Manufacturing
Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.