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Subject: Compound Tirzepatide & Semaglutide Updates!
From: Dave Knapp from On The Pen <onthepen@substack.com>
To: tjphuhs@gmail.com
Message-Id: <20260317200346.3.293e32084164e18d@mg-d1.substack.com>
Date: Tue, 17 Mar 2026 20:03:46 +0000
Feedback-Id: post-191291955:cat-post:pub-4808993:substack
Sender: Dave Knapp from On The Pen <onthepen@substack.com>
References: <post-191291955@substack.com>
In-Reply-To: <post-191291955@substack.com>
Reply-To: Dave Knapp from On The Pen
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View this post on the web at https://onthepen.substack.com/p/compound-tirze=
patide-and-semaglutide

Happy Spring Break to many of you! While Dave and I are taking a short brea=
k from MFW LIVE this week, the news is anything but quiet. Major developmen=
ts are unfolding, and you can catch up on everything in the latest OTP podc=
ast, where Dave breaks it all down.
In today=E2=80=99s episode, Dave explores several important topics, includi=
ng:
Massive compound shakeup
Why compound users need this
Sponsor, Shed obesity care
Breaking news changed everything
OTP semaglutide exclusive
DDC list explained
Novo=E2=80=99s lab findings
302% dose shocker
Catalent=E2=80=99s contamination mess
Lilly=E2=80=99s B12 tirzepatide bombshell
Is the molecule changing?
New oral GLP-1 contender
Do you trust compounded GLP-1s based on real-world experience, or do findin=
gs like the ones discussed today change your perspective?

Unsubscribe https://substack.com/redirect/2/eyJlIjoiaHR0cHM6Ly9vbnRoZXBlbi5=
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age-offset-margin: -120px;"><img src=3D"https://eotrx.substackcdn.com/open?=
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r:#333333;line-height:1px;max-height:0px;max-width:0px;opacity:0;overflow:h=
idden;">Happy Spring Break to many of you!</div><div class=3D"preview" styl=
e=3D"display:none;font-size:1px;color:#333333;line-height:1px;max-height:0p=
x;max-width:0px;opacity:0;overflow:hidden;">&#847; &nbsp; &#8199; &#173;&#8=
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tbody><tr><td></td><td class=3D"content" width=3D"550"></td><td></td></tr><=
tr><td></td><td class=3D"content" width=3D"550" align=3D"left"><div style=
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0 auto;overflow-wrap: break-word;"><table role=3D"presentation" width=3D"10=
0%" border=3D"0" cellspacing=3D"0" cellpadding=3D"0"><tbody><tr><td align=
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"vertical-align:middle;"><span class=3D"pencraft pc-reset reset-IxiVJZ tw-f=
ont-body tw-text-ssm tw-text-substack-secondary" style=3D"font-family: SF P=
ro Text, -apple-system, system-ui, BlinkMacSystemFont, Inter, Segoe UI, Rob=
oto, Helvetica, Arial, sans-serif, Apple Color Emoji, Segoe UI Emoji, Segoe=
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nset;margin: 0;"><div class=3D"pencraft pc-reset align-right-VJbKw5 size-12=
-mmZ61m reset-IxiVJZ" style=3D"list-style: none;color: unset;text-align: ri=
ght;font-size: 12px;line-height: 16px;text-decoration: unset;margin: 0;"><s=
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MTI5MTk1NSwicyI6NDgwODk5MywiZiI6dHJ1ZSwidSI6MjczNjIyMzk4LCJpYXQiOjE3NzM3Nzc=
4MzcsImV4cCI6MjA4OTM1MzgzNywiaXNzIjoicHViLTAiLCJzdWIiOiJsaW5rLXJlZGlyZWN0In=
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color: rgb(54,55,55);font-family: 'SF Pro Display', -apple-system, system-u=
i, BlinkMacSystemFont, 'Inter', 'Segoe UI', Roboto, Helvetica, Arial, sans-=
serif, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol';font-weight=
: 900;-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing: antialia=
sed;-webkit-appearance: optimizelegibility;-moz-appearance: optimizelegibil=
ity;appearance: optimizelegibility;margin: 0;line-height: 36px;font-size: 3=
2px;"><a href=3D"https://substack.com/app-link/post?publication_id=3D480899=
3&post_id=3D191291955&utm_source=3Dpost-email-title&utm_campaign=3Demail-po=
st-title&isFreemail=3Dtrue&r=3D4iwoe6&token=3DeyJ1c2VyX2lkIjoyNzM2MjIzOTgsI=
nBvc3RfaWQiOjE5MTI5MTk1NSwiaWF0IjoxNzczNzc3ODM3LCJleHAiOjE3NzYzNjk4MzcsImlz=
cyI6InB1Yi00ODA4OTkzIiwic3ViIjoicG9zdC1yZWFjdGlvbiJ9.4FdZ13daXSmGuPszO3d4Qz=
Wunm0kf5Rxwvk3vqNIuiI" style=3D"color: rgb(54,55,55);text-decoration: none;=
">Compound Tirzepatide &amp; Semaglutide Updates!</a></h1><table class=3D"p=
ost-meta" role=3D"presentation" width=3D"100%" border=3D"0" cellspacing=3D"=
0" cellpadding=3D"0" style=3D"margin: 1em 0;height: 20px;align-items: cente=
r;"><tbody><tr><td><table role=3D"presentation" width=3D"auto" border=3D"0"=
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tion" width=3D"auto" border=3D"0" cellspacing=3D"0" cellpadding=3D"0"><tbod=
y><tr><td style=3D"vertical-align:middle;"><div class=3D"pencraft pc-reset =
color-primary-zABazT line-height-20-t4M0El font-meta-MWBumP size-11-NuY2Zx =
weight-medium-fw81nC transform-uppercase-yKDgcq reset-IxiVJZ meta-EgzBVA cu=
stom-css-email-post-author" style=3D"list-style: none;font-size: 11px;line-=
height: 20px;text-decoration: unset;color: rgb(54,55,55);margin: 0;font-fam=
ily: 'SF Compact',-apple-system,system-ui,-apple-system,BlinkMacSystemFont,=
'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI =
Emoji','Segoe UI Symbol';font-weight: 500;text-transform: uppercase;letter-=
spacing: .2px;"><a class=3D"pencraft pc-reset color-primary-zABazT line-hei=
ght-20-t4M0El font-meta-MWBumP size-11-NuY2Zx weight-medium-fw81nC transfor=
m-uppercase-yKDgcq reset-IxiVJZ meta-EgzBVA" style=3D"list-style: none;colo=
r: rgb(54,55,55);margin: 0;font-size: 11px;line-height: 20px;font-family: '=
SF Compact',-apple-system,system-ui,-apple-system,BlinkMacSystemFont,'Segoe=
 UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji'=
,'Segoe UI Symbol';font-weight: 500;text-transform: uppercase;letter-spacin=
g: .2px;text-decoration: none" href=3D"https://substack.com/@onthepen">On T=
he Pen GLP-1 News</a> and <a class=3D"pencraft pc-reset color-primary-zABaz=
T line-height-20-t4M0El font-meta-MWBumP size-11-NuY2Zx weight-medium-fw81n=
C transform-uppercase-yKDgcq reset-IxiVJZ meta-EgzBVA" style=3D"list-style:=
 none;color: rgb(54,55,55);margin: 0;font-size: 11px;line-height: 20px;font=
-family: 'SF Compact',-apple-system,system-ui,-apple-system,BlinkMacSystemF=
ont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe=
 UI Emoji','Segoe UI Symbol';font-weight: 500;text-transform: uppercase;let=
ter-spacing: .2px;text-decoration: none" href=3D"https://substack.com/@annc=
metz">Ann Metz</a></div></td></tr></tbody></table></td></tr><tr><td><table =
role=3D"presentation" width=3D"auto" border=3D"0" cellspacing=3D"0" cellpad=
ding=3D"0"><tbody><tr><td style=3D"vertical-align:middle;"><div class=3D"pe=
ncraft pc-reset color-secondary-ls1g8s line-height-20-t4M0El font-meta-MWBu=
mP size-11-NuY2Zx weight-medium-fw81nC transform-uppercase-yKDgcq reset-Ixi=
VJZ meta-EgzBVA" style=3D"list-style: none;font-size: 11px;line-height: 20p=
x;text-decoration: unset;color: rgb(119,119,119);margin: 0;font-family: 'SF=
 Compact',-apple-system,system-ui,-apple-system,BlinkMacSystemFont,'Segoe U=
I',Roboto,Helvetica,Arial,sans-serif,'Apple Color Emoji','Segoe UI Emoji','=
Segoe UI Symbol';font-weight: 500;text-transform: uppercase;letter-spacing:=
 .2px;"><time datetime=3D"2026-03-17T20:03:46.311Z">Mar 17</time></div></td=
></tr></tbody></table></td></tr></tbody></table></td><td align=3D"right"><t=
able role=3D"presentation" width=3D"auto" border=3D"0" cellspacing=3D"0" ce=
llpadding=3D"0"><tbody><tr><td style=3D"vertical-align:middle;"><a href=3D"=
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com%2Fpublic%2Fimages%2F1c39e8e5-8b52-4fc7-bfd4-794f9d6c412f_691x693.jpeg" =
style=3D"box-sizing: border-box;max-width: 550px;border: none;vertical-alig=
n: middle;width: 32px;height: 32px;min-width: 32px;min-height: 32px;object-=
fit: cover;margin: 0px;display: inline;border-radius: 50%" width=3D"32" hei=
ght=3D"32"></a></td><td width=3D"4" style=3D"min-width:4px;"></td><td style=
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></table></td></tr></tbody></table></td></tr><tr height=3D"16"><td height=
=3D"16" style=3D"font-size:0px;line-height:0;">&nbsp;</td></tr></tbody></ta=
ble></div></div><div class=3D"post typography" dir=3D"auto" style=3D"--imag=
e-offset-margin: -120px;padding: 32px 0 0 0;font-size: 16px;line-height: 26=
px;"><div class=3D"body markup" dir=3D"auto" style=3D"text-align: initial;f=
ont-size: 16px;line-height: 26px;width: 100%;word-break: break-word;margin-=
bottom: 16px;font-family: 'SF Pro Display', -apple-system, system-ui, Blink=
MacSystemFont, 'Inter', 'Segoe UI', Roboto, Helvetica, Arial, sans-serif, '=
Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol';font-weight: 400;">=
<p style=3D"margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-=
size: 16px;margin-top: 0;">Happy Spring Break to many of you! While Dave an=
d I are taking a short break from MFW LIVE this week, the news is anything =
but quiet. Major developments are unfolding, and you can catch up on everyt=
hing in the latest OTP podcast, where Dave breaks it all down.</p><a class=
=3D"youtube-wrap" href=3D"https://substack.com/redirect/af25770a-d14d-443c-=
8b07-5164cd172b43?j=3DeyJ1IjoiNGl3b2U2In0.sVDxRtmZ85v8kfdamY0krRXGMy3p768BW=
tuZifRB-Zs" target=3D"_blank" data-component-name=3D"Youtube2ToDOMStatic" s=
tyle=3D"display: block;margin: 32px 0;"><img src=3D"https://substackcdn.com=
/image/youtube/w_728,c_limit/l_youtube_play_qyqt8q,w_120/PKQPu0zWTe4" style=
=3D"border: none !important;vertical-align: middle;-ms-interpolation-mode: =
bicubic;max-width: 100%;height: auto;margin: 0 auto;display: block;width: 1=
00%;"></a><p style=3D"margin: 0 0 20px 0;color: rgb(54,55,55);line-height: =
26px;font-size: 16px;">In today&#8217;s episode, Dave explores several impo=
rtant topics, including:</p><ul style=3D"margin-top: 0;padding: 0;"><li sty=
le=3D"margin: 8px 0 0 32px;mso-special-format: bullet;"><p style=3D"color: =
rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;pad=
ding-left: 4px;font-size: 16px;margin: 0;">Massive compound shakeup</p></li=
><li style=3D"margin: 8px 0 0 32px;mso-special-format: bullet;"><p style=3D=
"color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: border=
-box;padding-left: 4px;font-size: 16px;margin: 0;">Why compound users need =
this</p></li><li style=3D"margin: 8px 0 0 32px;mso-special-format: bullet;"=
><p style=3D"color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-si=
zing: border-box;padding-left: 4px;font-size: 16px;margin: 0;">Sponsor, She=
d obesity care</p></li><li style=3D"margin: 8px 0 0 32px;mso-special-format=
: bullet;"><p style=3D"color: rgb(54,55,55);line-height: 26px;margin-bottom=
: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;">Br=
eaking news changed everything</p></li><li style=3D"margin: 8px 0 0 32px;ms=
o-special-format: bullet;"><p style=3D"color: rgb(54,55,55);line-height: 26=
px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16p=
x;margin: 0;">OTP semaglutide exclusive</p></li><li style=3D"margin: 8px 0 =
0 32px;mso-special-format: bullet;"><p style=3D"color: rgb(54,55,55);line-h=
eight: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-=
size: 16px;margin: 0;">DDC list explained</p></li><li style=3D"margin: 8px =
0 0 32px;mso-special-format: bullet;"><p style=3D"color: rgb(54,55,55);line=
-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left: 4px;fon=
t-size: 16px;margin: 0;">Novo&#8217;s lab findings</p></li><li style=3D"mar=
gin: 8px 0 0 32px;mso-special-format: bullet;"><p style=3D"color: rgb(54,55=
,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-left=
: 4px;font-size: 16px;margin: 0;">302% dose shocker</p></li><li style=3D"ma=
rgin: 8px 0 0 32px;mso-special-format: bullet;"><p style=3D"color: rgb(54,5=
5,55);line-height: 26px;margin-bottom: 0;box-sizing: border-box;padding-lef=
t: 4px;font-size: 16px;margin: 0;">Catalent&#8217;s contamination mess</p><=
/li><li style=3D"margin: 8px 0 0 32px;mso-special-format: bullet;"><p style=
=3D"color: rgb(54,55,55);line-height: 26px;margin-bottom: 0;box-sizing: bor=
der-box;padding-left: 4px;font-size: 16px;margin: 0;">Lilly&#8217;s B12 tir=
zepatide bombshell</p></li><li style=3D"margin: 8px 0 0 32px;mso-special-fo=
rmat: bullet;"><p style=3D"color: rgb(54,55,55);line-height: 26px;margin-bo=
ttom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;margin: 0;=
">Is the molecule changing?</p></li><li style=3D"margin: 8px 0 0 32px;mso-s=
pecial-format: bullet;"><p style=3D"color: rgb(54,55,55);line-height: 26px;=
margin-bottom: 0;box-sizing: border-box;padding-left: 4px;font-size: 16px;m=
argin: 0;">New oral GLP-1 contender</p></li></ul><a class=3D"audio-embed-st=
atic-outer" href=3D"https://substack.com/redirect/06cf6d5f-9a89-4438-99ee-7=
c46de41589a?j=3DeyJ1IjoiNGl3b2U2In0.sVDxRtmZ85v8kfdamY0krRXGMy3p768BWtuZifR=
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=3D"12" data-component-name=3D"AudioEmbedStaticTable" style=3D"width: 100%;=
min-width: 100%;min-height: 96px;border: 1px solid rgb(0,0,0,.1);background=
: rgb(255,255,255);margin: 32px 0;border-radius: 12px;"><tbody><tr><td clas=
s=3D"thumbnail-container" style=3D"padding: 0;margin: 0;width: 88px;height:=
 88px;border-radius: 12px;overflow: hidden;vertical-align: top;"><div class=
=3D"play-container" style=3D"font-size: 16px;line-height: 26px;max-height: =
0;position: relative;opacity: 0.999;z-index: 1;"><img class=3D"play" src=3D=
"https://substackcdn.com/image/fetch/$s_!nPrE!,w_72,c_limit,f_auto,q_auto:g=
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lign: middle;-ms-interpolation-mode: bicubic;max-width: 100%;display: inlin=
e-block;height: 40px;margin: 24px;width: 40px;"></div><img class=3D"thumbna=
il" src=3D"https://i.scdn.co/image/ab6765630000ba8a83eb6066245127359ba69bd2=
" height=3D"80" width=3D"80" style=3D"border: none !important;vertical-alig=
n: middle;display: block;-ms-interpolation-mode: bicubic;max-width: 100%;ma=
rgin: 0 auto;height: 88px;width: 88px;"></td><td class=3D"audio-details" da=
ta-component-name=3D"AudioEmbedStatic" style=3D"font-family: 'SF Pro Displa=
y', -apple-system, system-ui, BlinkMacSystemFont, 'Inter', 'Segoe UI', Robo=
to, Helvetica, Arial, sans-serif, 'Apple Color Emoji', 'Segoe UI Emoji', 'S=
egoe UI Symbol';-webkit-font-smoothing: antialiased;-moz-osx-font-smoothing=
: antialiased;-webkit-appearance: optimizelegibility;-moz-appearance: optim=
izelegibility;appearance: optimizelegibility;letter-spacing: -0.012em;text-=
decoration: none;"><p class=3D"title" style=3D"line-height: 20px;margin: 0 =
0 2px;color: rgb(54,55,55);font-size: 16px;font-weight: 700;">MASSIVE: Comp=
ound Tirzepatide and Semaglutide Updates!</p><p class=3D"subtitle" style=3D=
"font-family: 'SF Pro Display',-apple-system-headline,system-ui,-apple-syst=
em,BlinkMacSystemFont,'Segoe UI',Roboto,Helvetica,Arial,sans-serif,'Apple C=
olor Emoji','Segoe UI Emoji','Segoe UI Symbol';-webkit-font-smoothing: anti=
aliased;-moz-osx-font-smoothing: antialiased;-webkit-appearance: optimizele=
gibility;-moz-appearance: optimizelegibility;appearance: optimizelegibility=
;font-weight: 400;margin: 0 0 2px;color: rgb(119,119,119);line-height: 20px=
;font-size: 14px;">Dave Knapp GLP-1 Industry Insider</p><p class=3D"metadat=
a" style=3D"line-height: 20px;margin: 0 0 2px;color: rgb(119,119,119);font-=
size: 14px;font-weight: 400;">Episode</p></td></tr></tbody></table></a><p s=
tyle=3D"margin: 0 0 20px 0;color: rgb(54,55,55);line-height: 26px;font-size=
: 16px;"></p><p style=3D"margin: 0 0 20px 0;color: rgb(54,55,55);line-heigh=
t: 26px;font-size: 16px;">Do you trust compounded GLP-1s based on real-worl=
d experience, or do findings like the ones discussed today change your pers=
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