Fractyl Health, Inc. (GUTS)

In January 2026, Fractyl Health announced 6-month data for Revita, showing durable weight maintenance after GLP-1 discontinuation, but the shares fell significantly due to market expectations. In February 2026, the company completed randomization in the REMAIN-1 Pivotal Cohort. In March 2026, Fractyl Health received a Nasdaq minimum bid-price warning and reported wider losses for Q4 and full-year 2025, but the stock rose after new analyses showed a treatment effect on post-GLP-1 weight maintenance. As of March 27, 2026, the share price was $0.45, a decline of 62.30% from March 31, 2025.

There is no explicit information indicating demand seasonality for Fractyl Health, Inc.'s products and services. The company's focus on chronic metabolic diseases suggests a consistent, ongoing demand for effective treatments rather than seasonal fluctuations.

Fractyl Health, Inc. is a clinical-stage metabolic therapeutics company focused on developing therapies for metabolic diseases like obesity and type 2 diabetes. Their product candidates include Revita DMR System, an outpatient endoscopic therapy designed to remodel the duodenal lining, and Rejuva, a pancreatic gene therapy platform designed to enable long-term remission of T2D and obesity.

Fractyl Health, Inc. is headquartered in Burlington, Massachusetts, United States. Revita received CE marking in April 2016 and became commercially available in the UK in January 2020, and in Germany in early 2023, but is for investigational use only in the U.S.

Fractyl Health's brand reputation has been influenced by its clinical trial progress and regulatory interactions. Positive developments include positive data from the REMAIN-1 trial, favorable FDA feedback on Revita's De Novo classification request, and completion of randomization in the REMAIN-1 Pivotal Cohort. Challenges include a significant drop in stock price in January 2026 and concerns regarding the company's ability to secure capital and obtain payer coverage.

Fractyl Health, Inc. has a mixed ownership structure. Institutional investors hold approximately 55.33% to 70.87% of the stock, insiders hold around 7.56% to 18.33%, and retail investors own approximately 4.04% to 28.35%. Major institutional owners include Nantahala Capital Management, LLC, Silverarc Capital Management, LLC, and 683 Capital Management, LLC. Mithril LP is the largest individual shareholder, and the company's CEO, Harith Rajagopalan, directly holds 0.7% of the total shares outstanding.