Rohit Bhasin's questions to FRACTYL HEALTH (GUTS) leadership • Q2 2025
Question
Rohit Bhasin, on behalf of Mike Ulz at Morgan Stanley, asked about new learnings from the evolving GLP-1 market and the potential impact on the outlook for Revita and Rejuva.
Answer
Harith Rajagopalan, Co-Founder, CEO & Director, highlighted two key trends: patients are now frequently asking when they can stop GLP-1 medications, and real-world data is showing lower effectiveness for these drugs than seen in clinical trials. He explained that these trends underscore the significant unmet need for a durable, disease-modifying therapy like Revita.