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Peter Attia MDPeter Attia MD

407 ‒ Preventing cardiovascular and Alzheimer’s disease: lowering LDL early, APOE4, and more

Michael Davidson is a world-renowned cardiologist, lipidologist, and the founding CEO of NewAmsterdam Pharma. He begins this episode by sharing how his family history shaped his interest in lipidology and primary prevention. He explains why prevention should focus on causal drivers of disease rather than near-term risk and examines the causal relationship between LDL and atherosclerotic cardiovascular disease. 0:00:00 - Intro 0:00:11 - Michael’s path to lipidology, and his passion for primary prevention 0:07:54 - Reframing prevention around causal drivers rather than time horizon 0:14:11 - What CETP inhibition does, the evolutionary biology of CETP, the HDL-raising rationale, and Pfizer's torcetrapib failure 0:24:38 - Why raising HDL is thought to be beneficial, a quick review of the functions of HDL, and how this connects to torcetrapib 0:28:29 - The graveyard of CETP inhibitors: Roche's dalcetrapib, Lilly's evacetrapib, and Merck's REVEAL trial 0:37:13 - The causality of LDL in cardiovascular disease 0:40:23 - Reviving obicetrapib at NewAmsterdam, and confirming the benefit is LDL lowering: the TULIP data, the abandoned statin-intolerance path, and the Mendelian randomization verdict on HDL 0:49:21 - Phase 2 and phase 3 trials of obicetrapib—ROSE, BROOKLYN, BROADWAY, and TANDEM—and the PREVAIL outcomes trial, with the European and US approval paths 0:56:07 - Discordance among LDL-C, LDL-P, and apoB with CETP inhibition, and obicetrapib's Lp(a)-lowering effect 1:04:41 - Where obicetrapib fits in the lipid-lowering toolkit, the case against high-dose statins, and the problem of drug pricing 1:12:03 - The case for obicetrapib in Alzheimer's: the APOE4 and CETP genetics, the animal models, and funding Alzheimer's research 1:17:12 - Brain cholesterol metabolism and the APOE4 mechanism: the blood-brain barrier, astrocyte cholesterol efflux, the amyloid-tau cascade, the role of HDL, and why statins don't cause Alzheimer's disease 1:29:11 - The biomarker evidence: the CSF pilot study, Alzheimer's as a disease of middle age, the pharma graveyard problem, and the p-tau 217 results from BROADWAY 1:41:33 - Whether obicetrapib translates into clinical benefit for Alzheimer’s disease: the risk of fooling yourself, the persistence of the amyloid dogma, ARIA in APOE4 homozygotes, and the next prevention trial 1:50:32 - Fish oil, EPA, and DHA: the cardiovascular trials and the challenge of delivering DHA to the brain 1:57:50 - Two open problems: using AI to reform clinical trials, and the statin–diabetes signal 2:06:22 - What it takes to develop a drug, the biotech investment landscape, and the klotho program 2:15:31 - Closing reflections: what to do if you carry APOE4, balancing motivation against over-testing, and the need for multiple therapies View show notes here: https://peterattiamd.com/michaeldavidson/ Become a member to receive exclusive content: https://peterattiamd.com/subscribe/ Sign up to receive Peter's email newsletter: https://peterattiamd.com/newsletter/ -------- About: The Peter Attia Drive is a deep-dive podcast focusing on maximizing longevity, and all that goes into that from physical to cognitive to emotional health. With over 90 million episodes downloaded, it features topics including exercise, nutritional biochemistry, cardiovascular disease, Alzheimer’s disease, cancer, mental health, and much more. Peter Attia is the founder of Early Medical, a medical practice that applies the principles of Medicine 3.0 to patients with the goal of lengthening their lifespan and simultaneously improving their healthspan. Learn more: https://peterattiamd.com Connect with Peter on: Facebook: http://bit.ly/PeterAttiaMDFB Twitter: http://bit.ly/PeterAttiaMDTW Instagram: http://bit.ly/PeterAttiaMDIG Subscribe to The Drive: Apple Podcast: http://bit.ly/TheDriveApplePodcasts Overcast: http://bit.ly/TheDriveOvercast Spotify: http://bit.ly/TheDriveSpotify Google Podcasts: http://bit.ly/TheDriveGoogle Disclaimer: This podcast is for general informational purposes only and does not constitute the practice of medicine, nursing, or other professional healthcare services, including the giving of medical advice. No doctor-patient relationship is formed. The use of this information and the materials linked to this podcast is at the user's own risk. The content on this podcast is not intended to be a substitute for professional medical advice, diagnosis, or treatment. Users should not disregard or delay in obtaining medical advice for any medical condition they have, and they should seek the assistance of their healthcare professionals for any such conditions. I take conflicts of interest very seriously. For all of my disclosures and the companies I invest in or advise, please visit my website where I keep an up-to-date and active list of such companies. For a full list of our registered and unregistered trademarks, trade names, and service marks, please review our Terms of Use: https://peterattiamd.com/terms-of-use/

Peter AttiahostMichael Davidsonguest
Sep 14, 20262h 19mWatch on YouTube ↗

At a glance

WHAT IT’S REALLY ABOUT

Obicetrapib and CETP inhibition: early LDL lowering plus Alzheimer’s potential

  1. Michael Davidson describes a prevention-first approach to ASCVD that prioritizes early, lifetime LDL lowering over short-term (10-year) risk estimates, arguing plaque is easier to prevent than reverse.
  2. The episode traces the rise and fall of CETP inhibitors—initially pursued for HDL raising—showing how torcetrapib failed from off-target toxicity and how later evidence (Mendelian randomization and REVEAL) clarified that outcome benefits track with LDL/non-HDL lowering.
  3. Obicetrapib is presented as a next-generation, high-potency oral CETP inhibitor with substantial LDL-C reduction, notable Lp(a) lowering, and ongoing phase 3/outcomes programs (including PREVAIL) aimed at global approval.
  4. A major theme is whether obicetrapib could help prevent Alzheimer’s disease, especially in APOE4 carriers, based on CETP/APOE genetics, brain cholesterol transport biology, animal data, and early biomarker results such as p-tau217 shifts.
  5. The conversation also covers pragmatic barriers—drug pricing and PBM access, trial design limitations, and the need for better biomarkers/AI-enabled trial reform—plus a nuanced view of omega-3 trials and DHA brain delivery challenges.

IDEAS WORTH REMEMBERING

5 ideas

Reframe prevention around lifetime LDL exposure, not short-term risk.

Davidson argues ASCVD prevention should target causal drivers (especially LDL/apoB-containing particles) rather than 10-year risk calculators that underestimate lifetime exposure in younger adults. He uses an “8-gram lifetime LDL exposure” heuristic to explain why keeping LDL <~80 mg/dL across decades could largely prevent disease.

CETP inhibition’s cardiovascular value is about LDL lowering, not HDL raising.

Early CETP inhibitor programs were designed to raise HDL (thought to be protective), but outcomes repeatedly failed until evidence clarified that benefits track with LDL/non-HDL lowering—not HDL raising. Mendelian randomization and the Merck REVEAL trial helped “rescue” CETP inhibition by showing event reduction consistent with achieved LDL lowering.

CETP is a viable target; the problem was specific drugs and trial execution.

Torcetrapib increased mortality due to off-target adrenal/aldosterone effects (including blood pressure increases), demonstrating that mechanism-target validity can be undermined by molecule-specific toxicity. Subsequent CETP inhibitors largely avoided this off-target issue but still varied in potency, trial design, and commercial feasibility (e.g., anacetrapib’s fat deposition and extremely long washout).

Obicetrapib is positioned as a potent oral add-on that could simplify post-statin therapy—pending PREVAIL outcomes.

Obicetrapib (10 mg) is presented as a more potent CETP inhibitor: ~40–50% LDL-C lowering as monotherapy, stronger effects when combined with ezetimibe, and meaningful add-on LDL lowering in well-treated FH and ASCVD populations. NewAmsterdam is running PREVAIL (event-driven, global outcomes trial) to support U.S. approval; Europe may accept LDL-lowering data without outcomes.

Discordance among LDL-C, LDL-P, and apoB may matter uniquely for CETP inhibitors.

They highlight biomarker discordance under CETP inhibition: LDL-C and LDL-P drop substantially while apoB appears to drop less than expected, raising questions about which marker best predicts outcomes for this mechanism. Davidson emphasizes non-HDL-C and LDL-P as practical complements while noting ongoing work to determine which biomarker tracks clinical risk best when discordant.

WORDS WORTH SAVING

5 quotes

So I explain the primordial prevention concept, which is, you know, basically you wanna stop plaque from forming before it's there. And it's a lot easier to stop it from forming than it is to reversing it when it already exists.

— Michael Davidson

I like is the, um, the eight gram rule, which is that eight grams of cholesterol in your lifetime lead to heart disease.

— Michael Davidson

We don't wait for stroke and heart failure to treat hypertension. We don't wait for blindness and kidney disease to treat diabetes. So I don't know why LDL gets this like stepchild type of role when it comes to how we manage, but it is causal and we know that.

— Michael Davidson

If you lower LDL before you have a heart attack, it's very effective. If you have a heart attack and you lower LDL, it still has benefit. But once you have heart failure, there's no benefit to lowering LDL.

— Michael Davidson

Alzheimer's is not a disease of old age. It's a disease of middle age that presents in old age.

— Peter Attia

Primordial vs primary prevention and lifetime LDL exposureLDL causality evidence: trials, epidemiology, Mendelian randomizationCETP biology and HDL functions; torcetrapib failure mechanismCETP inhibitor history: dalcetrapib, evacetrapib, REVEAL/anacetrapibObicetrapib trials: TULIP, ROSE, BROOKLYN, BROADWAY, TANDEM, PREVAILLDL-C vs LDL-P vs apoB discordance; non-HDL-C perspectiveLp(a) lowering, diabetes signal, and positioning vs statins/PCSK9/ezetimibe

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