AT7687vsNAD+

AT7687 is a long-acting GIP receptor antagonist designed to reduce fat storage rather than suppress appetite — a fundamentally different mechanism from every other obesity drug currently on the market or in late-stage development. The rationale is grounded in human genetics: loss-of-function variants in the GIP receptor are associated with lower body mass index and reduced cardiometabolic risk, suggesting that pharmacologically blocking GIP signalling should reproduce these protective effects.

GIP (glucose-dependent insulinotropic polypeptide) normally functions as a fat-storage signal — released from intestinal K-cells in response to food intake, it instructs adipose tissue to take up and store circulating fatty acids. By blocking the GIP receptor specifically on adipocytes, AT7687 prevents this fat-storage signal from being transmitted, leading to reduced lipid uptake into fat cells and a metabolic shift favouring fat oxidation in muscle and liver. Because the mechanism does not depend on suppressing hunger or slowing gastric emptying, the gastrointestinal side effects that limit GLP-1 drug tolerability are largely absent.

This mechanism is the conceptual mirror of MariTide (which combines GLP-1 agonism with GIP antagonism in a single molecule) — AT7687 isolates the GIP-antagonist component to test whether it can produce meaningful weight loss alone or in future combination with GLP-1 agonists. Antag Therapeutics' first-in-human Phase 1 results in 2026 showed acceptable tolerability with mild GI symptoms, plus reductions in LDL cholesterol and resting heart rate — early signals consistent with the predicted cardiometabolic benefit profile. Phase 2 trials are expected to define the magnitude of weight loss achievable in obese patients.

Nicotinamide Adenine Dinucleotide (NAD+) is a dinucleotide coenzyme consisting of nicotinamide mononucleotide (NMN) joined to adenosine monophosphate (AMP) through a pyrophosphate bond. It exists in oxidized (NAD+) and reduced (NADH) forms and participates in over 500 enzymatic reactions, making it one of the most central molecules in cellular metabolism.

As a redox cofactor, NAD+ accepts hydride ions (H-) during catabolic reactions. In glycolysis, the TCA cycle, and fatty acid beta-oxidation, NAD+ is reduced to NADH, which then donates electrons to Complex I of the mitochondrial electron transport chain, driving oxidative phosphorylation and ATP production. Without adequate NAD+, the entire energy production machinery of the cell grinds to a halt.

Equally important are NAD+'s roles as a consumed substrate for three families of signaling enzymes. Sirtuins (SIRT1-7) are NAD+-dependent protein deacylases and ADP-ribosyltransferases that use NAD+ as a co-substrate, cleaving it to nicotinamide and O-acetyl-ADP-ribose during the deacetylation reaction. SIRT1 and SIRT3 are particularly important for aging — SIRT1 deacetylates PGC-1α (activating mitochondrial biogenesis), FOXO transcription factors (activating stress resistance), and NF-κB (suppressing inflammation). SIRT3 in the mitochondrial matrix activates SOD2 and other mitochondrial enzymes. PARPs (poly-ADP-ribose polymerases) consume NAD+ during DNA damage repair, adding chains of ADP-ribose to histones near DNA breaks to recruit repair machinery. CD38, an NAD+-consuming glycohydrolase on immune cells, regulates calcium signaling and immune activation.

NAD+ levels decline 40-60% between ages 40 and 70, driven by increased CD38 expression (with chronic low-grade inflammation), increased PARP activity (from accumulated DNA damage), and reduced synthesis (decreased NAMPT enzyme activity). This decline impairs sirtuin function, reduces ATP production, compromises DNA repair, and contributes to virtually every hallmark of aging. Supplementation strategies aim to restore NAD+ levels either directly (IV infusion) or through biosynthetic precursors: NMN enters the salvage pathway one step from NAD+, while NR (nicotinamide riboside) requires an additional phosphorylation step.