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0 -0.000216684723726953 -0.00411917659804981 -0.0124593716143011 0.0299024918743229 0.0234019501625136 0.0234019501625136 0.0234019501625136
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Fractyl Health: Unreasonably Low Market Expectations Create A Trading Opportunity Towards 2026 Catalysts [Seeking Alpha]

Fractyl Health, Inc. (GUTS) 
Company Research Source: Seeking Alpha
Revita's pivotal Phase 3 obesity trial is well-funded, with topline results expected in 2H 2026 and a low statistical bar for success. Weight regain in the Revita arm was driven by a single site; excluding it, results align with prior positive data, supporting optimism for pivotal readout. Key risks include potential for commercially unattractive data, future dilutive financings, emerging safety issues, and competition in obesity therapeutics. aprott/iStock via Getty Images Thesis overview Fractyl Health ( GUTS ) is developing endoscopic procedures to manage metabolic diseases (obesity and diabetes). The lead candidate is Revita, currently being evaluated in a registrational ph3 trial with topline results expected in 2H 2026, followed by This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of GUTS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I Show less Read more
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