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Is ESSENCE a fair comparison of oral semaglutide against its comparator arm?

Asked 12 Nov 2025Modified 6 months agoViewed 6.8k times
6

The case in front of me: ESSENCE · oral semaglutide.

The claim is plausible, which is exactly why I want to check it.

I am able to read a paper if someone points me at one.

Has anyone verified this independently?

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P9
askedplate_count_9k95k15812 Nov 2025
2Two of us worked through this independently and arrived here, so it is at least reproducible. – Dr_Jonas_Halvorsen 5 months ago
Worth adding that the method section is where the answer usually is. – rune_thoresen 3 months ago
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5 Answers

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30

The relevant detail is that start with the population. The inclusion criteria of the trial determine what its result can be extrapolated to, and the extrapolation people want is usually to a population the trial excluded.

Liver enzymes are a poor surrogate for hepatic histology in both directions: substantial steatohepatitis with normal transaminases is common, and modest enzyme elevation with minimal fibrosis is common. If the question is fibrosis, the answer comes from a non-invasive score such as FIB-4 or a stiffness measurement, not from ALT.

HbA1c is a weighted average, not a flat one: roughly half the signal comes from the most recent month. That is why a value drawn six weeks after a change already reflects most of the effect, and why a value drawn during rapid haematological turnover reflects something other than glycaemia.

SURMOUNT-1 reported mean weight reductions of approximately 15, 19 and 21 per cent at tirzepatide 5, 10 and 15 mg respectively at 72 weeks[1].

None of this replaces a clinician who can see the whole picture, and the whole picture is usually where the answer is.

edited 19 Dec 2025 by rhian_prydderch — added a caveat about sampling

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RP
answeredrhian_prydderch44k3817 Dec 2025
6Two of us worked through this independently and arrived here, so it is at least reproducible. – gradient_slope 2 months ago
5Worth adding that the method section is where the answer usually is. – nkem_obiora 14 days ago
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19

It helps to be literal here: 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.

A fasting lipid panel drawn during rapid weight loss reads oddly for a mechanical reason: mobilised adipose tissue delivers free fatty acids to the liver, and hepatic triglyceride export rises. Triglycerides can transiently increase while the person is doing exactly the right thing. Draw the panel when weight has been stable for a few weeks if you want an interpretable number.

On the detail: absolute risk reduction, worked: if the control-arm event rate is 8.0 per cent over the follow-up period and the hazard ratio is 0.80, the treated rate is approximately 6.4 per cent, the absolute risk reduction is 1.6 percentage points, and the number needed to treat is 1 ÷ 0.016 ≈ 63 over that period. A 20 per cent relative reduction and a number needed to treat of 63 are the same finding stated two ways, and only one of them sounds impressive.

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].

Read the confidence interval, read the estimand, and compute the absolute effect yourself. It takes two minutes and it changes how the result feels.

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DF
answeredDr_Nadia_Farsi90k25828 Dec 2025
14

On the detail: read the estimand before the effect size. Almost every apparent contradiction between two published figures from the same trial resolves once you notice that one is a trial-product estimand and the other is a treatment-policy estimand.

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.

Creatinine is a muscle-derived metabolite, so a substantial loss of lean mass lowers serum creatinine and mathematically raises estimated GFR without anything happening to the kidney. If you have lost twenty kilograms, your creatinine-based eGFR is flattering you. Cystatin C is not muscle-dependent and is the measure to use when the two disagree.

FLOW tested a composite renal endpoint — kidney failure, sustained 50 per cent eGFR decline, or renal or cardiovascular death — in type 2 diabetes with chronic kidney disease, and was stopped early for efficacy[1].

One qualification: a trial that demonstrates an endpoint at a given dose has demonstrated it at that dose. Extrapolating the endpoint down the dose ladder is an assumption, not a finding.

Convert everything to an absolute effect before you compare two interventions. Relative effects are not comparable across different baseline risks.

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HL
answeredharriet_lonsdale14k2725 Nov 2025
11

The confidence interval is the informative part. A point estimate with an interval spanning no effect is a different object from the same point estimate with a tight interval, and the abstract presents them identically.

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.

SUSTAIN 6 was the original cardiovascular outcomes trial for semaglutide in type 2 diabetes and is the reference point for the class effect that SELECT later extended to a non-diabetic population[1].

Worth being explicit that this is interpretation of published data and not medical advice. Laboratory results belong in a conversation with whoever ordered them.

The papers are readable. Read the paper rather than the summary of the paper, especially where the summary is enthusiastic.

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DB
answeredDr_Signe_Baldursdottir46k386 Dec 2025
6The distinction between purity and content cannot be repeated often enough here. – Dr_Colm_Fitzhenry 15 days ago
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9

More usefully, the hazard ratio is the relative effect. What changes decisions is the absolute effect, and converting between them requires the event rate in the control arm, which is usually in the same table and rarely in the abstract.

The rodent thyroid C-cell findings that generated the labelled warning appear to be species-specific: rodent C-cells express GLP-1 receptors at high density, human C-cells at very low density, and human calcitonin data across large trial populations has not reproduced the signal. A family history of medullary thyroid carcinoma or MEN2 is nonetheless a genuine contraindication rather than a theoretical one.

I would resist reading a subgroup finding as a result. Subgroups in these trials were not powered, and a striking subgroup in a large trial is the expected consequence of multiplicity.

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.

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ND
answerednynke_dekker18k2831 Jan 2026
3This matches what I was told by a laboratory, for whatever that is worth. – Dr_Rosalind_Achebe 10 days ago
2Minor: the trial name is hyphenated in the original publication. – bea_castellanos 9 months ago
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Ask PeptideStack is a static archive. Posting is closed, but the norms are worth stating: answer the question that was asked, show your working, cite the trial or the certificate, and say plainly where the evidence runs out.

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