ADA Sunday Takeaways: SYNCHRONIZEd or Asynchronous? Survodutide Data Leave Qs

研报英文原文证据摘录

ADA Sunday Takeaways: SYNCHRONIZEd or Asynchronous? Survodutide Data Leave Qs

Subgroup analysis from Regneron's COURAGE trial continued to highlight the potential lean

bodymass preservation benefits of both trevogrumab and garetosmab in patients both with and

without low lean mass at baseline. In today's analysis Regeneron broke down the COURAGE study

population by those with and without low lean mass at baseline with low lean mass characterized

by criteria derived from the FNIH sarcopenia project conference recommendations - more specifically

participants with appendicular lean mass/BMI of <0.789m2 in males and <0.512m2 in females. In their

analysis, Regeneron demonstrated that their treatment protocol enhanced lean mass preservation vs

semaglutide regardless of lean mass at baseline. While we find these data interesting, we continue to

look for more clarity on a potential path to approval for muscle preservation assets before we can begin

to give Regeneron more meaningful credit for the program.

Ph 1 monotherapy data shared today for Antag Therapeutic's AT-7687 (GIPR antagonist) bring

another novel agent into the fold that could help investors gain greater clarity on the agonism

vs antagonism debate. No weightloss curves were shared today because the presenter noted that no

weightloss was observed in these patients (inline with investigator expectations given the short length

of the study and the need to combine with other therapies to drive maximal weightloss). To underscore

this point the presentor highlighted some data the company had generated in NHPs where combination

of their GIPR antagonist with cagrilintide drove synergistic increases in weightloss - reaching weightloss

of 3.4%, 7.8% and 12.2% for '7687 mono, cagri mono and combo therapy respectively.