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💉 Story 1 — Fractyl Health’s One-and-Done Gene Therapy for Obesity

Fractyl Health just dropped preclinical results showing their GLP-1 + GIP gene therapy candidate RJVA-002 produced almost 30% weight loss in mice after a single dose. I sat down with Dr. Harith Rajagopalan, CEO of Fractyl Health, to talk about how this new Rejuva® platform works, what it means for people living with obesity and type 2 diabetes, and why gene therapy might be the future of metabolic care.

🏛️ Story 2 — Medicare Coverage for GLP-1s? Dr. Oz Drops a Hint

At the Aspen Institute, CMS Administrator Dr. Mehmet Oz said even a comment on GLP-1 coverage would be “market moving.” We break down what that means, why the Trump administration shelved a rule that would’ve added obesity meds to Medicare coverage, and how that decision might now be a bargaining chip to lower drug prices in exchange for tougher enforcement on compounding.

⚖️ Story 3 — The Retatrutide Ruling and the Future of Compounded Access

A federal judge ruled the FDA acted “arbitrarily and capriciously” when it rejected Lilly’s bid to classify retatrutide as a biologic. That may sound technical, but if the FDA changes its stance, it could have huge implications for tirzepatide (Zepbound, Mounjaro) and semaglutide (Wegovy, Ozempic)—especially when it comes to compounding and patient access.

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