06-reference/research

virta drcp 5yr itt remission rate

2026-07-30·research-brief·source: deep-research·by Ray Data Co (deep-research synthesis)
investinglly-longevity-v1virta-healthtype-2-diabetesprimary-source

The published 5-year ITT remission rate is 14.2% — but its denominator is 169, not 262

The question

"What is the actual published intent-to-treat (not completer) 5-year full-remission rate in the Virta DRCP 2024 extension study? Pull the primary paper's ITT figure to replace the ~10% estimate and confirm the LLY substitution-case calibration."

Follow-up #1 from [[2026-05-25-virta-health-5yr-cohort-reversal-durability]], where the 5-year full-remission ITT rate was estimated at ~10% by multiplying the completer rate by the retention rate. This brief replaces that estimate with the figure printed in the paper. Primary source obtained in this run: McKenzie, Athinarayanan, Van Tieghem, Volk, Roberts, Adams, Volek, Phinney, Hallberg, Diabetes Res Clin Pract 2024;217:111898, full text read via the publisher's open-access (CC-BY) HTML at diabetesresearchclinicalpractice.com. Not a press release, not an abstract-only read — Table 1, the statistical-analysis section, and the discussion were all read directly.

What we already know (from the vault)

What the web says

All figures below are read directly from the primary paper's full text (source tier: primary, peer-reviewed, open access) unless marked otherwise.

Convergences and contradictions

Synthesis for RDCO

The number to carry forward in the LLY-longevity-v1 file is 14.2% (n = 24/169), 5-year full remission, ITT worst-observation-carried-forward, 2021 international consensus definition — cited to McKenzie et al., Diabetes Res Clin Pract 2024;217:111898, Table 1. That replaces "~10% estimated." Carry a second, clearly-labelled figure alongside it: 9.2% (24/262) if you anchor to everyone who ever started the CCI — my own arithmetic, not printed in the paper. Use 14.2% when comparing against other trials' ITT (Look AHEAD, DiRECT), because those comparators are also anchored to their randomized populations rather than to a general population. Use 9.2% when modelling what a payer would actually observe across an unselected book of business, because a payer does not get to re-consent its worst responders out of the denominator.

Does this change the substitution-case calibration? Directionally no, magnitude slightly yes — and the correction is mildly against the bear case, in the same direction the parent brief already went. 14.2% durable drug-free remission at 5 years is a real clinical outcome and beats every lifestyle comparator the paper cites, but it is still a minority outcome, and the year-2-to-year-5 decay inside a single cohort (24.3% → 14.2% ITT, a 41.6% relative fall) is the load-bearing fact for an investor: behavioral remission is not a stable state, it is a decaying one. A product whose effect decays by ~40% over three years does not displace a chronic-use pharmaceutical; it delays and thins the prescription. That is a margin threat to LLY, not a volume-replacement threat. The parent brief's "trim the behavioral-substitution weight, keep a small payer-triage weight" verdict stands, and this evidence does not justify re-inflating it.

Two calibration cautions worth writing into the thesis rather than leaving in a research note. First, the reversal endpoint is contaminated by baseline: 8.3% of the ITT population already met "HbA1c <6.5% on no meds or metformin only" at baseline, so quoting 23.1% as an achievement double-counts. The honest incremental figure is ~14.8 percentage points. Second, the medication-reduction numbers — the ones that actually drive the payer-economics arm of the bear case — are completer-only in this paper. There is no published ITT medication-reduction figure. Any payer-savings model built on "non-metformin prescriptions fell from 55.7% to 32.8%" is implicitly assuming the 47 dropouts behaved like the 120 completers, which the WOCF convention explicitly assumes they did not. If the payer-savings arm is doing real work in the thesis, that gap is the next thing to close, and it may not be closable from published data.

The meta-lesson is worth keeping. The parent brief flagged press materials as the laundering surface. The actual laundering happened one layer earlier, in the discussion section of the peer-reviewed paper, where "20% of those enrolled" is written for a number that is 20% of completers-with-data. The correctly-labelled figure was three paragraphs away in the same document. That is a reusable pattern for RDCO's research gates: for any efficacy percentage, the tables are load-bearing and the discussion prose is not.

Why this is in the vault

This resolves open follow-up #1 of [[2026-05-25-virta-health-5yr-cohort-reversal-durability]] and supplies the exact, citable number that the "behavioral substitution" bear vector in [[2026-05-21-lilly-glp1-longevity-thesis]] is weighted against — replacing a derived estimate with a primary-source figure and its correct denominator, so the LLY position's bear-case weighting rests on something auditable rather than on multiplied press-release percentages.

Open follow-ups

Related

Sources

Primary (fetched and read in full this run):

Secondary (not used for any figure in this brief):

Own arithmetic (labelled, not from the paper):