#  @ManOnThePen On The Penβ’ On The Penβ’ posts on X about $nvo, $lly, $hims, hims the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1640112185199263757/interactions)  - [--] Week [------] -71% - [--] Month [-------] +54% - [--] Months [-------] -94% - [--] Year [----------] +3,205% ### Mentions: [--] [#](/creator/twitter::1640112185199263757/posts_active)  - [--] Week [--] -19% - [--] Month [--] +22% - [--] Months [---] +67% - [--] Year [---] +21% ### Followers: [-----] [#](/creator/twitter::1640112185199263757/followers)  - [--] Week [-----] +0.79% - [--] Month [-----] +4.80% - [--] Months [-----] +45% - [--] Year [-----] +106% ### CreatorRank: [-------] [#](/creator/twitter::1640112185199263757/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 67.24% [finance](/list/finance) 11.21% [currencies](/list/currencies) 1.72% [countries](/list/countries) 1.72% [celebrities](/list/celebrities) 1.72% [cryptocurrencies](/list/cryptocurrencies) 1.72% [social networks](/list/social-networks) 0.86% [technology brands](/list/technology-brands) 0.86% [automotive brands](/list/automotive-brands) 0.86% **Social topic influence** [$nvo](/topic/$nvo) #33, [$lly](/topic/$lly) #16, [$hims](/topic/$hims) #226, [hims](/topic/hims) 21.55%, [eli lilly](/topic/eli-lilly) #19, [in the](/topic/in-the) 10.34%, [$vktx](/topic/$vktx) #8, [compound](/topic/compound) 7.76%, [market](/topic/market) #4292, [health](/topic/health) 6.9% **Top accounts mentioned or mentioned by** [@elilillyandco](/creator/undefined) [@idomeneus_og](/creator/undefined) [@researchpulse1](/creator/undefined) [@allurionceo](/creator/undefined) [@bioinvestor24](/creator/undefined) [@drnadolsky](/creator/undefined) [@elonmusk](/creator/undefined) [@cordenpharma](/creator/undefined) [@alluriontech](/creator/undefined) [@kaileratx](/creator/undefined) [@ro](/creator/undefined) [@serenawilliams](/creator/undefined) [@g0ingmad](/creator/undefined) [@michaelalbertmd](/creator/undefined) [@fortunemagazine](/creator/undefined) [@realdoctormike](/creator/undefined) [@robertkennedyjr](/creator/undefined) [@repharshbarger](/creator/undefined) [@fractylhealth](/creator/undefined) [@nighthawktradez](/creator/undefined) **Top assets mentioned** [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Pfizer, Inc. (PFE)](/topic/$pfe) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [CVS Health Corp (CVS)](/topic/cvs) [Catalent Inc (CTLT)](/topic/$ctlt) [Costco Hot Dog (COST)](/topic/$cost) [Costco Wholesale Corporation (COST)](/topic/costco) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Allurion Technologies, Inc. (ALUR)](/topic/$alur) ### Top Social Posts Top posts by engagements in the last [--] hours "$NVO $LLY π¨ π¨ BREAKING NEWS ACCORDING TO BLOOMBERG REPORT: NOVO NORDISK TO RELEASE WEGOVY IN VIALS IN THE US MARKET. NOTE: FDA HAS YET TO APPROVE OR PUBLISH A NEW MEDICATION GUIDE SO TIMETABLES REMAIN IN QUESTION" [X Link](https://x.com/ManOnThePen/status/2021816846626754960) 2026-02-12T05:21Z [----] followers, 13.1K engagements "$VKTX $LLY $NVO π¨ EARNINGS CALL SIGNAL VIKING THERAPEUTICS LEADERSHIP SPECIFIES THAT THEIR AGREEMENT WITH API/FINISH/FILL PARTNER @cordenpharma IS FULLY TRANSFERABLE" [X Link](https://x.com/ManOnThePen/status/2021717240958120093) 2026-02-11T22:45Z [----] followers, 10.6K engagements "Bet. Compounded GLP-1 (Rx) meds are still here in [--] months or you have me on your podcast. π If theyre shut down Ill do the truffle shuffle in front of Eli Lillys hq with I miss compounds painted on my belly. Here is what will (likely) soon happen: All compounded and gray market GLPs (reta. and priors) will be highly illegal to sell meaning any sites carrying these will be uniformly shut down. Other peptides will remain available. This is just a prediction but Ill take any bet. Here is what will (likely) soon happen: All compounded and gray market GLPs (reta. and priors) will be highly" [X Link](https://x.com/ManOnThePen/status/2022795267456561178) 2026-02-14T22:09Z [----] followers, [----] engagements "FDA Inspections find HAIR in Injectable Medications at $NVO Owned $CTLT Facility. $LLY has also used Catalent. https://x.com/i/broadcasts/1RDxlAeAObEKL https://x.com/i/broadcasts/1RDxlAeAObEKL" [X Link](https://x.com/ManOnThePen/status/1958983455095886065) 2025-08-22T20:03Z [----] followers, [----] engagements "$VKTX $NVO $MTSR $PFE I have been talking about Viking and VK2735 for almost three years now and back then I even started calling it Vikingtide. The science is real and the momentum is real but I still think they are a prime acquisition target because they need one. What they do not have is a strong oral peptide delivery engine something on the level of Metseras MOMENTUM platform which is exactly why Novo and Pfizer were willing to spend big to lock it down. That plus HALO And when you step back it becomes sort of obvious. Oral VK2735 looked incredible in phase [--] but to hit those numbers they" [X Link](https://x.com/ManOnThePen/status/1991320973606314244) 2025-11-20T01:41Z [----] followers, [----] engagements "$GUTS $LLY $NVO $HIMS π¨ MASSIVE NEW GLP-1 DATA: Patients who stopped their #GLP1 after losing 24% of their body weight held those results for [--] months after a SINGLE #Revita procedure. Only 1.5% weight change. No bounce back. Usual regain after stopping GLP-1s is closer to 10%. This is shaping up to be a real solve for regain after discontinuation. #fractylforward #onthepen #offthepen https://twitter.com/i/web/status/1995869961168806392 https://twitter.com/i/web/status/1995869961168806392" [X Link](https://x.com/ManOnThePen/status/1995869961168806392) 2025-12-02T14:57Z [----] followers, 14.3K engagements "$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. π§΅ Compounded GLP-1 medications will be severely restricted or eliminated. True False True False" [X Link](https://x.com/ManOnThePen/status/2006836446448308435) 2026-01-01T21:14Z [----] followers, [----] engagements "Fractyl Health ( $GUTS ) will reach $7 per share sometime in [----] True False True False" [X Link](https://x.com/ManOnThePen/status/2006838718704082953) 2026-01-01T21:23Z [----] followers, [---] engagements "$ALUR $LLY $NVO What @allurionceo and @alluriontech are working on in the obesity space is super exciting as a slow responder to #GLP1 therapies. Learn more about what they are doing and why theyre getting so many excited in the obesity space in this interview with their CEO Shantanu Gaur. https://twitter.com/i/web/status/2013345697890816359 https://twitter.com/i/web/status/2013345697890816359" [X Link](https://x.com/ManOnThePen/status/2013345697890816359) 2026-01-19T20:19Z [----] followers, [----] engagements "$LLY $NVO $GUTS GLP-1 Talk Show https://x.com/i/broadcasts/1lDxLBPAoDRGm https://x.com/i/broadcasts/1lDxLBPAoDRGm" [X Link](https://x.com/ManOnThePen/status/2017281723302875163) 2026-01-30T17:00Z [----] followers, [---] engagements "$PFE $LLY $NVO $VKTX Pfizers acquisition of Metsera just faced its first real test with Phase 2b VESPER [--] data for PF3944 (MET 097i) an ultra long acting GLP-1 designed for monthly dosing. The topline result met its primary endpoint but the deeper story is more nuanced. A thread. https://twitter.com/i/web/status/2018724246579483113 https://twitter.com/i/web/status/2018724246579483113" [X Link](https://x.com/ManOnThePen/status/2018724246579483113) 2026-02-03T16:32Z [----] followers, [----] engagements "THE DATA: At [--] weeks PF3944 delivered 12.3% weight loss versus placebo with the placebo arm flat neither gaining nor losing weight. That confirms the drug works but it does not place it ahead of current category leaders. Eli Lilly has already reset expectations with higher efficacy from weekly dual and triple agonists. Pfizer now projects that a higher [---] mg monthly dose equivalent to [---] mg weekly could reach 16% weight loss at [--] weeks based on internal modeling. That would be competitive but this remains projected not yet proven in patients." [X Link](https://x.com/ManOnThePen/status/2018724247812653358) 2026-02-03T16:32Z [----] followers, [---] engagements "$PFE $LLY $NVO Pfizer bought a $10B ticket to the obesity party. Given today's data on their long acting GLP-1 what role will they play We explore that on today's podcast" [X Link](https://x.com/ManOnThePen/status/2018780203477070048) 2026-02-03T20:14Z [----] followers, [----] engagements "$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](https://x.com/ManOnThePen/status/2019086560403087385) 2026-02-04T16:32Z [----] 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](https://x.com/ManOnThePen/status/2019086562886115536) 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](https://x.com/ManOnThePen/status/2019086564240875765) 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 $nvo" [X Link](https://x.com/ManOnThePen/status/2019503962370826647) 2026-02-05T20:10Z [----] followers, [----] engagements "$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](https://x.com/ManOnThePen/status/2019565264963277297) 2026-02-06T00:14Z [----] followers, 16.3K engagements "π¨ π¨ π¨ FDA announces intent to: restrict GLP-1 active pharmaceutical ingredients (APIs) intended for use in non-FDA-approved compounded drugs $hims $lly $nvo https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs" [X Link](https://x.com/ManOnThePen/status/2019900196939780189) 2026-02-06T22:25Z [----] followers, [----] engagements "Holy crap. This industry is wild. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us" [X Link](https://x.com/ManOnThePen/status/2020227077623148967) 2026-02-07T20:04Z [----] followers, [----] engagements "$NVO $HIMS π§΅ Everyone is focused on SNAC with the HIMS semaglutide pill saga. Understandably so. Weve been talking about this tech for [--] years at OTP. Forget SNAC. Heres the main issue with calling **any form** of compounded semaglutide the same active ingredient in Wegovy and Ozempic https://twitter.com/i/web/status/2020247770385309875 https://twitter.com/i/web/status/2020247770385309875" [X Link](https://x.com/ManOnThePen/status/2020247770385309875) 2026-02-07T21:26Z [----] followers, 13.4K engagements "3/3 It simply isnt legal for a compounder to call them the same. Because the FD&C Act (which defines compounding) combined with FDA enforcement guidance treats that kind of statement as implying equivalence or substitutability. Even if chemically true at a high level the FDA cares about how the claim functions in the mind of a patient or prescriber. From the FDAs perspective that statement can imply all of the following even if you do not say them explicitly: Same safety profile Same efficacy Same clinical performance Same regulatory status And that crosses into misbranding territory under" [X Link](https://x.com/ManOnThePen/status/2020247793172902134) 2026-02-07T21:26Z [----] followers, [----] engagements "$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](https://x.com/ManOnThePen/status/2020905982285795792) 2026-02-09T17:01Z [----] 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](https://x.com/ManOnThePen/status/2021795550970917365) 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](https://x.com/ManOnThePen/status/2021798361611776347) 2026-02-12T04:07Z [----] followers, [---] engagements "π¨ 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](https://x.com/ManOnThePen/status/2020844460402172286) 2026-02-09T12:57Z [----] followers, 12.3K engagements "π¨ π¨ π¨ 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 $NVO https://twitter.com/i/web/status/2019506730607271976 https://twitter.com/i/web/status/2019506730607271976" [X Link](https://x.com/ManOnThePen/status/2019506730607271976) 2026-02-05T20:21Z [----] followers, 79.1K engagements "$VKTX $LLY $NVO When assessing the potential market value of #VK2735 keep in mind that during the MFN announcements we learned that there were agreements that Zepbound and Wegovy would be offered cash pay at $250 within [--] months. (Admittedly that could mean many things but the implication was all doses) Also of note at a closed press briefing with Lilly (I was personally on the call) Ricks stated that #retatrutide was *not* part of the negotiations. https://twitter.com/i/web/status/2023250670170657091 https://twitter.com/i/web/status/2023250670170657091" [X Link](https://x.com/ManOnThePen/status/2023250670170657091) 2026-02-16T04:18Z [----] followers, [----] engagements "$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](https://x.com/ManOnThePen/status/2019105129954439318) 2026-02-04T17:45Z [----] followers, [----] engagements "@bioinvestor24 But certainly the price of Zepbound at the time of the potential VK launch affects the go to market strategy of [----] no" [X Link](https://x.com/ManOnThePen/status/2023255637598032083) 2026-02-16T04:38Z [----] followers, [---] engagements "#Ribupatide GLP-1 + GIP oral peptides de from @kaileratx impresses with phase [--] data" [X Link](https://x.com/ManOnThePen/status/2021388621971087413) 2026-02-11T00:59Z [----] followers, [----] engagements "This is already being positioned to the market as **the** drug for advanced metabolic disease. It will be a game changer among game changers. All this lazy post does is highlight the fact that most people who need it should be taking it with Dr. supervision. Also there's little evidence that it preserves muscle mass. https://twitter.com/i/web/status/2023429600181641582 https://twitter.com/i/web/status/2023429600181641582" [X Link](https://x.com/ManOnThePen/status/2023429600181641582) 2026-02-16T16:09Z [----] 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](https://x.com/ManOnThePen/status/2020729389407699388) 2026-02-09T05:20Z [----] followers, [----] engagements "$NVO $LLY $HIMS In a letter from the FDA Novo Nordisk was warned that their #SuperBowl commercial ran afoul of the Food Drug and Cosmetic Act. According to the letter: FDA has determined that the TV ad is false or misleading. Thus the TV ad misbrands Wegovy and makes the distribution of the drug in violation of the Federal Food Drug and Cosmetic Act (FD&C Act). The core issue was with a claim that oral Wegovy provides superior efficacy and/or safety over other GLP-1 drugs. Novo has [--] days to respond. H/t: @g0ingmad https://twitter.com/i/web/status/2020893073589338430" [X Link](https://x.com/ManOnThePen/status/2020893073589338430) 2026-02-09T16:10Z [----] followers, 36.1K engagements "$LLY $NVO $HIMS Payback for Most Favored Nations or genuine concern" [X Link](https://x.com/ManOnThePen/status/2023536716628533468) 2026-02-16T23:15Z [----] followers, [----] engagements "Do we want to trade the calming peaceful and informative experience of local pharmacies with the lifeless dingy depressing experience of the PBM owned #pharmacies #pharmacist #pharmacy #SaveTheIndies #mounjaro #zepbound #ozempic #wegovy #onthepen #manonthemounjaro" [X Link](https://x.com/anyuser/status/1749650502608961990) 2024-01-23T04:29Z [----] 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](https://x.com/ManOnThePen/status/1763956904554799140) 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](https://x.com/anyuser/status/1769788458476708039) 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](https://x.com/anyuser/status/1772357238708912481) 2024-03-25T20:17Z [----] followers, [----] engagements "π§ͺ π§ͺ π§ͺ Banned on TikTok another update from the FDA re: #Zepbound single dose vials. #ReleaseTheVials #OnThePen #Mounjaro #EliLilly" [X Link](https://x.com/anyuser/status/1779910364785770513) 2024-04-15T16:31Z [----] followers, [----] engagements "#Zepbound vials show up on CVS Caremark formulary #ReleaseTheVials #OnThePen #Mounjaro" [X Link](https://x.com/ManOnThePen/status/1780036292140486721) 2024-04-16T00:51Z [----] followers, [----] engagements "π¨BREAKING: Major #EliLilly #Zepbound #Mounjaro Supply News #Releasethevials #onthepen" [X Link](https://x.com/anyuser/status/1782433914566447431) 2024-04-22T15:38Z [----] followers, [----] engagements "This may be the end of mass-compounding of Tirzepatide. Fight back. Report your shortage to the FDA here: #zepbound #mounjaro #tirzepatide https://cdernextgenportal.fda.gov/publicportal/s/dsm-submission https://cdernextgenportal.fda.gov/publicportal/s/dsm-submission" [X Link](https://x.com/anyuser/status/1819089011786526741) 2024-08-01T19:13Z [----] followers, [----] engagements "To say that I am extremely proud of the advocacy work we have done at On The Pen would be a massive understatement. Our advocacy work was highlighted in todays @FortuneMagazine expose on the rise of @EliLillyandCo. We even received some high praise from Lilly CEO Dave Ricks. #releasethevials #elililly #novonordisk #ozempic #wegovy #zepbound #onthepen #mounjaro #manonthemounjaro #tirzepatide #semaglutide #liraglutide #saxenda #victoza #glp1 #obesitymedicine #diabetes #diabesity #trulicity $LLY $NVO $VKTX" [X Link](https://x.com/anyuser/status/1819381072343314732) 2024-08-02T14:33Z [----] followers, [----] engagements "Hot Take: We dont need socialized medicine to get death panels in the United States we already have them. They are called PBMs. #pbmreform #pbm #humana #cvscaremark #optumrx #expressscripts" [X Link](https://x.com/anyuser/status/1847642763233247664) 2024-10-19T14:15Z [----] followers, [---] engagements "@DrNadolsky Reasonse people stop branded GLPs: [--]. Cost (formulary changes PBM harassment job change) [--]. Accessibility [--]. Switched to compound Most of these studies come from PBMs who want a headline" [X Link](https://x.com/ManOnThePen/status/1849952704652611756) 2024-10-25T23:14Z [----] followers, [----] engagements "Pic on the left: Appx [--] month before my #type2diabetes diagnosis. [---] pounds. A1C of [---] Pic on the right: [--] years into my journey to get healthy again. [--] years (almost) on #Mounjaro. [---] pounds. A1C of [---] While [--] pounds down might not be where Id choose to be its so much better than where I was. I feel so much better and Im so thankful that @EliLillyandCo has given me a shot at living a normal life as a diabetic. #onthepen" [X Link](https://x.com/anyuser/status/1850709654986276987) 2024-10-28T01:22Z [----] followers, [----] engagements "$VKTX coming in hot with the #Vikingtide data" [X Link](https://x.com/anyuser/status/1853291929674391995) 2024-11-04T04:23Z [----] followers, 50.9K 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](https://x.com/anyuser/status/1857529004468875662) 2024-11-15T21:00Z [----] followers, [----] engagements "Compound #tirzepatide lives on another month #zepbound #mounjaro" [X Link](https://x.com/anyuser/status/1859702642353766597) 2024-11-21T20:57Z [----] followers, [----] engagements "π How many scripts of compound #semaglutide #ozempic #wegovy $NVO $LLY" [X Link](https://x.com/anyuser/status/1860349184773079521) 2024-11-23T15:46Z [----] followers, [----] engagements "APC Responds to Novo Nordisk DDC Request for Semaglutide https://x.com/i/broadcasts/1OyKAZpoYwOGb https://x.com/i/broadcasts/1OyKAZpoYwOGb" [X Link](https://x.com/ManOnThePen/status/1864138977302986885) 2024-12-04T02:45Z [----] followers, [----] engagements "Novo Nordisk just paid $11.5B to expand manufacturing for CagriSema a drug that couldnt meaningfully outperform Tirzepatide (Mounjaro and Zepbound) for weight loss" [X Link](https://x.com/anyuser/status/1870090602869555228) 2024-12-20T12:55Z [----] followers, [----] engagements "π¨π¨π¨Zepbound becomes the first ever Obstructive Sleep Apnea medication" [X Link](https://x.com/anyuser/status/1870224989753893142) 2024-12-20T21:49Z [----] followers, [----] engagements "An inconvenient truth for big pharma: Compounded essential copy versions of GLP-1 work and pharma doesnt want to have to defend patents on their peptides in court. Are you taking compounded versions of Ozempic or Mounjaro If so drop your story below" [X Link](https://x.com/anyuser/status/1872650270880194858) 2024-12-27T14:26Z [----] followers, [----] engagements "We need an Operation Warp Speed for Obesity in America Increase funding for anti-obesity medicine Foster public-private partnerships Subsidize access & expand insurance coverage Fast-track FDA approvals for drugs & manufacturing Incentivize domestic production of AOM APIs and Prioritize manufacturing of medication vials VS complicated and wasteful injector pens Implement national bulk-buying programs Protect 503Bs to ease manufacturing constraints Reform SNAP & school meal programs Expand SNAP to cover fitness equipment Tax credits for wellness plan participation What am I missing" [X Link](https://x.com/ManOnThePen/status/1873015979359318470) 2024-12-28T14:39Z [----] followers, [----] engagements "If the MAHA movement fails to leverage the power of GLP-1 meds like Ozempic and Mounjaro it will have efforted in vain" [X Link](https://x.com/anyuser/status/1873251769834455261) 2024-12-29T06:16Z [----] followers, [---] engagements "Affordable Ozempic could save our healthcare system but too many of you morons hate fat people too much aknowledge that there may be a legitimate need for it" [X Link](https://x.com/anyuser/status/1875431308920549448) 2025-01-04T06:37Z [----] followers, [----] engagements "Retatrutide may pose some risk that Ozempic and Mounjaro do not" [X Link](https://x.com/anyuser/status/1883512368308912517) 2025-01-26T13:48Z [----] 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](https://x.com/ManOnThePen/status/1883932214624489679) 2025-01-27T17:36Z [----] followers, [----] engagements "That Indiana finish/fill site $NVO netted in the $CTLT acquisition at the end of [----] is looking pretty clutch right now" [X Link](https://x.com/ManOnThePen/status/1885884305366241616) 2025-02-02T02:53Z [----] followers, [---] engagements "@RealDoctorMike Because all dyes are created equal. Right Doc" [X Link](https://x.com/anyuser/status/1889815650681626937) 2025-02-12T23:15Z [----] followers, [----] engagements "The truth about GLP-1 (Ozempic and Mounjaro) meds Its locked behind investor reports and medical jargon. I break it down for patientsclear raw and real. If it affects access pricing or your health youll hear it here first. No fluff no spinjust what you need to know to fight for your health" [X Link](https://x.com/anyuser/status/1889912020545445986) 2025-02-13T05:38Z [----] followers, [----] engagements "Free Ozempic for all Thanks DOGE" [X Link](https://x.com/anyuser/status/1890510903931469899) 2025-02-14T21:18Z [----] followers, [----] engagements "$NVO is sending cease and desist letters to telehealth companies offering compounded versions of Semaglutide (Ozempic and Wegovy) $Hims $LLY" [X Link](https://x.com/anyuser/status/1895957642411184604) 2025-03-01T22:01Z [----] followers, 24.4K engagements "Out of respect for my sources and their request I will not be sharing the actual letters. But here is what I can confirm. These cease and desist notices sent on behalf of Novo Nordisk are coming from Covington law firm. The crackdown is real. And lets be honest this was never in question. If you are new here welcome. I am Dave Knapp Obesity Medicine Industry Insider and Patient Advocate. I do not make things up. $NVO $LLY $HIMS" [X Link](https://x.com/anyuser/status/1896317551300296831) 2025-03-02T21:51Z [----] followers, [----] engagements "π¨ EXCLUSIVE: Ive obtained a shareable cease & desist letter sent by Novo Nordisk to compounders regarding semaglutide. Here are the receipts. These letters are real and theyre hitting telehealths and pharmacies right now. Thank you to the folks brave enough to share. π» Redacted images below. $NVO $LLY $HIMS" [X Link](https://x.com/anyuser/status/1896601937807573254) 2025-03-03T16:41Z [----] followers, 24.1K engagements "π¨ Motion for preliminary injunction in OFA vs FDA tirzepatide case which would have spared compounders of enforcement over Tirzepatide during the ongoing lawsuit has been DENIED. Opinion sealed. Judge Pittman is also hearing the case over Semaglutide between OFA and FDA. $LLY $NVO $HIMS" [X Link](https://x.com/anyuser/status/1897430247999766656) 2025-03-05T23:33Z [----] followers, 31.6K engagements "When a 503b pharmacy compounds a drug in FDA shortage theyre not stealing intellectual property theyre fulfilling a legally recognized duty to patients. You cant have it both ways. If its a true copy then the safety concerns are overblown. If its inherently different and riskier then its not a stolen copy. Pick one. $HIMS" [X Link](https://x.com/anyuser/status/1898403358009880744) 2025-03-08T16:00Z [----] followers, [----] engagements "π¨ BREAKING: OFA has filed a Notice of Appeal taking the fight for compounded tirzepatide to the 5th Circuit Court of Appeals. This means they arent just waiting on summary judgment theyre pushing for a higher court review. This was expected" [X Link](https://x.com/anyuser/status/1899162976579461190) 2025-03-10T18:18Z [----] followers, [----] engagements "$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](https://x.com/anyuser/status/1901612478741504139) 2025-03-17T12:31Z [----] followers, [----] engagements "Eli Lilly is suing two compounders sending another deluge of cease and desist letters and reclaiming the market. And in my humble opinion their industry shifting move to offer Zepbound vials at $499/month with no insurance likely wouldnt exist without the pressure compounders created. Say what you will about the controversial topic of compounding but heres the truth: it forced Big Pharma to blink. Now the shortage is over. The legal hammer is dropping. And if youre still relying on a compounded version the clock is ticking. This moment is a turning point in obesity care. The compounders" [X Link](https://x.com/anyuser/status/1907019261584810037) 2025-04-01T10:36Z [----] followers, 18.3K engagements "Heres an official statement from Strive Pharmacy provided to OTP regarding the lawsuit filed against them by Eli Lilly today: This isnt just an attack on Strive Pharmacy this is an attack on personalized medicine patient access patient choice and healthcare provider discretion. This is a classic example of Big Pharma overstepping legitimate regulations and prioritizing their own interests over patients and the general public is catching on. If Strive Pharmacy is the only one holding the line so be it. Our patients and providers deserve our effort. Strive will vigorously defend our position" [X Link](https://x.com/anyuser/status/1907228841904615647) 2025-04-02T00:29Z [----] followers, [----] engagements "In an attempt to make sure they always stay several years behind the science The World Health Organization finally backs GLP-1 medications to treat obesity" [X Link](https://x.com/anyuser/status/1918020662876131723) 2025-05-01T19:12Z [----] followers, [---] engagements "My [--] main obesity medicine takeaways from todays $LLY earnings call. $NVO $HIMS $VKTX $AMG #mounjaro #zepbound #wegovy #ozempic" [X Link](https://x.com/anyuser/status/1918048608894468463) 2025-05-01T21:03Z [----] followers, [----] engagements "Ok @EliLillyandCo its time to make the announcement youre releasing all the vials and dropping prices. $lly" [X Link](https://x.com/anyuser/status/1920150576421073000) 2025-05-07T16:15Z [----] followers, [----] engagements "People that cant stand obese people getting their health back with GLP-1 meds. I call them OzemPricks. #mounjaro #zepbound #ozempic #wegovy" [X Link](https://x.com/anyuser/status/1921216152899862907) 2025-05-10T14:49Z [----] followers, [----] engagements "This could be massive. JUST IN: PRESIDENT TRUMP'S "MOST IMPORTANT AND IMPACTFUL" TRUTH EVER ISSUED "I am pleased to announce that Tomorrow morning in the White House at 9:00 A.M. I will be signing one of the most consequential Executive Orders in our Countrys history." https://t.co/YfyKzked0S JUST IN: PRESIDENT TRUMP'S "MOST IMPORTANT AND IMPACTFUL" TRUTH EVER ISSUED "I am pleased to announce that Tomorrow morning in the White House at 9:00 A.M. I will be signing one of the most consequential Executive Orders in our Countrys history." https://t.co/YfyKzked0S" [X Link](https://x.com/anyuser/status/1921696736331846029) 2025-05-11T22:39Z [----] followers, [----] engagements "$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](https://x.com/anyuser/status/1937180454311919974) 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](https://x.com/anyuser/status/1945713006853394648) 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 π¨ 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 π¨ NOVO NORDISK $NVO NOSEDIVES -20% ON DISASTROUS EARNINGS Cut guidance for the second time this year Cut Wegovy & Ozempic growth forecasts $60" [X Link](https://x.com/anyuser/status/1950186329590972749) 2025-07-29T13:27Z [----] followers, [----] engagements "Medicare and Medicaid to pilot programs to cover obesity drugs like Zepbound and Wegovy $lly $nvo $vktx" [X Link](https://x.com/anyuser/status/1951277728876974254) 2025-08-01T13:43Z [----] followers, [----] engagements "I **do** know who needs to hear this: taking obesity medications are not cheating theyre treating metabolic dysregulation and leveling the playing field. #zepbound #wegvoy $lly $nvo $vktx $hims" [X Link](https://x.com/anyuser/status/1952087227669893171) 2025-08-03T19:20Z [----] followers, [----] engagements "π¨ Novo Nordisk $NVO is facing a shareholder lawsuit due to its recent decision to lower its full-year growth outlook for revenue and operating profit citing headwinds in the GLP-1 market. $lly $hims" [X Link](https://x.com/anyuser/status/1952426433143349684) 2025-08-04T17:48Z [----] followers, [----] engagements "π¨BREAKING: Eli Lilly is raising Mounjaro prices in the UK by up to 170% starting next month. This is the first major move in a Most Favored Nation (MFN) global pricing reset. When will we see an announcement about the cost coming down in the US $lly $nvo $hims" [X Link](https://x.com/anyuser/status/1955984797538328753) 2025-08-14T13:28Z [----] followers, [----] engagements "@elonmusk Now do me with my Mounjaro pen" [X Link](https://x.com/anyuser/status/1956843869716533589) 2025-08-16T22:21Z [----] followers, [---] engagements "π¨ $LLY to submit Orforglipron to the FDA for the treatment of type [--] diabetes as patients saw up to 10.5% body weight reduction + 1.3% - 1.8% decline in A1C from a baseline of 8.1% across all three doses tested. Notable: Treatment discontinuation occurred in 19.1% of participants on the [--] mg dose 22.3% on the [--] mg dose and 20.5% on the [--] mg dose compared with 20% in the placebo group. $nvo $vktx" [X Link](https://x.com/anyuser/status/1960309542778024310) 2025-08-26T11:53Z [----] followers, [----] engagements "Eli Lilly VS Mochi Health Trial Update With Trial Atendee https://x.com/i/broadcasts/1RDGlAXMBdzJL https://x.com/i/broadcasts/1RDGlAXMBdzJL" [X Link](https://x.com/anyuser/status/1961586450065146329) 2025-08-30T00:27Z [----] followers, [----] engagements "$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](https://x.com/anyuser/status/1961888352845562069) 2025-08-30T20:26Z [----] followers, [----] engagements "π¨SHOCKING New head-to-head data: Wegovy (semaglutide) cut risk of heart attack stroke or death 57% more than Zepbound (tirzepatide) in people with obesity + CVD. Across all patients Wegovy showed a 29% lower risk too. π CV benefit looks specific to semaglutide not the whole GLP-1 class. $lly $nvo" [X Link](https://x.com/anyuser/status/1962157089469399315) 2025-08-31T14:14Z [----] followers, [----] engagements "π¨ 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 $hims" [X Link](https://x.com/anyuser/status/1962957838118010985) 2025-09-02T19:16Z [----] followers, 11.7K engagements "$LLY $NVO $HIMS π¨ BREAKING NEWS: Per Sabina Hemmi of BPI Labs is now challenging the Eli Lilly patent for Tirzepatide This brings the total to [--] active patent challenges from two separate outsourcing facilities. The other being Empower Pharmacy. http://GLPWinner.com http://GLPWinner.com" [X Link](https://x.com/anyuser/status/1963287022778609974) 2025-09-03T17:04Z [----] followers, 12.6K engagements "$LLY $NVO $HIMS I jumped the gun on the report of the LILLY versus MOCHI lawsuit. It has *not* been dismissed rather the defense has been granted a motion for Statement of Recent Decision. While I believe the case is still likely on track for dismissal it has not yet been dismissed. My take on compounds remains the same. Theyre not going anywhere without an act of legislation or the executive branch applying pressure to the FDA. Sorry for the confusion" [X Link](https://x.com/anyuser/status/1964007068601328030) 2025-09-05T16:45Z [----] followers, [----] engagements "$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](https://x.com/anyuser/status/1965228479689195619) 2025-09-09T01:39Z [----] followers, 12.1K engagements "In an extremely bullish move for compounded GLP-1 CEO of Olympia Pharmaceuticals was just appointed to the board of MAHA PAC which closely aligns with the agenda of HHS Secretary @RobertKennedyJr $LLY $NVO $HIMS" [X Link](https://x.com/anyuser/status/1965751540318441623) 2025-09-10T12:17Z [----] followers, [----] engagements "$hims $lly $nvo π¨ Breaking The Alliance for Pharmacy Compounding is backing H.R. [----] the Drug Shortage Compounding Patient Access Act. The bill would expand transparency in drug shortage reporting and give 503A/503B pharmacies clear authority to compound during shortages. Cc: @RepHarshbarger + Buddy Carter" [X Link](https://x.com/anyuser/status/1967577010856677848) 2025-09-15T13:11Z [----] followers, 12.1K engagements "$lly $nvo $guts The Revita program from @FractylHealth is extremely promising. Patient who stopped Tirzepatide and got the procedure kept losing those who stopped and didnt get it gained 10% back More data coming in 2026" [X Link](https://x.com/anyuser/status/1971702440732045786) 2025-09-26T22:24Z [----] followers, [----] engagements "CVS Caremark is reported to be in talks with Novo Nordisk to offer Wegovy at a $200 copay for all plan members. $LLY $HIMS $NVO $CVS" [X Link](https://x.com/anyuser/status/1973430928497320252) 2025-10-01T16:52Z [----] followers, 10.6K engagements "$HIMS $NVO $COST If you think COSTCO partnering with Novo is going to impact companies like Hims in some massive way consider this. The total addressable market for GLP-1 in the US is over [---------] people. It's even more now that otherwise healthy people are discovering the bennies of microdosing. By my estimates the surface has only been scratched when it comes to the TAM. Also the telehealth click funnel game is so unbelievably effective at acquiring new customers. I don't think any of them will lose a wink of sleep over these types announcements which are 100% about marketing. As a" [X Link](https://x.com/anyuser/status/1974667358946885698) 2025-10-05T02:46Z [----] followers, [----] engagements "$LLY $NVO $HIMS π¨ Strive Pharmacys motion to dismiss a lawsuit brought against them by Eli Lilly over their marketing of compounded Tirzepatide has been dismissed. Bullish compounds" [X Link](https://x.com/anyuser/status/1975989319291515052) 2025-10-08T18:19Z [----] followers, 10.6K engagements "$HIMS $LLY $NVO The judge that tossed the Lilly case against Strive Pharmacy said the following: "For patients with allergies or unique needs that make FDA-approved medications unsuitable compounded drugs are a godsend." Article forthcoming at subscribe now http://obesity.news http://obesity.news" [X Link](https://x.com/anyuser/status/1975994259028271515) 2025-10-08T18:38Z [----] followers, [----] engagements "π¨ BREAKING Trump tells reporters cost of Ozempic could soon be $150. Dr. Oz: Not Yet. Trump: But it will be we have other options What do you suppose the other options are $LLY $NVO $HIMS Hat tip: @NighthawkTradez" [X Link](https://x.com/anyuser/status/1978933014118683014) 2025-10-16T21:16Z [----] followers, [----] engagements "Hot Take: Payers expanding obesity treatment while simultaneously creating exhaustive barriers to getting said treatment is not really expanding access at all. $LLY $NVO" [X Link](https://x.com/anyuser/status/1980781359888294020) 2025-10-21T23:40Z [----] followers, [----] engagements "$LLY $NVO $HIMS Trump Announces Reduced GLP-1 Costs https://x.com/i/broadcasts/1kvKpMdokVgGE https://x.com/i/broadcasts/1kvKpMdokVgGE" [X Link](https://x.com/anyuser/status/1986462018224988296) 2025-11-06T15:53Z [----] followers, 15.9K engagements "$nvo $lly $pfe Novos stock is popping off and this is likely why" [X Link](https://x.com/anyuser/status/1988274047063650680) 2025-11-11T15:54Z [----] followers, 34.4K engagements "$LLY $NVO $VKTX Give me [--] seconds Ill tell you why the vast majority of US citizens will be on GLP-1 like meds in the near future" [X Link](https://x.com/anyuser/status/1989182306502775059) 2025-11-14T04:03Z [----] followers, [----] engagements "$NVO $COST $HIMS $LLY π¨ π¨ π¨ 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 $499 for Ozempic 2mg pen Note: The source shared this on condition of anonymity so take it for what it is worth" [X Link](https://x.com/anyuser/status/1989787945403060708) 2025-11-15T20:09Z [----] followers, 62.9K engagements "$HIMS controversial Super Bowl compound glp-1 commercial review" [X Link](https://x.com/ManOnThePen/status/1887978708390052056) 2025-02-07T21:36Z [----] followers, [----] engagements "Mass-compounding of 503b Tirzepatide is ramping back up. $lly $nvo $hims $vktx" [X Link](https://x.com/ManOnThePen/status/1951101135168872821) 2025-08-01T02:02Z [----] followers, 44.8K engagements "$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](https://x.com/ManOnThePen/status/1975019013727039996) 2025-10-06T02:03Z [----] followers, 13.1K engagements "π¨ Breaking News: A new Texas lawsuit claims Eli Lilly $LLY pushed Mounjaro & Zepbound by giving doctors free nurses and insurance help perks that could be illegal according to the filing. $NVO #OnThePen" [X Link](https://x.com/ManOnThePen/status/1955340364010909911) 2025-08-12T18:47Z [----] followers, [----] engagements "π¨ Judges sentiment in todays Eli Lilly VS Mochi health lawsuit hearing over compounded forms of Mounjaro and Zepbound: Lilly did not substantiate any damages and should take their enforcement frustrations up with the FDA. Lilly will have a chance to resubmit their case. $LLY #NVO $HIMS" [X Link](https://x.com/ManOnThePen/status/1961162635682222559) 2025-08-28T20:23Z [----] followers, [----] engagements "Breaking News: Tirzepatide and Semaglutide Compound Lawsuits $NVO $LLY $HIMS" [X Link](https://x.com/ManOnThePen/status/1915629008043094453) 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](https://x.com/anyuser/status/1920120540301279390) 2025-05-07T14:16Z [----] followers, 12K engagements "π¨ 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 $NVO" [X Link](https://x.com/ManOnThePen/status/1971184112221209031) 2025-09-25T12:04Z [----] followers, 23.9K engagements "$LLY $NVO $HIMS π¨ π¨ π¨ Today Dr. Mehmet Oz CMS Administrator says hes intrigued by GLP-1 meds for weight loss but isnt ready to comment as to whether Medicare will cover them as commenting would be market moving. Tells CNBC at the Aspen Institute: Were in the middle of a lot of action youll be hearing more about it very soon. Bullish for patient accessibility" [X Link](https://x.com/ManOnThePen/status/1975349758177820971) 2025-10-06T23:57Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ManOnThePen On The Penβ’On The Penβ’ posts on X about $nvo, $lly, $hims, hims the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 67.24% finance 11.21% currencies 1.72% countries 1.72% celebrities 1.72% cryptocurrencies 1.72% social networks 0.86% technology brands 0.86% automotive brands 0.86%
Social topic influence $nvo #33, $lly #16, $hims #226, hims 21.55%, eli lilly #19, in the 10.34%, $vktx #8, compound 7.76%, market #4292, health 6.9%
Top accounts mentioned or mentioned by @elilillyandco @idomeneus_og @researchpulse1 @allurionceo @bioinvestor24 @drnadolsky @elonmusk @cordenpharma @alluriontech @kaileratx @ro @serenawilliams @g0ingmad @michaelalbertmd @fortunemagazine @realdoctormike @robertkennedyjr @repharshbarger @fractylhealth @nighthawktradez
Top assets mentioned Novo-Nordisk (NVO) Eli Lilly and Company (LLY) Hims & Hers Health, Inc. (HIMS) Viking Therapeutics, Inc (VKTX) Pfizer, Inc. (PFE) Fractyl Health, Inc. (GUTS) CVS Health Corp (CVS) Catalent Inc (CTLT) Costco Hot Dog (COST) Costco Wholesale Corporation (COST) Metsera, Inc. (MTSR) Allurion Technologies, Inc. (ALUR)
Top posts by engagements in the last [--] hours
"$NVO $LLY π¨ π¨ BREAKING NEWS ACCORDING TO BLOOMBERG REPORT: NOVO NORDISK TO RELEASE WEGOVY IN VIALS IN THE US MARKET. NOTE: FDA HAS YET TO APPROVE OR PUBLISH A NEW MEDICATION GUIDE SO TIMETABLES REMAIN IN QUESTION"
X Link 2026-02-12T05:21Z [----] followers, 13.1K engagements
"$VKTX $LLY $NVO π¨ 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, 10.6K engagements
"Bet. Compounded GLP-1 (Rx) meds are still here in [--] months or you have me on your podcast. π If theyre shut down Ill do the truffle shuffle in front of Eli Lillys hq with I miss compounds painted on my belly. Here is what will (likely) soon happen: All compounded and gray market GLPs (reta. and priors) will be highly illegal to sell meaning any sites carrying these will be uniformly shut down. Other peptides will remain available. This is just a prediction but Ill take any bet. Here is what will (likely) soon happen: All compounded and gray market GLPs (reta. and priors) will be highly"
X Link 2026-02-14T22:09Z [----] followers, [----] engagements
"FDA Inspections find HAIR in Injectable Medications at $NVO Owned $CTLT Facility. $LLY has also used Catalent. https://x.com/i/broadcasts/1RDxlAeAObEKL https://x.com/i/broadcasts/1RDxlAeAObEKL"
X Link 2025-08-22T20:03Z [----] followers, [----] engagements
"$VKTX $NVO $MTSR $PFE I have been talking about Viking and VK2735 for almost three years now and back then I even started calling it Vikingtide. The science is real and the momentum is real but I still think they are a prime acquisition target because they need one. What they do not have is a strong oral peptide delivery engine something on the level of Metseras MOMENTUM platform which is exactly why Novo and Pfizer were willing to spend big to lock it down. That plus HALO And when you step back it becomes sort of obvious. Oral VK2735 looked incredible in phase [--] but to hit those numbers they"
X Link 2025-11-20T01:41Z [----] followers, [----] engagements
"$GUTS $LLY $NVO $HIMS π¨ MASSIVE NEW GLP-1 DATA: Patients who stopped their #GLP1 after losing 24% of their body weight held those results for [--] months after a SINGLE #Revita procedure. Only 1.5% weight change. No bounce back. Usual regain after stopping GLP-1s is closer to 10%. This is shaping up to be a real solve for regain after discontinuation. #fractylforward #onthepen #offthepen https://twitter.com/i/web/status/1995869961168806392 https://twitter.com/i/web/status/1995869961168806392"
X Link 2025-12-02T14:57Z [----] followers, 14.3K engagements
"$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. π§΅ 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 $7 per share sometime in [----] True False True False"
X Link 2026-01-01T21:23Z [----] followers, [---] engagements
"$ALUR $LLY $NVO What @allurionceo and @alluriontech are working on in the obesity space is super exciting as a slow responder to #GLP1 therapies. Learn more about what they are doing and why theyre getting so many excited in the obesity space in this interview with their CEO Shantanu Gaur. https://twitter.com/i/web/status/2013345697890816359 https://twitter.com/i/web/status/2013345697890816359"
X Link 2026-01-19T20:19Z [----] followers, [----] engagements
"$LLY $NVO $GUTS GLP-1 Talk Show https://x.com/i/broadcasts/1lDxLBPAoDRGm https://x.com/i/broadcasts/1lDxLBPAoDRGm"
X Link 2026-01-30T17:00Z [----] followers, [---] engagements
"$PFE $LLY $NVO $VKTX Pfizers acquisition of Metsera just faced its first real test with Phase 2b VESPER [--] data for PF3944 (MET 097i) an ultra long acting GLP-1 designed for monthly dosing. The topline result met its primary endpoint but the deeper story is more nuanced. A thread. https://twitter.com/i/web/status/2018724246579483113 https://twitter.com/i/web/status/2018724246579483113"
X Link 2026-02-03T16:32Z [----] followers, [----] engagements
"THE DATA: At [--] weeks PF3944 delivered 12.3% weight loss versus placebo with the placebo arm flat neither gaining nor losing weight. That confirms the drug works but it does not place it ahead of current category leaders. Eli Lilly has already reset expectations with higher efficacy from weekly dual and triple agonists. Pfizer now projects that a higher [---] mg monthly dose equivalent to [---] mg weekly could reach 16% weight loss at [--] weeks based on internal modeling. That would be competitive but this remains projected not yet proven in patients."
X Link 2026-02-03T16:32Z [----] followers, [---] engagements
"$PFE $LLY $NVO Pfizer bought a $10B ticket to the obesity party. Given today's data on their long acting GLP-1 what role will they play We explore that on today's podcast"
X Link 2026-02-03T20:14Z [----] followers, [----] engagements
"$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
"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
"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 $nvo"
X Link 2026-02-05T20:10Z [----] followers, [----] engagements
"$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
"π¨ π¨ π¨ FDA announces intent to: restrict GLP-1 active pharmaceutical ingredients (APIs) intended for use in non-FDA-approved compounded drugs $hims $lly $nvo https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs"
X Link 2026-02-06T22:25Z [----] followers, [----] engagements
"Holy crap. This industry is wild. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us"
X Link 2026-02-07T20:04Z [----] followers, [----] engagements
"$NVO $HIMS π§΅ Everyone is focused on SNAC with the HIMS semaglutide pill saga. Understandably so. Weve been talking about this tech for [--] years at OTP. Forget SNAC. Heres the main issue with calling any form of compounded semaglutide the same active ingredient in Wegovy and Ozempic https://twitter.com/i/web/status/2020247770385309875 https://twitter.com/i/web/status/2020247770385309875"
X Link 2026-02-07T21:26Z [----] followers, 13.4K engagements
"3/3 It simply isnt legal for a compounder to call them the same. Because the FD&C Act (which defines compounding) combined with FDA enforcement guidance treats that kind of statement as implying equivalence or substitutability. Even if chemically true at a high level the FDA cares about how the claim functions in the mind of a patient or prescriber. From the FDAs perspective that statement can imply all of the following even if you do not say them explicitly: Same safety profile Same efficacy Same clinical performance Same regulatory status And that crosses into misbranding territory under"
X Link 2026-02-07T21:26Z [----] followers, [----] engagements
"$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
"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
"π¨ 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
"π¨ π¨ π¨ 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 $NVO https://twitter.com/i/web/status/2019506730607271976 https://twitter.com/i/web/status/2019506730607271976"
X Link 2026-02-05T20:21Z [----] followers, 79.1K engagements
"$VKTX $LLY $NVO When assessing the potential market value of #VK2735 keep in mind that during the MFN announcements we learned that there were agreements that Zepbound and Wegovy would be offered cash pay at $250 within [--] months. (Admittedly that could mean many things but the implication was all doses) Also of note at a closed press briefing with Lilly (I was personally on the call) Ricks stated that #retatrutide was not part of the negotiations. https://twitter.com/i/web/status/2023250670170657091 https://twitter.com/i/web/status/2023250670170657091"
X Link 2026-02-16T04:18Z [----] followers, [----] engagements
"$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
"@bioinvestor24 But certainly the price of Zepbound at the time of the potential VK launch affects the go to market strategy of [----] no"
X Link 2026-02-16T04:38Z [----] followers, [---] engagements
"#Ribupatide GLP-1 + GIP oral peptides de from @kaileratx impresses with phase [--] data"
X Link 2026-02-11T00:59Z [----] followers, [----] engagements
"This is already being positioned to the market as the drug for advanced metabolic disease. It will be a game changer among game changers. All this lazy post does is highlight the fact that most people who need it should be taking it with Dr. supervision. Also there's little evidence that it preserves muscle mass. https://twitter.com/i/web/status/2023429600181641582 https://twitter.com/i/web/status/2023429600181641582"
X Link 2026-02-16T16:09Z [----] 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
"$NVO $LLY $HIMS In a letter from the FDA Novo Nordisk was warned that their #SuperBowl commercial ran afoul of the Food Drug and Cosmetic Act. According to the letter: FDA has determined that the TV ad is false or misleading. Thus the TV ad misbrands Wegovy and makes the distribution of the drug in violation of the Federal Food Drug and Cosmetic Act (FD&C Act). The core issue was with a claim that oral Wegovy provides superior efficacy and/or safety over other GLP-1 drugs. Novo has [--] days to respond. H/t: @g0ingmad https://twitter.com/i/web/status/2020893073589338430"
X Link 2026-02-09T16:10Z [----] followers, 36.1K engagements
"$LLY $NVO $HIMS Payback for Most Favored Nations or genuine concern"
X Link 2026-02-16T23:15Z [----] followers, [----] engagements
"Do we want to trade the calming peaceful and informative experience of local pharmacies with the lifeless dingy depressing experience of the PBM owned #pharmacies #pharmacist #pharmacy #SaveTheIndies #mounjaro #zepbound #ozempic #wegovy #onthepen #manonthemounjaro"
X Link 2024-01-23T04:29Z [----] 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
"π§ͺ π§ͺ π§ͺ Banned on TikTok another update from the FDA re: #Zepbound single dose vials. #ReleaseTheVials #OnThePen #Mounjaro #EliLilly"
X Link 2024-04-15T16:31Z [----] followers, [----] engagements
"#Zepbound vials show up on CVS Caremark formulary #ReleaseTheVials #OnThePen #Mounjaro"
X Link 2024-04-16T00:51Z [----] followers, [----] engagements
"π¨BREAKING: Major #EliLilly #Zepbound #Mounjaro Supply News #Releasethevials #onthepen"
X Link 2024-04-22T15:38Z [----] followers, [----] engagements
"This may be the end of mass-compounding of Tirzepatide. Fight back. Report your shortage to the FDA here: #zepbound #mounjaro #tirzepatide https://cdernextgenportal.fda.gov/publicportal/s/dsm-submission https://cdernextgenportal.fda.gov/publicportal/s/dsm-submission"
X Link 2024-08-01T19:13Z [----] followers, [----] engagements
"To say that I am extremely proud of the advocacy work we have done at On The Pen would be a massive understatement. Our advocacy work was highlighted in todays @FortuneMagazine expose on the rise of @EliLillyandCo. We even received some high praise from Lilly CEO Dave Ricks. #releasethevials #elililly #novonordisk #ozempic #wegovy #zepbound #onthepen #mounjaro #manonthemounjaro #tirzepatide #semaglutide #liraglutide #saxenda #victoza #glp1 #obesitymedicine #diabetes #diabesity #trulicity $LLY $NVO $VKTX"
X Link 2024-08-02T14:33Z [----] followers, [----] engagements
"Hot Take: We dont need socialized medicine to get death panels in the United States we already have them. They are called PBMs. #pbmreform #pbm #humana #cvscaremark #optumrx #expressscripts"
X Link 2024-10-19T14:15Z [----] followers, [---] engagements
"@DrNadolsky Reasonse people stop branded GLPs: [--]. Cost (formulary changes PBM harassment job change) [--]. Accessibility [--]. Switched to compound Most of these studies come from PBMs who want a headline"
X Link 2024-10-25T23:14Z [----] followers, [----] engagements
"Pic on the left: Appx [--] month before my #type2diabetes diagnosis. [---] pounds. A1C of [---] Pic on the right: [--] years into my journey to get healthy again. [--] years (almost) on #Mounjaro. [---] pounds. A1C of [---] While [--] pounds down might not be where Id choose to be its so much better than where I was. I feel so much better and Im so thankful that @EliLillyandCo has given me a shot at living a normal life as a diabetic. #onthepen"
X Link 2024-10-28T01:22Z [----] followers, [----] engagements
"$VKTX coming in hot with the #Vikingtide data"
X Link 2024-11-04T04:23Z [----] followers, 50.9K 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
"Compound #tirzepatide lives on another month #zepbound #mounjaro"
X Link 2024-11-21T20:57Z [----] followers, [----] engagements
"π How many scripts of compound #semaglutide #ozempic #wegovy $NVO $LLY"
X Link 2024-11-23T15:46Z [----] followers, [----] engagements
"APC Responds to Novo Nordisk DDC Request for Semaglutide https://x.com/i/broadcasts/1OyKAZpoYwOGb https://x.com/i/broadcasts/1OyKAZpoYwOGb"
X Link 2024-12-04T02:45Z [----] followers, [----] engagements
"Novo Nordisk just paid $11.5B to expand manufacturing for CagriSema a drug that couldnt meaningfully outperform Tirzepatide (Mounjaro and Zepbound) for weight loss"
X Link 2024-12-20T12:55Z [----] followers, [----] engagements
"π¨π¨π¨Zepbound becomes the first ever Obstructive Sleep Apnea medication"
X Link 2024-12-20T21:49Z [----] followers, [----] engagements
"An inconvenient truth for big pharma: Compounded essential copy versions of GLP-1 work and pharma doesnt want to have to defend patents on their peptides in court. Are you taking compounded versions of Ozempic or Mounjaro If so drop your story below"
X Link 2024-12-27T14:26Z [----] followers, [----] engagements
"We need an Operation Warp Speed for Obesity in America Increase funding for anti-obesity medicine Foster public-private partnerships Subsidize access & expand insurance coverage Fast-track FDA approvals for drugs & manufacturing Incentivize domestic production of AOM APIs and Prioritize manufacturing of medication vials VS complicated and wasteful injector pens Implement national bulk-buying programs Protect 503Bs to ease manufacturing constraints Reform SNAP & school meal programs Expand SNAP to cover fitness equipment Tax credits for wellness plan participation What am I missing"
X Link 2024-12-28T14:39Z [----] followers, [----] engagements
"If the MAHA movement fails to leverage the power of GLP-1 meds like Ozempic and Mounjaro it will have efforted in vain"
X Link 2024-12-29T06:16Z [----] followers, [---] engagements
"Affordable Ozempic could save our healthcare system but too many of you morons hate fat people too much aknowledge that there may be a legitimate need for it"
X Link 2025-01-04T06:37Z [----] followers, [----] engagements
"Retatrutide may pose some risk that Ozempic and Mounjaro do not"
X Link 2025-01-26T13:48Z [----] 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
"That Indiana finish/fill site $NVO netted in the $CTLT acquisition at the end of [----] is looking pretty clutch right now"
X Link 2025-02-02T02:53Z [----] followers, [---] engagements
"@RealDoctorMike Because all dyes are created equal. Right Doc"
X Link 2025-02-12T23:15Z [----] followers, [----] engagements
"The truth about GLP-1 (Ozempic and Mounjaro) meds Its locked behind investor reports and medical jargon. I break it down for patientsclear raw and real. If it affects access pricing or your health youll hear it here first. No fluff no spinjust what you need to know to fight for your health"
X Link 2025-02-13T05:38Z [----] followers, [----] engagements
"Free Ozempic for all Thanks DOGE"
X Link 2025-02-14T21:18Z [----] followers, [----] engagements
"$NVO is sending cease and desist letters to telehealth companies offering compounded versions of Semaglutide (Ozempic and Wegovy) $Hims $LLY"
X Link 2025-03-01T22:01Z [----] followers, 24.4K engagements
"Out of respect for my sources and their request I will not be sharing the actual letters. But here is what I can confirm. These cease and desist notices sent on behalf of Novo Nordisk are coming from Covington law firm. The crackdown is real. And lets be honest this was never in question. If you are new here welcome. I am Dave Knapp Obesity Medicine Industry Insider and Patient Advocate. I do not make things up. $NVO $LLY $HIMS"
X Link 2025-03-02T21:51Z [----] followers, [----] engagements
"π¨ EXCLUSIVE: Ive obtained a shareable cease & desist letter sent by Novo Nordisk to compounders regarding semaglutide. Here are the receipts. These letters are real and theyre hitting telehealths and pharmacies right now. Thank you to the folks brave enough to share. π» Redacted images below. $NVO $LLY $HIMS"
X Link 2025-03-03T16:41Z [----] followers, 24.1K engagements
"π¨ Motion for preliminary injunction in OFA vs FDA tirzepatide case which would have spared compounders of enforcement over Tirzepatide during the ongoing lawsuit has been DENIED. Opinion sealed. Judge Pittman is also hearing the case over Semaglutide between OFA and FDA. $LLY $NVO $HIMS"
X Link 2025-03-05T23:33Z [----] followers, 31.6K engagements
"When a 503b pharmacy compounds a drug in FDA shortage theyre not stealing intellectual property theyre fulfilling a legally recognized duty to patients. You cant have it both ways. If its a true copy then the safety concerns are overblown. If its inherently different and riskier then its not a stolen copy. Pick one. $HIMS"
X Link 2025-03-08T16:00Z [----] followers, [----] engagements
"π¨ BREAKING: OFA has filed a Notice of Appeal taking the fight for compounded tirzepatide to the 5th Circuit Court of Appeals. This means they arent just waiting on summary judgment theyre pushing for a higher court review. This was expected"
X Link 2025-03-10T18:18Z [----] followers, [----] engagements
"$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
"Eli Lilly is suing two compounders sending another deluge of cease and desist letters and reclaiming the market. And in my humble opinion their industry shifting move to offer Zepbound vials at $499/month with no insurance likely wouldnt exist without the pressure compounders created. Say what you will about the controversial topic of compounding but heres the truth: it forced Big Pharma to blink. Now the shortage is over. The legal hammer is dropping. And if youre still relying on a compounded version the clock is ticking. This moment is a turning point in obesity care. The compounders"
X Link 2025-04-01T10:36Z [----] followers, 18.3K engagements
"Heres an official statement from Strive Pharmacy provided to OTP regarding the lawsuit filed against them by Eli Lilly today: This isnt just an attack on Strive Pharmacy this is an attack on personalized medicine patient access patient choice and healthcare provider discretion. This is a classic example of Big Pharma overstepping legitimate regulations and prioritizing their own interests over patients and the general public is catching on. If Strive Pharmacy is the only one holding the line so be it. Our patients and providers deserve our effort. Strive will vigorously defend our position"
X Link 2025-04-02T00:29Z [----] followers, [----] engagements
"In an attempt to make sure they always stay several years behind the science The World Health Organization finally backs GLP-1 medications to treat obesity"
X Link 2025-05-01T19:12Z [----] followers, [---] engagements
"My [--] main obesity medicine takeaways from todays $LLY earnings call. $NVO $HIMS $VKTX $AMG #mounjaro #zepbound #wegovy #ozempic"
X Link 2025-05-01T21:03Z [----] followers, [----] engagements
"Ok @EliLillyandCo its time to make the announcement youre releasing all the vials and dropping prices. $lly"
X Link 2025-05-07T16:15Z [----] followers, [----] engagements
"People that cant stand obese people getting their health back with GLP-1 meds. I call them OzemPricks. #mounjaro #zepbound #ozempic #wegovy"
X Link 2025-05-10T14:49Z [----] followers, [----] engagements
"This could be massive. JUST IN: PRESIDENT TRUMP'S "MOST IMPORTANT AND IMPACTFUL" TRUTH EVER ISSUED "I am pleased to announce that Tomorrow morning in the White House at 9:00 A.M. I will be signing one of the most consequential Executive Orders in our Countrys history." https://t.co/YfyKzked0S JUST IN: PRESIDENT TRUMP'S "MOST IMPORTANT AND IMPACTFUL" TRUTH EVER ISSUED "I am pleased to announce that Tomorrow morning in the White House at 9:00 A.M. I will be signing one of the most consequential Executive Orders in our Countrys history." https://t.co/YfyKzked0S"
X Link 2025-05-11T22:39Z [----] followers, [----] engagements
"$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 π¨ 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 π¨ 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
"Medicare and Medicaid to pilot programs to cover obesity drugs like Zepbound and Wegovy $lly $nvo $vktx"
X Link 2025-08-01T13:43Z [----] followers, [----] engagements
"I do know who needs to hear this: taking obesity medications are not cheating theyre treating metabolic dysregulation and leveling the playing field. #zepbound #wegvoy $lly $nvo $vktx $hims"
X Link 2025-08-03T19:20Z [----] followers, [----] engagements
"π¨ Novo Nordisk $NVO is facing a shareholder lawsuit due to its recent decision to lower its full-year growth outlook for revenue and operating profit citing headwinds in the GLP-1 market. $lly $hims"
X Link 2025-08-04T17:48Z [----] followers, [----] engagements
"π¨BREAKING: Eli Lilly is raising Mounjaro prices in the UK by up to 170% starting next month. This is the first major move in a Most Favored Nation (MFN) global pricing reset. When will we see an announcement about the cost coming down in the US $lly $nvo $hims"
X Link 2025-08-14T13:28Z [----] followers, [----] engagements
"@elonmusk Now do me with my Mounjaro pen"
X Link 2025-08-16T22:21Z [----] followers, [---] engagements
"π¨ $LLY to submit Orforglipron to the FDA for the treatment of type [--] diabetes as patients saw up to 10.5% body weight reduction + 1.3% - 1.8% decline in A1C from a baseline of 8.1% across all three doses tested. Notable: Treatment discontinuation occurred in 19.1% of participants on the [--] mg dose 22.3% on the [--] mg dose and 20.5% on the [--] mg dose compared with 20% in the placebo group. $nvo $vktx"
X Link 2025-08-26T11:53Z [----] followers, [----] engagements
"Eli Lilly VS Mochi Health Trial Update With Trial Atendee https://x.com/i/broadcasts/1RDGlAXMBdzJL https://x.com/i/broadcasts/1RDGlAXMBdzJL"
X Link 2025-08-30T00:27Z [----] followers, [----] engagements
"$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
"π¨SHOCKING New head-to-head data: Wegovy (semaglutide) cut risk of heart attack stroke or death 57% more than Zepbound (tirzepatide) in people with obesity + CVD. Across all patients Wegovy showed a 29% lower risk too. π CV benefit looks specific to semaglutide not the whole GLP-1 class. $lly $nvo"
X Link 2025-08-31T14:14Z [----] followers, [----] engagements
"π¨ 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 $HIMS π¨ BREAKING NEWS: Per Sabina Hemmi of BPI Labs is now challenging the Eli Lilly patent for Tirzepatide This brings the total to [--] active patent challenges from two separate outsourcing facilities. The other being Empower Pharmacy. http://GLPWinner.com http://GLPWinner.com"
X Link 2025-09-03T17:04Z [----] followers, 12.6K engagements
"$LLY $NVO $HIMS I jumped the gun on the report of the LILLY versus MOCHI lawsuit. It has not been dismissed rather the defense has been granted a motion for Statement of Recent Decision. While I believe the case is still likely on track for dismissal it has not yet been dismissed. My take on compounds remains the same. Theyre not going anywhere without an act of legislation or the executive branch applying pressure to the FDA. Sorry for the confusion"
X Link 2025-09-05T16:45Z [----] followers, [----] engagements
"$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
"In an extremely bullish move for compounded GLP-1 CEO of Olympia Pharmaceuticals was just appointed to the board of MAHA PAC which closely aligns with the agenda of HHS Secretary @RobertKennedyJr $LLY $NVO $HIMS"
X Link 2025-09-10T12:17Z [----] followers, [----] engagements
"$hims $lly $nvo π¨ Breaking The Alliance for Pharmacy Compounding is backing H.R. [----] the Drug Shortage Compounding Patient Access Act. The bill would expand transparency in drug shortage reporting and give 503A/503B pharmacies clear authority to compound during shortages. Cc: @RepHarshbarger + Buddy Carter"
X Link 2025-09-15T13:11Z [----] followers, 12.1K engagements
"$lly $nvo $guts The Revita program from @FractylHealth is extremely promising. Patient who stopped Tirzepatide and got the procedure kept losing those who stopped and didnt get it gained 10% back More data coming in 2026"
X Link 2025-09-26T22:24Z [----] followers, [----] engagements
"CVS Caremark is reported to be in talks with Novo Nordisk to offer Wegovy at a $200 copay for all plan members. $LLY $HIMS $NVO $CVS"
X Link 2025-10-01T16:52Z [----] followers, 10.6K engagements
"$HIMS $NVO $COST If you think COSTCO partnering with Novo is going to impact companies like Hims in some massive way consider this. The total addressable market for GLP-1 in the US is over [---------] people. It's even more now that otherwise healthy people are discovering the bennies of microdosing. By my estimates the surface has only been scratched when it comes to the TAM. Also the telehealth click funnel game is so unbelievably effective at acquiring new customers. I don't think any of them will lose a wink of sleep over these types announcements which are 100% about marketing. As a"
X Link 2025-10-05T02:46Z [----] followers, [----] engagements
"$LLY $NVO $HIMS π¨ Strive Pharmacys motion to dismiss a lawsuit brought against them by Eli Lilly over their marketing of compounded Tirzepatide has been dismissed. Bullish compounds"
X Link 2025-10-08T18:19Z [----] followers, 10.6K engagements
"$HIMS $LLY $NVO The judge that tossed the Lilly case against Strive Pharmacy said the following: "For patients with allergies or unique needs that make FDA-approved medications unsuitable compounded drugs are a godsend." Article forthcoming at subscribe now http://obesity.news http://obesity.news"
X Link 2025-10-08T18:38Z [----] followers, [----] engagements
"π¨ BREAKING Trump tells reporters cost of Ozempic could soon be $150. Dr. Oz: Not Yet. Trump: But it will be we have other options What do you suppose the other options are $LLY $NVO $HIMS Hat tip: @NighthawkTradez"
X Link 2025-10-16T21:16Z [----] followers, [----] engagements
"Hot Take: Payers expanding obesity treatment while simultaneously creating exhaustive barriers to getting said treatment is not really expanding access at all. $LLY $NVO"
X Link 2025-10-21T23:40Z [----] followers, [----] engagements
"$LLY $NVO $HIMS Trump Announces Reduced GLP-1 Costs https://x.com/i/broadcasts/1kvKpMdokVgGE https://x.com/i/broadcasts/1kvKpMdokVgGE"
X Link 2025-11-06T15:53Z [----] followers, 15.9K engagements
"$nvo $lly $pfe Novos stock is popping off and this is likely why"
X Link 2025-11-11T15:54Z [----] followers, 34.4K engagements
"$LLY $NVO $VKTX Give me [--] seconds Ill tell you why the vast majority of US citizens will be on GLP-1 like meds in the near future"
X Link 2025-11-14T04:03Z [----] followers, [----] engagements
"$NVO $COST $HIMS $LLY π¨ π¨ π¨ 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 $499 for Ozempic 2mg pen Note: The source shared this on condition of anonymity so take it for what it is worth"
X Link 2025-11-15T20:09Z [----] followers, 62.9K engagements
"$HIMS controversial Super Bowl compound glp-1 commercial review"
X Link 2025-02-07T21:36Z [----] followers, [----] engagements
"Mass-compounding of 503b Tirzepatide is ramping back up. $lly $nvo $hims $vktx"
X Link 2025-08-01T02:02Z [----] followers, 44.8K engagements
"$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
"π¨ Breaking News: A new Texas lawsuit claims Eli Lilly $LLY pushed Mounjaro & Zepbound by giving doctors free nurses and insurance help perks that could be illegal according to the filing. $NVO #OnThePen"
X Link 2025-08-12T18:47Z [----] followers, [----] engagements
"π¨ Judges sentiment in todays Eli Lilly VS Mochi health lawsuit hearing over compounded forms of Mounjaro and Zepbound: Lilly did not substantiate any damages and should take their enforcement frustrations up with the FDA. Lilly will have a chance to resubmit their case. $LLY #NVO $HIMS"
X Link 2025-08-28T20:23Z [----] 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
"π¨ 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 $NVO"
X Link 2025-09-25T12:04Z [----] followers, 23.9K engagements
"$LLY $NVO $HIMS π¨ π¨ π¨ Today Dr. Mehmet Oz CMS Administrator says hes intrigued by GLP-1 meds for weight loss but isnt ready to comment as to whether Medicare will cover them as commenting would be market moving. Tells CNBC at the Aspen Institute: Were in the middle of a lot of action youll be hearing more about it very soon. Bullish for patient accessibility"
X Link 2025-10-06T23:57Z [----] followers, [----] engagements
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