On The Pen GLP-1 News

Dave Knapp GLP-1 Industry Insider

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.

  1. Eli Lilly Earnings Call Q4 2025 Recap

    2D AGO

    Eli Lilly Earnings Call Q4 2025 Recap

    Send us 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 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.

    22 min
  2. Once Monthly GLP-1 Injection? Pfizer Drops New Data

    3D AGO

    Once Monthly GLP-1 Injection? Pfizer Drops New Data

    Send us a text This week on On The Pen: The Weekly Dose, we break down Pfizer’s $10 billion bet on obesity medicine and whether it’s shaping up to be a smart move or a costly miss. We dig into newly released Phase 2b data from Pfizer’s once-monthly GLP-1 candidate (formerly Metsera’s asset), what the results actually show, and how it stacks up in an increasingly crowded field that includes Novo Nordisk, Eli Lilly, and next-gen combination therapies. We also talk strategy, maintenance dosing, combination GLP-1 + amylin approaches, pricing pressures, cash-pay access, and what this all means for patients navigating a rapidly changing obesity treatment landscape. Plus, earnings week insights, where Pfizer may be headed next, and why pricing and access, not just weight-loss percentages, may end up being the real disruptors. Visit TRYSHED.COM to learn more today! Use CODE OTP25 to save 25%! 🤝 Visit Our Sponsors! OTPLinks.com Decoding GLP-1 Book Decoding GLP-1: A Guide for Friends and Family of Those On The Pen Buy Here: https://amzn.to/3Dc66d4 MY WORK RELIES ON YOUR GENEROSITY, WAYS TO SUPPORT: Venmo: OnThePen Ca$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.

    22 min
  3. Over The Counter GLP-1 Prediction

    JAN 20

    Over The Counter GLP-1 Prediction

    Send us 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 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.

    21 min
  4. GLP-1 PLUS Gastric Balloon for added Weight Loss!

    JAN 19

    GLP-1 PLUS Gastric Balloon for added Weight Loss!

    Send us 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 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.

    32 min
  5. Wegovy Pens Recalled & Wegovy Pill Launch

    JAN 6

    Wegovy Pens Recalled & Wegovy Pill Launch

    Send us 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 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 — M 🤝 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.

    26 min

About

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.

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