T2D: A1c Reduction Across Pivotal Trials
Mean A1c reduction (percentage points) in pivotal T2D trials. Tirzepatide leads at every dose level, with the 15mg arm achieving ~2.5 pp A1c reduction. SURPASS-2 directly compared tirzepatide vs semaglutide 1mg; subsequent trials anchor the rest. Oral semaglutide (PIONEER) modestly trails injectable. Older agents (dulaglutide, liraglutide) anchor the lower end of the class.
Obesity: Placebo-Adjusted Weight Loss
Placebo-adjusted weight loss across pivotal and Phase 2 obesity trials, color-coded by mechanism. Triple agonists (retatrutide) and dual GLP-1/GIP combos (CT-388, tirzepatide) lead; oral non-peptide (orforglipron) lags injectables but offers patient-preference upside. Trial durations vary (13 to 72 weeks); shorter trials may understate maximum efficacy. The 22.7% CagriSema figure cites the Phase 3a NEJM headline value.
SELECT: MACE Reduction in CVD + Overweight/Obesity
| Endpoint | HR | 95% CI | Forest plot (0.5 to 1.5) | Reduction |
|---|---|---|---|---|
| MACE (CV death + non-fatal MI + non-fatal stroke) | 0.80 | 0.72 to 0.90 | 20% | |
| Non-fatal myocardial infarction | 0.72 | 0.61 to 0.85 | 28% | |
| Cardiovascular death | 0.85 | 0.71 to 1.01 | 15% | |
| Non-fatal stroke | 0.93 | 0.74 to 1.15 | 7% | |
| All-cause mortality | 0.81 | 0.71 to 0.93 | 19% | |
| Heart failure composite | 0.82 | 0.71 to 0.96 | 18% |
SELECT (NEJM 2023) randomized 17,604 patients with established CVD plus overweight/obesity (no diabetes) to semaglutide 2.4mg vs placebo over 39.8 months mean follow-up. The 20% primary MACE reduction triggered Wegovy's March 2024 cardiovascular label expansion and the subsequent CMS GLP-1 Bridge program logic for Medicare beneficiaries with covered CV indications. Non-fatal MI showed the strongest individual signal (28% reduction). Stroke was directionally favorable but not statistically significant on its own.
FLOW: Kidney Outcomes in T2D + CKD
| Endpoint | HR | 95% CI | Forest plot (0.5 to 1.5) | Reduction |
|---|---|---|---|---|
Primary composite (kidney failure + sustained 50% eGFR loss + kidney/CV death) | 0.76 | 0.66 to 0.88 | 24% | |
Kidney-specific composite | 0.79 | 0.66 to 0.94 | 21% | |
Cardiovascular events (MACE) | 0.82 | 0.68 to 0.98 | 18% | |
All-cause mortality | 0.80 | 0.67 to 0.95 | 20% | |
Annual eGFR slope (mL/min/1.73m2/yr) Improvement in slope (less decline) vs placebo | 1.16 | 0.86 to 1.47 | 16% |
FLOW (NEJM 2024) randomized 3,533 patients with T2D plus CKD to semaglutide 1mg vs placebo over 3.4-year median follow-up. The primary composite endpoint (kidney failure, sustained 50% eGFR loss, kidney death, or CV death) was reduced 24%. Cardiovascular events and all-cause mortality also dropped. FDA approval for semaglutide CKD followed in January 2025, opening a Medicare Part D-covered indication.
SURMOUNT-OSA: Tirzepatide AHI Reduction in Obese OSA
SURMOUNT-OSA (NEJM 2024) randomized 469 obese patients with moderate-to-severe OSA to tirzepatide vs placebo over 52 weeks. Both parallel studies (without PAP at baseline, and with PAP) showed dramatic AHI reduction on tirzepatide (-25.3 and -29.3 events/hour) versus placebo (-5.3 and -5.5). FDA approval for Zepbound for moderate-to-severe OSA in obesity followed in December 2024, opening sleep medicine and pulmonology as new prescriber bases.
MASH: Fibrosis Improvement and MASH Resolution by Mechanism
Paired histology endpoints (fibrosis improvement without MASH worsening, and MASH resolution without fibrosis worsening) across the main MASH agents. Resmetirom (Madrigal Rezdiffra) is the only FDA-approved option to date (March 2024). Semaglutide (ESSENCE Phase 3) and efruxifermin (Akero, acquired by Novo for $5.2B late 2025) post stronger headline rates but had different patient mix and longer follow-up. Pemvidutide IMPACT pivotal readout in 2026 will add the GLP-1/glucagon dual to the comparison.
Pediatric and Adolescent (ages 12 to 17)
Mean placebo-adjusted body weight reduction in adolescent obesity trials. STEP TEENS (NEJM 2022): semaglutide 2.4mg in 12 to 17 year olds achieved 16.1% weight loss vs 0.6% placebo. Wegovy adolescent approval was December 2022; remains the only currently-approved adolescent GLP-1. Zepbound adolescent late-stage trials read out 2026. Lilly is also studying tirzepatide down to age 6. AAP guidelines (January 2023) recommend GLP-1 from age 12 with co-management of weight-related comorbidities.
Emerging Indications Pipeline
| Indication | Trial | Sponsor | Readout |
|---|---|---|---|
| Alzheimer's disease | EVOKE / EVOKE+ (semaglutide 2.4mg, Phase 3) | Novo Nordisk | 2026 |
| Alcohol use disorder (AUD) | Multiple Phase 2 trials | NIH-NIAAA + investigator-initiated | 2026 to 2027 |
| Opioid use disorder (OUD) | Phase 1 and 2 investigator trials | NIH-NIDA + academic | 2027+ |
| Parkinson's disease | Multiple Phase 2 (exenatide, lixisenatide) | Academic + NIH | 2026 to 2027 |
| Heart failure (HFpEF) | STEP-HFpEF (sema, published); SUMMIT (tirz, published) | Novo Nordisk; Eli Lilly | Published 2024 |
| Polycystic ovary syndrome (PCOS) | Phase 2 investigator + off-label use | Academic | 2027+ |
| Mortality in non-CVD populations | Real-world cohort studies (Truveta, claims) | Reinsurers + academic | Continuous |
Indications beyond T2D, obesity, CV, OSA, CKD, MASH, and pediatric where GLP-1 has material trial activity. The most consequential near-term readout is Alzheimer's (semaglutide EVOKE Phase 3, 2026). Addiction (alcohol, opioid) has strong observational data but no near-term FDA filing pathway. HFpEF (STEP-HFpEF, SUMMIT) shows symptom improvement but is covered under the broader CV label rather than a separate indication. Mortality benefits in non-CVD populations are the long-tail story tracked by reinsurers (Swiss Re, Munich Re).