Fractyl Health: Advancing Revita and Rejuva Pipelines Toward 2026 Clinical and Regulatory Catalysts Supports Buy Rating

Analyst Joseph Pantginis of H.C. Wainwright maintained a Buy rating on Fractyl Health, Inc., retaining the price target of $8.00.

Joseph Pantginis has given his Buy rating due to a combination of factors related to Fractyl Health’s advancing clinical pipeline and upcoming catalysts in 2026. He highlights that the company’s lead procedural therapy, Revita, has already produced encouraging safety and efficacy results, showing durable weight maintenance and metabolic control after GLP-1 discontinuation, along with a notable treatment benefit versus sham. Pantginis believes that if forthcoming REMAIN-1 and REVEAL-1 data sets confirm these trends at 6- and 12-month time points, Revita could carve out a differentiated position in obesity care by offering an intervention that may reduce reliance on chronic drug therapy. In addition, he points to the expected timeline of key events, including multiple data readouts and a potential PMA filing in the second half of 2026, as important value inflection points for the stock.
Beyond Revita, Pantginis underscores the strategic importance of Fractyl’s Rejuva pancreatic gene therapy platform, which targets both type 2 diabetes and obesity. Preclinical data from RJVA-001 and RJVA-002 support the concept that reprogramming pancreatic islets could provide long-lasting metabolic benefits and potentially change treatment trajectories for these chronic diseases. He notes that the planned CTA submission in Europe, anticipated regulatory clearance in 2026, and the start of a first-in-human Phase 1/2 study for RJVA-001 with initial readouts in the second half of 2026 further enhance the company’s growth prospects. Taken together, these clinical, regulatory, and pipeline milestones underpin Pantginis’s conviction that Fractyl Health is well positioned for value creation, justifying his Buy recommendation.

Based on the recent corporate insider activity of 10 insiders, corporate insider sentiment is positive on the stock. This means that over the past quarter there has been an increase of insiders buying their shares of GUTS in relation to earlier this year.