Allurion to increase focus on low-dose GLP-1 combination therapy and muscle mass maintenance

Allurion Technologies has revealed a strategic direction with an increasing focus on low-dose GLP-1 combination therapy, muscle mass maintenance and US market entry. The company announced that it has signed a term sheet with a strategic partner to expand ex-US distribution and enhance the R&D pipeline, including the potential joint development of a novel, GLP-1 drug-eluting intragastric balloon.

The company has reported on real-world data from nearly 20,000 patients that demonstrate that patients using the Allurion Program lose weight immediately and through a focus on behavior change, keep the weight off while increasing muscle mass. For patients using the Allurion Program in combination with low-dose GLP-1s, initial data demonstrate increased weight loss with increases in lean body mass and adherence to GLP-1s. In the second quarter of 2025, clinics where the combination approach was piloted as part of a comprehensive obesity management program grew by 20% compared to the first quarter of 2025.

“We believe the Allurion Program is the only solution for obesity management that has consistently demonstrated significant and immediate weight loss while maintaining or increasing muscle mass,” said Dr. Shantanu Gaur, Founder and CEO of Allurion. “In combination with low-dose GLP-1s, we believe the clinical benefit increases even more, with higher levels of adherence to GLP-1s, and we are confident that by pivoting to this approach, we will capitalize on the success of GLP-1s and set Allurion up for long-term success.”

The company also announced that it has submitted its protocol for a prospective, multi-centre study on the combination of the Allurion Program with a low-dose of GLP-1 for weight loss while maintaining muscle mass and increasing GLP-1 adherence to Institutional Review Boards (IRBs) in Europe for approval. The company expects to begin enrolment in that study this year.

“We believe it has become clear that GLP-1s alone are not the answer due to side effects, poor adherence, and loss of muscle mass,” said Gaur. “We are taking a new direction at Allurion by focusing on next-generation R&D with a strategic partner that has deep experience developing and manufacturing drug-eluting devices and has a global footprint in bariatrics, advancing our prospective clinical trial on low-dose GLP-1 combination therapy, and transitioning to distributors who have access to physician networks that can offer comprehensive obesity care. We believe this pivot will establish a new standard of care in obesity, where patients can achieve meaningful weight loss while preserving muscle mass and serve as a model for US market entry.”

In addition, in the second quarter, as part of its new strategic direction, the company commenced a transition to distribution partners with access to physician networks prescribing GLP-1s and equipped with teams and infrastructure to deliver metabolically healthy weight loss.

The company previously announced a new distribution partnership in Canada with Minogue Medical, a leading Canadian medical device company specialising in obesity care with a national ecosystem of dietitians, bariatric surgeons, and endoscopic specialists that is developing new standards of care in obesity in combination with GLP-1 therapy.

“In the second quarter, we observed traction in our direct markets, especially in clinics that are embracing low-dose GLP-1 combination therapy with a focus on weight loss while maintaining muscle mass,” added Gaur. “We also began transitioning away from distributors who had not cultivated strong relationships with clinics that embrace GLP-1 combination therapy. In the second half of 2025, we expect to continue these transitions and re-allocate resources to clinics seeing strong results with GLP-1 combination therapy. While we expect this pivot to continue to be disruptive in the short-term, we believe it will lead to long-term growth and refinement of a strategy that we could utilise out of the gate in the US market.”

With the new strategic direction and near-term disruption, management expects preliminary, unaudited revenue for the second quarter of 2025 to be approximately $3 million and an operating loss of approximately $7 million as compared to an operating loss of $9.3 million in the second quarter of 2024. The improvement in operating loss year-over-year was driven in part by a reduction in operating expenses of approximately 50% year-over-year.

“With renewed focus on our R&D and clinical pipelines, high-performing accounts embracing combination therapy, and strategic distribution partners, we are looking to position Allurion for long-term success in a highly dynamic obesity market with a potential US launch on the horizon,” concluded Gaur.