On The Pen GLP-1 News

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

On The Pen GLP-1 News

Show Notes

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.

More from On The Pen GLP-1 News

Oct 20, 2026

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 manufacturing GLP-1 active ingredients.So, should people taking compounded GLP-1s panic? No.Millions of people have used compounded semaglutide and tirzepatide, and these incidents still appear relatively uncommon compared with the enormous scale of use. But patients deserve transparency about who made their medication, where the active ingredient came from, what testing was performed, and what happens when something goes wrong.In this episode of On The Pen, we break down:- The Apothecary Pharma compounded tirzepatide recall- The affected lots and sterility concerns- Apollo Care and the compounded semaglutide “floaters”- The Hyalo/NewLife vials with reported visible strands or particulate- FDA findings involving black mold, insects, records, and GLP-1 API suppliers in China- Why these stories should not become Pharma vs. compounding- Why pharmaceutical manufacturers deserve scrutiny too- CagriSema, amylin, and why I’m watching January 2027- Lilly’s $1.1 billion METiS TechBio deal- Why the future of obesity and diabetes treatment needs to move beyond GLP-1s and weekly shots foreverAffected lot numbers and supporting links:👉 https://otplinks.comThe goal here is not fear. It is giving patients enough information to understand what they are actually injecting and enough context to put these stories into perspective.Subscribe to On The Pen for breaking GLP-1, obesity, diabetes, and metabolic health news.🔗 All my links: https://linktr.ee/manonthemounjaro#GLP1 #Tirzepatide #Semaglutide #Mounjaro #Zepbound #Ozempic #Wegovy #CompoundedGLP1 #CagriSema #WeightLossNews

Oct 14, 2026

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 unauthorized retatrutide market, the serious adverse events and death reports now entering the conversation, Lilly’s repeated legal actions against sellers, the restricted Seventh Circuit filings, and new context I’ve heard from someone connected to senior HHS policy discussions.The biggest question is no longer simply what happens to retatrutide. It’s whether this case could help shape how future peptide medicines are classified, regulated, and protected.I’m continuing to track the Seventh Circuit docket and work on the restricted filings. If those documents become available or I can independently confirm what is in them, subscribers at obesity.news and OnThePen.com will hear about it first.This episode is brought to you by VoaFit and Trilogiii Daily Essentials. Check the links in the show notes, and use code OTP10 for Trilogiii.Visit Trilogiii: https://triii.life/tiers/daily-essentials?utm_source=onthepen&utm_medium=influencer&utm_campaign=dave_knappVisit Voafit: https://www.voafit.com/otp

Oct 7, 2026

Zepbound isn’t just changing people’s weight. GLP-1 medications are beginning to change America itself.

Oct 1, 2026

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 was not a true head-to-head trial.We also cover Novo Nordisk’s $2.6 billion bet on a potential once-weekly oral GLP-1/GIP, new Foundayo data against high-dose oral semaglutide, Viatris and Mylan’s renewed patent fight over the future of generic Wegovy, and the full Phase 3 retatrutide publication in the New England Journal of Medicine.Plus, after weeks of concern over GLP-1 medications and NAION-related vision loss, we look at one practical thing patients may be able to do right now to better understand their own baseline risk.This episode is about more than who “wins” between Lilly and Novo. It is about what the data actually says, where the next generation of obesity treatment is headed, and what all of this means for patients trying to make informed decisions with their doctors.Covered in this episode: Zepbound vs. Wegovy 7.2 mg, retatrutide TRIUMPH-1 Phase 3 data, Foundayo/orforglipron, oral semaglutide, once-weekly oral GLP-1s, generic Wegovy patent litigation, NAION, GLP-1 vision risk, EASD 2026, Eli Lilly, Novo Nordisk, Viatris and Mylan.Subscribe for breaking GLP-1, obesity, diabetes and metabolic-health news, explained from the patient perspective.Get Exclusive OTP Savings and Resrouces:Https://www.otplinks.comGet Breaking Obesity Medicine News:HTTPS://www.onthepen.com

Sep 22, 2026

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, and patient access. We also break down Viking Therapeutics’ new VK2735 maintenance data, including early weight-loss numbers that are starting to draw retatrutide comparisons and the possibility of every-other-week or even monthly maintenance dosing. Plus, Roche’s enicepatide, formerly CT-388, just posted a 2.65 percentage-point A1C reduction and 15.5% weight loss in people with type 2 diabetes and obesity, raising new questions about how competitive the next generation of GLP-1/GIP drugs may become. This episode is about more than one drug. It is about where obesity medicine is heading, who gets access, how regulators are drawing the lines, and why the next few years may look very different from the market we know today.

See all episodes →