Dose equivalence across agents with different receptor profiles is not a defensible concept, and the attempt to construct it is the most common analytical error in this area.
What the glucagon arm of a tri-agonist adds is energy expenditure and hepatic fat mobilisation; what it costs is glycaemic control and an increase in heart rate. That is why the tri-agonists show a steeper weight-loss curve and why their development requires more care around cardiac and glycaemic endpoints than a pure GLP-1 agonist does.
The GIP agonism-versus-antagonism question remains open, and the awkward fact is that both directions have produced weight loss in humans. The reconciling hypothesis is that chronic GIPR agonism produces receptor desensitisation and therefore functions as a pharmacological antagonist, but that is a hypothesis fitted to the data rather than an independent finding.
Oral semaglutide’s absorption mechanism via SNAC is described in the pharmacokinetic literature, and the ~1 per cent bioavailability figure with high inter- and intra-individual variability is why administration conditions are specified so tightly[1].
One qualification: none of the investigational agents discussed here is approved anywhere, and material supplied for research use is not approved for human use.
The mechanism is settled enough to be useful and unsettled enough to be interesting, which is a reasonable place for a field to be.