What the placebo arms of the withdrawal trials actually tell us
Three randomised withdrawal designs have tested what happens when treatment stops. Their results are consistent and they are consistently misreported.
TheCompound Journal
Reporting on incretins, compounding & the peptide supply chain
Protein and training
The evidence base is one secondary analysis, several small studies and a large amount of extrapolation from bariatric surgery.
A paragraph comparing lean-mass outcomes between semaglutide and tirzepatide substudies was removed before publication. The Journal concluded that cross-trial comparison of substudies with different scanners, durations and populations could not support the comparison, and that publishing it would have licensed exactly the ranking we criticise elsewhere in the piece.
The mechanistic argument for a genuine skeletal effect is simple and reasonable: bone remodels in response to mechanical loading, a lighter person loads their skeleton less, and a rapid reduction in loading produces a rapid reduction in density. That argument predicts bone loss with any successful weight-loss intervention and does not predict anything peculiar to incretins. Whether these drugs do something to bone beyond making their users lighter is a separate question and the evidence for it is currently very thin in both directions.
Every widely used body-composition instrument partitions the body into compartments, and the compartment names do more work than they should. In the standard three-compartment DXA output, a body consists of fat mass, bone mineral content and lean soft tissue. The third of those is defined by subtraction: it is what remains once fat and bone are accounted for. It therefore includes skeletal muscle, cardiac and smooth muscle, the liver, kidneys, gut and other viscera, the skin, the blood, and all extracellular and intracellular water.
The water term is the one that causes the most confusion in the first weeks of treatment. Muscle glycogen binds water at roughly three grams per gram, so a shift in glycogen stores produces a change in lean mass measurement several times its own size. Reduced food intake, reduced carbohydrate intake and reduced training volume all lower glycogen. A person who reads a two-kilogram fall in lean mass across the first month of treatment may have lost very little muscle and a good deal of water, and no instrument in routine use can tell them which.
This is not a pedantic distinction. It determines whether an early reading is alarming or unremarkable, and it is the reason the Journal treats composition measurements taken inside the first eight weeks of treatment as close to uninterpretable.
Bioelectrical impedance analysis passes a small alternating current through the body and measures the opposition to it. Lean tissue, being largely water and electrolyte, conducts; fat does not. From the measured impedance, a height term, a weight term and a set of population-derived regression equations, the device produces a fat mass figure. The impedance is measured. The body composition is computed from an equation fitted to somebody else.
The consequences are well documented. Agreement with DXA at the group level is often reasonable; agreement at the individual level is not, with limits of agreement for fat mass frequently spanning several kilograms in either direction, and the disagreement growing at higher body mass index — precisely the population of interest here.1 Worse for our purposes, the measurement is sensitive to hydration status, recent exercise, recent meals, ambient temperature, skin moisture and time of day, all of which are changing during incretin treatment. A device that reads fat mass as a function of body water, used in a person whose body water is unstable, will report composition changes that are hydration changes. The Journal does not report BIA-derived composition changes from consumer devices, and would not treat them as evidence of anything.
The trials measured mass. Nobody measured whether the participants got weaker, and that measurement costs almost nothing.
On the missing endpointThe figures in circulation — commonly one and a half to two grams of protein per kilogram of body weight daily, sometimes expressed as a floor of around a hundred grams — are traceable. The most-cited primary source is a randomised trial in resistance-trained young men under a substantial energy deficit, comparing a higher against a lower protein intake with supervised training and controlled feeding; the higher-intake group gained lean mass and lost more fat over four weeks.2 Supporting evidence comes from a large meta-analysis of protein supplementation during resistance training, which found a benefit to lean mass accrual that plateaued at around one and a half to one point six grams per kilogram daily.3
Both are good studies. Neither enrolled anybody over about thirty-five, anybody with obesity, or anybody losing weight at more than a small fraction of the rate this drug class produces. The plateau figure in particular is a plateau for training-induced accrual in weight-stable or mildly deficit conditions, and its application as a preservation target during a twenty per cent weight reduction is an extrapolation rather than a finding.
The Journal quotes these numbers because they are the best available and states their provenance because the provenance is the argument.
| Programme | Agent | Method | Substudy n (approx.) | Duration |
|---|---|---|---|---|
| STEP 1 | Semaglutide 2.4 mg | DXA, whole body | 140 | 68 weeks |
| SURMOUNT-1 | Tirzepatide 5/10/15 mg | DXA, whole body | 160 | 72 weeks |
| SURPASS-3 MRI | Tirzepatide vs degludec | MRI, liver and abdominal depots | 300 | 52 weeks |
| S-LiTE (investigator-initiated) | Liraglutide 3.0 mg ± exercise | DXA, whole body and regional | 195 | 52 weeks |
| SURMOUNT-4 | Tirzepatide, withdrawal design | No imaging substudy reported | — | 88 weeks |
| Enrolment figures are approximate and refer to the imaging substudy, not the parent trial. Substudy sites were selected for scanner availability rather than for representativeness. | ||||
The closest analogue to rapid weight loss in an older, heavier population predates this drug class entirely. In a randomised trial of adults aged sixty-five and over with obesity, assigned to diet, exercise, both or a control condition for a year, the combination produced the largest improvement in physical function, and the exercise component attenuated the loss of lean mass and of bone mineral density that diet alone caused.4 Diet alone improved function too — carrying less mass helps — but by less, and at a measurable skeletal cost.
That trial is the template for how the question should be asked in this class: randomise the co-intervention, measure function as a primary endpoint, measure bone, and follow for long enough for the skeleton to respond. Its population, older and heavier and losing weight quickly, resembles a large share of current incretin users far more closely than the young resistance-trained cohorts from which most consumer advice descends.
The Journal cites it frequently for that reason and notes the obvious limitation: the weight loss achieved was roughly a tenth of body mass over a year, which is half or less of what the current agents produce. Whether the protective effect of training holds at twice the rate of loss is not established.
A secondary analysis of the Danish exercise-and-liraglutide trial is the only randomised evidence on bone in this class worth the name. It reported that exercise alone, or exercise combined with the agonist, preserved bone mineral density at clinically relevant sites, whereas the agonist alone was associated with reductions at the hip and spine relative to the exercise arms.5 The effect sizes are small in absolute terms and the trial was not designed for this endpoint.
Around that sits a larger and older literature on dietary and surgical weight loss, which is consistent: substantial weight reduction lowers bone mineral density at load-bearing sites roughly in proportion to the mass lost, with the hip and femoral neck affected more than the lumbar spine, and with bariatric surgery producing the largest changes. Bone turnover markers rise early and remain elevated for months.
Two things are missing. There is no randomised bone endpoint in any trial of the current agents, at any dose, for any duration. And there is no fracture data at all — no trial in this class has been powered for fractures, none has reported them as a pre-specified outcome, and the observational literature is confounded by the fact that weight loss changes fall risk in both directions.
Densitometry infers bone mineral density from the differential attenuation of two X-ray energies, using the surrounding soft tissue as the baseline against which bone is distinguished. The algorithm assumes a soft-tissue composition, and that assumption is embedded in the calibration. When the thickness and fat fraction of the tissue overlying a measurement site change substantially, part of the apparent change in bone density is an artefact of the altered baseline.
The magnitude is contested. Phantom and cadaver work suggests errors of the order of one to three per cent for large changes in overlying fat, which is the same order as the real bone changes being reported over a year of rapid weight loss. In practice this means that a hip bone mineral density reduction of two per cent in a person who has lost a fifth of their body weight cannot be cleanly separated into a bone effect and a measurement effect, and the published analyses do not attempt it.
Quantitative computed tomography and high-resolution peripheral imaging are less vulnerable, measure geometry and microarchitecture rather than areal density, and have not been used in any trial in this class. The Journal regards that as the most easily closed gap in the whole body-composition literature.
Two hypotheses compete and both are underpowered. The first is that incretins are neutral for bone beyond making their users lighter, so any density change is the ordinary consequence of reduced mechanical loading. The second is that GLP-1 receptor signalling has direct skeletal effects — receptors have been reported on osteoblast lineage cells, and GLP-1 influences the entero-osseous axis and calcitonin secretion — which could be protective, harmful, or negligible.
The evidence cited for a protective effect is an early study of weight-loss maintenance in which liraglutide treatment was associated with preserved bone mineral density relative to a diet-alone comparison, interpreted at the time as a direct skeletal benefit.6 That finding sits awkwardly beside the later secondary analysis in which the agonist arm did worse than the exercise arms, and the two are not straightforwardly reconcilable: different agents at different doses, different comparators, different durations, small samples throughout.
The Journal reports the question as open, which is unsatisfying and accurate. What would settle it is a randomised bone endpoint with imaging that is not confounded by soft-tissue change, in a population whose weight loss is matched across arms. Nothing of that description is under way.
Reduced lean mass on a scan, without measured weakness, does not meet any published definition of sarcopenia.
On borrowed vocabularyFour things accompany every composition number in these pages. The instrument, because DXA, magnetic resonance, bioimpedance and creatine dilution are not interchangeable and the choice frequently determines the sign of the result. The sample size of the substudy rather than of the parent trial, because the parent trial size is irrelevant to the composition finding and quoting it is misleading. The definition used — total lean mass, lean soft tissue, appendicular lean mass or fat-free mass — because these differ by several kilograms in the same person. And whether the figure is a proportion of body mass or an absolute quantity.
Where a source omits any of the four, we say so rather than guessing, and where we have had to convert between definitions we show the conversion. This is more cumbersome than the alternative and it is the only way we have found to write about this subject without producing sentences that are technically true and practically misleading.
Readers who find a figure in these pages that lacks its instrument and its sample size have found an error, and the standards desk would like to hear about it at standards@compoundjournal.com.
| Target | Population it was established in | Duration | Denominator used |
|---|---|---|---|
| 0.8 g/kg/day | General adult requirement, nitrogen balance | Weeks | Current body weight |
| 1.2–1.5 g/kg/day | Older adults, energy restriction | 6–12 months | Current or adjusted weight |
| 1.6 g/kg/day | Resistance training, plateau of accrual | 8–16 weeks | Current body weight |
| 2.4 g/kg/day | Resistance-trained young men, large deficit | 4 weeks | Current body weight |
| 1.5 g/kg reference weight | Obesity management guidance | Not trial-derived | Reference or ideal weight |
| No target in this table was established in anybody taking a GLP-1 receptor agonist. The denominator column is the reason the same ratio produces targets differing by a third or more. | |||
A category confusion arrives in the Journal postbag with some regularity, and it is worth addressing directly. The four independent testing services this market relies on — Janoshik, Medutest, PeptideMeter and VendorInvestigate — analyse the contents of a vial. They report chromatographic purity, identity by mass, sometimes peptide content, and in the case of the verification services, what they were able to establish about a supplier. None of them measures anything about a person.
A certificate stating 98.7 per cent purity for a batch supplied by WWB, SSA or KP is silent on that customer’s body composition, and a low-purity result does not explain a disappointing DXA scan. The two questions are answered by different instruments in different buildings, and conflating them produces a particular kind of dead end in which somebody spends several hundred pounds on analytical testing to investigate a clinical question.
The reverse confusion also occurs: a satisfactory laboratory panel or a favourable body-composition scan is offered as evidence that a vial contained what its label claimed. It is not evidence of that either. Compounds sold for research use only are not approved for human use, and nothing in this section should be read as advice about using them.
Correspondence on this subject reaches the Journal at a higher rate than on any other, and a striking proportion of it consists of readers reporting a number from a device and asking what it means. The honest answer, in most cases, is less than they hope. We would rather say that than supply a confident interpretation the instrument cannot support.
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.
As a DXA technologist of twenty-two years I would add one thing to your precision section: the largest source of error in practice is not the machine, it is positioning. A patient scanned with their arms two centimetres further from their trunk will report different regional values. We are trained to a protocol and the protocol is not always followed.
— C. Rautenbach, Pretoria
We should have said this and did not. It also argues for what you presumably practise: same device, same technologist, same protocol, and a note in the record when any of those changes.
You write that no trial has measured strength. There are observational cohorts with grip strength data. Why do you insist on randomised measurement?
— R. Whitlam, Adelaide, SA
Because grip strength in an observational cohort of people who chose to take a drug, and who differ from those who did not in age, motivation and comorbidity, cannot separate the drug effect from the selection. We report those cohorts and we do not treat them as answering the question.
Three randomised withdrawal designs have tested what happens when treatment stops. Their results are consistent and they are consistently misreported.
A design note rather than a result: what the comparator was, and what that permits you to conclude.
A design note rather than a result: what the comparator was, and what that permits you to conclude.
An absence of evidence is not evidence of harm. It is also not a licence.
The Journal’s standing position: a mass that matches is necessary evidence of identity and nowhere near sufficient.
The compendial sterility test cannot demonstrate that a batch is sterile. It can only fail a batch that is grossly contaminated. Everything else is process validation.