“That second facility will also come online beginning in '24 with some capacity and really '25 more fully.”

In context

“back on capacity, we did make some comments today related to this. And we've taken actions in the quarter to slow demand internationally on Trulicity, primarily because of the constraints by a competitor, which have shifted demand to Trulicity internationally. Should that happen domestically, of course, that will -- I think we're just trying to give a fair balance to say that, that would be an increase in demand we'd have to manage too as well. But we are producing above our plans right now. We see that continuing. And the next step-up, Seamus, that we expect in capacity will be North Carolina, which will happen towards the end of next year. Just for clarity, there's actually 2 sites in North Carolina. One we announced in 2020 and one more recently down the road in Concur near Charlotte. That second facility will also come online beginning in '24 with some capacity and really '25 more fully. So the company has taken some pretty aggressive investment steps, and those steps in North Carolina are focused on what we'll call the parental filling and the drug finishing process which is the device that is used for Trulicity, but also Mounjaro. We take a platform approach. So that device is also used for other Lilly biologics. And gives us flexibility to match supply and demand more agilely. Although Mike's comments were well placed earlier that it's not perfect, like inside of 90 days, we can't perfectly match every skew of demand to every SKU produced. But it does give us a lot of agility. Those 2 sites in North Carolina, I'll point out, I think as Anat said, are huge. So the first one will literally double our global capacity when it's online, and the second side is a similar si”