This week: both Lilly and Novo converged on $499/month cash pricing — and we walk the whole price ladder from list price to TrumpRx to the gray market. Plus: Petrelintide's Phase 2 amylin data (up to 10.7% at 42 weeks with placebo-like tolerability) and its diabetes sister trial, retatrutide's low-dose readout (12.7% at just 4 mg), Trevogrumab's muscle-preservation data (70% of MRI-measured muscle loss prevented), Survodutide's Phase 3 diabetes trial (up to 13.1%), CagriSema's data blitz ahead of an expected October FDA decision, the WHO's first childhood-obesity guidelines vs. strong teen GLP-1 data, Orforglipron's heart-safety clearance, a compounded-glutathione recall, and two-year data on J&J's oral peptide for psoriasis. For research and informational purposes only — not medical advice. Nothing on this show is a recommendation for any product or treatment. **Sources:** - The Educated Patient — Lilly + Novo reduce GLP-1 costs in the post-shortage era ($499 cash pricing): https://www.theeducatedpatient.com/view/eli-lilly-novo-nordisk-reduce-glp-1-costs-in-post-shortage-era - Pharmaphorum — Novo Nordisk cuts GLP-1 prices for cash buyers (NovoCare): https://pharmaphorum.com/news/novo-nordisk-cuts-glp-1-prices-cash-buyers - Retail TouchPoints — TrumpRx.gov lower-price promise (MFN pricing, GoodRx integration): https://www.retailtouchpoints.com/features/news-briefs/trumprx-gov-promises-lower-prices-on-popular-prescription-drugs - White House fact sheet — GLP-1 Bridge Medicare program ($50 copay, 600,000 seniors): https://www.whitehouse.gov/fact-sheets/2026/09/fact-sheet-president-donald-j-trump-announces-lower-drug-prices-for-all-50-state-medicaid-programs/ - Biocare Nutrition — GLP-1 cost without insurance: https://biocarenutrition.com/blogs/biocare-blog/glp-1-cost-without-insurance. - Dispense Times — the GLP-1 showdown: TrumpRx, compounding crackdowns, and the new era of drug pricing: https://dispensetimes.com/the-glp-1-showdown-trumprx-compounding-crackdowns-and-the-new-era-of-drug-pricing/ - Zealand Pharma announcement — petrelintide ZUPREME-1 Phase 2 data, The Lancet Diabetes & Endocrinology publication, EASD 2026 presentation: https://business.theeveningleader.com/theeveningleader/article/gnwcq-2026-9-29-zealand-pharma-to-present-additional-data-from-phase-2-zupreme-1-trial-for-petrelintide-at-easd-2026-and-announces-publication-of-trial-results-in-the-lancet-diabetes-and-endocrinology - Reuters (Oct 7, 2026) — petrelintide ZUPREME-2 in type 2 diabetes (up to 9.2% at 28 weeks): https://www.reuters.com/business/healthcare-pharmaceuticals/zealand-roches-obesity-drug-helps-patients-lose-up-92-weight-mid-stage-trial-2026-10-07/ - Eli Lilly press release (Jul 23, 2026) — retatrutide Phase 3 (29.8 lb / 12.7% at 4 mg; FDA filing Q1 2027): https://lilly.mediaroom.com/2026-07-23-Lillys-triple-agonist,-retatrutide,-successful-in-two-additional-Phase-3-obesity-trials,-delivering-significant-improvements-in-weight-and-A1C?asPDF=1 - Regeneron press release (Oct 1, 2026) — COURAGE Phase 2 trevogrumab muscle-loss prevention (70% MRI substudy): https://www.globenewswire.com/news-release/2026/10/01/3373155/0/en/phase-2-courage-trial-confirms-trevogrumab-prevents-lean-mass-and-muscle-loss-during-glp-1-receptor-agonist-induced-weight-loss.html - Zealand Pharma press release (Oct 1, 2026) — survodutide SYNCHRONIZE-2 Phase 3 (up to 13.1% at 76 weeks, NEJM): https://www.globenewswire.com/news-release/2026/10/01/3372565/0/en/zealand-pharma-announces-boehringer-ingelheim-s-survodutide-achieves-up-to-13-1-weight-loss-in-new-phase-iii-trial-alongside-significant-improvements-in-glycemic-control-in-people-.html - TradingView weekly recap — HRS-1596 licensing and CagriSema 52-week EASD results: https://www.tradingview.com/news/tradingview:67ef0d4ddfa76:0-weekly-recap-hrs-1596-licensing-deal-and-cagrisema-52-week-trial-results/ - WHO — launch of guidelines on integrated management of obesity in children and adolescents (Oct 7, 2026): https://www.who.int/news-room/events/detail/2026/10/07/default-calendar/launch-of-who-guidelines--integrated-management-of-obesity-in-children-and-adolescents - Reuters (Oct 7, 2026) — WHO endorses lifestyle changes over GLP-1 drugs in child-obesity fight: https://www.reuters.com/business/healthcare-pharmaceuticals/who-endorses-lifestyle-changes-over-glp-1-drugs-child-obesity-fight-2026-10-07/ - Seoul Economic Daily (Oct 6, 2026) — ecnoglutide Phase 1b in obese adolescents (up to 12.1% at 20 weeks): https://en.sedaily.com/technology/2026/10/06/hk-innons-glp-1-obesity-drug-cuts-teen-weight-up-to-121 - Pharmacy Times (Oct 1, 2026) — orforglipron ACHIEVE-4 CV safety vs. insulin glargine: https://www.pharmacytimes.com/view/orforglipron-shows-cv-safety-vs-insulin-glargine-in-achieve-4 - USA Today (Oct 2, 2026) — Greenwich Rx compounded-glutathione recall: https://www.usatoday.com/story/money/consumer-protection/recalls-alerts/2026/10/02/injectables-drugs-recalled-greenwich-rx/92055116007/ - Johnson & Johnson press release (Oct 2, 2026) — ICOTYDE (icotrokinra) 2-year ICONIC-TOTAL data, EADV 2026: https://www.jnj.com/media-center/press-releases/johnson-johnson-announces-new-icotyde-icotrokinra-data-in-difficult-to-treat-plaque-psoriasis-with-proven-durability-through-2-years-affirming-its-use-as-a-powerful-first-line-systemic-therapy
