Peptide News Digest

#Glp-1-Manufacturing

2 stories

Industry · View digest

Eli Lilly Cuts Planned €2.3B Alzey, Germany GLP-1 Manufacturing Plant in Half: Jobs Drop from 1,000 to 500, Capital Redirects to US Amid German 'Dynamic Manufacturer Rebate' Reform

Eli Lilly confirmed in reporting on June 22-23, 2026 that it is halving its planned €2.3 billion (US$2.7 billion) investment at the under-construction Alzey, Rhineland-Palatinate injectable manufacturing site, reducing planned headcount from approximately 1,000 to 500 and pushing the redirected capital toward US sites, most likely Lilly's Pennsylvania facility. The plant produces injectable GLP-1 drugs Mounjaro (tirzepatide for type-2 diabetes), Zepbound (tirzepatide for obesity), and Trulicity (dulaglutide), and is still scheduled to open in 2027 at the reduced capacity. Lilly cited Germany's proposed healthcare reform legislation, particularly a 'dynamic manufacturer rebate' that would automatically lower drug reimbursements as utilization climbs. Boehringer Ingelheim is also slashing planned German investment by at least $1 billion, and Pfizer CEO Albert Bourla has signaled a reassessment. Lilly's CEO David Ricks told the German government the company 'can no longer commit to the full vision for Alzey.' The cut arrives the same week as STAT's retatrutide compassionate-use story, sharpening the contrast between Lilly's expanding US capital deployment and tightening European pricing.

Industry · View digest

Bachem CEO Anne-Kathrin Stoller Assumes Dual Role as CCO Effective May 25, 2026 After Torsten Wöhr's Departure — Leadership Consolidation at One of Two CDMOs Supplying Global GLP-1 API Market

Bachem AG (SIX: BANB) announced May 25, 2026 that Chief Commercial Officer Torsten Wöhr decided to pursue a new opportunity outside the company. CEO Anne-Kathrin Stoller — who succeeded Thomas Meier as CEO on January 1, 2026 after 19 years at Bachem in increasingly senior roles (Head of Business Development & Sales Europe, Chief Marketing Officer, COO Americas) — assumed the CCO role in addition to her CEO responsibilities until a successor is appointed. Bachem is one of two major peptide CDMOs supplying the global GLP-1 API market alongside PolyPeptide; the company is in the middle of multi-site capacity expansion across Switzerland (Bubendorf Module I completion H1 2026) and the US (San Diego, King of Prussia). The CCO transition follows months of senior turnover and comes as GLP-1 manufacturing capacity has become the rate-limiting constraint for the entire commercial peptide industry.