Regeneron CEO George Yancopoulos and Chief Scientific Officer (CSO) have voiced concerns regarding the long-term effects of popular obesity treatments, particularly those in the glucagon-like peptide-1 (GLP-1) family. Their apprehension centers on the potential for significant muscle loss, which they believe could outweigh the benefits of weight reduction for some individuals.
Muscle Loss and Metabolic Impact
Yancopoulos warned that obesity drugs might cause muscle loss at a much faster rate compared to weight loss achieved through diet and exercise. This is concerning because muscle loss can lead to a decrease in basal metabolism, potentially causing weight regain even with consistent caloric intake. According to a study published in the Journal of the American Medical Association (JAMA), approximately 40% of obese patients who discontinue obesity medication are likely to regain their original weight within a year. This weight regain can also be accompanied by an increase in body fat percentage due to the initial muscle loss, making subsequent weight loss more challenging.
The Rise of GLP-1 Drugs and Market Response
The drugs in question belong to the GLP-1 family, which includes Novo Nordisk's WeGovi and Ozempic, as well as Eli Lilly's Jebbound and Mounjaro. These drugs work by slowing digestion and promoting a feeling of fullness. The market for these medications is substantial, estimated at KRW 175 trillion annually. In response to concerns about muscle loss, Regeneron is actively researching muscle mass preservation drugs that can be used in conjunction with GLP-1 therapies.
Industry Efforts to Mitigate Muscle Loss
Eli Lilly is also investing in muscle preservation treatments to supplement their weight loss drugs. Last year, they acquired Bersanis, a biotechnology company with related technologies, for 2.6 trillion won. Clinical data suggests that approximately 25% of weight loss from Eli Lilly injections is attributed to a decrease in fat-free mass, including muscle and skeletal tissue. In comparison, fat accounts for 40% of weight loss with Novo Nordisk products.
WeGovi Launch in Korea and Future Considerations
Novo Nordisk's WeGovi is scheduled to be released in Korea in mid-October. The drug is administered via weekly injection, with an estimated monthly cost of 800,000 won for consumers. Clinical trials have demonstrated an average weight reduction of 14.9% over a 1 year and 4 month period.
Despite the potential benefits of GLP-1 drugs, Regeneron's CEO remains cautious. "We are not sure whether GLP is the final answer (to obesity treatment) because serious problems can arise in the long run," Yancopoulos stated, signaling the need for further research and development in obesity treatment strategies.
