We just got done listening to the quarter one, 2026 Eli Lilly earnings call. There was a lot of information to get into, whether you're interested in retatrutide, eloralintide, or Foundayo, and all of the numbers that were so incredible to hear. This video analyzes Eli Lilly's Q1 2026 earnings call, discussing key products like eloralintide, brenipatide, and retatrutide, providing essential finance news and stock market news for those tracking pharmaceutical companies. The presenter highlights the strong start of Foundayo's U.S. launch and reviews the Lilly Select Pipeline, touching upon the U.S. Incretin Analogs Market and broader healthcare industry trends.WAYS TO SUPPORT MY WORK ⬇️http://www.otplinks.com💊 OVER THE COUNTER ORAL PEPTIDE SUPPLIMENTS: BPC-157 // Can’t Weight // TB4-FRAG // KPVSign up here and use code “OTP10” to save 10%https://integrativepeptides.com/OTPWHY I TRUST INTEGRATIVE PEPTIDES:🇺🇸 Made in the USA📋 CGMP Compliant (FDA oversight of their products)🧑‍⚕️Trusted and Sold By Doctors and Clinics all over the USA📕 GET MY BOOK! Decoding GLP-1: A Guide for Friends and Family of Those On The Pen By Dave Knapphttps://amzn.to/4gAXrz4

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A new GLP-1 and glucagon agonist dropped data that was supposed to rival retatrutide, just without the GIP, and on the surface the results look solid. But that is not the real story. Even when people successfully lose weight, a large percentage gain it back, and for years that has been framed as a failure of discipline or willpower.

This episode breaks down new research that helps explain why that happens. A study published in EMBO Reports shows that obesity can leave lasting changes at the cellular level through epigenetics, where gene activity is altered without changing the DNA itself. Researchers found that immune cells remained in a pro inflammatory, metabolically altered state even after weight loss, with some of these changes potentially lasting for years.

In practical terms, this means the body does not simply return to a neutral baseline after weight loss. It can continue to operate as if it is still in an obese state, which helps explain why so many people feel like their body is working against them. This shifts the conversation away from personal responsibility and toward biology, reinforcing the idea that obesity is a chronic, relapsing metabolic disease.

That distinction matters because it changes how treatment should be approached. If the underlying biology does not fully reset, then short term solutions are unlikely to be effective long term. These medications may not just be tools for losing weight, but part of ongoing management for a system that retains a memory of obesity and requires continued intervention.

Major disruption hits the GLP-1 landscape as another large 503B compounding pharmacy halts production of semaglutide and tirzepatide. In this episode, we unpack what’s driving the FDA’s increased enforcement and why these shutdowns could signal a broader shift in the compounded medication market.

Joined by Sabina Hemmi from glpwinner.com, we break down the key differences between 503A and 503B pharmacies, what these changes mean for supply and patient access, and why delays in prescriptions may be on the horizon. We also dive into the growing legal battles between pharma companies and telehealth providers and what that could mean for the future of affordable GLP-1 options.

If you’re using or considering compounded GLP-1s, this episode covers what you need to know right now and what could be coming next.

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What if the most powerful obesity drug ever created ends up being the one you can’t get?

That’s the real conversation around retatrutide right now.

In this video, I break down what Eli Lilly is doing behind the scenes, and why this isn’t just about whether retatrutide is better than tirzepatide. This is about strategy. This is about access. And this is about who gets left behind.

We’re talking about:
• The push to classify retatrutide as a biologic
• Why that could mean pricing in the $7,000/month range
• How LillyDirect is changing access to tirzepatide
• The “two lane” system that could define obesity treatment going forward
• And what this means for patients already struggling to stay on GLP-1 therapies

If you’ve ever fought insurance, dealt with compounding disappearing, or felt like the system decides what you’re allowed to have… this one is for you.

👇 Let’s talk about it
Have you ever felt stuck between “this is working” and “this isn’t enough”… with no clear path forward?

This conversation dives headfirst into one of the most controversial and least understood side effects of GLP-1 medications, what many are now calling the “Ozempic personality.” In this candid interview, Dr. Spencer Nadolsky joins On The Pen to unpack the growing reports of anhedonia, a flattening of motivation, desire, and emotional highs that some patients experience, especially at higher doses of tirzepatide and similar therapies.

What starts as a discussion about how these medications work in the brain quickly turns into something much deeper. We explore how GLP-1 and GIP receptor agonists don’t just reduce hunger, they fundamentally alter the brain’s reward system, dampening cravings, food noise, and in some cases, the very drive to seek pleasure at all. That is where the idea of the “Ozempic personality” begins to take shape, not as a diagnosis, but as a shared patient experience that is only now being taken seriously.

Dave opens up about his own journey, spending years at the highest dose and slowly realizing that while the medication gave him control over food and blood sugar, it also quietly muted parts of his identity. Hobbies faded. Motivation shifted. The highs and lows of life became more… flat. And it wasn’t until stepping away that he could see the contrast clearly.

Dr. Nadolsky brings clinical perspective to match the lived experience, explaining how this isn’t classic depression, but something more nuanced. Patients aren’t necessarily sad, they just stop wanting things. He shares how often this shows up in his practice, how he identifies it, and most importantly, how adjusting dose rather than stopping treatment altogether can restore balance.

The conversation also raises bigger questions about transparency in clinical trials, what drug companies knew about these “anti-hedonic” effects, and why something so impactful may not have been formally tracked. At the same time, both Dave and Dr. Nadolsky emphasize what matters most, these medications are still life changing, even life saving, but they are not one size fits all.

If you’ve ever felt like something changed beyond just your appetite while on a GLP-1, this is the conversation you’ve been waiting for. It puts language to an experience thousands are having but struggling to explain, and it gives you something even more important, a path forward.

Watch the full interview to understand the reality behind the “Ozempic personality,” how to recognize it, and how to work with your doctor to find your own sweet spot.

Orforglipron (also known as Foundayo) is one of the most promising drugs in the GLP-1 space, notably as only the second oral GLP-1 option for obesity. Unlike injectable treatments, it does not require refrigeration and is easier to scale for widespread use.

Dave highlights the ongoing questions that linger about the drugs approval as it relates to liver safety.

If you just look at the headlines, things look great for access to GLP-1 medications but for some of those already using these medications things are changing and getting tighter. Listen in as Dave breaks down the news of the week and puts it all in context.

Topics:

The GLP-1 paradox, Rise of telehealth powerhouses, FDA guidance on compounding, Enforcement risks and industry impact, Peptide imports and gray market concerns, New branded drug developments, Expansion of oral GLP-1 medications, New oral drug launches, Where the market is heading.

Are you on tirzepatide or semaglutide and struggled with inconsistent weight loss and side effects? On this episode of On The Pen, Dave Knapp and Dr. Ian Ellis dive into the surprising variability of GLP-1 dosing (retatrutide, tirzepatide), even when the weekly dose remains the same. We explore how these subtle dosage changes can lead to frustrating glp-1 side effects and why many individuals eventually give up on their weight loss medication. This new way of thinking about glp-1 dosing could change the obesity medicine game. Referenced Links: http://www.OTPLinks.com00:00 Why most GLP-1 users are never on the same dose twice01:55 Dr. Ian's background: trainer, nutritionist, ER physician04:00 His obsessive relationship with food and body composition07:45 The two impossible choices: obsession or obesity10:12 How medical school destroyed his health10:25 A colleague mentions Ozempic for the first time11:35 His first dose and what real satiety feels like13:00 Why the same dose felt worse every single week15:00 30 lbs lost but the body scan results were horrifying17:30 Why elderly patients are especially at risk on GLP-1s18:35 Patient case: Pat May, 310 lbs, lost over 100 lbs20:45 Semaglutide half-life and dose stacking explained24:50 The therapeutic window and finding your ideal level26:30 Why the dosing protocol was built for trials not people28:00 You are never on the same drug level twice29:00 Patient case: Mary Alice lost 30 lbs below the starting dose32:00 The math behind calculating your precise GLP-1 level35:00 The VoaFit app and making precision dosing scalable36:00 Their patients lost more weight using half the medicine39:30 Why 40 to 70 percent of people quit GLP-1s42:00 Compounding pharmacies and the case for flexible dosing46:00 Using GLP-1 as a thermostat dial for your appetite56:45 Where precision dosing is available now58:30 Beyond GLP-1s: applying this to testosterone and more1:05:30 Why hitting the dose ceiling kills long-term results1:07:00 Dr. Ian's outcome: off GLP-1s completely1:10:00 Fixing a broken one-size-fits-all dosing paradigm1:13:00 How to find Dr. Ian Ellis and VoaFit