Question · Q2 2026
Gautam asked about the company's GLP-1 strategy, specifically regarding API manufacturing capacity for Semaglutide and Liraglutide, target markets, and the status and capacity of fill-and-finish operations.
Answer
CEO Erez Israeli confirmed CTO6 manufactures API for GLP-1s and other peptides, with potential capacity up to 800 kg, targeting relevant markets including future Tirzepatide submissions. He reiterated 12 million pens for Semaglutide with a partner, and two cartridge lines in FQ11 (up to 50 million capacity) are being prepared for post-next 12 months.