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Is STEP 8 a fair comparison of oral semaglutide against its comparator arm?

Asked 20 May 2025Modified 11 months agoViewed 6.1k times
4

Concretely: STEP 8 · 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?

clinical-trials
clinical-trials

Reading the primary literature properly: estimands, intention-to-treat versus per-protocol, confidence intervals, absolute versus relative…

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semaglutide
semaglutide

A GLP-1 receptor agonist with a fatty-acid-acylated backbone and a roughly one-week half-life, marketed for type 2 diabetes and for weight…

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tirzepatide
tirzepatide

A dual GIP and GLP-1 receptor agonist. Questions here cover the SURPASS and SURMOUNT programmes, the practical differences from a pure GLP-1…

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LM
askedlucia_marchetti18k2820 May 2025

4 Answers

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79

In practice, 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 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

TrialAgentnDurationPrimary result
STEP 1Semaglutide 2.4 mg1,96168 wk−14.9 % vs −2.4 % weight
STEP 2Semaglutide 2.4 mg, T2DM1,21068 wk−9.6 % vs −3.4 % weight
SURMOUNT-1Tirzepatide 5/10/15 mg2,53972 wk−15 / −19 / −21 % weight
SURMOUNT-4Tirzepatide, withdrawal67088 wkContinued loss vs substantial regain
SELECTSemaglutide 2.4 mg17,604~40 moMACE HR 0.80 (0.72–0.90)
FLOWSemaglutide 1.0 mg, CKD3,533~3.4 yrRenal composite reduced; stopped early
SURMOUNT-OSATirzepatide, OSA46952 wkAHI reduced with and without PAP

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.

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].

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

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 9 Sept 2025 by Dr_Rosalind_Achebe — fixed an arithmetic slip in the third paragraph

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DA
answeredDr_Rosalind_Achebe90k15813 Aug 2025
3Small correction: the units in the third paragraph should be micrograms, not milligrams. – h_pergande 5 months ago
4Do you have a reference for the last claim? Not disputing it, just want to read it. – tyndall_haze 7 months ago
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52

Put another way, 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.

A network meta-analysis can rank agents that were never compared directly, but only under a transitivity assumption — that the trials being linked are similar enough in population, duration and endpoint definition for the indirect comparison to hold. In this field that assumption is often visibly violated, which is why indirect rankings should be read as hypotheses.

To be exact about it, 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.

SELECT reported a hazard ratio of 0.80 (95% CI 0.72–0.90) for the primary composite major adverse cardiovascular event endpoint with semaglutide 2.4 mg in overweight or obese adults with established cardiovascular disease and without diabetes[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.

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

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DB
answeredDr_Ingrid_Baumgartner39k3824 Aug 2025
3Is there a reason to prefer the second method over the first, other than cost? – vialroom 5 months ago
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38

In practice, 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.

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].

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.

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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DZ
answeredDr_Marek_Zielinski39k3821 Jul 2025
30

Worth being precise here: a single laboratory value is a point on a noisy curve. What you want is a trend across at least three draws under comparable conditions, and "comparable" is doing a lot of work in that sentence.

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.

The PIONEER programme established oral semaglutide’s efficacy and the constraints on its administration, and the bioavailability figure of roughly one per cent is what drives the fasting and water-volume requirements[1].

The caveat is the population. Trial participants were screened, monitored and supported; the effect size in an unmonitored setting is not the trial effect size, and it is not obvious in which direction the difference runs.

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

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MO
answeredmarta_okonkwo87k2582 Aug 2025
2The arithmetic checks out. I ran the same numbers and got the same result. – lyoph_cake 4 months ago
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