Added to YB: 2025-09-30
Pitch date: 2025-09-27
GUTS [bullish]
Fractyl Health, Inc.
+60%
current return
Author Info
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Company Info
Fractyl Health, Inc., a metabolic therapeutics company, develops therapies for the treatment of type 2 diabetes (T2D) and obesity.
Market Cap
$200.1M
Pitch Price
$1.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
-2.13
P/E
-0.63
EV/Sales
61.5K
Sector
Health Care Equipment and Supplies
Category
value
Fractyl Health: Best-Case Results; Financing Dilutes But Removes Overhang
GUTS: Impressive REMAIN-1 results showed Revita patients lost additional 2.5% bodyweight 3mo post-GLP-1 discontinuation vs placebo gaining 10% (p=0.014). Best-case scenario validates metabolic reset hypothesis. Minimal side effects vs GLP-1s. $184M mkt cap/$80M EV significantly undervalued given massive market opportunity (10M GLP-1 users in 2025, 65-85% discontinue). Pivotal 315-patient data due 2H26, PMA filing follows.
Read full article (4 min)