Jun 3, 2026 at 2:29 PM#2
This is extraordinary data. I've been following the MASH space since the pre-resmetirom days and these numbers make everything else look incremental.
A few things jump out at me:
1. The 86.5% relative liver fat reduction is basically normalization for most patients. At my center we're seeing baseline MRI-PDFF values of 15-25% in our MASH cohort — an 86% reduction puts most of them well below the 5% threshold for steatosis.
2. The fibrosis improvement at 52% is the real headline. Resmetirom's MAESTRO-NASH showed ~26% fibrosis improvement at 80mg. Survodutide is doubling that. If these numbers hold in Phase 3, we're looking at a drug that could genuinely alter the natural history of MASH progression to cirrhosis.
3. The dual mechanism makes biological sense. GLP-1 handles the metabolic syndrome/insulin resistance component. Glucagon receptor agonism drives hepatic fat oxidation, increases energy expenditure, and reduces amino acid-driven gluconeogenesis. You're attacking MASH from both the metabolic and the hepatocyte level.
My concern is long-term glucagon effects on glycemia in diabetic patients. The Phase 2 data showed modest HbA1c increases in some participants at higher glucagon ratios. How did the 6mg dose handle that?
7 2VendorMark, COA_Karl, MikeFit_NJ and 4 others
Reply Quote Save Share Report