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On The Pen GLP-1 News

Dave Knapp GLP-1 Industry Insider
On The Pen GLP-1 News
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  • On The Pen GLP-1 News

    $50 Zepbound Incoming? China Has US in a GLP-1 “Chokehold”

    08/18/2026 | 45 mins.
    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 Mounjaro, breaks down one of the biggest weeks in GLP-1 and obesity medicine news, including the surprising role of Chinese pharmaceutical manufacturer WuXi AppTec, which Bloomberg described as having a “GLP-1 chokehold” while U.S. policymakers wrestle with reducing America’s dependence on Chinese biotechnology.

    We also dig into one of the strangest GLP-1 stories of the year. Amylyx Pharmaceuticals just reported positive Phase 3 results for avexitide, a GLP-1 receptor antagonist, meaning it actually BLOCKS GLP-1. The drug reduced serious hypoglycemic events by 55% in patients with post-bariatric hypoglycemia, a debilitating condition that can occur after gastric bypass surgery.

    Then we get personal.

    Online personality Clavicular recently described becoming apathetic while taking a high dose of retatrutide, renewing the conversation around GLP-1 medications, anhedonia, emotional blunting, dopamine and reward signaling. Dave has firsthand experience with anhedonia during GLP-1 treatment and previously discussed that experience as part of coverage on the Today Show.

    At what point does turning down food noise start turning down everything else?

    We also examine Serena Williams’ return to professional tennis while openly using Zepbound (tirzepatide) and the growing debate over whether GLP-1 medications could ever be considered performance-enhancing drugs in professional sports.

    Plus, new research suggests GLP-1 medications and significant weight loss may improve testosterone levels and fertility markers in men with obesity-related low testosterone, raising important questions about metabolic health, hypogonadism and when testosterone replacement therapy may or may not be appropriate.

    In this episode:

    💉 Could Ozempic, Wegovy, Mounjaro and Zepbound eventually cost $40 to $50 per month?

    🇨🇳 Why WuXi AppTec and China matter to the global GLP-1 supply chain

    💰 How manufacturing capacity could determine future GLP-1 prices

    🧬 Amylyx avexitide Phase 3 results and the “anti-GLP-1”

    🩸 Post-bariatric hypoglycemia after gastric bypass surgery

    🧠 Retatrutide, anhedonia, apathy and emotional blunting

    ⚖️ Why anecdotes about GLP-1 side effects still need scientific context

    🎾 Serena Williams, Zepbound and the performance-enhancing drug debate

    💪 GLP-1 medications, weight loss and testosterone in men

    🧬 Obesity, metabolic health, fertility and hypogonadism

    The goal here isn’t to cheerlead GLP-1 medications or scare patients away from them. It’s to understand what the headlines actually mean so patients can have better conversations with their healthcare providers.

    If GLP-1 medications were available for $40 to $50 cash per month without insurance, would that change your ability to stay on treatment? Let me know in the comments.

    And if you’ve experienced anhedonia or emotional flattening while taking a GLP-1 medication, particularly after increasing your dose, I’d be interested in hearing about your experience as well.

    The Weekly Dose is shot live in the Bask Health Studio. Learn more at bask.health

    Thanks to VoaFit and the MyLevel app for sponsoring the podcast. Learn more at voafit.com/otp

    🔗 Follow On The Pen, find our newsletter, resources and all of my social channels: otplinks.com

    On The Pen covers breaking news and patient-focused reporting on obesity medicine, GLP-1 medications, Ozempic, Wegovy, Mounjaro, Zepbound, tirzepatide, semaglutide, retatrutide, compounded GLP-1 medications, obesity treatment, type 2 diabetes, metabolic health and the next generation of obesity medications.
  • On The Pen GLP-1 News

    200 GLP-1 Deaths, Chrissy Metz & a Stunning Harvard Study

    08/12/2026 | 31 mins.
    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 heartbreaking death of a 19-year-old woman taking tirzepatide.
    But the headline does NOT tell the whole story.
    Today, we unpack what those 216 reports actually mean, what investigators found in the death of Josephine Nassar, and why adverse-event reports are very different from proving a medication caused a death.
    Plus, This Is Us star Chrissy Metz reveals she is using a GLP-1 to treat obesity, and I think what she did deserves a lot more respect than she’s getting.
    Then we dig into a stunning new Harvard working paper examining what happened to women’s employment and relationship outcomes after starting GLP-1 treatment, and Starbucks becomes the latest major employer to pull GLP-1 coverage for obesity.
    This is a BIG episode.
    ⏱️ CHAPTERS
    00:00 The GLP-1 headlines you need to know
    01:40 VoaFit / MyLevel
    03:30 200+ GLP-1 deaths reported in the UK
    04:25 The tragic death of 19-year-old Josephine Nassar
    09:40 The hidden heart condition found after her death
    12:30 Did tirzepatide contribute to her death?
    15:35 What the UK’s 216 GLP-1 death reports actually mean
    19:15 Pancreatitis and how regulators identify real safety signals
    22:35 Chrissy Metz reveals she’s taking a GLP-1
    24:35 Why Chrissy Metz’s decision to tell the truth was incredibly brave
    27:05 Harvard’s stunning “Obesity Penalty” study
    30:30 Starbucks drops GLP-1 coverage for obesity
    33:10 What happens when employers stop paying for these drugs?
    34:15 Final thoughts and your call to action
    If you’ve lost significant weight, I want to hear from you: Did people start treating you differently?
    And if your employer stopped covering your GLP-1, would you consider changing jobs to keep access to treatment?
    👇 Drop your experience in the comments.
    🔗 Keep up with everything On The Pen:
    linktr.ee/manonthemounjaro
    On The Pen brings you the stories and information that empower you to have better conversations with your doctor.
    Subscribe and join us live every Monday, Wednesday and Friday at 11 AM Central / 12 PM Eastern.
    #GLP1 #Mounjaro #Zepbound #Ozempic #Wegovy #Tirzepatide #WeightLoss #Obesity #ChrissyMetz
    If you give me the actual final runtime of the uploaded video, I can tighten those timestamps much closer to the real chapter breaks.
  • On The Pen GLP-1 News

    Eli Lilly Earnings Call Recap: Retatrutide News

    08/07/2026 | 59 mins.
    https://www.otplinks.com
  • On The Pen GLP-1 News

    Novo Nordisk Warned us For Years About Synthesized Semaglutide. Now They Want In.

    08/04/2026 | 18 mins.
    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 Weekly Dose, I dig into Novo’s long-running recombinant-versus-synthetic semaglutide argument, the lawsuits and FDA petitions built around it, and a clip from more than 16 months ago showing that we were covering this exact issue long before it became part of the mainstream conversation. Novo Warned Us About Synthetic Semaglutide_ Now This_.txt

    We also break down Pfizer’s decision to kill two clinical-stage obesity drugs, including an oral GLP-1 acquired through its $10 billion Metsera deal, the strange science behind GIP receptor antagonism, and why Pfizer’s remaining obesity pipeline still deserves attention. Plus, Wall Street is looking at Eli Lilly’s obesity-fueled rally and asking just how big this market can get.

    In this episode:

    00:00 Novo’s synthetic semaglutide problem
    02:00 VoaFit sponsor message
    03:30 The 16-month-old On The Pen receipt
    05:00 Recombinant vs. synthetic semaglutide
    07:00 Novo’s FDA, legal, and political strategy
    09:00 Pfizer kills two obesity drugs
    11:00 What happened to Metsera’s oral pipeline?
    13:00 The GIP agonist vs. antagonist paradox
    15:00 Why China matters to Pfizer and Novo
    17:00 Could Novo eventually make synthetic semaglutide?
    18:30 What comes next for Lilly, Novo, and Pfizer

    The big question: If Novo Nordisk eventually launches its own synthetically manufactured semaglutide, does that change how you view the arguments it has made against compounded semaglutide over the last several years?

    Comment below. I want to know where you land.

    More obesity medicine news and analysis: OnThePen.com

    All my links, socials, and resources: linktr.ee/manonthemounjaro

    This episode is sponsored by VoaFit. Learn more at voafit.com/otp.

    #GLP1 #Semaglutide #Ozempic #Wegovy #NovoNordisk #CompoundedSemaglutide #ObesityMedicine #Pfizer #EliLilly #Mounjaro #Zepbound #Metsera
  • On The Pen GLP-1 News

    Retatrutide Biologic Battle: The Story Gets Bigger

    07/28/2026 | 20 mins.
    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 attention, and more importantly why it matters to every person watching this space. I first reported on these developments two years ago and offer insights gained from direct conversations with industry experts.We analyze the trajectory of this controversy to help you separate the signal from the noise. This episode serves as a vital update for anyone trying to track the retatrutide saga as it continues to evolve.Subscribe for weekly internet news breakdowns and let me know in the comments if you want more updates on this story as it develops.
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About 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.
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