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Is PIONEER-4 a fair comparison of survodutide against its comparator arm?

Asked 23 Jan 2025Modified 16 months agoViewed 45k times
29

For reference: PIONEER-4 · survodutide.

I would like to know whether this claim survives contact with evidence.

If the answer is "nobody has tested that", I would like that stated so I can stop looking.

What would count as evidence here, and does it exist?

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NK
askednils_karlberg13k1723 Jan 2025

5 Answers

Accepted answer first, then by votes
18

Accepted answer

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.

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.

Relative to absolute, worked

QuantityValueDerivation
Control-arm event rate8.0 %From the trial table, not the abstract
Hazard ratio0.80Reported
Treated event rate6.4 %8.0 × 0.80
Absolute risk reduction1.6 pp8.0 − 6.4
Number needed to treat631 ÷ 0.016
Relative risk reduction20 %1 − 0.80

The last two rows describe the same finding. Only one of them is used in headlines.

More usefully, 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.

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].

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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answered · acceptede_dziedzic87k2483 Mar 2025
4Note that the label instructions differ between agents on precisely this point. – bea_castellanos 5 months ago
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21

In practice, 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.

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.

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.

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].

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

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answeredklara_novotna16k1625 Mar 2025
15

Put another way, 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.

Estimated average glucose from HbA1c: eAG in mg/dL = 28.7 × A1c − 46.7, or in mmol/L, 1.59 × A1c − 2.59. An A1c of 6.5 per cent is therefore about 140 mg/dL or 7.8 mmol/L. The relationship is a population regression, so an individual can sit well off the line.

To be exact about it, 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.

STEP 1 reported a mean weight change of approximately −14.9 per cent with semaglutide 2.4 mg versus −2.4 per cent with placebo at 68 weeks[1]; the difference between the figures quoted from this trial in different places is an estimand difference.

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

edited 11 Apr 2025 by coldpack_88 — added the method parameters

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answeredcoldpack_8837k3814 Mar 2025
3I would gently push back on the second point — the evidence there is thinner than stated. – Dr_Colm_Fitzhenry 5 months ago
4Adding for future readers: the certificate should carry the lot number, not just a batch code. – pieter_maas 7 months ago
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9

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.

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 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 12 Feb 2025 by fib4_reader — corrected a unit error in the worked example

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answeredfib4_reader35k389 Feb 2025
8

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.

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.

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

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

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answeredilaria_bertone43k3820 Feb 2025
2I would gently push back on the second point — the evidence there is thinner than stated. – ravi_pillai 8 months ago
3Adding for future readers: the certificate should carry the lot number, not just a batch code. – tess_amankwah 2 days 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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