The supply gap as a clinical event
Cost is the modal reason for discontinuation in every dataset we have seen, and it is absent from the clinical literature.
TheCompound Journal
Reporting on incretins, compounding & the peptide supply chain
Regain
The variance around the mean regain trajectory is large and unexplained, exactly as it is for the weight loss.
What is thinly evidenced is the composition of the regained weight. The withdrawal trials measured mass, not composition, with the single exception of a maintenance study that scanned participants throughout. The general concern — that weight lost as a favourable fat-to-lean ratio returns as a less favourable one — is physiologically plausible, is supported by fragments of the dietary weight-loss literature, and has not been measured in anybody who stopped a current agent. The Journal reports the concern as a hypothesis rather than as a finding.
The pivotal semaglutide obesity trial ran for sixty-eight weeks with a mean weight reduction of approximately 14.9 per cent on 2.4 mg weekly against 2.4 per cent on placebo.1 An extension followed a subset of participants for a further fifty-two weeks after both the drug and the lifestyle intervention were withdrawn, which makes it an off-treatment observation rather than a randomised withdrawal.
By week 120 — a year after stopping — participants who had received semaglutide had regained approximately two-thirds of the weight they had lost, finishing on average around 5.6 per cent below their original baseline against approximately 0.1 per cent for the former placebo group.2 Improvements in glycaemic parameters, blood pressure and lipids reverted broadly in step with the weight.
Two details are consistently dropped from summaries. The residual benefit was real: a mean 5.6 per cent reduction sustained a year after stopping is not nothing, and it is more than most non-pharmacological interventions achieve while they are still being delivered. And the lifestyle support was withdrawn at the same time as the drug, so the extension describes the removal of an entire intervention package rather than of a molecule.
SURMOUNT-4 applied the same architecture to tirzepatide with a longer lead-in. Participants escalated over thirty-six weeks of open-label treatment to their maximum tolerated dose of 10 or 15 mg weekly, achieving a mean reduction of approximately 20.9 per cent, and were then randomised one to one to continue or to switch to placebo for fifty-two weeks.3
Continuation produced a further mean reduction of about 5.5 per cent, for a total near 25.3 per cent at week 88. Withdrawal produced a mean regain of about 14 per cent of body weight, leaving that arm approximately 9.9 per cent below original baseline. The between-arm difference of roughly fifteen percentage points is similar in magnitude to STEP 4 despite the much larger initial loss.
The steeper regain in absolute terms is the expected consequence of a larger loss rather than evidence of anything peculiar to the agent. It is nonetheless the figure most often quoted without its denominator, and a fourteen-point regain from a twenty-one-point loss is a materially different statement from a fourteen-point regain from a ten-point loss. Both arms in this trial ended below where they began, and the arm that stopped ended roughly where the continued arm of the semaglutide programme did.
That a treatment for a chronic condition stops working when it is stopped is not a finding about the treatment. It is a finding about the condition.
On how the withdrawal trials were receivedThe composition of regained weight is the thinnest part of this literature. None of the three withdrawal designs measured body composition after cessation. The concern most often voiced — that weight lost in a favourable fat-to-lean ratio returns in a less favourable one, so that repeated cycles progressively worsen composition — is physiologically plausible and, in this drug class, entirely unmeasured.
What exists comes from the dietary weight-cycling literature, where the picture is mixed rather than alarming: several studies find that regained weight is disproportionately fat, several find no such asymmetry, and the meta-analytic position is that weight cycling has not been shown to produce a cumulative composition penalty in humans. The Journal regards that as genuinely unresolved rather than as reassurance.
One dataset does bear on it indirectly. In the maintenance trial that randomised exercise, a GLP-1 receptor agonist, both or neither after a diet-induced loss, composition was tracked throughout, and the arms that trained retained a more favourable composition through the maintenance year.4 That is a statement about maintenance rather than about regain after withdrawal, and it is the closest thing to relevant evidence anybody has.
| Reason | Randomised evidence on outcome | Typical notice | Resumption likely? |
|---|---|---|---|
| Protocol-driven withdrawal | Three designs | Planned | Not applicable |
| Reached target weight | None | Planned | Sometimes |
| Intolerable side effects | Discontinuation rates only | Days | Sometimes, lower dose |
| Cost or coverage loss | None | Weeks or none | Often, when coverage returns |
| Supply interruption | None | None | Usually, at reset tolerability |
| Discontinuation rates for adverse events are reported in every pivotal trial; outcomes after discontinuation for the other reasons are not, because the trials did not enrol people who stopped for them. | |||
Mean regain trajectories conceal a distribution as wide as the one that characterises the initial response. In the reported withdrawal arms, some participants returned to within a percentage point of their original baseline within a year while others retained most of their loss with no pharmacological support whatever. The interquartile ranges in the published figures are broad, and the trials were not designed to explain them.
Nothing measured at randomisation predicts an individual regain trajectory usefully. Baseline body mass index, the magnitude of the initial loss, age, sex and diabetes status all shift the mean modestly and leave the spread largely intact. The behavioural variables that plausibly matter — what a person was eating and doing during the loss, and whether any of it persisted — were not measured with the granularity required to test them.
This is the same structural gap that runs through the whole field: the mean effects are well characterised and the variance is not. It has a specific practical consequence here. A person deciding whether to stop cannot be given a personal probability of holding their weight, because no such probability has been established, and any source offering one is offering a group mean dressed as a prediction.
Every trial in this class delivers a behavioural intervention alongside the drug: energy-restriction targets, activity targets, and regular contact with a study team. That contact is itself an intervention of measurable effect, which is why placebo arms in these programmes lose two to three per cent of body weight rather than nothing. Where the behavioural component was deliberately intensified, the placebo arm lost around 5.7 per cent over sixty-eight weeks, which is a useful upper bound on what contact and counselling alone achieved in these populations.5
It matters for the withdrawal question in a way that is usually elided. The semaglutide off-treatment extension withdrew the drug and the lifestyle support together, so its regain figure describes the removal of a package.2 The STEP 4 and SURMOUNT-4 withdrawal arms kept the lifestyle component running, so their regain figures describe the removal of a molecule with support maintained.63 Those are different experiments and the second is the more conservative.
Anybody comparing regain figures across the three should therefore expect the extension to look worse, and it does. The Journal states which withdrawal design a figure comes from every time it quotes one, because the alternative is pooling two different experiments into a single number that describes neither. The same caution applies to the frequent comparison with dietary weight-loss regain, where the behavioural intervention is the whole of the treatment.
Readers deciding whether to stop should be told the two things the trials do establish and the one thing they do not. Regain begins promptly and decelerates; the residual benefit at a year is real but modest; and no dataset anywhere permits a personal prediction. Any source offering an individual probability of holding weight after cessation is presenting a group mean as a forecast.
Selected from correspondence received on this article. Writers are identified by initial, surname and city, verified before printing. Replies are from the desk that filed the piece or from the standards editor. Write to letters@compoundjournal.com.
I stopped eight months ago after reaching a weight I was happy with, and I have regained four of the twenty-two kilograms I lost. Every article I read told me to expect two-thirds back. I am not complaining, but I would like to know whether I am unusual or whether the two-thirds figure was always a mean concealing an enormous range.
— N. Prasetyo, Surabaya
The second. The published interquartile ranges around those means are wide, and outcomes like yours are well within them. The trials were not designed to explain why some people hold weight after cessation and others do not, and nothing measured at randomisation predicts it usefully. You are not an anomaly; you are part of a distribution nobody quotes.
You describe the maintenance strategy of stepping down one dose and holding for eight to twelve weeks as something clinicians report doing, and then say it is not a recommendation. That distinction will be lost on most readers, and printing the protocol makes you a source for it whether you intend to be or not.
— V. Bhattarai, Kathmandu
This is the hardest editorial question this department faces and we do not think you are wrong. Our position is that a practice this widespread is better described accurately, with its evidentiary status stated, than left to circulate in fragments. We accept that the distinction does work that a reader may not do.
Cost is the modal reason for discontinuation in every dataset we have seen, and it is absent from the clinical literature.
The document is four pages. Three of them are about dates.
Efficacy was never the question in this appraisal. Duration of treatment was.
What the Journal would want measured before treating this as settled in either direction.
A design note rather than a result: what the comparator was, and what that permits you to conclude.
The evidence base is one secondary analysis, several small studies and a large amount of extrapolation from bariatric surgery.