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This episode unpacks Novo’s aggressive price cuts, Lilly’s head to head trial win, and the emerging triple agonist race, revealing how pricing strategy and next generation data are colliding in a full scale GLP-1 market war. 00:00 – Cold Open: Lilly vs Novo Shock Timing Dave opens with the bombshell that Novo funded a tirzepatide trial while simultaneously announcing major price cuts to Wegovy and Ozempic, setting up a strategic chess match. 03:20 – Novo Nordisk Price Cuts Explained Deep dive into Novo’s plan to cut list prices by up to 50% and what that actually means for formulary power, PBMs, and competitive positioning. 07:25 – Tirzepatide vs Semaglutide Head to Head Trial Breakdown of the direct comparison study showing stronger weight loss with tirzepatide and what that means clinically and commercially. 11:55 – Market Reaction and Strategic Implications Discussion of stock movement, competitive signaling, and how Novo’s pricing move may blunt Lilly’s trial victory. 14:25 – Novo Triple Agonist Data Drops Shift into Novo’s early phase data on its triple agonist candidate and how it compares conceptually to existing dual agonists. 16:00 – Comparing Novo’s Triple to Retatrutide Analysis of weight loss percentages versus Lilly’s retatrutide data and the caution required when comparing across trials. 18:15 – The Triple Agonist Era Broader conversation about whether triple agonism consistently pushes weight loss higher and what durability may look like long term. 20:00 – Clinical Trial Results vs Real World Reality Reminder that clinical trial outcomes do not automatically translate to everyday patient experience. 22:30 – Data Refresher on Allurion Ballon Approval Quick recap of the headline numbers and strategic landscape as innovation and pricing pressure accelerate simultaneously. https://www.OTPLinks.com ALLURION BALLOON INTERVIEW: • @AllurionTechnologies Gastric Balloon for...