On The Pen GLP-1 News

Access to compounded and research-grade GLP-1s may be tightening, as comments from Robert F. Kennedy Jr. signal increased enforcement and a push back toward branded medications. At the same time, new data on retatrutide shows powerful results for people with type 2 diabetes, while drug companies are already developing next-generation therapies beyond GLP-1s.

Todat's topics:
The Throttling of Compounded GLP-1sFDA vs Telehealth, What’s Really HappeningThe Truth About “Research Peptides”The Rule That Created the Black Market If You Rely on This, Here’s What’s ComingWhy They Want You Back on Branded DrugsRetatrutide Might Be the Most Powerful YetThe Data That Changes Everything (Diabetes + Weight Loss)What Comes After GLP-1s, The Next Wave

On The Pen breaks down the latest GLP-1 news, compounded semaglutide updates, tirzepatide controversy, FDA and DDC list developments, Novo Nordisk findings, Eli Lilly B12 tirzepatide concerns, and new oral obesity drug data from Structure Therapeutics. If you follow obesity medicine, weight loss drugs, peptide news, semaglutide, Zepbound, Wegovy, Ozempic, Mounjaro, and patient advocacy, this episode is for you.

WAYS TO SUPPORT MY WORK ⬇️http://www.otplinks.com00:00 Massive compound shakeup00:00:43 Why compound users need this00:01:25 Sponsor, Shed obesity care00:02:11 Breaking news changed everything00:02:28 OTP semaglutide exclusive00:03:28 DDC list explained00:04:24 Novo’s lab findings00:09:57 302% dose shocker00:13:03 Catalent’s contamination mess00:16:33 Lilly’s B12 tirzepatide bombshell00:19:34 Is the molecule changing?00:21:46 New oral GLP-1 contender

Send a text
On this episode of the podcast, host Dave Knapp breaks down the latest updates on potential GLP-1 receptor agonists coverage for people on Medicare living with obesity. With new guidance released by the Centers for Medicare & Medicaid Services, the episode explains how two upcoming federal programs—the Bridge Program (2026) and the Balance Model (2027)—could expand access to medications like Zepbound and Wegovy.
Listeners will learn who may qualify, how the proposed $50 monthly cost could work during the temporary Bridge Program, and why coverage could change once insurance plans become involved in 2027. The episode also outlines the role of the proposed Treat and Reduce Obesity Act and why long-term Medicare coverage still depends on congressional action.
If you or a loved one are on Medicare and curious about access to GLP-1 medications for obesity treatment, this episode explains the key timelines, eligibility criteria, and practical steps patients should take with their doctors.
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: [email protected]

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.

Send a text
Episode Summary (Short Version):
This week on On The Pen, Dave breaks down the rapid changes reshaping GLP-1 access — from new federal reforms targeting PBMs and possible FDA limits on compounded semaglutide, to Walgreens and Amazon launching cash-pay weight loss clinics.
As insurance denials continue and out-of-pocket costs rise, patients are stuck between a shifting policy landscape and a growing direct-to-consumer market. Plus, an AI-designed oral GLP-1 enters Phase 3 trials, signaling how fast obesity medicine is evolving.
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: [email protected]

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.

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 Explained
Deep 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 Trial
Breakdown of the direct comparison study showing stronger weight loss with tirzepatide and what that means clinically and commercially.

11:55 – Market Reaction and Strategic Implications
Discussion of stock movement, competitive signaling, and how Novo’s pricing move may blunt Lilly’s trial victory.

14:25 – Novo Triple Agonist Data Drops
Shift 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 Retatrutide
Analysis of weight loss percentages versus Lilly’s retatrutide data and the caution required when comparing across trials.

18:15 – The Triple Agonist Era
Broader 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 Reality
Reminder that clinical trial outcomes do not automatically translate to everyday patient experience.

22:30 – Data Refresher on Allurion Ballon Approval
Quick 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 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: [email protected]

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.