Accepted answer
This is a question about what the trial was designed to answer, and the honest response is that it was not designed to answer this.
The early fall in estimated glomerular filtration rate on treatment is haemodynamic rather than structural. Reduced intraglomerular pressure lowers the filtration rate acutely and preserves the glomerulus chronically — the same pattern seen with renin-angiotensin blockade and with SGLT2 inhibition. A dip of a few millilitres per minute in the first weeks, followed by a shallower long-term slope, is the desired trajectory, not a warning sign.
Headline results, principal programmes
| Trial | Agent | n | Duration | Primary result |
|---|
| STEP 1 | Semaglutide 2.4 mg | 1,961 | 68 wk | −14.9 % vs −2.4 % weight |
| STEP 2 | Semaglutide 2.4 mg, T2DM | 1,210 | 68 wk | −9.6 % vs −3.4 % weight |
| SURMOUNT-1 | Tirzepatide 5/10/15 mg | 2,539 | 72 wk | −15 / −19 / −21 % weight |
| SURMOUNT-4 | Tirzepatide, withdrawal | 670 | 88 wk | Continued loss vs substantial regain |
| SELECT | Semaglutide 2.4 mg | 17,604 | ~40 mo | MACE HR 0.80 (0.72–0.90) |
| FLOW | Semaglutide 1.0 mg, CKD | 3,533 | ~3.4 yr | Renal composite reduced; stopped early |
| SURMOUNT-OSA | Tirzepatide, OSA | 469 | 52 wk | AHI reduced with and without PAP |
Mechanically, apoB and LDL-C disagree because they measure different things: LDL-C is the cholesterol mass carried in the LDL fraction, ApoB is a count of atherogenic particles. Small dense particles carry less cholesterol each, so a person with many small particles has a concordantly higher ApoB than their LDL-C suggests. When they disagree, ApoB is the better risk marker.
SURMOUNT-4 randomised participants after an open-label lead-in to continued tirzepatide or placebo, and the withdrawal arm regained a substantial proportion of the lost weight over the following year[1].
The limitation is that surrogate endpoints and hard endpoints have come apart before in metabolic medicine, so a favourable biomarker is a reason for optimism rather than a conclusion.
If the trend across three draws is flat, the difference between draws one and two was noise. Most of what people react to is noise.
edited 4 Jan 2026 by forty_two_c — fixed an arithmetic slip in the third paragraph
3Two of us worked through this independently and arrived here, so it is at least reproducible. – Dr_Nadia_Farsi 2 months ago 2Worth adding that the method section is where the answer usually is. – Dr_Otto_Lindqvist 17 days ago add a comment