Email Archive

What Lilly’s Earnings Call Just Revealed About the Future of Obesity Treatment

Score 0.899 · Account tjphuhs@gmail.com · 4/30/2026, 1:08:23 PM

What Lilly’s Earnings Call Just Revealed About the Future of Obesity Treatment from onthepen@substack.com on 2026-04-30T17:08:23.000Z View this post on the web at https://onthepen.substack.com/p/what-lillys-earnings-call-just-revealed There was a moment in this call for me where all of the incredibly impressive numbers stopped meaning much to me, and the structure underneath them started to matter a lot more. Lilly reported $12.8 billion in combined revenue for Mounjaro and Zepbound, with prescr

Come Follow the Lilly Earnings Call With Me

Score 0.820 · Account tjphuhs@gmail.com · 4/30/2026, 9:42:29 AM

Come Follow the Lilly Earnings Call With Me from onthepen@substack.com on 2026-04-30T13:42:29.000Z View this post on the web at https://onthepen.substack.com/p/come-follow-the-lilly-earnings-call Lilly earnings are this morning. I’ll be live tweeting my instant reactions on X. Real-time updates, for those who can’t listen… This is going to be an interesting call with lots of pipeline discussion! 👉 Follow along here Later today I’ll be dropping my video roundup, the full picture, and what it mea

Fwd: Come Follow the Lilly Earnings Call With Me

Score 0.800 · Account oc.tjphuhs@gmail.com · 4/30/2026, 11:00:39 AM

Fwd: Come Follow the Lilly Earnings Call With Me from tjphuhs@gmail.com on 2026-04-30T15:00:39.000Z · Apr 30, 2026 · 28 Views > 1 Like > Later today I’ll be dropping my video roundup, the full picture, and what it means for patients... > Here are my two favorite slides to look at for what’s upcoming in obesity medicine: > VISIT OUR SPONSORS! > You’re currently a free subscriber to On The Pen. For premium access to insider articles, upgrade to paid. > Upgrade to paid > > Share > > > Like > Commen

Fwd: Come Follow the Lilly Earnings Call With Me

Score 0.800 · Account tjphuhs@gmail.com · 4/30/2026, 11:00:39 AM

Fwd: Come Follow the Lilly Earnings Call With Me from tjphuhs@gmail.com on 2026-04-30T15:00:39.000Z · Apr 30, 2026 · 28 Views > 1 Like > Later today I’ll be dropping my video roundup, the full picture, and what it means for patients... > Here are my two favorite slides to look at for what’s upcoming in obesity medicine: > VISIT OUR SPONSORS! > You’re currently a free subscriber to On The Pen. For premium access to insider articles, upgrade to paid. > Upgrade to paid > > Share > > > Like > Commen

Fwd: Come Follow the Lilly Earnings Call With Me

Score 0.790 · Account oc.tjphuhs@gmail.com · 4/30/2026, 11:00:39 AM

Fwd: Come Follow the Lilly Earnings Call With Me from tjphuhs@gmail.com on 2026-04-30T15:00:39.000Z ---------- Forwarded message ---------- From: Dave Knapp from On The Pen <onthepen@substack.com> Date: Apr 30, 2026 at 9:42 AM -0400 To: tjphuhs@gmail.com Subject: Come Follow the Lilly Earnings Call With Me > Lilly earnings are this morning. > ͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏

Fwd: Come Follow the Lilly Earnings Call With Me

Score 0.790 · Account tjphuhs@gmail.com · 4/30/2026, 11:00:39 AM

Fwd: Come Follow the Lilly Earnings Call With Me from tjphuhs@gmail.com on 2026-04-30T15:00:39.000Z ---------- Forwarded message ---------- From: Dave Knapp from On The Pen <onthepen@substack.com> Date: Apr 30, 2026 at 9:42 AM -0400 To: tjphuhs@gmail.com Subject: Come Follow the Lilly Earnings Call With Me > Lilly earnings are this morning. > ͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏ ­͏

Lilly Flags New Court Ruling as Telehealth GLP-1 Lawsuits Begin to Converge

Score 0.768 · Account tjphuhs@gmail.com · 3/13/2026, 5:29:55 PM

Lilly Flags New Court Ruling as Telehealth GLP-1 Lawsuits Begin to Converge from onthepen@substack.com on 2026-03-13T21:29:55.000Z NEW STUDIO WE ARE BUILDING. EVERY DOLLAR MADE BETWEEN NOW AND OUR LAUNCH WILL GO TOWARDS HELPING US TURN THIS INTO THE FIRST EVER PRODUCTION STUDIO DEDICATED TO OBESITY MEDICINE NEWS. IF YOU BELIEVE IN IT, CONSIDER “PUTTING YOUR NAME ON IT” TODAY! Unsubscribe https://substack.com/redirect/2/eyJlIjoiaHR0cHM6Ly9vbnRoZXBlbi5zdWJzdGFjay5jb20vYWN0aW9uL2Rpc2FibGVfZW1haWw_d

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine

Score 0.748 · Account tjphuhs@gmail.com · 4/24/2026, 9:42:34 AM

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine from tjphuhs@gmail.com on 2026-04-24T13:42:34.000Z ---------- Forwarded message ---------- From: Derek from Research Radar <derekpruski@substack.com> Date: Apr 24, 2026 at 9:10 AM -0400 To: tjphuhs@gmail.com Subject: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine > Let’s talk about one of the biggest stories currently brewing in the obesity and metabolic disease space — Eli Lilly’s rumored quintup

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine

Score 0.748 · Account oc.tjphuhs@gmail.com · 4/24/2026, 9:42:34 AM

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine from tjphuhs@gmail.com on 2026-04-24T13:42:34.000Z ---------- Forwarded message ---------- From: Derek from Research Radar <derekpruski@substack.com> Date: Apr 24, 2026 at 9:10 AM -0400 To: tjphuhs@gmail.com Subject: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine > Let’s talk about one of the biggest stories currently brewing in the obesity and metabolic disease space — Eli Lilly’s rumored quintup

Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine

Score 0.743 · Account tjphuhs@gmail.com · 4/24/2026, 9:05:46 AM

Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine from derekpruski@substack.com on 2026-04-24T13:05:46.000Z in human trials — but it demonstrates that pushing past three receptor targets is a legitimate and productive research direction. Different compound, same direction of travel. ═══════════════════════════════ THE CURRENT LANDSCAPE — WHAT’S ACTUALLY IN TRIALS To keep perspective on where the quintuple fits in, here’s what’s actually advancing right now. Retatrutide (Trip

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine

Score 0.738 · Account oc.tjphuhs@gmail.com · 4/24/2026, 9:42:34 AM

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine from tjphuhs@gmail.com on 2026-04-24T13:42:34.000Z > • > News-Medical coverage: “New quintuple agonist shows promise for treating obesity and type 2 diabetes.” September 21, 2025. news-medical.net > • > Andreassen KV, et al. Research on Dual Amylin and Calcitonin Receptor Agonists (DACRAs, KBP-042, KBP-089) — various publications > • > Eli Lilly pipeline page (no quintuple currently listed): lilly.com/science/research-de

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine

Score 0.738 · Account tjphuhs@gmail.com · 4/24/2026, 9:42:34 AM

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine from tjphuhs@gmail.com on 2026-04-24T13:42:34.000Z > • > News-Medical coverage: “New quintuple agonist shows promise for treating obesity and type 2 diabetes.” September 21, 2025. news-medical.net > • > Andreassen KV, et al. Research on Dual Amylin and Calcitonin Receptor Agonists (DACRAs, KBP-042, KBP-089) — various publications > • > Eli Lilly pipeline page (no quintuple currently listed): lilly.com/science/research-de

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine

Score 0.736 · Account tjphuhs@gmail.com · 4/24/2026, 9:42:34 AM

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine from tjphuhs@gmail.com on 2026-04-24T13:42:34.000Z PPAR part is only released inside cells that express GLP-1 or GIP receptors, so it’s targeted rather than systemic. > Mouse models showed it outperformed GLP-1/GIP co-agonism alone on both weight and glucose control. > This is academic preclinical work — not owned by Lilly, not in human trials — but it demonstrates that pushing past three receptor targets is a legitimate

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine

Score 0.736 · Account oc.tjphuhs@gmail.com · 4/24/2026, 9:42:34 AM

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine from tjphuhs@gmail.com on 2026-04-24T13:42:34.000Z PPAR part is only released inside cells that express GLP-1 or GIP receptors, so it’s targeted rather than systemic. > Mouse models showed it outperformed GLP-1/GIP co-agonism alone on both weight and glucose control. > This is academic preclinical work — not owned by Lilly, not in human trials — but it demonstrates that pushing past three receptor targets is a legitimate

Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine

Score 0.734 · Account tjphuhs@gmail.com · 4/24/2026, 9:05:46 AM

Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine from derekpruski@substack.com on 2026-04-24T13:05:46.000Z single dose and push efficacy into territory that previously only bariatric surgery could reach. ═══════════════════════════════ THE FIVE RECEPTORS AND WHY EACH MATTERS The rumored Lilly quintuple reportedly targets GLP-1, GIP, glucagon, amylin, and calcitonin. Let’s break down what each one actually does. GLP-1 (Glucagon-Like Peptide-1) This is the backbone of every m

Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine

Score 0.732 · Account tjphuhs@gmail.com · 4/24/2026, 9:05:46 AM

Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine from derekpruski@substack.com on 2026-04-24T13:05:46.000Z still mouse data Mouse-to-market is typically 8-12 years Retatrutide is what’s actually arriving soon Eloralintide is what’s actually advancing through Phase 3 for amylin The quintuple, if real, is a late-decade story The most important thing to do right now is stay curious and stay patient. Let the science play out. Don’t build expectations around compounds that haven

Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine

Score 0.727 · Account tjphuhs@gmail.com · 4/24/2026, 9:05:46 AM

Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine from derekpruski@substack.com on 2026-04-24T13:05:46.000Z control (the tirzepatide backbone) Adding glucagon brings fat-burning and energy expenditure (the retatrutide upgrade) Adding amylin brings extended satiety and slowed gastric emptying from a different pathway Adding calcitonin brings longer-duration satiety, insulin sensitivity, and bone/joint protection On paper, you’d be combining the best of everything that’s alrea

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine

Score 0.726 · Account tjphuhs@gmail.com · 4/24/2026, 9:42:34 AM

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine from tjphuhs@gmail.com on 2026-04-24T13:42:34.000Z actually does. > GLP-1 (Glucagon-Like Peptide-1) > This is the backbone of every modern weight loss drug, from semaglutide forward. GLP-1 stimulates insulin release when blood sugar is high, suppresses glucagon (preventing unnecessary sugar release from the liver), and slows gastric emptying so you feel full longer. It also acts directly on the brain’s appetite centers i

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine

Score 0.726 · Account oc.tjphuhs@gmail.com · 4/24/2026, 9:42:34 AM

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine from tjphuhs@gmail.com on 2026-04-24T13:42:34.000Z actually does. > GLP-1 (Glucagon-Like Peptide-1) > This is the backbone of every modern weight loss drug, from semaglutide forward. GLP-1 stimulates insulin release when blood sugar is high, suppresses glucagon (preventing unnecessary sugar release from the liver), and slows gastric emptying so you feel full longer. It also acts directly on the brain’s appetite centers i

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine

Score 0.721 · Account oc.tjphuhs@gmail.com · 4/24/2026, 9:42:34 AM

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine from tjphuhs@gmail.com on 2026-04-24T13:42:34.000Z and GIP give core appetite and blood sugar control (the tirzepatide backbone) > • > Adding glucagon brings fat-burning and energy expenditure (the retatrutide upgrade) > • > Adding amylin brings extended satiety and slowed gastric emptying from a different pathway > • > Adding calcitonin brings longer-duration satiety, insulin sensitivity, and bone/joint protection > > O

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine

Score 0.721 · Account tjphuhs@gmail.com · 4/24/2026, 9:42:34 AM

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine from tjphuhs@gmail.com on 2026-04-24T13:42:34.000Z and GIP give core appetite and blood sugar control (the tirzepatide backbone) > • > Adding glucagon brings fat-burning and energy expenditure (the retatrutide upgrade) > • > Adding amylin brings extended satiety and slowed gastric emptying from a different pathway > • > Adding calcitonin brings longer-duration satiety, insulin sensitivity, and bone/joint protection > > O

Lilly Flags New Court Ruling as Telehealth GLP-1 Lawsuits Begin to Converge

Score 0.719 · Account tjphuhs@gmail.com · 3/13/2026, 5:29:55 PM

Lilly Flags New Court Ruling as Telehealth GLP-1 Lawsuits Begin to Converge from onthepen@substack.com on 2026-03-13T21:29:55.000Z is important because federal courts have historically been cautious about stepping into disputes that fall within the FDA’s enforcement authority. In several previous cases involving pharmaceutical marketing claims, judges have ruled that questions about drug labeling and promotional language are issues that regulators, not courts, are typically responsible for polic

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine

Score 0.718 · Account oc.tjphuhs@gmail.com · 4/24/2026, 9:42:34 AM

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine from tjphuhs@gmail.com on 2026-04-24T13:42:34.000Z be a quintuple before that is a scam > > ═══════════════════════════════ > BOTTOM LINE > The progression from dual to triple to quintuple is one of the most exciting trajectories in modern metabolic medicine. > What makes the quintuple concept interesting: > > • > Each receptor in the rumored stack solves a distinct problem > • > The mechanisms are complementary, not red

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine

Score 0.718 · Account tjphuhs@gmail.com · 4/24/2026, 9:42:34 AM

Fwd: Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine from tjphuhs@gmail.com on 2026-04-24T13:42:34.000Z be a quintuple before that is a scam > > ═══════════════════════════════ > BOTTOM LINE > The progression from dual to triple to quintuple is one of the most exciting trajectories in modern metabolic medicine. > What makes the quintuple concept interesting: > > • > Each receptor in the rumored stack solves a distinct problem > • > The mechanisms are complementary, not red

Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine

Score 0.702 · Account tjphuhs@gmail.com · 4/24/2026, 9:05:46 AM

Eli Lilly’s Quintuple Agonist: The Next Frontier in Metabolic Medicine from derekpruski@substack.com on 2026-04-24T13:05:46.000Z View this post on the web at https://derekpruski.substack.com/p/eli-lillys-quintuple-agonist-the Let’s talk about one of the biggest stories currently brewing in the obesity and metabolic disease space — Eli Lilly’s rumored quintuple agonist. If you’ve been on peptide Twitter, Reddit, or Instagram the last few weeks, you’ve seen the hype. Animal data reportedly droppin