Dave Knapp GLP-1 Industry Insider
On The Pen GLP-1 News
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.
Be sure to visit the podcast's website and support the creator: OTPlinks.com
Author
Dave Knapp GLP-1 Industry Insider
Category
Podcast website
Latest episode
Nov 10, 2026
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Episodes
NEW FDA ZEPBOUND WARNING! 10.11.2026 28:02
VOTE FOR DAVE: https://tophost.org/2026/david-knapp The FDA just issued a NEW eye warning for EVERY GLP-1 medication, including Ozempic, Wegovy, Mounjaro, and Zepbound. But how worried should patients actually be? On today's On The Pen, we're breaking down the FDA's November 9 warning about NAION, a rare condition that can cause sudden vision loss. We'll look at what the data actua...
Novo's Next Weight Loss Pill Isn't a GLP-1, And That's HUGE 04.11.2026 23:55
What if the next big breakthrough in obesity medicine isn't a GLP-1 at all? Novo Nordisk is developing an experimental oral weight-loss medication called LX9851 , an ACSL5 inhibitor that targets an entirely different biological pathway than Ozempic, Wegovy, or Zepbound. Novo believes this once-daily pill could potentially deliver 10–15% weight loss without traditional dose titration . But ther...
Retatrutide Phase 3 Results: What You Need to Know 27.10.2026 31:58
Retatrutide’s New Phase 3 Data, CagriSema in Menopause, and the Growing GLP‑1 Access CrisisHost Dave Knapp recaps major obesity-drug updates, focusing on Eli Lilly’s triple agonist retatrutide and Novo Nordisk’s CagriSema. He reviews Triumph 1 obesity results (up to 25% average weight loss at 80 weeks) and highlights New England Journal of Medicine Phase 3 data showing large reductions in obstruct...
GLP-1 Recall Update: Why You Need to Check Your Vials 20.10.2026 27:28
Specific lots of compounded tirzepatide have been recalled over sterility concerns, another pharmacy recently recalled compounded semaglutide after particulate matter was identified, patients have reported visible strands and fibers in other compounded GLP-1 vials, and now FDA inspectors have documented black mold, insects, hidden paperwork, and questionable testing practices at facilities manufac...
Eli Lilly vs. The Grey Market: The Future of Peptide Medicine 14.10.2026 25:21
Eli Lilly’s fight over retatrutide may be about much more than one obesity drug. I’ve been covering retatrutide since early 2023, and since late 2024 I’ve been closely following the legal fight over whether reta should be treated as a biologic. From the beginning, I’ve argued that this case could have consequences far beyond retatrutide itself. In this episode, I break down the growing unauthorize...
Ozempic & Zepbound Are Changing America in Ways Nobody Expected 07.10.2026 24:55
Zepbound isn’t just changing people’s weight. GLP-1 medications are beginning to change America itself. Restaurants are rethinking what they serve. Grocery baskets are changing. Food companies are paying attention to protein and portion size. Employers and insurers are wrestling with the enormous cost of covering obesity treatment. And pharmaceutical companies are spending billions trying to build...
They TRIPLED Wegovy Dose, Does it Beat Zepbound? 01.10.2026 30:42
This week on On The Pen, The Weekly Dose, we break down one of the biggest weeks in obesity medicine coming out of EASD 2026.Eli Lilly says Zepbound may still outperform Wegovy 7.2 mg, even after Novo Nordisk tripled the familiar maintenance dose, but the details are more complicated than the headline. We dig into the difference between the treatment-regimen and efficacy estimands, and why this wa...
Retatrutide in Court, Compound GLP-1 Under Fire 22.09.2026 29:34
This week on On The Pen, The Weekly Dose Podcast, retatrutide heads into a major federal court fight as the Department of Justice gives FDA fresh legal ammunition just days before oral argument. At the same time, FDA is escalating its scrutiny of mass GLP-1 compounding, with a warning letter to Empower Pharmacy that could have major implications for semaglutide, tirzepatide, telehealth prescribing...
17% Weight Loss in 16 Weeks… Is This Better Than Retatrutide? 15.09.2026 30:16
Lilly just gave us a glimpse of what could come after today’s GLP-1s, and it may not be about simply pushing patients to stronger drugs and higher doses. This week on On The Pen: The Weekly Dose, we break down Lilly’s surprising early data combining just 5 mg of tirzepatide with 3 mg of eloralintide, producing roughly 17% weight loss in only 16 weeks. Could combinations like this eventually approa...
GLP-1 for 6 Year Olds? Here’s What the Trial Actually Found 08.09.2026 25:51
Is obesity still a disease worthy of treatment when the patient is six years old? This week, Novo Nordisk released Phase 3 STEP Young data in children ages 6 to 11 with obesity. After 68 weeks, 40.4% of children treated with semaglutide moved below the obesity threshold, compared with 0% on placebo. More than 85% of the children entered the trial with class II or class III severe obesity, and both...
We’re Solving Obesity. Now Who Pays for It? 02.09.2026 24:38
This week on On The Pen, the GLP-1 story is moving in two very different directions. The Fifth Circuit handed FDA major wins in the fight over semaglutide and tirzepatide shortages, FDA updated its consumer guidance around compounded GLP-1 medications and multi-dose vials, and employers continue questioning whether they can afford obesity-drug coverage. At the same time, the medical case for these...
GLP-1 Coverage Is COLLAPSING in 2027 26.08.2026 34:49
GLP-1 access is getting tighter just as obesity treatment is becoming more effective, more affordable, and more important to public health. In this episode of the On The Pen Podcast, Dave Knapp breaks down two of the biggest GLP-1 stories of the week: why most states are opting out of the Trump administration’s new Medicaid obesity-drug coverage model, and why employers are preparing to cut GLP-1...
$50 Zepbound Incoming? China Has US in a GLP-1 “Chokehold” 18.08.2026 45:01
Could GLP-1 medications eventually cost just $40 to $50 per month? Hims & Hers CEO Andrew Dudum thinks so, and if he’s right, it could completely change access to obesity treatment in America. But getting there may depend on something most patients have never heard of: the global peptide manufacturing supply chain. In this episode of The Weekly Dose from On The Pen, Dave Knapp, Man on the Moun...
200 GLP-1 Deaths, Chrissy Metz & a Stunning Harvard Study 12.08.2026 31:09
Https://www.otplinks.com Based on the transcript flow, here’s a clean YouTube description with chapter timestamps. The transcript itself doesn’t include timecodes, so these are estimated from speaking pace and topic position. A GLP-1 Death_ Chrissy Metz & a Stunning Harvard Study.txt More than 200 deaths in the UK have now been reported in association with GLP-1 medications, including the hea...
Eli Lilly Earnings Call Recap: Retatrutide News 07.08.2026 59:57
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Novo Nordisk Warned us For Years About Synthesized Semaglutide. Now They Want In. 04.08.2026 18:56
Novo Nordisk has spent years warning patients, regulators, lawmakers, and courts about the risks of synthetic semaglutide. Now, as patents begin to expire and China’s pharmaceutical industry becomes increasingly important, Novo may be staring at a very uncomfortable question: what happens if synthetic semaglutide suddenly makes sense when Novo is the one making it? In this week’s episode of The We...
Retatrutide Biologic Battle: The Story Gets Bigger 28.07.2026 20:58
https://www.otplinks.comhttps://www.voafit.com/otpEpisode Referenced: https://www.youtube.com/watch?v=K8kaSoFCZ0c&t=41sThe retatrutide biologic fight is bigger than folks understand. This breakdown covers the current situation surrounding the retatrutide discussion. If you have been following the narrative, this episode provides context on why this biologic fight is garnering a lot of attentio...
GLP-1 Showdown: Inside The High Stakes War over Patients 22.07.2026 27:13
Novo Nordisk just declared legal war on Eli Lilly as the battle over GLP-1 patients intensifies. But just because patients are being fought over does not mean they are being fought for. In this episode, we break down Novo Nordisk’s lawsuit accusing Eli Lilly of misleading patients through advertisements comparing Zepbound and Mounjaro with Wegovy and Ozempic. The fight is not simply about which me...
Medicare, New Drugs, and a Surprising GLP-1 Trend, What Patients Need to Know 14.07.2026 31:56
What happens when patients stop taking a GLP-1? New real-world data reveals that more than half eventually come back, and it may completely change the way we think about obesity treatment. In this week's On The Pen Podcast, we're breaking down one of the biggest shifts happening in obesity medicine. We dive into new research on GLP-1 persistence, the early challenges facing Medicare's...
Compound GLP-1 Poll STUNS THE INTERNET! 08.07.2026 15:37
What If We've Been Asking the Wrong Question? Patients say compounded GLP-1s are more effective than branded medications. Dave explains why the answer may have nothing to do with the drug itself, and everything to do with the patient experience. ALL OUR LINKS: http://www.otplinks.com HEADLINE SPONSOR LINK: https://www.voafit.com/otp ACCOMODATIONS BY: https://www.pixellab.co
How To Get $50 GLP-1 23.06.2026 44:31
Millions of Medicare beneficiaries are about to gain access to GLP-1 weight loss medications for as little as $50 per month through the new Medicare Bridge Program, launching July 1. In this episode of On The Pen, Dave Knapp sits down with obesity medicine expert Angela Fitch to break down exactly who qualifies, how to apply, which medications are covered, and what this historic expansion of obesi...
What Comes After Zepbound? The Biggest ADA 2026 Obesity Drug Breakthroughs 16.06.2026 1:15:18
ADA 2026 delivered a massive wave of obesity and diabetes data, and in this episode of On The Pen, Dave Knapp (@manonthemounjaro) sits down with Jen (@JcanNuSH) to break down the molecules, clinical trials, weight loss results, and safety signals that could define the next generation of obesity and diabetes medicine. We dive deep into Survodutide, Mazdutide, UBT251, Berobenatide (MET-097), Cagr...
Retatrutide Just Reached Bariatric Surgery Results 11.06.2026 48:18
Dave sits down with nurse practitioner and former Retatrutide clinical trial participant David White to break down the biggest obesity headlines from the 2026 American Diabetes Association Conference. Together, they explore the latest data on Retatrutide's potential to deliver bariatric surgery-level weight loss, improve cardiometabolic health, and reshape the future of obesity and type 2 diab...
Retatrutide Before FDA Approval? Lilly Just Changed the Conversation 09.06.2026 20:32
Dave breaks down an unreported Expanded Access Pathway that Eli Lilly has quietly established for Retatrutide.
Eli Lilly Isn’t Telling Us About Their Future Obesity Drugs 02.06.2026 20:55
Does Eli Lilly already have the solve for obesity? In this episode of On the Pen — the Weekly Dose Podcast, host Dave Knapp breaks down a stunning comment from Lilly's Chief Scientific Officer Daniel Skowronski, who suggested that obesity could become a solved disease within just a few generations of innovation. What does that mean for the millions of patients still fighting for access to GLP-...
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