Eli Lilly Earnings Call Q4 2025 Recap
Send us 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 us 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.
A PCOS and Tirzepatide Trial. Finally
Send us a textCan 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 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$h App: ManOnMounjaroBECOME A MEMBER:https://www.youtube.com/channel/UCDocQ-4IhVS3ihy_dW7nSKw/join👉 My Amazon Affiliate Store:https://www.amazon.com/shop/manonthemounjaroonthepenWATCH MORE!📺 We're Live M/W/F at 11 central: onthepen.tv 📲 Contact Me: dave@onthepen.comThank you for tuning in! If you found this content valuable, make sure to like, share, and subscribe to my youtube channel for more updates on GLP-1, obesity, type 2 diabetes, and the latest news on Mounjaro, Zepbound, Wegovy, and Ozempic. Stay informed and entertained with my unique blend of breaking news, humor, and my personal journey. For in-depth articles and resources, visit onthepen.com.
Over The Counter GLP-1 Prediction
Send us a textIn this episode of On The Pen: The Weekly Dose, Dave Knapp breaks down why the idea of over-the-counter GLP-1 medications isn’t radical speculation, it’s a pattern already in motion. Drawing on FDA signals, past regulatory precedent with Orlistat, recent pricing negotiations, softened safety language, and public comments from pharmaceutical executives, Dave lays out the case that low-dose oral GLP-1s could be the first step toward OTC access. This episode connects the dots between regulation, access, pricing, and normalization of obesity treatment, and explains why the people laughing today may be asking how they missed it tomorrow.🤝 Visit Our Sponsors!OTPLinks.com Decoding GLP-1 BookDecoding GLP-1: A Guide for Friends and Family of Those On The PenBuy Here: https://amzn.to/3Dc66d4MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT:Venmo: OnThePenCa$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.
GLP-1 PLUS Gastric Balloon for added Weight Loss!
Send us a textShantanu 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 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.