Fractyl Health, Inc. Common Stock
- Open
- 0.68
- Day high
- 0.72
- Day low
- 0.68
- Prev close
- 0.66
- Volume
- 1.1M
- Mkt cap
- $113M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- -68.0
- P/S
- —
- Yield
- —
- Per share
- —
- ▲Insiders net buying $127K over the last 3 months (5 open-market buys, 0 sales)
- ◆Cluster buying — multiple insiders bought within days
- 🏛Institutions reducing (13F)
Fractyl Health, Inc. Common Stock (GUTS) is a Healthcare company listed on NASDAQ. The stock is down 28% over the past year. Over the trailing 3 months, insiders filed 5 open-market buys and 0 sales (SEC Form 4).
Fractyl Health, Inc. Common Stock (GUTS) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
GUTS earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 10, 2026 | $-0.14 | $-0.12 | +11.1% | — | — |
| May 12, 2026 | $-0.17 | $-0.13 | +23.5% | — | — |
| Mar 24, 2026 | $-0.19 | $0.15 | +178.9% | — | — |
| Nov 12, 2025 | $-0.34 | $-0.35 | -2.9% | — | — |
| Aug 12, 2025 | $-0.37 | $-0.53 | -43.2% | — | — |
| Mar 3, 2025 | $-0.44 | $-0.52 | -18.2% | $3000 | -70.0% |
| Aug 14, 2024 | $-0.46 | $-0.36 | +21.7% | $43000 | — |
| Apr 1, 2024 | $-0.65 | $-8.02 | -1133.8% | $7000 | — |
| Sep 29, 2023 | — | $-0.33 | — | $36000 | — |
GUTS insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 15, 2026 | Royan Ajaydirector | Buy | 23,000 | $0.85 |
| Jun 11, 2026 | Rajagopalan Harithdirector, officer: Chief Executive Officer | Buy | 25,000 | $0.73 |
| Jun 11, 2026 | Sheffield Iandirector | Grant | 22,500 | $0.73 |
| Jun 11, 2026 | Sheffield Iandirector | Buy | 35,000 | $0.73 |
| Jun 11, 2026 | MEANWELL CLIVEdirector | Grant | 22,500 | $0.73 |
| Jun 11, 2026 | Barnes Kelly Anndirector | Grant | 22,500 | $0.73 |
| Jun 11, 2026 | Elia Marcdirector | Grant | 22,500 | $0.73 |
| Jun 11, 2026 | Thompson Christopher Charlesdirector | Grant | 22,500 | $0.73 |
| Jun 11, 2026 | Royan Ajaydirector | Grant | 22,500 | $0.73 |
| Jun 11, 2026 | Conaway Samueldirector | Grant | 22,500 | $0.73 |
| Jun 11, 2026 | BRADLEY WILLIAMdirector | Grant | 22,500 | $0.73 |
| Jun 11, 2026 | BRADLEY WILLIAMdirector | Buy | 68,493 | $0.73 |
| Jun 9, 2026 | Smith Weber Laraofficer: Chief Financial Officer | Buy | 20,000 | $0.69 |
| Jan 14, 2026 | Smith Weber Laraofficer: Chief Financial Officer | Grant | 1,036,800 | $2.00 |
| Dec 17, 2025 | Caplan Jay Davidofficer: President, Chief Product Off. | Grant | 845,226 | $2.24 |
Source: GUTS SEC Form 4 filings, latest Jun 15, 2026. For informational purposes only — not investment advice.
See the full GUTS insider & 13F page →Fractyl Health, Inc. Common Stock company profile
Overview
Fractyl Health, Inc. (NASDAQ:GUTS) is a metabolic therapeutics company founded in 2010 and based in Lexington, Massachusetts. The company was formerly known as Fractyl Laboratories Inc. before changing its name in June 2021. Fractyl went public on NASDAQ in 2024, focusing on developing innovative therapies for type 2 diabetes and obesity. The company operates two main therapeutic platforms: the Revita procedural therapy system and the Rejuva gene therapy platform, both targeting the growing global epidemic of metabolic diseases.
Business
Fractyl Health operates in the metabolic therapeutics sector, specifically targeting type 2 diabetes (T2D) and obesity through two distinct technological approaches. The company's work addresses a critical healthcare challenge, as these conditions affect hundreds of millions of people worldwide and are often interconnected, with obesity being a major risk factor for developing type 2 diabetes. The company's primary platform is the Revita DMR System (Revita), an outpatient procedural therapy designed to modify duodenal dysfunction. The duodenum is the first part of the small intestine, and research suggests that dysfunction in this area, often caused by high-fat and high-sugar diets, can contribute to the development of T2D and obesity. The Revita system uses a minimally invasive endoscopic procedure to resurface the duodenal mucosa (the inner lining of the duodenum), potentially restoring normal metabolic function. This one-time procedure aims to provide durable metabolic benefits without requiring ongoing medication. The second platform is Rejuva, a novel virus-delivered pancreatic gene therapy system. This platform uses engineered viruses as delivery vehicles to introduce therapeutic genes directly into pancreatic islet cells, which are responsible for producing insulin and other metabolic hormones. The goal is to enable long-term remission of T2D and obesity by durably altering how these cells function. The company has developed two specific candidates: RJVA-001 for type 2 diabetes and RJVA-002 for obesity, both designed to act as "smart" hormone therapies that could provide sustained metabolic benefits. While the company generates minimal revenue (approximately $93,000 in 2024) primarily from a commercial pilot program in Germany for the Revita system, both platforms remain in clinical development stages. The Revita platform represents the more advanced program, currently in pivotal clinical trials, while the Rejuva platform is preparing for first-in-human studies.
Risks & safety
Fractyl Health presents significant financial risks with limited margin of safety for investors. **Cash Position and Burn Rate:** - Cash and short-term investments: $42.1 million (Q1 2025) - Quarterly cash burn: approximately $25 million - Current runway: extends through Q4 2025 based on management guidance - No meaningful revenue generation ($93,000 in 2024) **Debt and Solvency:** - High debt-to-equity ratio: 9.64 (Q1 2025) - Total liabilities: $76.7 million vs. total assets: $83.0 million - Current ratio: 2.50, indicating adequate short-term liquidity - Significant solvency risk without additional financing **Valuation Metrics:** - Market cap: approximately $97 million - Price-to-book ratio: 9.12 (Q1 2025) - No meaningful P/E ratio due to losses - Enterprise value reflects high cash burn and speculative nature **Other Considerations:** - Pre-revenue biotech with binary clinical trial outcomes - Requires additional capital raises before potential commercialization - High execution risk in competitive metabolic disease market
Recent development
Over the past few years, Fractyl Health has executed several strategic pivots and developments that have shaped its current trajectory. The company completed its initial public offering on NASDAQ under the ticker "GUTS" in 2024, providing crucial capital for advancing both therapeutic platforms. The most significant strategic development has been the repositioning of the Revita platform toward weight maintenance following GLP-1 drug discontinuation. This pivot addresses a critical unmet need, as patients who stop taking expensive GLP-1 medications like semaglutide often experience significant weight regain. The company received FDA Breakthrough Device designation for this indication and initiated the REMAIN-1 pivotal study, which represents a more focused and commercially viable approach than previous broader diabetes applications. The company has also advanced its Rejuva gene therapy platform significantly, nominating two specific candidates: RJVA-001 for type 2 diabetes and RJVA-002 for obesity. The platform has progressed from early research to preparing for first-in-human studies, with regulatory alignment achieved with European authorities and plans to submit the first Clinical Trial Application module in June 2025. The company has developed large-scale CGMP manufacturing processes using 500-liter bioreactors, demonstrating its commitment to scalable production. Operationally, the company has expanded its clinical presence internationally, conducting a controlled commercial pilot in Germany that has generated both revenue and real-world clinical data. This European presence positions the company for potential broader international expansion and provides valuable market insights. The company has also undergone leadership transitions, with Allan Will stepping down as Board Chair after 12 years and Ajay Royan taking over the role, potentially bringing fresh strategic perspectives. These developments collectively position Fractyl as a more focused, clinically advanced organization with clearer regulatory pathways and commercial strategies than in its earlier years.
GUTS company profile · for informational purposes only — not investment advice.
Track GUTS with Drillr
SEC filings, earnings calls, insider activity, alt-data signals — all queryable through Drillr's AI terminal and MCP API.
Try Drillr for free