Eli Lilly is stockpiling inventory of its experimental oral GLP-1 receptor agonist, orforglipron, more than a year ahead of a potential launch. With $550 million in supply already secured, the company is positioning itself to meet anticipated demand and avoid the shortages that have plagued the rollout of injectable GLP-1 drugs like Mounjaro and Wegovy.

The GLP-1 class has seen surging demand for both diabetes and obesity treatment, leading to persistent supply constraints even months after product launches. Novo Nordisk and Lilly have both struggled to keep up, with production bottlenecks limiting access and forcing them to prioritize certain doses. By stockpiling orforglipron well in advance, Lilly aims to minimize delays and ensure a smoother rollout once regulatory approval is granted.

This proactive approach could give Lilly an edge, where availability has been a key factor in market share growth.

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