On The Pen GLP-1 News

NEW GLP3 FROM NOVO NORDISK! BETTER THAN RETATRUTIDE?

Send a textThis 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 TimingDave 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 ExplainedDeep 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 TrialBreakdown of the direct comparison study showing stronger weight loss with tirzepatide and what that means clinically and commercially.11:55 – Market Reaction and Strategic ImplicationsDiscussion of stock movement, competitive signaling, and how Novo’s pricing move may blunt Lilly’s trial victory.14:25 – Novo Triple Agonist Data DropsShift 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 RetatrutideAnalysis 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.20:00 – Clinical Trial Results vs Real World RealityReminder that clinical trial outcomes do not automatically translate to everyday patient experience.22:30 – Data Refresher on Allurion Ballon ApprovalQuick recap of the headline numbers and strategic landscape as innovation and pricing Visit TRYSHED.COM to learn more today! Use CODE OTP25 to save 25%!🤝 Visit Our Sponsors!OTPLinks.com Decoding GLP-1 BookDecoding GLP-1: A Guide for Friends and Family of Those On The PenBuy Here: https://amzn.to/3Dc66d4MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT:Venmo: OnThePenCa$h App: ManOnMounjaroBECOME A MEMBER:https://www.youtube.com/channel/UCDocQ-4IhVS3ihy_dW7nSKw/join👉 My Amazon Affiliate Store:https://www.amazon.com/shop/manonthemounjaroonthepenWATCH MORE!📺 We're Live M/W/F at 11 central: onthepen.tv 📲 Contact Me: dave@onthepen.comThank 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 vs Zepbound in 2026: New Higher Dose

Send a textWegovy’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 BookDecoding GLP-1: A Guide for Friends and Family of Those On The PenBuy Here: https://amzn.to/3Dc66d4MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT:Venmo: OnThePenCa$h App: ManOnMounjaroBECOME A MEMBER:https://www.youtube.com/channel/UCDocQ-4IhVS3ihy_dW7nSKw/join👉 My Amazon Affiliate Store:https://www.amazon.com/shop/manonthemounjaroonthepenWATCH MORE!📺 We're Live M/W/F at 11 central: onthepen.tv 📲 Contact Me: dave@onthepen.comThank 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.

Compound Tirzepatide: Time to Stock Up?

Send a textThis 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%!🤝 Visit Our Sponsors!OTPLinks.com Decoding GLP-1 BookDecoding GLP-1: A Guide for Friends and Family of Those On The PenBuy Here: https://amzn.to/3Dc66d4MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT:Venmo: OnThePenCa$h App: ManOnMounjaroBECOME A MEMBER:https://www.youtube.com/channel/UCDocQ-4IhVS3ihy_dW7nSKw/join👉 My Amazon Affiliate Store:https://www.amazon.com/shop/manonthemounjaroonthepenWATCH MORE!📺 We're Live M/W/F at 11 central: onthepen.tv 📲 Contact Me: dave@onthepen.comThank 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

Send a textThis 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 BookDecoding GLP-1: A Guide for Friends and Family of Those On The PenBuy Here: https://amzn.to/3Dc66d4MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT:Venmo: OnThePenCa$h App: ManOnMounjaroBECOME A MEMBER:https://www.youtube.com/channel/UCDocQ-4IhVS3ihy_dW7nSKw/join👉 My Amazon Affiliate Store:https://www.amazon.com/shop/manonthemounjaroonthepenWATCH MORE!📺 We're Live M/W/F at 11 central: onthepen.tv 📲 Contact Me: dave@onthepen.comThank 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

Send a textThis week on On The Pen: The Weekly Dose, we break down Pfizer’s $10 billion bet on obesity medicine and whether it’s shaping up to be a smart move or a costly miss. We dig into newly released Phase 2b data from Pfizer’s once-monthly GLP-1 candidate (formerly Metsera’s asset), what the results actually show, and how it stacks up in an increasingly crowded field that includes Novo Nordisk, Eli Lilly, and next-gen combination therapies. We also talk strategy, maintenance dosing, combination GLP-1 + amylin approaches, pricing pressures, cash-pay access, and what this all means for patients navigating a rapidly changing obesity treatment landscape. Plus, earnings week insights, where Pfizer may be headed next, and why pricing and access, not just weight-loss percentages, may end up being the real disruptors.Visit TRYSHED.COM to learn more today! Use CODE OTP25 to save 25%!🤝 Visit Our Sponsors!OTPLinks.com Decoding GLP-1 BookDecoding GLP-1: A Guide for Friends and Family of Those On The PenBuy Here: https://amzn.to/3Dc66d4MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT:Venmo: OnThePenCa$h App: ManOnMounjaroBECOME A MEMBER:https://www.youtube.com/channel/UCDocQ-4IhVS3ihy_dW7nSKw/join👉 My Amazon Affiliate Store:https://www.amazon.com/shop/manonthemounjaroonthepenWATCH MORE!📺 We're Live M/W/F at 11 central: onthepen.tv 📲 Contact Me: dave@onthepen.comThank 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.