Cover of 11: Peptalk Week in Review — October 30, 2026

11: Peptalk Week in Review — October 30, 2026

11: Peptalk Week in Review — October 30, 2026

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This week: the week's biggest story — HHS posts a draft enforcement-discretion policy for compounding six peptides (BPC-157, Epitalon, KPV, MOTS-c, Semax, TB-500) under section 503A, scheduled for Federal Register publication on October 30 — what it covers, what it doesn't, and where the critics stand. Plus: Lilly's Retatrutide beats Ozempic more than two-to-one on weight loss in the Phase 3 TRANSCEND-T2D-2 head-to-head; the EY-Parthenon GLP-1 Consumer Impact Report finds 21% of US adults have now tried a GLP-1; Lilly raises its full-year outlook on booming Mounjaro and Zepbound sales while its Foundayo pill lags estimates; and Ascletis files an IND for ASC39, an oral small-molecule amylin agonist.For research and informational purposes only — not medical advice. Nothing on this show is a recommendation for any product or treatment.Sources:• Federal Register (public inspection, Doc. 2026-22192, Docket HHS-OASH-2026-0496) — Enforcement Discretion Policy Regarding 503A Compounding Using Certain Peptide Bulk Drug Substances, posted October 28, 2026, scheduled for publication October 30, 2026: https://www.federalregister.gov/public-inspection/2026-22192/enforcement-discretion-policy-regarding-503a-compounding-using-certain-peptide-bulk-drug-substances• Reuters (Oct 28, 2026) — US health department to allow temporary sale of some unapproved peptides: https://www.reuters.com/legal/litigation/us-health-department-allow-temporary-sale-some-unapproved-peptides-2026-10-28/• NCPA (Oct 29, 2026) — FDA grants enforcement discretion to compounding six peptides: https://ncpa.org/newsroom/qam/2026/10/29/fda-grants-enforcement-discretion-compounding-six-peptides• AminoWire (updated Oct 28, 2026) — Peptide access policy goes to White House review; Appendix A names the six peptides: https://aminowire.news/news/2026/10/peptide-interim-access-policy-omb-review/• Partnership for Safe Medicines (Oct 28, 2026) — Statement on the FDA and HHS enforcement discretion policy for 503A compounding: https://www.safemedicines.org/2026/10/statement-on-503a-peptide-enforcement.html• Eli Lilly investor press release (Oct 28, 2026) — Lilly's Retatrutide delivered greater A1C reduction and more than double the weight loss of Ozempic's highest approved dose in head-to-head trial: https://investor.lilly.com/news-releases/news-release-details/lillys-retatrutide-delivered-greater-a1c-reduction-and-more• ABC News / GMA Wellness (Oct 28, 2026) — New weight loss drug Retatrutide provides double the weight loss of Ozempic, Lilly says: https://abcnews.com/GMA/Wellness/new-weightloss-drug-retatrutide-double-weight-loss-ozempic/story?id=137614872• EY-Parthenon GLP-1 Consumer Impact Report (released Oct 22, 2026): https://www.ey.com/en_us/newsroom/2026/10/glp-1-consumer-impact-report• Food Business News (Oct 2026) — Snack consumption squeezed by surging GLP-1 adoption (21% of US adults have tried GLP-1s, up from 8% in 2024): https://www.foodbusinessnews.net/articles/31233-snack-consumption-squeezed-by-surging-glp-1-adoption• Reuters (Oct 29, 2026) — Eli Lilly lifts revenue outlook on weight-loss drug sales, trims profit view on deal charges: https://www.reuters.com/business/healthcare-pharmaceuticals/eli-lilly-lifts-revenue-outlook-weight-loss-drug-sales-trims-profit-view-deal-2026-10-29/• Stocktwits (Oct 28, 2026) — HIMS stock jumps 5% after HHS temporarily clears compounding of six peptides: https://stocktwits.com/news-articles/markets/equity/hims-stock-jumps-5-after-hhs-temporarily-clears-compounding-of-six-peptides/cZU9rvnR9Gn• Ascletis Pharma / PR Newswire (Oct 25, 2026) — Ascletis announces FDA IND submission of ASC39, an oral small molecule selective amylin receptor agonist: https://www.morningstar.com/news/pr-newswire/20261025cn79691/ascletis-announces-fda-ind-submission-of-asc39-an-oral-small-molecule-selective-amylin-receptor-agonist-for-the-treatment-of-obesityA Spoke-Media production:https://www.spoke-media.com
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