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On The Pen GLP-1 News

Author: Dave Knapp GLP-1 Industry Insider

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On The Pen is the leading GLP-1 news podcast and platform covering obesity medicine, FDA actions, drug shortages, access policy, and the business of NuSH therapies. The podcast is in the top 1% of all podcasts globally, and On The Pen is a top Substack best-seller.


175 Episodes
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Send a text 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 Expla...
Send a text 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. 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 ...
Send a text 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 lawsui...
Send a text 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 wha...
Send a text This week on On The Pen: The Weekly Dose, we break down Pfizer’s $10 billion bet on obesity medicine and whether it’s shaping up to be a smart move or a costly miss. We dig into newly released Phase 2b data from Pfizer’s once-monthly GLP-1 candidate (formerly Metsera’s asset), what the results actually show, and how it stacks up in an increasingly crowded field that includes Novo Nordisk, Eli Lilly, and next-gen combination therapies. We also talk strategy, maintenance dosing, com...
Send a text Can Zepbound treat PCOS? That's the question this clinical trial will seek to answer, and we cover it exclusively on this week's On The Pen podcast. Visit TRYSHED.COM to learn more today! Use CODE OTP25 to save 25%! 🤝 Visit Our Sponsors! OTPLinks.com Decoding GLP-1 Book Decoding GLP-1: A Guide for Friends and Family of Those On The Pen Buy Here: https://amzn.to/3Dc66d4 MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT: Venmo: OnThePen Ca$h App: ManOnMounjaro BECOME A MEMBER: h...
Send a text 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...
Send a text 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 ...
Send a text 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!...
Send a text 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 a...
Send a text https://www.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: ...
Send a text 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 Repo...
Send a text 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...
Send a text https://www.otplinks.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 result...
Send a text Episode Timeline & Main Topics 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 Si...
Send a text Topics We Cover: 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 reall...
Send a text Follow Us Everywhere: https://www.otplinks.com Sign up for Emails: https://www.obesity.news 🤝 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/manon...
Send a text Het Exclusive OTP Discounts! 🤝 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$h App: ManOnMounjaro BECOME A MEMBER: https://www.youtube.com/channel/UCDocQ-4IhVS3ihy_dW7nSKw/join 👉 My Amazon Affiliate Store: https://www.amazon.com/shop/manonthemounjaroonthepen WATCH MORE! 📺 We're Live M/W/F at 11 centr...
Send a text Get Exclusive OTP Savings! Https://www.otplinks.com 🤝 Visit Our Sponsors! OTPLinks.com Decoding GLP-1 Book Decoding GLP-1: A Guide for Friends and Family of Those On The Pen Buy Here: https://amzn.to/3Dc66d4 MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT: Venmo: OnThePen Ca$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...
Send a text Exclusive OTP Savings HTTPS://www.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...
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