What the outcome trials measured in the kidney
Estimated glomerular filtration rate is a calculation with muscle mass in the denominator of its assumptions. In this population that matters.
TheCompound Journal
Reporting on incretins, compounding & the peptide supply chain
Receptor biology
Selectivity, potency and efficacy are three different measurements. The trade routinely reports none of them.
Ask what a GLP-1 receptor agonist does and you will usually be told that it makes you less hungry. That is a consequence, several steps downstream, of something considerably more specific: a peptide occupying an orthosteric binding site on a class B G-protein-coupled receptor, stabilising a conformation that couples preferentially to Gαs, raising intracellular cyclic AMP, and — depending on the ligand — recruiting beta-arrestin to a greater or lesser degree. Every clinically interesting property of this drug class, including the ones patients notice first, is a consequence of how a particular molecule performs that sequence.
The GLP-1 receptor belongs to class B of the G-protein-coupled receptor superfamily — the secretin-like receptors — which is a structural classification with practical consequences. Class B receptors have a large extracellular domain that captures the C-terminal portion of a peptide ligand first, in what is usually described as a two-domain binding model: the extracellular domain provides affinity, and the N-terminal residues of the peptide then insert into the transmembrane bundle to provide activation.
That architecture is why these receptors are difficult small-molecule targets and why, for two decades, every marketed agonist was a peptide. It is also why the orally available non-peptide agonists now in late-stage development are genuinely notable pharmacology rather than a formulation trick: they bind a site that a peptide does not occupy in the same way, and they activate the receptor through a partially distinct mechanism.1
The consequence for a reader trying to compare molecules is that structural class predicts a great deal about route, durability and formulation, and rather less about efficacy.
When the GLP-1 receptor is activated it can couple to Gαs, raising cyclic AMP, and it can recruit beta-arrestin, which contributes to receptor internalisation and desensitisation. An agonist that favours the first over the second is described as G-protein-biased. The therapeutic argument for bias is that sustained cAMP signalling without proportionate internalisation should produce a more durable effect at the same occupancy.
The evidence for that argument is real but narrower than its popularity suggests. Bias is measured in transfected cell systems at receptor densities that bear no relationship to a beta cell or a vagal afferent, and the translation from a bias factor in vitro to a clinical difference in vivo has been demonstrated convincingly for very few ligands.2 The Journal’s position is that bias is a legitimate and probably important variable, that it is one of several plausible explanations for the differences observed between molecules, and that anybody presenting it as the explanation is ahead of the data.
Two different phenomena share the name tachyphylaxis, and conflating them produces confident conclusions the data does not license.
On plateausThree quantities are routinely conflated in discussions of this class. Affinity is how tightly a ligand binds, usually reported as a dissociation constant. Potency is the concentration producing half-maximal response, reported as an EC50. Efficacy is the maximal response achievable, reported relative to a reference agonist. A molecule can be more potent and less efficacious than another, and a molecule can bind a second receptor with high affinity and produce almost no response there.
Selectivity is the ratio of activities across receptors, and it is where the current pipeline diverges most sharply. Reported GIP-to-GLP-1 activity ratios for dual agonists vary by more than an order of magnitude between molecules; glucagon receptor arms in triple agonists vary similarly. Those ratios are properties of the sequence and they are not adjustable by dose. Two molecules with different ratios are different drugs at every dose, which is the reason head-to-head trials cannot be replaced by cross-trial comparison.3
| Molecule | GLP-1R | GIPR | GCGR | Amylin/CTR |
|---|---|---|---|---|
| Semaglutide | Full agonist | — | — | — |
| Tirzepatide | Agonist, lower relative potency | Agonist | — | — |
| Retatrutide | Agonist | Agonist | Agonist | — |
| Survodutide | Agonist | — | Agonist | — |
| Cagrilintide | — | — | — | Agonist |
| Orforglipron | Agonist (non-peptide) | — | — | — |
| Qualitative summary. Reported potency ratios vary between assay systems by more than an order of magnitude and are not comparable across publications. | ||||
Three engineering strategies account for essentially every long-acting agonist on the market. The first is substitution at the DPP-4 cleavage site: replacing the alanine at position 8 with a residue the enzyme cannot process removes the fastest route of degradation. The second is acylation with a fatty-acid chain, which promotes reversible binding to serum albumin; albumin-bound drug is protected from renal filtration and enzymatic attack, and dissociates slowly to provide a circulating depot. The third is fusion to a large carrier — an immunoglobulin Fc fragment, for instance — which raises the hydrodynamic radius above the glomerular filtration threshold.
Semaglutide uses the first two, with a C18 diacid linked through a spacer. Liraglutide uses a shorter C16 chain and achieves roughly thirteen hours rather than seven days, which is a useful demonstration of how much the chain contributes. Dulaglutide takes the fusion route. The strategies are not interchangeable and they produce different distribution and clearance behaviour, not merely different durations.4
An orally bioavailable small molecule that activates a class B GPCR was, for a long time, considered close to impossible. The current crop of non-peptide GLP-1 receptor agonists achieves it by binding a site that overlaps only partially with the peptide binding pocket, stabilising an active conformation without the two-domain capture mechanism.
Pharmacologically this matters for three reasons. Absorption does not depend on a permeation enhancer, so bioavailability is far less variable and far less dependent on fasting state than oral semaglutide’s. Elimination is hepatic rather than largely renal and proteolytic, which changes the interaction profile. And potency at the receptor is achieved without a fatty-acid albumin depot, so the concentration-time profile looks like a conventional small molecule rather than a peptide. None of this predicts efficacy; all of it predicts a different practical drug.
An argument could be made that receptor pharmacology is a specialist concern and that readers need practical guidance instead. The Journal’s position is the opposite, for a specific reason: almost every piece of bad advice circulating about this drug class is a mechanistic error with a practical conclusion attached.
Escalating on a fixed calendar regardless of symptoms is an error about accumulation kinetics. Splitting a weekly dose into daily fractions to reduce side effects is an error about half-life and steady state. Assuming a molecule with GIP activity is simply a stronger version of one without is an error about selectivity. Expecting weight to keep falling indefinitely is an error about energy balance. In each case the practical advice is wrong because the mechanism was misunderstood, and in each case understanding the mechanism is not much harder than memorising the rule.
Agonist: a ligand that binds a receptor and produces a response. Full agonist: one producing the maximal response the system permits. Partial agonist: one producing less than maximal response even at full occupancy. Analogue: a molecule structurally derived from a natural ligand. Mimetic: a molecule reproducing a natural ligand’s effect without structural derivation.
Orthosteric site: the binding site the natural ligand occupies. Allosteric site: a distinct site whose occupancy modulates activity at the orthosteric one. Biased agonism: preferential activation of one downstream pathway over another. Tachyphylaxis: diminishing response to repeated administration. Steady state: the condition in which the rate of drug entering the body equals the rate leaving it.
Precision here is not pedantry. Several of the arguments this publication receives by post turn out, on inspection, to be disagreements about which of these words the writer meant.
Two things follow practically from the pharmacology above, and only two. Consistency of dosing interval matters more than consistency of hour. And an interruption long enough to clear the drug is an interruption long enough to reset tolerability, which means resumption is a fresh escalation and not a continuation. Everything else in this piece is background.
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.
Your accumulation table gives 2.0 for a seven-day half-life at weekly dosing. I make it 2.0 as well, but I would point out that this assumes complete absorption of each dose, which for subcutaneous peptides is a generous assumption.
— K. Sivertsen, Bergen
Correct, and the table now carries that caveat. The ratio is unaffected by a constant bioavailability factor, but the absolute concentrations obviously are.
As a community pharmacist I would add one thing to your section on missed doses: the label window matters less than whether the patient then double-doses to "catch up". I have seen that twice this year and both times the patient believed they were following instructions.
— J. Vasilenko, Chisinau
Noted, and worth stating plainly: the pharmacokinetics give no basis whatever for doubling a dose after an omission. We will say so explicitly next time the subject comes up.
You describe biased agonism as "legitimate and probably important" and then decline to say which molecules are biased in which direction. That is a strange place to stop.
— T. Oyelowo, Abeokuta
It is, and it is deliberate. The published bias factors for these ligands are measured in different systems and are not comparable to one another. We would rather stop than publish a ranking that the underlying assays cannot support.
I found the section on the area postrema genuinely clarifying. I had assumed nausea was a stomach problem and had been treating it as one, unsuccessfully, for four months.
— S. Bergqvist, Malmö
Estimated glomerular filtration rate is a calculation with muscle mass in the denominator of its assumptions. In this population that matters.
Real-world persistence figures, with their definitions stated, because the definitions are doing most of the work.
Reducing a dose is not going backwards. In a tolerability-limited class it is the mechanism by which the ceiling is found.
Cost is the modal reason for discontinuation in every dataset we have seen, and it is absent from the clinical literature.
We separate what is supported, what is reasonable, and what is folklore, and we do not pretend the boundaries are crisp.
Every major phase 3 protocol in this class allowed escalation to be delayed for tolerability. Almost no product label explains the mechanics of doing so.