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.
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 Telehealt...
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.
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.
Liste...
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 marke...
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 str...
Wegovy’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.
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This 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 compoun...
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 bern...
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 combinat...
Can 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.
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Decoding GLP-1 Book
Decoding GLP-1: A Guide for Friends and Family of Those On The Pen
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MY WORK RELIES ON YOUR...
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 s...
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...
This week on On The Pen, we break down a rare FDA walk-back on GLP-1 safety labeling, major pharma signals coming out of JPM 2026, and the growing tension between patient access and legislative efforts that could restrict compounding. We discuss what these developments actually mean for patients, why access—not innovation alone—will determine the future of obesity medicine, and how the OTP community continues to play a c...
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” t...
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Decoding GLP-1 Book
Decoding GLP-1: A Guide for Friends and Family of Those On The Pen
Buy Here: https://amzn.to/3Dc66d4
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Pharma Influence & Why Patient Voices Matter
Lobbying Power: Eli Lilly, Novo Nordisk, and Government Access
Why GLP-1 Medication Access Is at Risk
Introducing Sabina Hemi & the Mission of GLP Winner
Why Compounded GLP-1s Matter for Real Patients
The Federal “Safe Drugs” Bill: What It Claims vs What It Does
Why This Bill Raises Red Flags for Patients
What Real Compounding Safety Reform ...
Retatrutide is years away from FDA approval and yet the fight over access, price, control of this medication is already well underway. That's what this podcast is going to be about today. There's well over a hundred thousand people by my estimates who are already on some form of this medication today. And that should tell you enough about how disruptive this molecule is and will be. It is a game changer among g...
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0:00 Welcome & today’s focus: Retatrutide and “chasing the biggest number”
1:11 On The Pen intro, live schedule (Mon/Wed/Fri) & housekeeping
2:10 How Dave first heard about retatrutide (work trip, early phase 1 data)
3:35 Flashback clip: early excitement about retatrutide phase 3 trials
4:40 Why this new retatrutide data feels different for obesity medicine
5:32 TRIUMPH...
Episode Timeline & Main Topics
00:00 — Opening & Community Update
• First week doing the podcast fully live thanks to the On The Pen community
• Overview of why this week’s news is a major turning point in obesity medicine
02:30 — Introducing the “One-and-Done” Obesity Drug (Wave Life Sciences)
• WVE-007 early data drops
• Why this therapy is unlike GLP-1s or any nutrient-stimulated hormone
• Fa...
Topics We Cover:
00:00 – New data from Harvard/Mass General may classify nearly 70% of adults as having obesity
03:00 – A new oral triple agonist shows record-setting absorption rates
07:00 – Fractal Health’s Revita procedure: weight maintenance after stopping GLP-1s
12:00 – Zepbound vial prices drop (full breakdown by dose)
16:00 – Dave’s personal experience switching off Mounjaro and intense hunger retur...
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Saskia Inwood woke up one morning, knowing her life would never be the same. The night before, she learned the unimaginable – that the husband she knew in the light of day was a different person after dark. This season unpacks Saskia’s discovery of her husband’s secret life and her fight to bring him to justice. Along the way, we expose a crime that is just coming to light. This is also a story about the myth of the “perfect victim:” who gets believed, who gets doubted, and why. We follow Saskia as she works to reclaim her body, her voice, and her life. If you would like to reach out to the Betrayal Team, email us at betrayalpod@gmail.com. Follow us on Instagram @betrayalpod and @glasspodcasts. Please join our Substack for additional exclusive content, curated book recommendations, and community discussions. Sign up FREE by clicking this link Beyond Betrayal Substack. Join our community dedicated to truth, resilience, and healing. Your voice matters! Be a part of our Betrayal journey on Substack.
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