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Gray Market GLP-1 Is Booming Branded Access is Broken
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
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.
NEW GLP3 FROM NOVO NORDISK! BETTER THAN RETATRUTIDE?
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 Era Broader conversation about whether triple agonism consistently pushes weight loss higher and what durability may look like long term.
20:00 – Clinical Trial Results vs Real World Reality Reminder that clinical trial outcomes do not automatically translate to everyday patient experience.
22:30 – Data Refresher on Allurion Ballon Approval Quick recap of the headline numbers and strategic landscape as innovation and pricing
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MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT: Venmo: OnThePen Ca$h App: ManOnMounjaro
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.
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$h App: ManOnMounjaro
WATCH MORE! 📺 We're Live M/W/F at 11 central: onthepen.tv
📲 Contact Me: dave@onthepen.com
Thank you for tuning in! If you found this content valuable, make sure to like, share, and subscribe to my youtube channel for more updates on GLP-1, obesity, type 2 diabetes, and the latest news on Mounjaro, Zepbound, Wegovy, and Ozempic. Stay informed and entertained with my unique blend of breaking news, humor, and my personal journey. For in-depth articles and resources, visit onthepen.com.
This week on The Weekly Dose, Dave Knapp breaks down the biggest questions shaking up the GLP-1 world. From whether patients should be stocking up on compounded injectables, to what Eli Lilly’s earnings call revealed about Zepbound QuickPens, refill rules, and the long-awaited retatrutide timeline, this episode covers it all. Dave also unpacks FDA enforcement signals, the escalating tension between Big Pharma and compounders, the Hims & Hers controversy, and what recent lawsuits and Super Bowl ads tell us about where obesity treatment is headed next. Clear context, real-world implications, and what patients should be discussing with their doctors right now.
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Decoding GLP-1 Book Decoding GLP-1: A Guide for Friends and Family of Those On The Pen Buy Here: https://amzn.to/3Dc66d4
MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT: Venmo: OnThePen Ca$h App: ManOnMounjaro
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.
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.
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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
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
This week on On The Pen: The Weekly Dose, we break down Pfizer’s $10 billion bet on obesity medicine and whether it’s shaping up to be a smart move or a costly miss. We dig into newly released Phase 2b data from Pfizer’s once-monthly GLP-1 candidate (formerly Metsera’s asset), what the results actually show, and how it stacks up in an increasingly crowded field that includes Novo Nordisk, Eli Lilly, and next-gen combination therapies. We also talk strategy, maintenance dosing, combination GLP-1 + amylin approaches, pricing pressures, cash-pay access, and what this all means for patients navigating a rapidly changing obesity treatment landscape. Plus, earnings week insights, where Pfizer may be headed next, and why pricing and access, not just weight-loss percentages, may end up being the real disruptors.
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Decoding GLP-1 Book Decoding GLP-1: A Guide for Friends and Family of Those On The Pen Buy Here: https://amzn.to/3Dc66d4
MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT: Venmo: OnThePen Ca$h App: ManOnMounjaro
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.
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.
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.
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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$h App: ManOnMounjaro
WATCH MORE! 📺 We're Live M/W/F at 11 central: onthepen.tv
📲 Contact Me: dave@onthepen.com
Thank you for tuning in! If you found this content valuable, make sure to like, share, and subscribe to my youtube channel for more updates on GLP-1, obesity, type 2 diabetes, and the latest news on Mounjaro, Zepbound, Wegovy, and Ozempic. Stay informed and entertained with my unique blend of breaking news, humor, and my personal journey. For in-depth articles and resources, visit onthepen.com.
Shantanu Gaur, CEO of Allurion, returns to the podcast to break down their swallowable inflatable weight loss balloon, how it works, who it is for, how much it is expected to cost, and when patients can realistically expect access.
We talk real world weight loss results, safety, availability in the US, and how Allurion fits into the broader obesity treatment conversation alongside GLP-1 medications and bariatric options.
This is a clear, no hype discussion for patients who want more tools and better choices in obesity care.
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Decoding GLP-1 Book Decoding GLP-1: A Guide for Friends and Family of Those On The Pen Buy Here: https://amzn.to/3Dc66d4
MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT: Venmo: OnThePen Ca$h App: ManOnMounjaro
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
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.
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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
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.
This episode opens the year with one of the most consequential—and complicated—weeks in GLP-1 obesity medicine.
We break down three stories that, taken together, reveal why patients are increasingly reading past headlines and demanding accountability from the industry.
First, we examine early-phase trial data from Arrowhead Pharmaceuticals, after headlines claimed its experimental INHBE-targeting therapy “nearly doubled” the weight loss of Zepbound. We walk through what the data actually showed, why the comparison was misleading, how trial design and dosing matter, and why Phase 1 results should never be treated as superiority claims.
Next, we turn to a major access milestone: the official launch of oral Wegovy, the first FDA-approved GLP-1 pill for obesity from Novo Nordisk. We discuss how this pill differs from compounded oral semaglutide, why its pricing strategy is so disruptive, and what this launch means for people who have avoided injectable medications. We also explore how direct-to-consumer access, telehealth partnerships, and retail pharmacy distribution signal a broader shift in how obesity care is being delivered.
Finally, we address the most ironic—and uncomfortable—story of the week: manufacturing quality concerns involving branded Wegovy pens, reported to include biological particulate matter, at the same time Novo Nordisk continues a years-long public and legal campaign against compounded GLP-1 medications on safety grounds. We discuss FDA inspection history, the acquisition of Catalent, and why credibility depends on consistency—especially when millions of patients are paying close attention.
This episode isn’t anti-pharma or pharma-friendly. It’s patient-first. And it asks a simple question: Who do we trust when science, marketing, access, and manufacturing all collide at once?
Episode Timestamps
00:00 — Why this first episode of 2026 matters 02:10 — Hair found in Wegovy pens and why patients notice hypocrisy 06:15 — Arrowhead trial headlines vs. what the data actually shows 11:40 — Why tirzepatide dosing and trial design matter 17:30 — What INHBE targeting may actually be good for (and what it’s not) 21:45 — Sponsor: SHED and access pathways for obesity care 25:10 — Oral Wegovy officially launches: what’s different this time 30:20 — How the Wegovy pill works and why bioavailability matters 35:40 — Pricing, telehealth, Costco, and direct-to-consumer access 41:50 — Why pills lower barriers for millions of patients 46:10 — Manu
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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
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.
Wegovy Pill Approved: First Ever GLP-1 Pill, As Good as Injections!
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 Compound Legislation: States are the Next Battlefield w/ Sabina Hemme
Pharma Influence & Why Patient Voices Matter Lobbying Power: Eli Lilly, Novo Nordisk, and Government Access Why GLP-1 Medication Access Is at Risk Introducing Sabina Hemi & the Mission of GLP Winner Why Compounded GLP-1s Matter for Real Patients The Federal “Safe Drugs” Bill: What It Claims vs What It Does Why This Bill Raises Red Flags for Patients What Real Compounding Safety Reform Would Look Like How Compounding Pharmacies Are Actually Regulated Today Prescription Reporting vs Patient Safety Is This Bill About Safety or Litigation Data? Dose Flexibility, Personalized Medicine, and Compounding Florida SB 860: A Direct Threat to Compounded GLP-1s Why Florida Compounding Impacts the Entire Country Why Obesity Medications Are Being Singled Out Active Pharmaceutical Ingredients (API): What Patients Should Know FDA Oversight, the “Green List,” and State Overreach Why Florida’s API & COA Requirements Don’t Add Up FDA Inspection Backlogs & Impossible Compliance Standards Branded Drug Safety Issues vs Compounding Scrutiny Catalent, Novo Nordisk, and Manufacturing Concerns Counterfeit Ozempic: The Overlooked Safety Crisis Why Supply Chain Integrity Should Be the Priority What Patients Can Do Right Now Petitions, Advocacy, and Making Your Voice Heard Florida Residents: Why Local Action Matters Final Thoughts on Access, Power, and Patient Advocacy
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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.
Retatrutide is years away from FDA approval and yet the fight over access, price, control of this medication is already well underway. That's what this podcast is going to be about today. There's well over a hundred thousand people by my estimates who are already on some form of this medication today. And that should tell you enough about how disruptive this molecule is and will be. It is a game changer among game changer. We've been talking about it for three years here at On The Pen, well before any of your favorite gym bros were talking about Retatrutide. We were talking about Reta, who tried Retatrutide here at On The Pen. And that's because we identified this triple agonist as a game changer among game changers. So This is going to be a very Retatrutide heavy episode, and so I hope you'll join us and stick with us if this is a topic you enjoy, because I think this is really going to effectively lay the groundwork for what accessibility to this medication will look like. So let's get into it.
Welcome to the On The Pen Podcast with your host, Dave Knapp. Welcome to the On The Pen, the weekly dose podcast. This is our weekly roundup in incretin memetic news. And frankly, there's no news that is bigger than Reta-Trutide news. Just find me any news that is bigger than the data that we got on Reta-Trutide. Now, we already did a video about the Triumph Phase II clinical trials that we got in osteoarthritis of the knee. You can go back and check out that video if you'd like more data. So we're not gonna super... rehash the data. We'll go over at a high level what the data showed us. We're not going to go over how the medicine works, because by now we all know that it's the triple agonist, right? If terzapatide was a dual agonist, GLP-GIP, Retatrutide is the triple agonist that adds to it a glucagon component, which is absolutely just shredding, shredding liver fat. It is absolutely revving up people's metabolism and showing a tremendous amount of weight loss.
So let's get into what the weight loss looked like in this first trial, because there are longer obesity trials where, where the primary outcome is the weight loss this was again a specific trial in measuring pain reduction in folks with osteoarthritis of the knee but check out these numbers these are placebo adjusted meaning it's taking the two percent out that people lost on placebo but looking at these numbers Folks on one milligram over forty eight weeks lost seventeen percent. They bumped up to four milligrams. Those folks lost twenty two percent. So right there at th
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📲 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.
0:00 Welcome & today’s focus: Retatrutide and “chasing the biggest number” 1:11 On The Pen intro, live schedule (Mon/Wed/Fri) & housekeeping 2:10 How Dave first heard about retatrutide (work trip, early phase 1 data) 3:35 Flashback clip: early excitement about retatrutide phase 3 trials 4:40 Why this new retatrutide data feels different for obesity medicine 5:32 TRIUMPH-4 trial overview: obesity + knee osteoarthritis population 7:00 Headline results: 28.7% average weight loss, surgery-level efficacy 8:47 Breaking down weight loss by dose (9 mg vs 12 mg; 25–35% loss rates) 11:05 What “efficacy estimate” really means (race-track analogy) 13:28 Real-world view: treatment-regimen estimate (20–23.7%) vs trial ideal 15:40 Mechanism refresher: GIP, GLP-1, glucagon and why RETA differs from TIRZ 18:05 Side effects, dysesthesia/allodynia & who stopped treatment (BMI differences) 21:02 Why the lower doses matter & who actually needs 30% weight loss 24:15 From “just make the scale go down” to quality of weight loss & body composition 28:05 Future focus: health, longevity, and peptides beyond hitting goal weight 30:40 Viewer Q&A: combining RETA + TIRZ, amylin (eloralintide) combos & “talk to your doctor” 34:38 How retatrutide changes the next decade of obesity treatment conversations 37:22 News update: high-dose Wegovy 7.2 mg approval in the EU & US outlook 40:55 Orforglipron oral GLP-1: liver-signal concerns & fast-track FDA review 45:20 Why small-molecule oral GLP-1s aren’t the same as injectable peptides 48:40 New topic: Indiana “Safe Drug Act of 2025” and why Dave is concerned 51:02 Production caps, “essentially a copy” language & shifting power from prescribers to FDA 54:28 How the bill undermines personalization while ignoring real safety tools 57:05 Safety theater vs real safeguards: API sourcing, sterility & adverse-event reporting 59:45 Who actually gets hit: compliant 503A/503B compounders vs existing bad actors 1:02:05 Call to action: petition at otplinks.com & why patient voices matter 1:05:10 Change.org impact, media attention & centering the patient perspective 1:07:30 Final Q&A, subscribe, obesity.news email list & closing thanks
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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.
Mounjaro vs. New Obesity Drugs: Why Wave-007 Is Stealing the Spotlight
00:00 — Opening & Community Update • First week doing the podcast fully live thanks to the On The Pen community • Overview of why this week’s news is a major turning point in obesity medicine
02:30 — Introducing the “One-and-Done” Obesity Drug (Wave Life Sciences) • WVE-007 early data drops • Why this therapy is unlike GLP-1s or any nutrient-stimulated hormone • Fat loss results and lean-mass increase
06:30 — How Wave-007 Works: INHBE Gene Silencing • Mechanism behind visceral fat reduction • Why this shifts the field toward “quality of weight loss”
09:15 — Why Lean-Mass Preservation Matters • Current GLP-1 medications and muscle loss • Why women dominate trial enrollment and the larger implications • Medicare patients and the coming wave of GLP-1 coverage
13:45 — The Future of Maintenance Therapies • Fractyl Health Revita results • Lilly’s orforglipron maintenance design • Why “holding the line” after GLP-1 therapy is the next major category
17:30 — Amylin Agonists: Cagrelintide vs. Eloralintide • Novo’s delays and the strategy behind them • Lilly’s surprising phase 2 results (up to 20% weight loss) • Combination therapies with tirzepatide or retatrutide
22:30 — FDA Pipeline Acceleration • Potential removal of traditional phase 3 trials • How this speeds up the arrival of next-generation therapies
24:15 — Oral GLP-1 Small Molecules (Structure Therapeutics) • Alaniglipron data and the stock surge • Comparisons to orforglipron and past failures like denuglipron • Why Dave remains skeptical
28:40 — Sponsor Break: Shed & Shapa • Access, coaching, and patient support • Using a numberless scale to build a healthier relationship with weight tracking
31:10 — Counterfeit Ozempic Warning • New fake lot discovered in U.S. pharmacies • How to identify counterfeit pens • Why this should be a national headline • The broader question of drug supply-chain vulnerability
36:00 — Closing Thoughts on the Future of Obesity Medicine • Moving from “more weight loss” to “better weight loss” • Why the field is closer than ever to reshaping obesity as a disease • Gratitude for the community making full-time coverage possible
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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.
00:00 – New data from Harvard/Mass General may classify nearly 70% of adults as having obesity 03:00 – A new oral triple agonist shows record-setting absorption rates 07:00 – Fractal Health’s Revita procedure: weight maintenance after stopping GLP-1s 12:00 – Zepbound vial prices drop (full breakdown by dose) 16:00 – Dave’s personal experience switching off Mounjaro and intense hunger return 22:00 – Novo Nordisk’s EVOKE/EVOKE+ Alzheimer’s trial: what the data really means 29:00 – Why GLP-1 neurological research is just getting started 33:00 – Updates on access, partners, and major news coming soon for Medicare patients
If you’re on Wegovy, Mounjaro, Zepbound, Saxenda, Trulicity, or compounded versions, this episode gives you the insight and context you need to have more competent and confident conversations with your doctor.
Bullet Point Summary of the Podcast Episode
New Obesity Measurement Data (Harvard/Mass General Study)
Harvard and Mass General propose adding waist circumference to BMI to better diagnose obesity.
Traditional BMI misses key factors like muscle mass and body composition.
Using the updated measure, Americans classified as obese jumps from ~43% to almost 69%.
This means 7 out of 10 U.S. adults would now qualify as having the disease of obesity.
Dave notes this validates many people who “feel” metabolically unwell despite a “normal” BMI.
Reinforces his claim that “most people should be talking to their doctors about GLP-1s.”
New Oral Triple Agonist (Ascletis – ASC41/ASC? Molecule)
From Ascletis (A-S-C-L-E-T-I-S), developing an oral triple agonist targeting:
GLP-1
GIP
Glucagon
Similar in mechanism to retatrutide, expected around 2027.
Preclinical (animal) data show stunning results:
Oral bioavailability of 4.2%
9× higher than tirzepatide
30× higher than oral semaglutide
6× higher than oral retatrutide
57× greater drug exposure than oral retatrutide
Half-life ~56 hours
Stronger receptor activation than retatrutide in vitro
Suggests potential for the first powerful oral triple agonist—worth watching.
️ 3. Discussion of the Gray Market / TikTok Experience
Dave briefly recounts losing his TikTok account and landing in an algorithm filled with teenagers promoting gray-market “retatrutide.”
Expresses concern over unregulated peptide sales, especially to minors.
Fract
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WATCH MORE! 📺 We're Live M/W/F at 11 central: onthepen.tv
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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.
Novo Nordisk Amycretin Shocker + Semaglutide Flopper
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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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📲 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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📲 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.
Lower Cost Zepbound and Wegovy? TrumpRX Announcement Incoming
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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 Recap: NEW GLP-1 GIP Peptide Announced!
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📲 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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📲 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.
TRUMP: Ozempic Will Soon be $150 in the US! Meet the Reporter Who Made Him Say It!
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Wegovy and Ozempic Users: FDA's Scathing Report on Major Novo Factory
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Retatrutide News That Could Change Everything for GLP-1 Compounds
💉 Story 1 — Fractyl Health’s One-and-Done Gene Therapy for Obesity Fractyl Health just dropped preclinical results showing their GLP-1 + GIP gene therapy candidate RJVA-002 produced almost 30% weight loss in mice after a single dose. I sat down with Dr. Harith Rajagopalan, CEO of Fractyl Health, to talk about how this new Rejuva® platform works, what it means for people living with obesity and type 2 diabetes, and why gene therapy might be the future of metabolic care.
🏛️ Story 2 — Medicare Coverage for GLP-1s? Dr. Oz Drops a Hint At the Aspen Institute, CMS Administrator Dr. Mehmet Oz said even a comment on GLP-1 coverage would be “market moving.” We break down what that means, why the Trump administration shelved a rule that would’ve added obesity meds to Medicare coverage, and how that decision might now be a bargaining chip to lower drug prices in exchange for tougher enforcement on compounding.
⚖️ Story 3 — The Retatrutide Ruling and the Future of Compounded Access A federal judge ruled the FDA acted “arbitrarily and capriciously” when it rejected Lilly’s bid to classify retatrutide as a biologic. That may sound technical, but if the FDA changes its stance, it could have huge implications for tirzepatide (Zepbound, Mounjaro) and semaglutide (Wegovy, Ozempic)—especially when it comes to compounding and patient access.
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WATCH MORE! 📺 We're Live M/W/F at 11 central: onthepen.tv
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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.
Sobriety Meets Weight Loss: The Ethan Suplee Interview
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Mounjaro Hair Loss + NFL Lineman Discovers Power in Personalized Medicine
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GLP-1 Treatment and Advocacy with Dr. Leslie Golden
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Pfizer GLP-1 Play Worth $7.3B + Compound Tirzepatide Update
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GLP-1 Weight Loss, Why It's About So Much More for Patients
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Compound GLP-1 Legislation + FDA Warning Letter to HIMS
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FDA CRACKDOWN on Compounded GLP-1s | Novo’s Gut Hack & Lilly’s One-Shot Cure
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Is Wegovy Better Than Zepbound? Plus the First Obesity GLP-1 Generic is Here!
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Zepbound Compound Lawsuit Update: Eli Lilly Vs Mochi
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Eli Lilly VS Mochi Update + Big Lilly Orforglipron Secret Revealed
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Eli Lilly Orforglipron Secret Revealed! + Lill VS Mochi Update
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GLP-1 Microdosing For Weight Loss: Noom CEO Explains Their New Program
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Eli Lilly Earnings Call Recap: Stock Tanks on Weight Loss Pill Miss
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Novo Nordisk Blames Compound Semaglutide on Slower Sales
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No Compounded Retatrutide Says the FDA + Tons of GLP-1 News
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LEAKED TRUMP DOCUMENT: Medicare to Cover Zepbound and Wegovy for Obesity
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Compound GLP-1 Injections : You Won't Believe What The Obesity Society is Saying
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📲 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.
SHOCKING: How GLP-1 Protects the Heart Beyond Weight Loss // OTP TWD 7.25.25
This week, Dave covers massive GLP-1 news out of Connecticut, a new GLP-1 heart study that changes the conversation, and a big OTP event opportunity announcement!
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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.
BREAKING: Insurance Approving Mounjaro Over Zepbound!? What is Going On!?
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