Cumulative solid-phase peptide synthesis (SPPS) reactor capacity in liters by provider, 2022 through 2028E.

Major sterile fill-finish sites for GLP-1 pen and cartridge production, ranked by approximate annual pen-equivalent capacity.

Cumulative announced peptide-platform capex 2023 to 2027, stacked by participant. Lilly's in-house buildout dwarfs the rest; Novo's $16.5B Catalent deal is included.

Approximate share of pen-by-pen autoinjector supply for GLP-1 brands. Ypsomed (YPSN.SW) supplies Novo's full pen platform; Phillips-Medisize (private) is the principal Lilly supplier.

FDA shortage tracking for the four GLP-1 molecules under compounding, plus the April 2026 proposal to drop them from the 503B bulks list (comments close June 29, 2026).

Modeled monthly compounded GLP-1 fills in non-traditional channels (503A pharmacies, telehealth 503Bs), peaking during the FDA shortages then declining.