extract: 2026-02-22-futardio-launch-salmon-wallet #1137
3 changed files with 5 additions and 5 deletions
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@ -37,13 +37,13 @@ MA plans' near-universal prior authorization creates administrative friction tha
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### Additional Evidence (extend)
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*Source: [[2025-05-01-nejm-semaglutide-mash-phase3-liver]] | Added: 2026-03-16*
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*Source: 2025-05-01-nejm-semaglutide-mash-phase3-liver | Added: 2026-03-16*
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MASH/NASH is projected to become the leading cause of liver transplantation. GLP-1s now demonstrate efficacy across three major organ systems (cardiovascular, renal, hepatic), which strengthens the multi-indication economic case for chronic use. The 62.9% MASH resolution rate suggests GLP-1s could prevent progression to late-stage liver disease and transplantation, though the Value in Health Medicare study showed only $28M MASH savings—surprisingly small given clinical magnitude, likely because MASH progression to transplant takes decades and falls outside typical budget scoring windows.
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### Additional Evidence (extend)
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*Source: [[2025-12-23-cms-balance-model-glp1-obesity-coverage]] | Added: 2026-03-16*
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*Source: 2025-12-23-cms-balance-model-glp1-obesity-coverage | Added: 2026-03-16*
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The BALANCE Model directly addresses the chronic use inflation problem by requiring lifestyle interventions alongside medication. If lifestyle supports can sustain metabolic benefits after medication discontinuation, the model could demonstrate a pathway to positive net cost impact. The 6-year test window (through 2031) will provide empirical data on whether combined intervention changes the chronic use economics.
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@ -38,13 +38,13 @@ SELECT trial exploratory analysis (N=17,604, median 41.8 months) shows semagluti
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### Additional Evidence (extend)
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*Source: [[2025-05-01-nejm-semaglutide-mash-phase3-liver]] | Added: 2026-03-16*
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*Source: 2025-05-01-nejm-semaglutide-mash-phase3-liver | Added: 2026-03-16*
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Phase 3 trial shows semaglutide 2.4mg achieves 62.9% resolution of steatohepatitis without worsening fibrosis vs 34.3% placebo. Meta-analysis confirms GLP-1 RAs significantly increase histologic resolution of MASH, decrease liver fat deposition, improve hepatocellular ballooning, and reduce lobular inflammation. Some hepatoprotective benefits appear at least partly independent of weight loss, suggesting direct liver effects beyond metabolic improvement. This adds hepatic protection as a third major organ system (alongside cardiovascular and renal) where GLP-1s demonstrate protective effects.
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### Additional Evidence (confirm)
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*Source: [[2024-05-29-nejm-flow-trial-semaglutide-kidney-outcomes]] | Added: 2026-03-16*
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*Source: 2024-05-29-nejm-flow-trial-semaglutide-kidney-outcomes | Added: 2026-03-16*
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FLOW trial demonstrated 29% reduction in cardiovascular death (HR 0.71, 95% CI 0.56-0.89) and 18% lower risk of major cardiovascular events in a kidney-focused trial. The cardiovascular benefits emerged as secondary endpoints in a study designed for kidney outcomes, supporting the multi-organ protection thesis. Separate analysis in Nature Medicine showed additive benefits when combined with SGLT2 inhibitors.
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@ -30,7 +30,7 @@ This is the first dedicated kidney outcomes trial with a GLP-1 receptor agonist,
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### Additional Evidence (confirm)
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*Source: [[2024-05-29-nejm-flow-trial-semaglutide-kidney-outcomes]] | Added: 2026-03-16*
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*Source: 2024-05-29-nejm-flow-trial-semaglutide-kidney-outcomes | Added: 2026-03-16*
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FLOW trial (N=3,533, median 3.4 years follow-up) showed 24% reduction in major kidney disease events (HR 0.76, P=0.0003), with annual eGFR decline slowed by 1.16 mL/min/1.73m2 (P<0.001). Trial stopped early at prespecified interim analysis due to efficacy. FDA subsequently expanded semaglutide indications to include T2D patients with CKD. This is the first dedicated kidney outcomes trial with a GLP-1 receptor agonist, published in NEJM.
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