Fractyl Health, Inc. (GUTS)

Fractyl Health's stock has experienced significant volatility over the past six months. The stock price declined by 50.55% between April 10, 2025, and April 9, 2026, and saw a substantial drop of 77.6% over four weeks around February 2026. In August 2025, Fractyl Health completed a $23 million underwritten public offering. In November 2025, the company reported 2-year data from the Germany Real-World Registry study for Revita and held its Q3 2025 financial results and business update conference call. In December 2025, positive 6-month REVEAL-1 Cohort open-label results were reported. In January 2026, Fractyl Health announced compelling 6-month randomized REMAIN-1 Midpoint data and appointed Lara Smith Weber as Chief Financial Officer. In March 2026, Fractyl Health reported its Q4 and full-year 2025 financial results and completed randomization in the REMAIN-1 Pivotal Cohort.

The demand for Fractyl Health, Inc.'s products and services is not typically subject to significant seasonal fluctuations. The need for treatment for these conditions is generally consistent throughout the year, driven by disease prevalence and clinical progression rather than seasonal patterns.

Fractyl Health, Inc. (GUTS) is a metabolic therapeutics company focused on developing innovative treatments for metabolic diseases like type 2 diabetes (T2D) and obesity. Their primary product candidates include the Revita DMR System (Revita) and the Rejuva gene therapy platform. Revita is an outpatient endoscopic procedure designed to modify duodenal dysfunction and has received CE marking in Europe and FDA Breakthrough Device designation in the US. The Rejuva platform is a novel AAV-based pancreatic gene therapy in preclinical development, aiming for long-term remission of T2D and obesity.

Fractyl Health, Inc. is headquartered in Burlington, Massachusetts, United States. Revita became commercially available in the UK in January 2020 and in Germany in early 2023. In the United States, Revita is currently for investigational use only.

Fractyl Health aims to transform the treatment paradigm for metabolic diseases by addressing the root causes in the gut. The company emphasizes pioneering new approaches to obesity and type 2 diabetes. Its reputation is largely tied to the progress and outcomes of its clinical trials for Revita and the development of its Rejuva gene therapy platform. The company's focus on addressing the "new unmet need" of weight loss maintenance after GLP-1 discontinuation positions it as a potential leader in this evolving area of metabolic care.

Fractyl Health, Inc.'s stock ownership is a mix of institutional, retail, and individual investors. Approximately 55.33% to 64.09% of the company's stock is held by institutional investors, 7.56% by insiders, and 28.35% by public companies and individual investors. Major institutional owners include Nantahala Capital Management, LLC, and Vanguard Group Inc. Key individual owners include CEO Harith Rajagopalan and Ajay Royan. Insider sentiment has been positive, with 17 different insiders buying shares, totaling $10.0M in high-impact open-market purchases over the last year.