Détails sur On The Pen GLP-1 News, podcast de Dave Knapp GLP-1 Industry Insider

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Gray Market GLP-1 Is Booming Branded Access is Broken

mardi 3 mars 2026 • Durée 26:23

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Episode Summary (Short Version):

This week on On The Pen, Dave breaks down the rapid changes reshaping GLP-1 access — from new federal reforms targeting PBMs and possible FDA limits on compounded semaglutide, to Walgreens and Amazon launching cash-pay weight loss clinics.

As insurance denials continue and out-of-pocket costs rise, patients are stuck between a shifting policy landscape and a growing direct-to-consumer market. Plus, an AI-designed oral GLP-1 enters Phase 3 trials, signaling how fast obesity medicine is evolving.

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Decoding GLP-1 Book
Decoding GLP-1: A Guide for Friends and Family of Those On The Pen
Buy Here: https://amzn.to/3Dc66d4

MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT:
Venmo: OnThePen
Ca$h App: ManOnMounjaro

BECOME A MEMBER:
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WATCH MORE!
📺 We're Live M/W/F at 11 central: onthepen.tv

📲 Contact Me: dave@onthepen.com

Thank you for tuning in! If you found this content valuable, make sure to like, share, and subscribe to my youtube channel for more updates on GLP-1, obesity, type 2 diabetes, and the latest news on Mounjaro, Zepbound, Wegovy, and Ozempic. Stay informed and entertained with my unique blend of breaking news, humor, and my personal journey. For in-depth articles and resources, visit onthepen.com.

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NEW GLP3 FROM NOVO NORDISK! BETTER THAN RETATRUTIDE?

mardi 24 février 2026 • Durée 27:26

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This episode unpacks Novo’s aggressive price cuts, Lilly’s head to head trial win, and the emerging triple agonist race, revealing how pricing strategy and next generation data are colliding in a full scale GLP-1 market war.

00:00 – Cold Open: Lilly vs Novo Shock Timing
Dave opens with the bombshell that Novo funded a tirzepatide trial while simultaneously announcing major price cuts to Wegovy and Ozempic, setting up a strategic chess match.

03:20 – Novo Nordisk Price Cuts Explained
Deep dive into Novo’s plan to cut list prices by up to 50% and what that actually means for formulary power, PBMs, and competitive positioning.

07:25 – Tirzepatide vs Semaglutide Head to Head Trial
Breakdown of the direct comparison study showing stronger weight loss with tirzepatide and what that means clinically and commercially.

11:55 – Market Reaction and Strategic Implications
Discussion of stock movement, competitive signaling, and how Novo’s pricing move may blunt Lilly’s trial victory.

14:25 – Novo Triple Agonist Data Drops
Shift into Novo’s early phase data on its triple agonist candidate and how it compares conceptually to existing dual agonists.

16:00 – Comparing Novo’s Triple to Retatrutide
Analysis of weight loss percentages versus Lilly’s retatrutide data and the caution required when comparing across trials.

18:15 – The Triple Agonist EraBroader conversation about whether triple agonism consistently pushes weight loss higher and what durability may look like long term. – Clinical Trial Results vs Real World RealityReminder that clinical trial outcomes do not automatically translate to everyday patient experience. – Data Refresher on Allurion Ballon ApprovalQuick recap of the headline numbers and strategic landscape as innovation and pricing

Wegovy vs Zepbound in 2026: New Higher Dose

mardi 17 février 2026 • Durée 20:36

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Wegovy’s new 7.2 mg dose—three times higher than the current max—has just been approved in the EU, with U.S. approval expected soon. But now that Wegovy matches Zepbound on weight loss, the real question isn’t which drug helps you lose more weight—it’s which one treats your underlying metabolic disease more effectively.

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Decoding GLP-1 Book
Decoding GLP-1: A Guide for Friends and Family of Those On The Pen
Buy Here: https://amzn.to/3Dc66d4

MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT:
Venmo: OnThePen
Ca$h App: ManOnMounjaro

BECOME A MEMBER:
https://www.youtube.com/channel/UCDocQ-4IhVS3ihy_dW7nSKw/join

👉 My Amazon Affiliate Store:
https://www.amazon.com/shop/manonthemounjaroonthepen

WATCH MORE!
📺 We're Live M/W/F at 11 central: onthepen.tv

📲 Contact Me: dave@onthepen.com

Thank you for tuning in! If you found this content valuable, make sure to like, share, and subscribe to my youtube channel for more updates on GLP-1, obesity, type 2 diabetes, and the latest news on Mounjaro, Zepbound, Wegovy, and Ozempic. Stay informed and entertained with my unique blend of breaking news, humor, and my personal journey. For in-depth articles and resources, visit onthepen.com.

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Compound Tirzepatide: Time to Stock Up?

mardi 10 février 2026 • Durée 31:50

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This week on The Weekly Dose, Dave Knapp breaks down the biggest questions shaking up the GLP-1 world. From whether patients should be stocking up on compounded injectables, to what Eli Lilly’s earnings call revealed about Zepbound QuickPens, refill rules, and the long-awaited retatrutide timeline, this episode covers it all. Dave also unpacks FDA enforcement signals, the escalating tension between Big Pharma and compounders, the Hims & Hers controversy, and what recent lawsuits and Super Bowl ads tell us about where obesity treatment is headed next. Clear context, real-world implications, and what patients should be discussing with their doctors right now.

Visit TRYSHED.COM to learn more today! Use CODE OTP25 to save 25%!

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OTPLinks.com

Decoding GLP-1 Book
Decoding GLP-1: A Guide for Friends and Family of Those On The Pen
Buy Here: https://amzn.to/3Dc66d4

MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT:
Venmo: OnThePen
Ca$h App: ManOnMounjaro

BECOME A MEMBER:
https://www.youtube.com/channel/UCDocQ-4IhVS3ihy_dW7nSKw/join

👉 My Amazon Affiliate Store:
https://www.amazon.com/shop/manonthemounjaroonthepen

WATCH MORE!
📺 We're Live M/W/F at 11 central: onthepen.tv

📲 Contact Me: dave@onthepen.com

Thank you for tuning in! If you found this content valuable, make sure to like, share, and subscribe to my youtube channel for more updates on GLP-1, obesity, type 2 diabetes, and the latest news on Mounjaro, Zepbound, Wegovy, and Ozempic. Stay informed and entertained with my unique blend of breaking news, humor, and my personal journey. For in-depth articles and resources, visit onthepen.com.

Eli Lilly Earnings Call Q4 2025 Recap

mercredi 4 février 2026 • Durée 21:35

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This week on On The Pen: The Weekly Dose, Dave breaks down one of the most consequential Eli Lilly earnings calls to date. We dive into major updates on retatrutide, new Phase 3 timelines, and why Lilly is positioning next-generation GLP-1 and GIP therapies far beyond obesity, including osteoarthritis, sleep apnea, addiction, and mental health. From manufacturing scale and Medicare access to brand-new molecules like bernipotide and amylin-based therapies, this episode explores what the future of incretin medicine could really look like for patients.

Visit TRYSHED.COM to learn more today! Use CODE OTP25 to save 25%!

🤝 Visit Our Sponsors!
OTPLinks.com

Decoding GLP-1 Book
Decoding GLP-1: A Guide for Friends and Family of Those On The Pen
Buy Here: https://amzn.to/3Dc66d4

MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT:
Venmo: OnThePen
Ca$h App: ManOnMounjaro

BECOME A MEMBER:
https://www.youtube.com/channel/UCDocQ-4IhVS3ihy_dW7nSKw/join

👉 My Amazon Affiliate Store:
https://www.amazon.com/shop/manonthemounjaroonthepen

WATCH MORE!
📺 We're Live M/W/F at 11 central: onthepen.tv

📲 Contact Me: dave@onthepen.com

Thank you for tuning in! If you found this content valuable, make sure to like, share, and subscribe to my youtube channel for more updates on GLP-1, obesity, type 2 diabetes, and the latest news on Mounjaro, Zepbound, Wegovy, and Ozempic. Stay informed and entertained with my unique blend of breaking news, humor, and my personal journey. For in-depth articles and resources, visit onthepen.com.

Once Monthly GLP-1 Injection? Pfizer Drops New Data

mardi 3 février 2026 • Durée 21:39

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This week on On The Pen: The Weekly Dose, we break down Pfizer’s $10 billion bet on obesity medicine and whether it’s shaping up to be a smart move or a costly miss. We dig into newly released Phase 2b data from Pfizer’s once-monthly GLP-1 candidate (formerly Metsera’s asset), what the results actually show, and how it stacks up in an increasingly crowded field that includes Novo Nordisk, Eli Lilly, and next-gen combination therapies. We also talk strategy, maintenance dosing, combination GLP-1 + amylin approaches, pricing pressures, cash-pay access, and what this all means for patients navigating a rapidly changing obesity treatment landscape. Plus, earnings week insights, where Pfizer may be headed next, and why pricing and access, not just weight-loss percentages, may end up being the real disruptors.

Visit TRYSHED.COM to learn more today! Use CODE OTP25 to save 25%!

🤝 Visit Our Sponsors!
OTPLinks.com

Decoding GLP-1 Book
Decoding GLP-1: A Guide for Friends and Family of Those On The Pen
Buy Here: https://amzn.to/3Dc66d4

MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT:
Venmo: OnThePen
Ca$h App: ManOnMounjaro

BECOME A MEMBER:
https://www.youtube.com/channel/UCDocQ-4IhVS3ihy_dW7nSKw/join

👉 My Amazon Affiliate Store:
https://www.amazon.com/shop/manonthemounjaroonthepen

WATCH MORE!
📺 We're Live M/W/F at 11 central: onthepen.tv

📲 Contact Me: dave@onthepen.com

Thank you for tuning in! If you found this content valuable, make sure to like, share, and subscribe to my youtube channel for more updates on GLP-1, obesity, type 2 diabetes, and the latest news on Mounjaro, Zepbound, Wegovy, and Ozempic. Stay informed and entertained with my unique blend of breaking news, humor, and my personal journey. For in-depth articles and resources, visit onthepen.com.

PCOS and Tirzepatide Clinical Trial. Finally

mardi 27 janvier 2026 • Durée 19:29

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Can Zepbound treat PCOS? That's the question this clinical trial will seek to answer, and we cover it exclusively on this week's On The Pen podcast.

Visit TRYSHED.COM to learn more today! Use CODE OTP25 to save 25%!

🤝 Visit Our Sponsors!
OTPLinks.com

Decoding GLP-1 Book
Decoding GLP-1: A Guide for Friends and Family of Those On The Pen
Buy Here: https://amzn.to/3Dc66d4

MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT:
Venmo: OnThePen
Ca$h App: ManOnMounjaro

BECOME A MEMBER:
https://www.youtube.com/channel/UCDocQ-4IhVS3ihy_dW7nSKw/join

👉 My Amazon Affiliate Store:
https://www.amazon.com/shop/manonthemounjaroonthepen

WATCH MORE!
📺 We're Live M/W/F at 11 central: onthepen.tv

📲 Contact Me: dave@onthepen.com

Thank you for tuning in! If you found this content valuable, make sure to like, share, and subscribe to my youtube channel for more updates on GLP-1, obesity, type 2 diabetes, and the latest news on Mounjaro, Zepbound, Wegovy, and Ozempic. Stay informed and entertained with my unique blend of breaking news, humor, and my personal journey. For in-depth articles and resources, visit onthepen.com.

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Over The Counter GLP-1 Prediction

mardi 20 janvier 2026 • Durée 21:02

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In this episode of On The Pen: The Weekly Dose, Dave Knapp breaks down why the idea of over-the-counter GLP-1 medications isn’t radical speculation, it’s a pattern already in motion. Drawing on FDA signals, past regulatory precedent with Orlistat, recent pricing negotiations, softened safety language, and public comments from pharmaceutical executives, Dave lays out the case that low-dose oral GLP-1s could be the first step toward OTC access. This episode connects the dots between regulation, access, pricing, and normalization of obesity treatment, and explains why the people laughing today may be asking how they missed it tomorrow.

🤝 Visit Our Sponsors!
OTPLinks.com

Decoding GLP-1 Book
Decoding GLP-1: A Guide for Friends and Family of Those On The Pen
Buy Here: https://amzn.to/3Dc66d4

MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT:
Venmo: OnThePen
Ca$h App: ManOnMounjaro

BECOME A MEMBER:
https://www.youtube.com/channel/UCDocQ-4IhVS3ihy_dW7nSKw/join

👉 My Amazon Affiliate Store:
https://www.amazon.com/shop/manonthemounjaroonthepen

WATCH MORE!
📺 We're Live M/W/F at 11 central: onthepen.tv

📲 Contact Me: dave@onthepen.com

Thank you for tuning in! If you found this content valuable, make sure to like, share, and subscribe to my youtube channel for more updates on GLP-1, obesity, type 2 diabetes, and the latest news on Mounjaro, Zepbound, Wegovy, and Ozempic. Stay informed and entertained with my unique blend of breaking news, humor, and my personal journey. For in-depth articles and resources, visit onthepen.com.

GLP-1 PLUS Gastric Balloon for added Weight Loss!

lundi 19 janvier 2026 • Durée 31:48

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Shantanu Gaur, CEO of Allurion, returns to the podcast to break down their swallowable inflatable weight loss balloon, how it works, who it is for, how much it is expected to cost, and when patients can realistically expect access.

We talk real world weight loss results, safety, availability in the US, and how Allurion fits into the broader obesity treatment conversation alongside GLP-1 medications and bariatric options.

This is a clear, no hype discussion for patients who want more tools and better choices in obesity care.

More Info:
OTPLinks.com

🤝 Visit Our Sponsors!
OTPLinks.com

Decoding GLP-1 Book
Decoding GLP-1: A Guide for Friends and Family of Those On The Pen
Buy Here: https://amzn.to/3Dc66d4

MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT:
Venmo: OnThePen
Ca$h App: ManOnMounjaro

BECOME A MEMBER:
https://www.youtube.com/channel/UCDocQ-4IhVS3ihy_dW7nSKw/join

👉 My Amazon Affiliate Store:
https://www.amazon.com/shop/manonthemounjaroonthepen

WATCH MORE!
📺 We're Live M/W/F at 11 central: onthepen.tv

📲 Contact Me: dave@onthepen.com

Thank you for tuning in! If you found this content valuable, make sure to like, share, and subscribe to my youtube channel for more updates on GLP-1, obesity, type 2 diabetes, and the latest news on Mounjaro, Zepbound, Wegovy, and Ozempic. Stay informed and entertained with my unique blend of breaking news, humor, and my personal journey. For in-depth articles and resources, visit onthepen.com.

GLP-1 Access, MariTide Data, and the Oprah Effect on Obesity Care

mardi 13 janvier 2026 • Durée 27:54

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This week on On The Pen, we break down a rare FDA walk-back on GLP-1 safety labeling, major pharma signals coming out of JPM 2026, and the growing tension between patient access and legislative efforts that could restrict compounding. We discuss what these developments actually mean for patients, why access—not innovation alone—will determine the future of obesity medicine, and how the OTP community continues to play a critical role in shaping this landscape.

🤝 Visit Our Sponsors!
OTPLinks.com

Decoding GLP-1 Book
Decoding GLP-1: A Guide for Friends and Family of Those On The Pen
Buy Here: https://amzn.to/3Dc66d4

MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT:
Venmo: OnThePen
Ca$h App: ManOnMounjaro

BECOME A MEMBER:
https://www.youtube.com/channel/UCDocQ-4IhVS3ihy_dW7nSKw/join

👉 My Amazon Affiliate Store:
https://www.amazon.com/shop/manonthemounjaroonthepen

WATCH MORE!
📺 We're Live M/W/F at 11 central: onthepen.tv

📲 Contact Me: dave@onthepen.com

Thank you for tuning in! If you found this content valuable, make sure to like, share, and subscribe to my youtube channel for more updates on GLP-1, obesity, type 2 diabetes, and the latest news on Mounjaro, Zepbound, Wegovy, and Ozempic. Stay informed and entertained with my unique blend of breaking news, humor, and my personal journey. For in-depth articles and resources, visit onthepen.com.

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