Vol. 3, No. 6 — June 2026Independent since 2024

TheCompound Journal

Reporting on incretins, compounding & the peptide supply chain

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Discontinuation

SURMOUNT-OSA was built to answer the stopping question, and it did

The evidence on stopping is better than the evidence on almost anything else in this field, because somebody deliberately randomised it.

The question of what happens when treatment stops has been answered more rigorously than most questions in this field, and that is unusual enough to state plainly. Three randomised designs bear on it directly: an off-treatment extension of the pivotal semaglutide obesity trial, a withdrawal design in which participants who had already reached a maintenance dose were randomised to continue or to switch to placebo, and a comparable design in the tirzepatide programme. All three point the same way, and the direction is not ambiguous.

What a randomised withdrawal design does

A randomised withdrawal design begins with an open-label lead-in during which all participants receive the active drug and escalate to a target dose. Those who tolerate it and complete the lead-in are then randomised, usually two to one or one to one, to continue the drug or to receive matching placebo, and both arms are followed for a defined period with weight as the primary endpoint.

The design has two properties worth naming. Because randomisation occurs after the response, it isolates the effect of continuing from the effect of having lost weight, which a conventional parallel-group trial cannot do. And because the population has been selected for tolerating the drug, the withdrawal arm is not a general population — it is an enriched one, which makes the arm comparison internally valid and limits how far the absolute figures generalise.

Regulators favour the design for chronic-use products precisely because it answers the duration question. Its cost is ethical rather than statistical: participants who have achieved a substantial benefit are randomised to lose it, which is defensible only where the question is genuinely open and the follow-up is bounded. The Journal notes that all three withdrawal designs in this class published their regain data in full, which is more than can be said for several older obesity programmes.

The STEP 1 extension: two-thirds back within a year

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.

A supply gap is a discontinuation with no notice, no plan and no taper. Nobody has studied it as a clinical exposure.

On the shortage years

STEP 4: the randomised switch to placebo

STEP 4 is the cleanest test of continuation in the semaglutide programme. All participants took semaglutide through a twenty-week escalation to 2.4 mg weekly, achieving a mean reduction of approximately 10.6 per cent. They were then randomised two to one to continue semaglutide or to switch to placebo for a further forty-eight weeks, with lifestyle support maintained in both arms.3

Those who continued lost a further 7.9 per cent, reaching roughly 17.4 per cent below their original baseline at week 68. Those switched to placebo regained approximately 6.9 per cent, ending near 5 per cent below baseline. The between-group difference of about fifteen percentage points is the effect of continuing treatment for a year, measured in a population that had already demonstrated a response.

The design detail that matters most is that lifestyle support continued in the placebo arm. This is not a comparison of drug against nothing; it is a comparison of drug plus support against support alone, in people who had lost weight on the drug. The regain observed is therefore what happens with the behavioural intervention still running, which makes it a more conservative estimate of the drug contribution rather than a less one.

Weight trajectory in the withdrawal arms, as reported
Study and armAt randomisationAt end of follow-upChange during follow-up
STEP 4, continued semaglutide−10.6%−17.4%−7.9%
STEP 4, switched to placebo−10.6%≈ −5%+6.9%
SURMOUNT-4, continued tirzepatide−20.9%−25.3%−5.5%
SURMOUNT-4, switched to placebo−20.9%−9.9%+14.0%
STEP 1 extension, former semaglutide−17.3% at wk 68−5.6% at wk 120≈ +11.6%
All values are percentage change from original trial baseline, treatment-policy estimand where reported. The STEP 1 extension figure is an off-treatment observation in a subset and is not comparable with the randomised rows above it.

What the three designs agree on

The parent programmes establish the losses from which the withdrawal arms fall: approximately 14.9 per cent at sixty-eight weeks for semaglutide 2.4 mg in adults without diabetes, approximately 20.9 per cent at seventy-two weeks for tirzepatide 15 mg, and — the only continuous two-year comparator anybody has — approximately 15.2 per cent sustained at week 104 with treatment maintained throughout.45

Read together, the withdrawal evidence supports four statements and does not support a fifth. Regain begins promptly after cessation, within weeks rather than months. It proceeds at a decelerating rate, with the steepest portion in the first three to six months. It does not, within twelve months of follow-up, return participants fully to their original baseline; residual reductions of roughly five to ten per cent persist at one year in all three datasets. And continued treatment maintains and usually extends the loss, with the extension diminishing as the plateau is approached.

The statement not supported is that the drugs cause weight regain, or that stopping leaves a person worse off than never having started. Nothing in these datasets shows overshoot above the original baseline at a group level. Every arm that stopped remained below where it began at the end of follow-up.

The Journal makes this point repeatedly because the contrary claim circulates widely and is often accompanied by a mechanistic story about metabolic damage. The withdrawal trials are the direct test of that claim and they do not support it. What they do support is the unremarkable proposition that a treatment for a chronic condition works while it is being taken.

The lifestyle intervention is a confound in both directions

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.6

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.37 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.

1-6.3-14-21-28-17.4STEP 4 contin…-3.7STEP 4 stopped-25.3SURMOUNT-4 co…-9.9SURMOUNT-4 st…-5.6STEP 1 ext. s…per cent from baseline
Figure. Final position relative to original trial baseline at the end of follow-up, by arm. The two arms that stopped both ended below where they began.

The Journal will keep pressing the maintenance question, because it is answerable, cheap to answer, and unanswered for reasons that are commercial rather than scientific. A dose-reduction trial in this class would cost a small fraction of a pivotal programme and would change the treatment of millions of people. Its absence is the single most conspicuous gap in the literature this department covers.

References

  1. Wilding JPH, Batterham RL, Calanna S, et al. “Once-Weekly Semaglutide in Adults with Overweight or Obesity.” New England Journal of Medicine. 2021;384(11):989–1002.
  2. Wilding JPH, Batterham RL, Davies M, et al. “Weight regain and cardiometabolic effects after withdrawal of semaglutide: The STEP 1 trial extension.” Diabetes, Obesity and Metabolism. 2022;24(8):1553–1564.
  3. Rubino D, Abrahamsson N, Davies M, et al. “Effect of Continued Weekly Subcutaneous Semaglutide vs Placebo on Weight Loss Maintenance in Adults With Overweight or Obesity: The STEP 4 Randomized Clinical Trial.” JAMA. 2021;325(14):1414–1425.
  4. Jastreboff AM, Aronne LJ, Ahmad NN, et al. “Tirzepatide Once Weekly for the Treatment of Obesity.” New England Journal of Medicine. 2022;387(3):205–216.
  5. Garvey WT, Batterham RL, Bhatta M, et al. “Two-year effects of semaglutide in adults with overweight or obesity: the STEP 5 trial.” Nature Medicine. 2022;28(10):2083–2091.
  6. Wadden TA, Bailey TS, Billings LK, et al. “Effect of Subcutaneous Semaglutide vs Placebo as an Adjunct to Intensive Behavioral Therapy on Body Weight in Adults With Overweight or Obesity: The STEP 3 Randomized Clinical Trial.” JAMA. 2021;325(14):1403–1413.
  7. Aronne LJ, Sattar N, Horn DB, et al. “Continued Treatment With Tirzepatide for Maintenance of Weight Reduction in Adults With Obesity: The SURMOUNT-4 Randomized Clinical Trial.” JAMA. 2024;331(1):38–48.

Letters to the Editor

4 printed

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 take this for kidney disease, not for weight. Every piece of writing I encounter about stopping is about the weight coming back. It has taken me a year to find anybody willing to say plainly that the renal benefit accrued over years of treatment and nobody has tested what happens if I stop.

D. Lockridge, Tulsa, OK

The claim that stopping does not leave you worse off than baseline is a group-level claim about trial arms. Individuals can and do overshoot. Your phrasing invites readers to conclude otherwise.

T. Wexford, Louisville, KY

The Journal replies

Correct, and the distinction matters. We have added a clause: no arm overshot at a group level, which is not the same as no participant overshooting. The trials do not report individual overshoot rates and we have not found them published anywhere.

You say no dose-equivalence data exists between agents in this class. During the shortage my pharmacy substituted one for another on the basis of a conversion table they had printed from somewhere. Where would such a table have come from?

Y. Sasaki, Sapporo

The Journal replies

Almost certainly from cross-trial comparison of weight-loss percentages, which is not an equivalence basis. There is no head-to-head dose-titration study permitting conversion between these agents, and STEP 8 — the only head-to-head weight trial we know of — compared two agents at their own licensed doses rather than establishing equivalence between them.

As a prescriber I would push back on your framing of the maintenance gap. We are not practising without evidence; we are practising on pharmacological inference, which is what clinicians do in every field where the trial has not been run. Calling it unevidenced makes reasonable practice sound reckless.

M. Tsvangirai, Bulawayo

The Journal replies

A fair objection and we have adjusted the wording. Our intention was to locate the absence with the people who could have funded the trial rather than with the clinicians managing without it, and on rereading the original paragraph did not achieve that.

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