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

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.