Ozempic, Wegovy, Mounjaro, Zepbound — all belong to Novo Nordisk or Eli Lilly. Demand outran supply, and the real limit is manufacturing capacity.
CHAPTER 1
GLP-1 drugs are weekly injections that curb appetite. Developed for diabetes, they became the world's most sought-after weight-loss drugs.
CHAPTER 2
Manufacturing is the limit: the pens need sterile filling in specialized plants. That's why Novo bought Catalent's plants and Lilly is investing billions in new ones.
CHAPTER 3
A sole supplier means there's nowhere else to buy. This is how one failure rolls down the chain:
CHAPTER 4
Novo Nordisk (Ozempic, Wegovy) and Eli Lilly (Mounjaro, Zepbound) make the leading GLP-1 drugs.
Both faced shortages, and Novo Holdings bought Catalent in 2024 to expand pen fill-finish capacity.
The second-order effect: in 2023 Walmart reported a slight pullback in the shopping baskets of customers on these drugs.
🔬 Semiconductors
Every AI chip in the world passes through two companies
⚡ Power for AI
AI's next bottleneck: electricity
✈️ Aviation
The world's best-selling jets fly on a single engine option
🛡️ Airport security
Who guards the airports — and gains from every threat
🔋 EV batteries
Tesla spread its risk. GM and Ford didn't
🧲 Rare earths
The magnets inside every fighter jet and missile — with no substitute
Built from widely reported public facts (company filings, the EIA, company statements). Effects marked 'may' or 'could' are reasoned expectations, not recorded events. Not investment advice.
