New Insights Into Semaglutide and Weight Loss

Semaglutide & Incretin Wonder-Drugs

Weight loss has been for decades a very lucrative market. From diet companies to books describing magic solutions or food supplements supposed to activate the metabolism. Most of these “solutions” were snake oil at best and dangerous at worst. But this did not stop people from trying them anyway.

The growth of this market has been parallel with the increase in obesity worldwide. It concerns up to 650 million people today.

This is why the arrival of semaglutide as an anti-obesity treatment has been a healthcare revolution. Obesity is tightly linked to many other metabolic diseases and overall increases the death rate significantly.

The global obesity treatment market size was قيمتها في $15.92B في 2024 ومن المتوقع أن تصل $60.53B بحلول عام 2030، بمعدل نمو 22.31% معدل النمو السنوي المركب.

المصدر جراند فيو للبحوث

Semaglutide, commercialized under the brand name ويجوفى by Novo Nordisk (NVO + 5.77٪), mimics a weight-related hormone called GLP-1 (glucagon-like peptide-1), but we are still not fully sure exactly what it does to our metabolism.

The same can be said for competing drugs like Eli Lilly’s (LLY + 0.48٪) Mounjaro (Tirzepatide- both a GLP-1 receptor agonist and a GIP-analog), with all these drugs grouped under the name “incretins”.

A new study observing people taking incretins in everyday life settings (and not in a hospital or other more controlled environment), taking semaglutide, reveals that not only does the drug affect our metabolism, but also our taste perception. This might be important in better understanding the effect of the drug and its impact on obesity and behavior.

The study was conducted by doctors and scientists in Austria at the Medical University of Vienna and the University of Graz. It was published in Diabetes, Obesity, and Metabolism¹، تحت عنوان "Real-world insights into incretin-based therapy: Associations between changes in taste perception and appetite regulation in individuals with obesity and overweight: A cross-sectional study".

How Do Incretins Work?

Semaglutide (Wegovy) has been shown to reduce body weight by approximately 15% compared to placebo over a treatment period of 68 weeks.

Tirzepatide (Mounjaro) has been shown to result in even greater weight loss than semaglutide, particularly at higher doses.

Initially, this effect was mostly assumed to be due to the molecules belonging to the incretin hormone class, which decrease blood glucose levels (they were initially invented as a diabetes therapy).

But it has since appeared that these drugs also have an effect on several other organs, like the heart, kidneys, and central nervous system.

المصدر Frontiers In Molecular Biosciences

For the brain effects more specifically, GLP-1 drugs have been shown to influence food intake by targeting receptors located in multiple brain areas involved in taste perception, olfaction, and reward processing.

It seems that semaglutide not only reduces appetite but also affects dopamine-mediated reward signaling in the brain, which may explain the reduced food craving in patients.

المصدر Dr. Ulrike Hövelmann

Now, a new factor in the reaction to incretin is becoming apparent: direct change in taste perception not from affecting the brain, but the taste signals in the tongue themselves.

Changing Taste With Incretins

Who Was Studied?

Some studies had already pointed to possible effects of semaglutide and incretins on taste, like a reduction in taste detection. But the results were overall not clear yet, and sometimes contradicted each other.

The new study included people suffering from obesity, with an initial body mass index (BMI) ≥30, or BMI between 27 and 30. They also had at least one weight-related comorbidity like prediabetes, type 2 diabetes mellitus, hypertension, dyslipidemia, obstructive sleep apnea, or cardiovascular disease.

All participants were required to be actively receiving treatment with a GLP-1 or dual GIP/GLP-1 receptor agonist and to have been on therapy for at least three consecutive months.

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Approximately 20%–30% of participants reported increased taste perception in the sweet, salty, bitter, and sour tastes.

The participants with increased intensity in the sweet and salty taste were also the ones with stronger reduced cravings or earlier satiety (end of hunger).

However, this stronger change in taste for some patients did not correlate with BMI reduction, after adjusting for relevant covariates (other factors, like higher initial weight, for example).

So overall, the study indicates that changes in taste from taking semaglutide and other incretins are real, but might not have an impact on weight loss.

A hypothesis by the researchers to explain it is that the effect on taste perception is strong in the short term, but neutralized by compensation in metabolism or food intake volume in the long term.

New Possibilities For Obesity Therapies

New Hypothesis

These results could indicate a previously unknown link between taste perception and satiety, although the mechanism by which it works is still unknown.

Another possibility is that chemical sensors in the intestine, similar to taste buds, might also be affected, a previously unknown effect.

This opens the question that the difference in outcome between patients taking GLP-1 drugs might stem from differences in their genetic makeup and taste buds.

مزيد من البحوث

New studies should focus on these new ideas, with, for example, a longer study from the start of incretin-based treatments, to study why the changes in taste stop impacting weight loss in the long run.

If this loss of effect could be addressed, it could significantly enhance the efficiency of all incretin drugs.

Figuring out why only some patients report a difference in taste perception could also help.

If this is due to genetic differences, this could help identify in advance which patients will benefit the most from semaglutide & incretin with a simple genomic test costing less than $1,000. If this is due to other factors, these too can be identified in advance to predict the pertinence of prescribing incretin better.

Investing In The Pharmaceutical Sector

Eli Lilly and Company

While the initial lead in obesity treatment using incretin was held by Novo Nordisk, the approvals of more complex molecules, adding extra incretin effects, have upended the market in favor of other companies.

ومن بين هذه الشركات شركة إيلي ليلي، وهي لاعب بارز آخر في سوق أدوية مرض السكري، وتتمتع بخبرة واسعة في العمل مع نظائر الإنكريتين، وهي فئة من الجزيئات تشمل GLP-1، والجلوكاجون، وGIP.

أصبحت شركة إيلي ليلي الآن الشركة الرائدة في سوق نظائر الإنكريتين في الولايات المتحدة الأمريكية، بحصة سوقية تبلغ 53.3% من إجمالي الوصفات الطبية. وقد أدى ذلك إلى نمو إيرادات الشركة بنسبة 45% على أساس سنوي لمنتجاتها الرئيسية، والتي تشمل أيضًا أدوية غير مرتبطة بالسكري والسمنة.

المصدر ايلي ليللي

Mounjaro/Zepbound is only a step on the way, with the additional effect of glucagon to be added to a new product in the future, if the clinical trials go well.

وهناك دواء آخر مهم محتمل لعلاج السمنة وهو أورفورجليبرون، وهو نسخة فموية من GLP-1، والذي سيكون من الأسهل تناوله من الأدوية الحالية، التي تعتمد على الحقن.

لتلبية الطلب المصاحب لهذه المبيعات القوية، تخطط الشركة لتوسيع قدراتها التصنيعية في الولايات المتحدة بشكل كبير، باستثمارات إجمالية قدرها 50 مليار دولار. كما تخطط إيلي ليلي لزيادة إنفاقها على البحث والتطوير بنسبة 8%.

It should be noted that Eli Lilly is a more diversified company than Novo Nordisk, with a pipeline on Alzheimer’s, Parkinson’s, cancer, autoimmune diseases (Crohn’s, Rheumatoid Arthritis, Multiple Sclerosis), etc.

المصدر ايلي ليللي

وبينما أصبحت أدوية علاج السمنة والسكري تشكل جوهر إيرادات الشركة، ينبغي للمستثمرين المحتملين أيضاً أن يأخذوا هذه القطاعات في الاعتبار.

(يمكنك القراءة a more detailed analysis of Eli Lilly’s activities in our dedicated investment report.

يمكنك أيضًا قراءة مقالتنا حول "أفضل الشركات في علاجات السمنة".)

أحدث أخبار وتطورات أسهم شركة إيلي ليلي (LLY)

الدراسة المرجعية

^{1. Ali Kapan, Othmar Moser, Richard Felsinger, Thomas Waldhoer, Sandra Haider. Real-world insights into incretin-based therapy: Associations between changes in taste perception and appetite regulation in individuals with obesity and overweight: A cross-sectional study. Diabetes, Obesity, and Metabolism. 24 June 2025. https://doi.org/10.1111/dom.16548}