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GUGUTS

Fractyl Health, Inc.

$GUTS·$58M·Biotechnology·Healthcare
$1.55-62.7%YTD+83.0%1Y-89.8%
Price updated 3h ago·X counts updated 5d ago
GUGUTS
$GUTSFractyl Health, Inc.
$1.55-62.74%54 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $GUTS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

54X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $GUTS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-07-22

Fractyl Health reports positive REMAIN-1 midpoint cohort data showing durable weight maintenance one year after GLP-1 discontinuation. H.C. Wainwright reiterates Buy PT $8, Morgan Stanley PT $2, with pivotal cohort data expected early Q4 and potential De Novo FDA submission late Q4. Approval seen ~80% derisked.

Read what X is saying about $GUTS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GUTS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Fractyl just posted positive REMAIN-1 midpoint data on durable weight after GLP-1 discontinuation — approval seen ~80% derisked.

Fractyl Health is a clinical-stage obesity-and-metabolic therapy company — Revita duodenal mucosal resurfacing is the lead candidate, aimed at durable weight maintenance after GLP-1 discontinuation.

  • The business is pre-revenue: PS 0, PE -0.48, ROIC -104% — standard clinical-stage biotech P&L; the thesis is REMAIN-1 pivotal data and De Novo FDA submission timing.
  • The clinical signal is specific: positive REMAIN-1 midpoint cohort data showing durable weight maintenance one year after GLP-1 discontinuation — tangible efficacy evidence with H.C. Wainwright reiterating Buy at $8 PT and Morgan Stanley at $2 PT.
  • 52-week range position is 3.5% at $0.45 with vol multiplier 3.17 — near-absolute floor on heavy accumulation volume, with pivotal cohort data expected early Q4 and De Novo FDA submission late Q4; approval framed as ~80% derisked.

Nov 11 Q3 is the gate — any additional REMAIN-1 pivotal data plus De Novo FDA submission confirmation extends the stock off the floor. A clinical disappointment or dilutive raise and the stock stays pinned.

Agrees with X sentimentThe thread has substantive drivers — specific REMAIN-1 midpoint cohort data on durable one-year weight maintenance post-GLP-1, H.C. Wainwright Buy at $8, Morgan Stanley $2 PT, pivotal cohort data early Q4, De Novo FDA late Q4, ~80% derisked framing — all grounded.

What to watch: Nov 11 Q3 — pivotal cohort data readout, De Novo FDA submission timing, cash runway, and any safety-signal commentary. A clinical disappointment is the hard invalidator.

On the calendar: 2026-11-11 — Q3 earnings

Read the AI verdict on $GUTS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops the Revita duodenal mucosal resurfacing procedure targeting type 2 diabetes and obesity without systemic drugs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $GUTS.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $GUTS

Neutral — Develops the Revita duodenal mucosal resurfacing procedure targeting type 2 diabetes and obesity without systemic drugs.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+31.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-104%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-179%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-45.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 11, 2026$-1.92$-1.62-18.5%
Q1 2026May 13, 2026$-0.13$-0.17+23.5%
Q4 2025Mar 24, 2026$-2.04$-2.28+10.5%
Q3 2025Nov 12, 2025$-0.71$-4.08+82.6%
Next earningsWed, Nov 11·consensus EPS $-1.49

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$0.12$-22.5M
Q4 FY25$0-100.0%——$-0.58$-21.3M
Q3 FY25$0-100.0%——$-0.71$-22.7M
Q2 FY25$0-100.0%——$-0.57$-21.3M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.4M$5.7M – $31.9M-$4.11-$4.62 – -$3.724
FY27$17.9M$8.1M – $45.9M-$4.76-$6.02 – -$3.943
FY28$78.1M$16.5M – $284.0M-$3.20-$4.15 – -$2.035
FY29$252.5M$114.8M – $647.4M$1.40$0.41 – $4.252
FY30$461.4M$209.8M – $1.2B$7.68$2.24 – $23.302

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.57%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+158.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+307.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 11.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.425-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuySep 14William BradleyDirector64.5K sh$40KBuyJun 12Ajay RoyanDirector23.0K sh$20KBuyJun 10Harith RajagopalanCEO25.0K sh$18KBuyJun 10William BradleyDirector68.5K sh$50KBuyJun 10Ian SheffieldDirector35.0K sh$26KBuyJun 8Smith Weber LaraCFO20.0K sh$14K
+ 8 other (8 awards) in window

See when $GUTS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KCharter amendmentOct 18-K — Item 5.03: Charter amendment
AI summary

Fractyl Health, Inc. (GUTS) filed an 8-K on 2026-10-01 disclosing an amendment to its articles of incorporation, bylaws, or a change in fiscal year (Item 5.03). These are governance changes that can affect shareholder voting rights, anti-takeover provisions, or reporting cadence — material if they alter capital structure rights or entrench management.

8-KShareholder voteSep 248-K — Item 5.07: Shareholder vote
AI summary

Fractyl Health, Inc. held a Special Meeting of Stockholders on September 24, 2026, with a quorum of 111,987,852 shares representing 70.35% of the 159,179,848 shares outstanding. The meeting resulted in votes on matters requiring shareholder approval, with the specific proposals and vote tallies captured in the Item 5.07 disclosure. The high quorum participation level suggests significant shareholder engagement with the matters being voted upon. Full vote results by proposal are provided in the filing.

8-KListing / delisting noticeSep 118-K — Item 3.01: Listing / delisting notice
AI summary

Fractyl Health (GUTS) received a Nasdaq notice for failing to maintain the $1.00 minimum bid price required under Listing Rule 5450(a)(1). The company has 180 days to regain compliance by maintaining a closing bid price of at least $1.00 for ten consecutive business days. Failure to regain compliance could result in delisting from Nasdaq. Fractyl Health must execute a reverse stock split or achieve organic price recovery to remain listed.

8-KPress release / Reg FDJul 158-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Fractyl Health (GUTS) disclosed one-year data from the REMAIN-1 Midpoint Cohort study for its Revita duodenal metabolic therapy device on July 15, 2026. The blinded, sham-controlled study demonstrated dose-dependent durability of weight maintenance at one year following discontinuation of GLP-1 receptor agonist therapy. Data confirmed that the metabolic effect achieved with Revita persists after GLP-1 drugs are stopped, a key differentiator in the obesity/metabolic disease space. An investor webcast to present the data was held on July 15, 2026, at 8:00 a.m. Eastern Time.

8-KShareholder voteJun 118-K — Item 5.07: Shareholder vote
AI summary

Fractyl Health, Inc. (ticker GUTS) held its 2026 Annual Meeting on June 10, 2026, with ~70.7% of 158.6M eligible shares represented. Three Class II directors were elected for three-year terms: Marc Elia (65.2M For), Clive Meanwell (63.7M For), and Ian Sheffield (73.8M For, nearly unopposed); Ernst & Young LLP was ratified as independent auditor (107.9M For, 0.2M Against). All proposals passed. Routine governance with no contested items and modest opposition to the other two directors, consistent with normal institutional abstention patterns.

8-KPress release / Reg FDJun 48-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Fractyl Health, Inc. (GUTS) disclosed its addition to Nasdaq Global Market Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 under 8-K Item 8.01 (other events). Index inclusions are significant because they trigger automatic buying from passive index funds and ETFs that track the benchmark, often resulting in increased share price and trading volume. Index providers typically announce additions in advance of the effective rebalancing date, giving institutions time to adjust their holdings. The event increases GUTS's institutional ownership base and enhances its market visibility and liquidity profile.

8-KPress release / Reg FDMay 118-K — Item 7.01: Press release / Reg FD
AI summary

GUTS filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-11. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 13 other (4 13Gs · 3 proxys · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Fractyl Health, Inc. (GUTS) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuitprnewswire.com·1d agoBronstein, Gewirtz & Grossman LLC Urges Fractyl Health, Inc. Investors to Act: Class Action Filed Alleging Investor Harmglobenewswire.com·2d agoSueWallSt Reminds Fractyl Health, Inc. Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of October 20, 2026 - GUTSprnewswire.com·2d agoGUTS SHAREHOLDER NOTICE: Faruqi & Faruqi, LLP Reminds Fractyl (GUTS) Investors of Securities Class Action Lawsuit Deadline on October 20, 2026newsfilecorp.com·2d agoPortnoy Law Firm Announces Class Action on Behalf of Fractyl Health, Inc. Investorsglobenewswire.com·2d ago

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Voices on X · last 7 days

No standout posts about $GUTS on X in the last 7 days.

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