This week’s episode dives into one of the most exciting moments we’ve seen yet in obesity medicine. We break down brand-new data on Wave Life Sciences’ single-injection therapy—showing visceral fat loss, total fat reduction, and even increased lean muscle—marking a major shift toward “quality of weight loss,” not just the number on the scale. We also explore the latest on amylin drugs from Novo Nordisk and Eli Lilly, updates on oral GLP-1s like orforglipron and alaniglipron, and why maintenance therapies are becoming the next big frontier. Dave also covers the ongoing counterfeit Ozempic problem and what patients need to look for. It’s a packed episode with everything you need to understand where obesity treatment is headed next.

On The Pen With Dave Knapp

[email protected] (Bleav + Dave Knapp Man On The Mounjaro)

Mounjaro vs. New Obesity Drugs: Why Wave-007 Is Stealing the Spotlight

DEC 9, 202534 MIN
On The Pen With Dave Knapp

Mounjaro vs. New Obesity Drugs: Why Wave-007 Is Stealing the Spotlight

DEC 9, 202534 MIN

Description

Episode Timeline & Main Topics 00:00 — Opening & Community Update • First week doing the podcast fully live thanks to the On The Pen community • Overview of why this week’s news is a major turning point in obesity medicine 02:30 — Introducing the “One-and-Done” Obesity Drug (Wave Life Sciences) • WVE-007 early data drops • Why this therapy is unlike GLP-1s or any nutrient-stimulated hormone • Fat loss results and lean-mass increase 06:30 — How Wave-007 Works: INHBE Gene Silencing • Mechanism behind visceral fat reduction • Why this shifts the field toward “quality of weight loss” 09:15 — Why Lean-Mass Preservation Matters • Current GLP-1 medications and muscle loss • Why women dominate trial enrollment and the larger implications • Medicare patients and the coming wave of GLP-1 coverage 13:45 — The Future of Maintenance Therapies • Fractyl Health Revita results • Lilly’s orforglipron maintenance design • Why “holding the line” after GLP-1 therapy is the next major category 17:30 — Amylin Agonists: Cagrelintide vs. Eloralintide • Novo’s delays and the strategy behind them • Lilly’s surprising phase 2 results (up to 20% weight loss) • Combination therapies with tirzepatide or retatrutide 22:30 — FDA Pipeline Acceleration • Potential removal of traditional phase 3 trials • How this speeds up the arrival of next-generation therapies 24:15 — Oral GLP-1 Small Molecules (Structure Therapeutics) • Alaniglipron data and the stock surge • Comparisons to orforglipron and past failures like denuglipron • Why Dave remains skeptical 28:40 — Sponsor Break: Shed & Shapa • Access, coaching, and patient support • Using a numberless scale to build a healthier relationship with weight tracking 31:10 — Counterfeit Ozempic Warning • New fake lot discovered in U.S. pharmacies • How to identify counterfeit pens • Why this should be a national headline • The broader question of drug supply-chain vulnerability 36:00 — Closing Thoughts on the Future of Obesity Medicine • Moving from “more weight loss” to “better weight loss” • Why the field is closer than ever to reshaping obesity as a disease • Gratitude for the community making full-time coverage possible Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.