@ManOnThePen Avatar @ManOnThePen On The Pen™

On The Pen™ posts on X about $nvo, $lly, $hims, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 67% currencies 8% finance 8% celebrities 3% cryptocurrencies 1%

Social topic influence $nvo #53, $lly #36, $hims #224, in the 11%, eli lilly #51, $vktx #67, $guts 7%, novo #2763, breaking 6%, compound 6%

Top accounts mentioned or mentioned by @harithr @tellit007 @jcannush @researchpulse1 @fractylhealth @g0ingmad @allurionceo @ro @serenawilliams @grok @drnadolsky @elonmusk @preseidentmusk @obesityaction @alluriontech @kaileratx @cordenpharma @tombrady @pgajohndaly @bioinvestor24

Top assets mentioned Novo-Nordisk (NVO) Eli Lilly and Company (LLY) Hims & Hers Health, Inc. (HIMS) Viking Therapeutics, Inc (VKTX) Fractyl Health, Inc. (GUTS) Pfizer, Inc. (PFE) Allurion Technologies, Inc. (ALUR) Catalent Inc (CTLT) Amgen, Inc. (AMGN) Metsera, Inc. (MTSR) DoorDash Inc. (DASH) CVS Health Corp (CVS) Costco Wholesale Corporation (COST) Costco Hot Dog (COST)

Top Social Posts

Top posts by engagements in the last [--] hours

"🚨 🚨 🚨 A federal judge just tossed Eli Lillys lawsuit against Willow (a telehealth company selling compounded tirzepatide). Case dismissed with prejudice. Lilly sued under the Lanham Act (false advertising). The court said Lilly could not show that ads not doctors prescriptions caused lost sales. Thats a big deal for the compounding fight. $LLY $HIMS $NVO https://twitter.com/i/web/status/2019506730607271976 https://twitter.com/i/web/status/2019506730607271976"
X Link 2026-02-05T20:21Z [----] followers, 78.9K engagements

"$GUTS $LLY $NVO $HIMS 🚨 MASSIVE NEW GLP-1 DATA: Patients who stopped their #GLP1 after losing 24% of their body weight held those results for [--] months after a SINGLE #Revita procedure. Only 1.5% weight change. No bounce back. Usual regain after stopping GLP-1s is closer to 10%. This is shaping up to be a real solve for regain after discontinuation. #fractylforward #onthepen #offthepen https://twitter.com/i/web/status/1995869961168806392 https://twitter.com/i/web/status/1995869961168806392"
X Link 2025-12-02T14:57Z [----] followers, 14.3K engagements

"$GUTS $LLY $NVO Watch my latest interview from September with @FractylHealth CEO Harith Rajagopalan @harithr https://x.com/i/broadcasts/1YpJkkLYjzZJj https://x.com/i/broadcasts/1YpJkkLYjzZJj"
X Link 2025-12-09T03:57Z [----] followers, [----] engagements

"$AMGN $LLY $NVO Amgen reports Maritide patients maintained their weight loss for [--] years post-treatment. Obviously this data I missing a lot of additional info but if this stands it could be the first really great (aside from less frequent dosing) thing Ive seen with this drug. Maritide blocks GIP receptors while Lillys Zepbound binds to them. Tolerability has always been the signal to watch with this one. H/t: @g0ingmad https://twitter.com/i/web/status/2010887064640733341 https://twitter.com/i/web/status/2010887064640733341"
X Link 2026-01-13T01:30Z [----] followers, [----] engagements

"$GUTS $LLY $NVO The data announced today on the Revita program isnt as bad as it looks on the surface. Certainly not warranting a 60% drop in the stock price when you consider: The Rejuva program is where there is massive room for disruption in the obesity market. Train your pancreas to make more endogenous GLP and GIP hormones (the ones tirzepatide mimic) when you eat. https://twitter.com/i/web/status/2016872202398802053 https://twitter.com/i/web/status/2016872202398802053"
X Link 2026-01-29T13:52Z [----] followers, [----] engagements

"$LLY $NVO $GUTS GLP-1 Talk Show https://x.com/i/broadcasts/1lDxLBPAoDRGm https://x.com/i/broadcasts/1lDxLBPAoDRGm"
X Link 2026-01-30T17:00Z [----] followers, [---] engagements

"THE DATA: At [--] weeks PF3944 delivered 12.3% weight loss versus placebo with the placebo arm flat neither gaining nor losing weight. That confirms the drug works but it does not place it ahead of current category leaders. Eli Lilly has already reset expectations with higher efficacy from weekly dual and triple agonists. Pfizer now projects that a higher [---] mg monthly dose equivalent to [---] mg weekly could reach 16% weight loss at [--] weeks based on internal modeling. That would be competitive but this remains projected not yet proven in patients."
X Link 2026-02-03T16:32Z [----] followers, [---] engagements

"$PFE $LLY $NVO Pfizer bought a $10B ticket to the obesity party. Given today's data on their long acting GLP-1 what role will they play We explore that on today's podcast"
X Link 2026-02-03T20:14Z [----] followers, [----] engagements

"2/5 Manufacturing is no longer the bottleneck. Lilly successfully increased incretin capacity 1.8x in the back half of [----] vs last year. Thats why shortages are no longer the patient story. Cost and access are"
X Link 2026-02-04T16:32Z [----] followers, [---] engagements

"3/5 The pipeline is where this call made major headlines IMO. Brenipatide is being studied not just for obesity but alcohol use disorder tobacco use disorder bipolar disorder and MAJOR DEPRESSIVE DISORDER A GLP-1 GIP combo in MDD is not incremental its a monumental category shift. https://twitter.com/i/web/status/2019086564240875765 https://twitter.com/i/web/status/2019086564240875765"
X Link 2026-02-04T16:32Z [----] followers, [---] engagements

"5/5 The strategy shift is unmistakable. [-------] patients now use Lilly Direct. 1/3 of obesity patients are cash pay through it. Lilly openly said there is no real historical analog for this. Theyre building a consumer platform expanding beyond weight and laying the groundwork for Medicare coverage. This was maybe the most exciting EC I've had the pleasure of listening to. The future is bright"
X Link 2026-02-04T16:32Z [----] followers, [---] engagements

"QUESTION: Compounded GLP-1 meds are already copying API found in branded meds. If youre launching a compounded GLP-1 pill why not just use #SNAC technology so that the pill actually works Sure Novo Nordisk owns it but they also own semaglutide The actual API. $hims $nvo"
X Link 2026-02-05T20:10Z [----] followers, [----] engagements

"What is #trumprx"
X Link 2026-02-05T23:55Z [----] followers, [----] engagements

"$HIMS pissed off the wrong people on the wrong day. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"
X Link 2026-02-06T00:14Z [----] followers, 16.3K engagements

"Heading down to New Orleans this morning to meet up with the @ObesityAction Coalition for an educational opportunity. The On The Pen platform has always been about more than news its also about advocating for the people living with the chronic and relapsing disease of obesity. For care for access for dignity. No group of people has worked harder on behalf of patients to make these things a reality and Im honored to learn from them. https://twitter.com/i/web/status/2019784018825212115 https://twitter.com/i/web/status/2019784018825212115"
X Link 2026-02-06T14:43Z [----] followers, [---] engagements

"🚨 🚨 🚨 FDA announces intent to: restrict GLP-1 active pharmaceutical ingredients (APIs) intended for use in non-FDA-approved compounded drugs $hims $lly $nvo https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs"
X Link 2026-02-06T22:25Z [----] followers, [----] engagements

"Holy crap. This industry is wild. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us"
X Link 2026-02-07T20:04Z [----] followers, [----] engagements

"3/3 It simply isnt legal for a compounder to call them the same. Because the FD&C Act (which defines compounding) combined with FDA enforcement guidance treats that kind of statement as implying equivalence or substitutability. Even if chemically true at a high level the FDA cares about how the claim functions in the mind of a patient or prescriber. From the FDAs perspective that statement can imply all of the following even if you do not say them explicitly: Same safety profile Same efficacy Same clinical performance Same regulatory status And that crosses into misbranding territory under"
X Link 2026-02-07T21:26Z [----] followers, [----] engagements

"$NVO $HIMS $LLY Semaglutide Wars: Novo Sues Hims over Patent Infringement https://x.com/i/broadcasts/1MYxNlwEXeoGw https://x.com/i/broadcasts/1MYxNlwEXeoGw"
X Link 2026-02-09T17:01Z [----] followers, [----] engagements

"$VKTX $NVO $MTSR $PFE I have been talking about Viking and VK2735 for almost three years now and back then I even started calling it Vikingtide. The science is real and the momentum is real but I still think they are a prime acquisition target because they need one. What they do not have is a strong oral peptide delivery engine something on the level of Metseras MOMENTUM platform which is exactly why Novo and Pfizer were willing to spend big to lock it down. That plus HALO And when you step back it becomes sort of obvious. Oral VK2735 looked incredible in phase [--] but to hit those numbers they"
X Link 2025-11-20T01:41Z [----] followers, [----] engagements

"$ALUR $LLY $NVO What @allurionceo and @alluriontech are working on in the obesity space is super exciting as a slow responder to #GLP1 therapies. Learn more about what they are doing and why theyre getting so many excited in the obesity space in this interview with their CEO Shantanu Gaur. https://twitter.com/i/web/status/2013345697890816359 https://twitter.com/i/web/status/2013345697890816359"
X Link 2026-01-19T20:19Z [----] followers, [----] engagements

"$PFE $LLY $NVO $VKTX Pfizers acquisition of Metsera just faced its first real test with Phase 2b VESPER [--] data for PF3944 (MET 097i) an ultra long acting GLP-1 designed for monthly dosing. The topline result met its primary endpoint but the deeper story is more nuanced. A thread. https://twitter.com/i/web/status/2018724246579483113 https://twitter.com/i/web/status/2018724246579483113"
X Link 2026-02-03T16:32Z [----] followers, [----] engagements

"$LLY $NVO $PFE Eli Lillys earnings call made one thing clear: this is no longer a weight loss story its the blueprint for how GLP-1s turn into a consumer platform a neuroscience bet and a long-term public health play. Here are my key takeaways long form video / podcast incoming. https://twitter.com/i/web/status/2019086560403087385 https://twitter.com/i/web/status/2019086560403087385"
X Link 2026-02-04T16:32Z [----] followers, [----] engagements

"Are you mad about the @ro #SuperBowl ad Disgusted by everyone taking the easy way to weight loss Consider this: Something has broken the signaling between our guts and our brains. So broken that even the absolute GOAT of female athletes @serenawilliams ends up needing some medical assistance. What is causing this Is it the antibiotics The pesticides The ultra processed food The refined sugars and sweeteners The alcohol I believe it is a convergence of many environmental changes layered on top of epigenetics which helps explain how obesity shifted from a relative rarity to an epidemic in a"
X Link 2026-02-09T05:20Z [----] followers, [----] engagements

"The [--] minute rule on the oral Wegovy pill being some massive barrier to uptake seems to be a farce at this point. However patient adherence to the rule will show itself in real world efficacy (or lack thereof). Moving up in dose wont increase your weight loss if youre not following the administration rules. The pill essentially becomes placebo at that point. We will see how this plays out in the churn numbers over the next few months. $NVO $LLY $VKTX https://twitter.com/i/web/status/2021795550970917365 https://twitter.com/i/web/status/2021795550970917365"
X Link 2026-02-12T03:56Z [----] followers, [----] engagements

"No because the peptide even with the SNAC is less than 1% bio available in the presence of minimal stomach acid. Stomach acid is at its lowest first thing in the morning on an empty stomach. I suppose it would probably be fine if you had been fasting for [--] to [--] hours prior to taking in the evening"
X Link 2026-02-12T04:07Z [----] followers, [---] engagements

"FDA Inspections find HAIR in Injectable Medications at $NVO Owned $CTLT Facility. $LLY has also used Catalent. https://x.com/i/broadcasts/1RDxlAeAObEKL https://x.com/i/broadcasts/1RDxlAeAObEKL"
X Link 2025-08-22T20:03Z [----] followers, [----] engagements

"$LLY $NVO $VKTX Here are a few polls for us to do today about the obesity medicine space that we can look back on next year. 🧵 Compounded GLP-1 medications will be severely restricted or eliminated. True False True False"
X Link 2026-01-01T21:14Z [----] followers, [----] engagements

"Fractyl Health ( $GUTS ) will reach $7 per share sometime in [----] True False True False"
X Link 2026-01-01T21:23Z [----] followers, [---] engagements

"$LLY Real timing on retatrutide and a quiet signal about where GLP-1 science is heading next that most people will miss. If you care about what comes after Zepbound watch this"
X Link 2026-02-04T17:45Z [----] followers, [----] engagements

"$NVO $HIMS 🧵 Everyone is focused on SNAC with the HIMS semaglutide pill saga. Understandably so. Weve been talking about this tech for [--] years at OTP. Forget SNAC. Heres the main issue with calling any form of compounded semaglutide the same active ingredient in Wegovy and Ozempic https://twitter.com/i/web/status/2020247770385309875 https://twitter.com/i/web/status/2020247770385309875"
X Link 2026-02-07T21:26Z [----] followers, 13.4K engagements

"🚨 BREAKING Novo Nordisk sues Hims and Hers over patent infringement in Delaware district court. Seeks an end to the sale and marketing of compounded semaglutide products and may seek treble damages in the hundreds of millions of dollars. $nvo $hims $lly"
X Link 2026-02-09T12:57Z [----] followers, 12.3K engagements

"#Ribupatide GLP-1 + GIP oral peptides de from @kaileratx impresses with phase [--] data"
X Link 2026-02-11T00:59Z [----] followers, [----] engagements

"$VKTX $LLY $NVO 🚨 EARNINGS CALL SIGNAL VIKING THERAPEUTICS LEADERSHIP SPECIFIES THAT THEIR AGREEMENT WITH API/FINISH/FILL PARTNER @cordenpharma IS FULLY TRANSFERABLE"
X Link 2026-02-11T22:45Z [----] followers, 10.5K engagements

"$NVO $LLY $HIMS In a letter from the FDA Novo Nordisk was warned that their #SuperBowl commercial ran afoul of the Food Drug and Cosmetic Act. According to the letter: FDA has determined that the TV ad is false or misleading. Thus the TV ad misbrands Wegovy and makes the distribution of the drug in violation of the Federal Food Drug and Cosmetic Act (FD&C Act). The core issue was with a claim that oral Wegovy provides superior efficacy and/or safety over other GLP-1 drugs. Novo has [--] days to respond. H/t: @g0ingmad https://twitter.com/i/web/status/2020893073589338430"
X Link 2026-02-09T16:10Z [----] followers, 36K engagements

"$NVO $LLY 🚨 🚨 BREAKING NEWS ACCORDING TO BLOOMBERG REPORT: NOVO NORDISK TO RELEASE WEGOVY IN VIALS IN THE US MARKET. NOTE: FDA HAS YET TO APPROVE OR PUBLISH A NEW MEDICATION GUIDE SO TIMETABLES REMAIN IN QUESTION"
X Link 2026-02-12T05:21Z [----] followers, 12.9K engagements

"$VKTX $NVI $LLY Why now is the time for Novo to make a move on Viking Therapeutics"
X Link 2026-01-12T03:44Z [----] followers, [----] engagements

"Ive seen few things less relatable than @TomBrady becoming a spokesperson for GLP-1. Whats next @PGA_JohnDaly hawking avocado ice cream"
X Link 2026-01-12T14:31Z [----] followers, [---] engagements

"$LLY $Deflate Gate 2: Tom Brady Sells GLP-1 Shots $VKTX $HIMS $NVO https://x.com/i/broadcasts/1zqKVdXkgOVJB https://x.com/i/broadcasts/1zqKVdXkgOVJB"
X Link 2026-01-12T17:03Z [----] followers, [----] engagements

"$LLY $NVO $HIMS Two of the more interesting facts from Lilly and Novo out of #JPM26: Lilly Direct is serving around [-------] patients per month. Novo estimates [-------] on compounded GLP-1. #jpm2026"
X Link 2026-01-14T02:51Z [----] followers, [----] engagements

"$LLY $NVO $HIMS 🚨 🚨 🚨 Perfectly timed with HIMS announcement on providing compounded tirzepatide Lilly gains FDA approval for multi-dose vials for #Zepbound and #Mounjaro effectively removing the need for compounds being Rxed in non-customary dosing"
X Link 2026-01-16T01:46Z [----] followers, [---] engagements

"I find this incredibly irresponsible at a minimum and corrupt at worst. While GLP-1 meds have been around for a long time GIP mediations have not. Does this have anything to do with opening up these meds to Medicare What does it harm anyone to leave the warning on there Highly sus move. This would be a critical mistake. Although infrequent- I have had patients with suicidal thoughts from GLP-1s. Have you US FDA requests removal of suicide warnings from weight-loss drug labels Reuters https://t.co/ohXAcM9DKl This would be a critical mistake. Although infrequent- I have had patients with"
X Link 2026-01-16T05:25Z [----] followers, [----] engagements

"@bioinvestor24 We dont have long enough post marketing data on GIP drugs to know. You of all people should know that it acts on the pleasure reward centers of the brain. Turn them completely off with high doses for five years and come back and talk to me. We just dont know yet"
X Link 2026-01-16T14:54Z [----] followers, [---] engagements

"@Hkaz34 @Vanhove_Pieter Id love to see it. $VKTX"
X Link 2026-01-16T14:55Z [----] followers, [---] engagements

"@paulcerro Well they havent stopped saying compound semaglutide has the same active ingredient as Ozempic and Wegovy on their radio ads"
X Link 2026-01-16T14:58Z [----] followers, [---] engagements

"No one knows how beneficial they can be more than me But patients ought to know the risks and theres no way dampening the pleasure/reward centers of your brain for many years at high doses (which we havent seen in clinical trials or in post marketing) has zero effect on everyone. GIP is different and we need more time"
X Link 2026-01-16T15:02Z [----] followers, [--] engagements

"Four years in the obesity medicine world taught me one thing fast industry doesnt need another megaphone. 👏 👏 Patients need one. 👏 👏 My work exists to empower people to have better conversations with their doctors not to protect corporate narratives. $LLY $NVO #zepbound #wegovy #ozempic #mounjaro https://twitter.com/i/web/status/2012253339711389912 https://twitter.com/i/web/status/2012253339711389912"
X Link 2026-01-16T19:59Z [----] followers, [----] engagements

"$LLY $NVO Expert panel discusses Obesity stigma and bias in the GLP-1 era https://x.com/i/broadcasts/1dRKZaNazavxB https://x.com/i/broadcasts/1dRKZaNazavxB"
X Link 2026-01-17T00:05Z [----] followers, [---] engagements

"Here it is. Super curious what your thoughts are. $LLY $NVO $HIMS https://open.substack.com/pub/onthepen/p/members-only-are-glp-1-pills-aboutr=4n3ng9&utm_medium=ios&shareImageVariant=overlay $LLY $NVO $HIMS I have a massive GLP-1 prediction coming for my paid substackians tomorrow. If this ends up being true markets will move massively. The writing is on the wall. Comment and repost if you want a link when this goes live tomorrow. https://open.substack.com/pub/onthepen/p/members-only-are-glp-1-pills-aboutr=4n3ng9&utm_medium=ios&shareImageVariant=overlay $LLY $NVO $HIMS I have a massive GLP-1"
X Link 2026-01-18T19:50Z [----] followers, [----] engagements

"$LLY $NVO $HIMS GLP-1 News Live https://x.com/i/broadcasts/1PlKQOamYeZJE https://x.com/i/broadcasts/1PlKQOamYeZJE"
X Link 2026-01-21T17:03Z [----] followers, [---] engagements

"$LLY $NVO $HIMS BREAKING 🚨🚨🚨 Strive Pharmacy just filed an antitrust lawsuit against Eli Lilly and Novo Nordisk. The allegation: they shut down competition by disparaging lawful compounding interfering with doctors and platforms and locking up telehealth with exclusive deals. More to come at http://obesity.news http://obesity.news"
X Link 2026-01-14T20:18Z [----] followers, 10.8K engagements

"$LLY $NVO $HIMS 🚨 🚨 🚨 Perfectly timed with HIMS potentially offering compounded tirzepatide Lilly gains FDA approval for multi-dose vials for #Zepbound and #Mounjaro effectively removing the need for compounds being Rxed in non-customary dosing"
X Link 2026-01-16T02:16Z [----] followers, 23K engagements

"$LLY $NVO $HIMS I have a massive GLP-1 prediction coming for my paid substackians tomorrow. If this ends up being true markets will move massively. The writing is on the wall. Comment and repost if you want a link when this goes live tomorrow"
X Link 2026-01-18T07:07Z [----] followers, 14.3K engagements

"$LLY $NVO Both #Mounjaro and #Zepbound are now FDA approved in the following presentations: Single-dose vials Multi-dose vials Single-dose auto injectors Multi-dose Kwik pens Your move novo"
X Link 2026-01-22T20:12Z [----] followers, [----] engagements

"@pjcombss @DJSnM @grok 😂"
X Link 2026-01-28T00:13Z [----] followers, [--] engagements

"Congrats to my friends at @Ro on their first #SuperBowl commercial As always flawless marketing execution @Ros first Super Bowl ad. Featuring the GOAT @serenawilliams and her journey on Rofrom weight loss to steady blood sugar levels to as Serena says having knees like Megan. Check out our spot. Couldnt be more proud of the team. Still just the beginning https://t.co/BtaSSSKgeO @Ros first Super Bowl ad. Featuring the GOAT @serenawilliams and her journey on Rofrom weight loss to steady blood sugar levels to as Serena says having knees like Megan. Check out our spot. Couldnt be more proud of"
X Link 2026-01-28T14:14Z [----] followers, [----] engagements

"$NVO $HIMS $LLY $RHHBY Zepbound Has A New Rival + Ro's Super Bowl Ad https://x.com/i/broadcasts/1nAKEEajdOlKL https://x.com/i/broadcasts/1nAKEEajdOlKL"
X Link 2026-01-28T17:02Z [----] followers, [----] engagements

"@Tellit007 No more than DoorDash. You can also just drive to a restaurant"
X Link 2026-01-29T00:45Z [----] followers, [---] engagements

"@Tellit007 Weird thing to be upset about"
X Link 2026-01-29T01:47Z [----] followers, [---] engagements

"@Tellit007 Losing People have agency to chose between options. Ro is an option in a sea of many. Your position against Ro is weird thats all Im saying"
X Link 2026-01-29T02:05Z [----] followers, [--] engagements

"$GUTS $LLY $NVO The data announced today on the Revita program isnt as bad as it looks on the surface. A couple of patients driving down the numbers Certainly not warranting a 60% drop in the stock price when you consider: The Rejuva program is where there is massive room for disruption in the obesity market. Train your pancreas to make more endogenous GLP and GIP hormones (the ones tirzepatide mimic) when you eat. https://twitter.com/i/web/status/2016858832731775102 https://twitter.com/i/web/status/2016858832731775102"
X Link 2026-01-29T12:59Z [----] followers, [---] engagements

"The Serena story arc (like Oprah) is one that millions on the GLP sidelines resonate with. People cant always just willpower their weight lower. It will bring more people into the tent. The HIMS ad was also really good for a certain subset of people but given the price of cash pay branded meds is rather irrelevant in [----]. https://twitter.com/i/web/status/2016862463380042113 https://twitter.com/i/web/status/2016862463380042113"
X Link 2026-01-29T13:14Z [----] followers, [--] engagements

"@TheTech1vestor @Harithr What say you Youve certainly been the loudest $GUTS bull"
X Link 2026-01-29T13:15Z [----] followers, [---] engagements

"@DrNadolsky @JCanNuSH Dont pump him up @JCanNuSH"
X Link 2026-01-31T19:57Z [----] followers, [--] engagements

"$LLY $NVO $HIMS 🚨 BREAKING NEWS: Per Sabina Hemmi of BPI Labs is now challenging the Eli Lilly patent for Tirzepatide This brings the total to [--] active patent challenges from two separate outsourcing facilities. The other being Empower Pharmacy. http://GLPWinner.com http://GLPWinner.com"
X Link 2025-09-03T17:04Z [----] followers, 12.6K engagements

"Future Obesity Treatments: Fractyl Health CEO https://x.com/i/broadcasts/1RDxlzbvWnNGL https://x.com/i/broadcasts/1RDxlzbvWnNGL"
X Link 2025-03-21T01:57Z [----] followers, [---] engagements

"$LLY $NVO $HIMS Bookmark it. I believe #GLP1 meds will be made available over the counter. I lay it all out on todays podcast. Im really curious what your thoughts are"
X Link 2026-01-20T19:30Z [----] followers, [----] engagements

"$LLY $NVO $VKTX Oral GLP-1 meds will be available over the counter within the next [--] months. Yes No Yes No"
X Link 2026-01-22T04:24Z [----] followers, [----] engagements

"$LLY $NVO 🚨 BREAKING On The Pen Exclusive: The FDA has approved the labeling for the #Zepbound #kwikPen in the US"
X Link 2026-01-22T15:03Z [----] followers, [----] engagements

"THE STRATEGY SHIFT: Pfizer is not necessarily positioning PF3944 as the most powerful drug on the market today (though they do believe a future combo of 3944+3955 could reach best in class). Instead it is almost positioning it as a monthly maintenance therapy especially for patients who have already lost weight on weekly injections and want fewer doses long term. Another option in a market where patients have differing needs. A dedicated Phase [--] switching study is planned to evaluate moving patients from any weekly GLP-1 to monthly dosing for maintenance. This is a key strategic pivot and"
X Link 2026-02-03T16:32Z [----] followers, [--] engagements

"THE PORTFOLIO: PF3944 is not intended to stand alone as mentioned above. As a monotherapy maintaentance seems to be the target but when combined with [----] (more info to come at ADA) it could deliver best in class WL in once monthly dosing. Pfizer is developing a broad obesity portfolio including: A GLP-1 plus amylin monthly injectable combo aimed at higher efficacy and GLP-1 non responders A potential quarterly injectable GLP-1 in Phase [--] Multiple oral programs including a licensed small molecule GLP-1 pill from Yau Pharma and a GIP receptor antagonist The thesis is that obesity is too"
X Link 2026-02-03T16:32Z [----] followers, [---] engagements

"@JCanNuSH It was in the Q and A of the earnings call"
X Link 2026-02-03T17:46Z [----] followers, [--] engagements

"Calling out professionals as frauds without anything to back it up crosses into slander and just as importantly detracts from meaningful discussion around obesity. The stakes are too high not to aim for respectful and fact-based conversations. This is a shameful post. @DrNadolsky @MichaelAlbertMD"
X Link 2024-03-02T15:57Z [----] followers, [----] engagements

"Eli Lilly needs to #ReleaseTheVials to ease the #Mounjaro shortage and help with #Zepbound supply as well. #mounjaroshortage #zepboundshortage #onthepen . . . . #elililly #novonordisk #ozempic #wegovy #zepbound #onthepen #mounjaro #manonthemounjaro #tirzepatide #semaglutide #liraglutide #saxenda #victoza #glp1 #obesitymedicine #elililly #novonordisk #diabetes #diabesity #trulicity"
X Link 2024-03-18T18:10Z [----] followers, [----] engagements

"@EliLillyandCo can we talk about the #mounjaro and #zepbound shortages #releasethevials #onthepen #tirzepatide #obesitymedicine #elililly #novonordisk #ozempic #wegovy #zepbound #onthepen #mounjaro #manonthemounjaro #tirzepatide #semaglutide #liraglutide #saxenda #victoza #glp1 #obesitymedicine #elililly #novonordisk #diabetes #diabesity #trulicity"
X Link 2024-03-25T20:17Z [----] followers, [----] engagements

"GLP agonists Hey @elonmusk I have a medical podcast about these meds and our community is dying to hear from someone who has Trumps ear that these meds will be protected and accessible. Would you join me for a [--] minute convo on your experience with them and what you think RFK will do since people seem to think hes taking them away"
X Link 2024-11-15T21:00Z [----] followers, [----] engagements

"What is Ozempic"
X Link 2024-12-31T03:03Z [----] followers, [----] engagements

"This past week I was at one point accused of being on the Eli Lilly payroll. Later in the week I was accused of being a compound Tirzepatide and Semaglutide shill. I believe I have struck the right balance. On a separate note do you like my new yacht"
X Link 2025-01-27T17:36Z [----] followers, [----] engagements

"$HIMS controversial Super Bowl compound glp-1 commercial review"
X Link 2025-02-07T21:36Z [----] followers, [----] engagements

"Free Ozempic for all Thanks DOGE"
X Link 2025-02-14T21:18Z [----] followers, [----] engagements

"$HIMS has sent some mixed signaling out about the future of their compounded GLP-1 products but this email from a viewer who is/was already on a personalized dose (market speak for custom 503a formulation) seems to indicate Hims intends to continue to offer it to patients already on them. FWIW the reason Im following Hims at all is that I believe they will be a good bellwether for the rest of the industry as it relates to compounds"
X Link 2025-03-17T12:31Z [----] followers, [----] engagements

"The people thriving on GLP-1s right now Most of them fought through insurance denials misinformation and year of guilt and shame just to get started. Leave them alone"
X Link 2025-03-24T04:56Z [----] followers, [----] engagements

"Breaking News: Tirzepatide and Semaglutide Compound Lawsuits $NVO $LLY $HIMS"
X Link 2025-04-25T04:48Z [----] followers, [----] engagements

"BREAKING: OFA has LOST their lawsuit against the FDA and Eli Lilly over compound Tirzepatide $LLY $NVO $HIMS"
X Link 2025-05-07T14:16Z [----] followers, 12K engagements

"$Hims and $NVO end their partnership. That relationship was always giving Bobby and Whitney vibes. Its failure should surprise no one what was surprising was their coming together in the first place"
X Link 2025-06-23T16:06Z [----] followers, [----] engagements

"There is a kind of people this country has not yet learned how to properly honor. People who have lived entire lives inside bodies the world has been conditioned to hate. Who have been told overtly and aggressively that their struggle is a failure of character. That if they just tried harder ate cleaner ran longer tracked better they may catch a glimmer of worthiness. But what so many fail to comprehend is that these people the obesity community have been asked to tame with will-power a biology that turned against them. Asked to master hunger with guilt laden behaviors instead of scientific"
X Link 2025-07-17T05:11Z [----] followers, 35.9K engagements

"Now imagine they hadnt struck that deal with CVS Caremark which forced (potentially) hundreds of thousands off Zepbound and onto the objectively inferior Wegovy 🚨 NOVO NORDISK $NVO NOSEDIVES -20% ON DISASTROUS EARNINGS Cut guidance for the second time this year Cut Wegovy & Ozempic growth forecasts $60 billion eviscerated in ten minutes $HIMS CEO Andrew Dudum nailed it last month: "They've been losing a tremendous amount of https://t.co/yhbwBadgZ9 🚨 NOVO NORDISK $NVO NOSEDIVES -20% ON DISASTROUS EARNINGS Cut guidance for the second time this year Cut Wegovy & Ozempic growth forecasts $60"
X Link 2025-07-29T13:27Z [----] followers, [----] engagements

"@elonmusk Now do me with my Mounjaro pen"
X Link 2025-08-16T22:21Z [----] followers, [---] engagements

"$LLY quietly dropped two mid-stage trials for another small molecule GLP-1 pill. Naperiglipron is the latest casualty. Small molecule GLP-1 is not the way. Was this due to more liver toxicity like danuglirpon from $PFE"
X Link 2025-08-30T20:26Z [----] followers, [----] engagements

"🚨 Breaking: Lilly case against Willow Health (Tirzepatide compounder) dismissed. Similar to Mochi case last week (which is still ongoing) Lilly fails to show concrete damages or inherent danger of compounded versions of Zepbound and Mounjaro. $lly $nvo $hims"
X Link 2025-09-02T19:16Z [----] followers, 11.7K engagements

"$LLY $NVO $HIMS I honestly believe compounds are here to stay. The only way to tackle the obesity crisis at scale is with compounding as part of the solution. The TAM for obesity meds is massive yet most are still locked out priced out or yet to be educated. Thats why the FDA verifying API sources matters. Patients deserve safety affordability and options now not in some distant future. Branded meds will still get theirs but make no mistake compounding is not going away. Its the bridge to access and the bridge must hold"
X Link 2025-09-09T01:39Z [----] followers, 12.1K engagements

"🚨 BREAKING: Lilly (LLY) just pulled the plug on a Phase 2a trial combining Zepbound with bimagrumab a muscle-preserving drug citing strategic reasons. The diabetes arm is dead but the obesity-only trial lives on. Big questions about what this means for future combo therapies. $LLY $NVO"
X Link 2025-09-25T12:04Z [----] followers, 23.9K engagements

"$HIMS $NVO Tonight on the drive home I heard a For Hers commercial which again called compound Semaglutide The same active ingredient in Ozempic and Wegovy. Pretty brazen given the warnings that the FDA sent out last month. I dont bring this up to be a hater only because I mentally noted it months ago I was shocked then and Im shocked theyre keeping with that messaging after an FDA warning"
X Link 2025-10-06T02:03Z [----] followers, 13.1K engagements

"$LLY $NVO $HIMS 🚨 Strive Pharmacys motion to dismiss a lawsuit brought against them by Eli Lilly over their marketing of compounded Tirzepatide has been dismissed. Bullish compounds"
X Link 2025-10-08T18:19Z [----] followers, 10.6K engagements

"$NVO $COST $HIMS $LLY 🚨 🚨 🚨 Im getting some insider tips that there will be an announcement in the coming days that Costco will offer branded cash pay Wegovy and Ozempic at a DISCOUNTED rate yet this year (before MFN pricing was said to kick in). According to the source the pricing for Costco members would be as follows: $199 for .25 and .5 doses (introductory rate) $349 for the upper [--] doses $349 for Ozempic .5-1mg pen $499 for Ozempic 2mg pen Note: The source shared this on condition of anonymity so take it for what it is worth"
X Link 2025-11-15T20:09Z [----] followers, 62.9K engagements

"Zepound Single Dose Vials Approved https://x.com/i/broadcasts/1MnGnMmqBPwKO https://x.com/i/broadcasts/1MnGnMmqBPwKO"
X Link 2024-04-01T21:38Z [----] followers, [---] engagements

"Are Zepbound and Wegovy lifelong drugs Not if @FractylHealth has anything to do with it Check out this informative discussion on the Revita program and the recent data drop from Fractyl Health. Is Zepbound a Lifelong Drug Not So Fast https://youtu.be/YzcdsQ8L0Xg https://youtu.be/YzcdsQ8L0Xg"
X Link 2025-04-06T23:52Z [----] followers, [----] engagements

"@investseekers @JCanNuSH @Harithr I just interviewed Santana Gaur of $ALUR yesterday also. Another interesting device for obesity that will be approved this year. Ill likely upload this week. Ive interviewed him on other time too. Thanks for sharing @JCanNuSH"
X Link 2026-01-17T18:42Z [----] followers, [---] engagements

"That Indiana finish/fill site $NVO netted in the $CTLT acquisition at the end of [----] is looking pretty clutch right now"
X Link 2025-02-02T02:53Z [----] followers, [---] engagements

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