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

TheCompound Journal

Reporting on incretins, compounding & the peptide supply chain

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Stopping

Continued treatment against continued placebo: the comparison that settled it

The regain trajectories, arm by arm, with the estimands named.

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.

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followed a subset of participants for a further fifty-two weeks after both the drug and the lifestyle intervention were withdrawn, which makes it an off-treatment observation rather than a randomised withdrawal.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 And the lifestyle support was withdrawn at the same time as the drug, so the extension describes the removal of an entire intervention package rather than of a molecule.

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.

Regain as a share of loss, as a share of body weight, and as a final position relative to baseline are three numbers. They are quoted as one.

On denominators

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.4

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.

Time course of exposure and of measurable change after a final injection
Time since last doseApprox. residual exposureWhat is measurable
1 week≈50%Little change in appetite reported
2 weeks≈25%Appetite return commonly reported; fasting glucose rising
4 weeks≈3–6%Gastric emptying normalised; tolerability reset
8 weeks<1%Weight trajectory established; HbA1c partially reflects change
12 weeksnilHbA1c reflects the post-cessation period
Residual exposure assumes a 7-day half-life and first-order elimination. The observations in the third column are drawn from trial reports and correspondence and are not measurements from a single study.

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.56

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.

When the indication is not weight

The withdrawal question changes shape when the drug was prescribed for something other than weight. In the cardiovascular outcome trial of semaglutide in overweight and obesity without diabetes, the reduction in major adverse cardiovascular events emerged over years of continued treatment, and the trial provides no information about what happens to that benefit on cessation.7 The same applies to the renal outcome data in chronic kidney disease with type 2 diabetes, where the effect on kidney disease progression was measured over a median of several years of treatment.8

There is no reason to expect an outcome benefit that accrues over years to persist after the exposure ends, and no trial has tested it. For a person taking the drug for glycaemic control, stopping has an immediate and measurable consequence in HbA1c over the following three months. For a person taking it for cardiovascular or renal risk, stopping has no measurable short-term consequence at all, which makes the decision harder rather than easier.

This is the situation in which the Journal thinks the withdrawal-trial coverage has done the most damage. Framing discontinuation as a weight question invites a person taking the drug for kidney disease to reason about it in the wrong currency entirely.

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. 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.
  5. 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.
  6. 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.
  7. Lincoff AM, Brown-Frandsen K, Colhoun HM, et al. “Semaglutide and Cardiovascular Outcomes in Obesity without Diabetes.” New England Journal of Medicine. 2023;389(24):2221–2232.
  8. Perkovic V, Tuttle KR, Rossing P, et al. “Effects of Semaglutide on Chronic Kidney Disease in Patients with Type 2 Diabetes.” New England Journal of Medicine. 2024;391(2):109–121.

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