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

TheCompound Journal

Reporting on incretins, compounding & the peptide supply chain

A monthly journal of record.
30 issues · 32 contributors
Not medical advice. We sell nothing.

Regain

A year after stopping: what the trials found at the far end

Fat mass, lean mass, and the composition of regained weight — the thinnest literature in this piece.

Correction

An earlier version stated that a fortnightly schedule delivers half the average exposure of a weekly one at the same nominal dose. Because the accumulation ratio also falls, average exposure is reduced by approximately a third rather than a half.

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.

SURMOUNT-4 and the steeper curve

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.1

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.

The physiology was described before the drugs existed

The homeostatic response to weight loss was characterised in a study that predates this drug class and remains the clearest account of it. After a substantial diet-induced reduction, circulating leptin fell and remained suppressed, ghrelin rose and remained elevated, satiety hormones including peptide YY and cholecystokinin fell, and subjective hunger was significantly greater than baseline — and all of these persisted at twelve months, long after active dieting had ended.2

Alongside the hormonal changes sits a reduction in resting energy expenditure larger than the loss of metabolically active tissue predicts, an effect usually termed adaptive thermogenesis. Its magnitude and persistence are contested, but in the most extreme documented cohort — participants in a televised competitive weight-loss programme followed for six years — resting metabolic rate remained substantially suppressed relative to prediction long after most of the weight had returned.3

Both findings explain regain after drug withdrawal without invoking anything specific to incretins. A drug that suppresses appetite is holding a system away from a defended state. Remove the drug and the system, which has been signalling for restoration throughout, gets what it has been asking for. That is not a drug effect; it is the condition the drug was treating becoming visible again.

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 received

The variance in regain, which is as large as the variance in loss

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.

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.

The first six weeks after the last injection

Exposure falls on a predictable schedule. A week after a final weekly injection roughly half the steady-state concentration remains; at two weeks a quarter; at four weeks a few per cent. Appetite returns along a curve that lags the concentration curve somewhat, and delayed gastric emptying resolves over a similar interval, so the sensation of early fullness that has been governing meal size for months disappears over about a month.

What people report, and the Journal reports it as report rather than as measurement, is that the appetite return is experienced as abrupt rather than gradual — as a threshold being crossed somewhere in the third or fourth week rather than as a smooth ramp. That is consistent with a non-linear relationship between receptor occupancy and the perceived effect, which is what the dose-response data would predict, and it is not consistent with the exposure curve alone.

Glycaemic parameters follow their own timescale. Fasting glucose responds within days to weeks; HbA1c, which reflects the preceding three months with the recent weeks weighted most heavily, will not show the full consequence of stopping for a full quarter. A panel drawn four weeks after cessation will understate the change, and this is a specific and common misreading. In the trial population with type 2 diabetes, where glycaemic control was a co-primary concern, the treatment effect on HbA1c was of the order of one and a half percentage points, which is the scale of what a cessation eventually undoes.4

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.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.6 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.71 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.

References

  1. 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.
  2. Sumithran P, Prendergast LA, Delbridge E, et al. “Long-Term Persistence of Hormonal Adaptations to Weight Loss.” New England Journal of Medicine. 2011;365(17):1597–1604.
  3. Fothergill E, Guo J, Howard L, et al. “Persistent metabolic adaptation 6 years after ‘The Biggest Loser’ competition.” Obesity. 2016;24(8):1612–1619.
  4. Davies M, Færch L, Jeppesen OK, et al. “Semaglutide 2·4 mg once a week in adults with overweight or obesity, and type 2 diabetes (STEP 2): a randomised, double-blind, double-dummy, placebo-controlled, phase 3 trial.” Lancet. 2021;397(10278):971–984.
  5. 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.
  6. 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.
  7. 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.

Related coverage