phase 2 — 18 things I got wrong before I got it right
phase 2 — 18 things I got wrong before I got it right. Making the case below, and I expect to lose some of it in the comments. The phase 2 readout ran to 48 weeks in a few hundred participants with a slow escalation. Both the size and the duration matter when people quote the headline number. Glucagon receptor…
What do you think the glucagon component is adding, specifically?
Push back: quoting the phase 2 headline as an expected outcome is not a fair reading of a small trial with wide intervals.
Agreed, and the framing that helps is: this is a phase 2 compound with phase 3 running. Everything else is inference.
Agreed, and the framing that helps is: this is a phase 2 compound with phase 3 running.
Agreed, and the glucagon arm is exactly why the comparison threads do not work.
Disagree. "More receptors means more effect" is not how any of this works and the trial data does not support the linear story.
the energy-expenditure story is mechanistically interesting and clinically unproven
Correcting my own comment above: that figure was the 36-week interim, not the 48-week endpoint.
Correction: TRIUMPH is the phase 3 programme. The number you are quoting is from the phase 2 readout, which is a different trial.