Interesting piece. It stands out that neither of the two biggest players could find a way to make the compound commercially viable even after the regulator hinted it might still be approvable. In the end it looks like a straightforward business call.
A dominant large pharma company just ended a trial of a muscle-sparing compound that had been scheduled to run until late 2026. The program began at a smaller startup that the big firm acquired a couple of years earlier. The compound had already cut muscle loss to under ten percent during extended fat reduction and, when paired with a GLP-1, increased both weight loss and lean mass. The stoppage follows signals from regulators that such drugs may need to demonstrate more than improved muscle composition. Another company recently halted testing of its own myostatin inhibitor alongside GLP-1s after similar regulatory feedback on acceptable endpoints.