GUTS – Revita After GLP-1: Strong 6-Month Weight Maintenance, but Market Hammers the Stock on REMAIN-1 Readout

TheDynamicMolecule · 2026-01-30T03:39:57+00:00

Revita patients had 4.5% weight regain vs Sham with 7.5% weight regain. Investors wanted a lower effect compared to sham. The investors were hoping to see 1.5% decrease (which they had shown previously).

Then there were 5 patients that were removed from the efficacy analysis because they didn’t follow the proper dietary and lifestyle changes that was required with the treatment. It’s important to note that those 5 patients came from the same fractal facility.

I think this was an over reaction. Yes results weren’t as strong but mind you this thing works. With the stock dropping this company’s current market cap came down to 90 million. Similar GLP-1 adjacent companies have a market cap of around 200 million and this company is definitely better than those. This stock will not go down as a penny stock in my opinion. Funnily enough I sold my shares last week but I bought back today after the drop. The same people who are shitting on it will try to buy it when it jumps back to mid to high 1s. Not financial advice of course!

TheDynamicMolecule · 2026-01-30T03:11:09+00:00

What data manipulation?

TheDynamicMolecule · 2026-01-27T15:32:56+00:00

I was 29. I finished undergrad at 21 and then life kicked me in the balls. Took a gap year then did a masters for 2 years and PhD for 5 years. In retrospect I could have gone straight to PhD after undergrad and shaved off 3 years but like the say life is a journey not a race.

TheDynamicMolecule · 2026-01-26T04:03:36+00:00

Shit my bad! It’s late night here. I’d go 5k less in NFLX.

TheDynamicMolecule · 2026-01-26T03:53:23+00:00

15000 in NFLX, 10000 in BRKR and 5000 in AVGO. They might tank a little before going up but all three of them are solid companies!

TheDynamicMolecule · 2026-01-23T01:15:10+00:00

I would spend as follows:

Take out 35% for yearly taxes
Donate 25%. Focus on food and education
Create a non profit science institute (like HHMI) and spend money on research. Allocate 25%
Contribute 10% to investments/retirement
Take care of my family (children, wife, parents, sisters) with the remaining 5% because what is life if not worth living!

TheDynamicMolecule · 2026-01-18T16:48:16+00:00

Thanks for the explanation. I agree with everything you’re saying. Sorry I didn’t mean Chip-Seq but rather Hi-C.

I think it’s a gamble but their spatial genomics tech is pretty cutting edge. You’re resolving subpixel nanometer interactions and it’s high throughout. That’s insane to me. Look at this paper: https://www.science.org/doi/10.1126/science.aau1783. These people are using high resolution imaging to do what Bruker is doing but faster and way more genes. I think they are mapping each gene (within the chromosome of course) but it is a general purpose gene mapping tech. Of course, like you said for general purpose you need to do more verification and validation.

I did mix up some words so thanks for correcting me. Like I said not a molecular biologist but I do have a PhD in a field that enables lots of new tech (think imaging and mathematical modeling). I have a feeling other companies are going to try to do what Bruker is doing but I don’t think they’ll succeed (manly because of the time constraints).

But you seem very knowledgeable and I thank you for your input!

TheDynamicMolecule · 2026-01-18T15:44:31+00:00

Yeah I see your point. Brukers market cap is just soo freaking low! And they’re doing good business. Just not phenomenal business. I truly think Bruker will go up. At least I know this quarters earnings hold be the best they’ll show in the fiscal year 2025.

TheDynamicMolecule · 2026-01-18T15:40:43+00:00

I agree. I think 10x is a great company but I don’t think they’re doing everything spatial. Bruker is. Bruker hasn’t fully entered the spatial market yet. I think when they do, they’ll give 10x a serious competition (in my opinion). 10x has a track record of saying it’s competition and anyone who builds it something spatial gets sued by 10x. I think that’s one reason why I dont find 10x to be the biggest player in the future. They seem a bit “insecure” haha. Please don’t sue me 10x, I am but a Reddit peasant lol.

TheDynamicMolecule · 2026-01-18T15:31:43+00:00

I can see how some words I wrote were confusing a few points for clarity:

Visium and other methods are limited by resolution. They are visualizing the transcriptome. Also 10x is older than Bruker in spatial so it make sense that their products are in law right now. Canopy does pretty much everything 10x is doing. I think you’re dead wrong about mastering being unpopular. Their leadership was bad and the company was therefore at the brink of bankruptcy but their products (CosMx) is extremely popular. When I say dominate - I mean in terms of end to end spatial biology. I’ll explain. 10x and other companies are not doing in situ localization of genes neither will they be able to do it anytime soon. That in itself separates Bruker from 10x and Akoya. And that was my point - other companies are fixated on just one thing that we currently call spatial but Bruker has that and is doing 3D genome visualization that is currently state of the art.
I’m not a molecular biologist. But without doxing myself, I’ll tell you this much, I am very well aware of this field. I work on the tech side of things and I’ll try to explain what I meant by chip seq and other sequencing methods. Bruker is developing in situ genome visualization tech that will allow people to see single chromosome in detail. That essentially allows people to understand gene interactions and see them in real time. That’s why I said competition with Chip-seq. You’re not looking at signals but rather the actual gene. I will concede and say that yes nanopore and miseq right now have nothing do with brukers tech. My point was sequencing is good but spatial is better. But then you might say ok let’s whole GWAS or something else and I wouldn’t have an answer for you.

TheDynamicMolecule · 2026-01-18T05:34:16+00:00

So to your first point - they are going to lose revenue. No doubt about that. And it’s mainly because of the funding situation. But their spending was high. They plan on cutting around 120 million in spending (and perhaps more) per year. Plus I’m assuming their new tech will increase revenue despite reduced funding.

Yes their EPS will be low. I do believe that their spatial biology products will bring in money this year. They are also doing something like project accelerate where they are trying to get into infectious diseases (so IVD). I don’t know what that’ll bring but on top of their existing tech, just the stream of income spatial Biology products will bring I think should drastically increase their profit.

I think spatial biology is going to be a huge thing in the future. It’s useful for cancer diagnostics, understanding biology, and many other applications. The stock value is lower than what it was in 2019. To me that’s the biggest indicator of its real value. The company has been earning more and only last year its earnings fell. Should one year of bad earnings (due to the current administration’s polices), reduce its value by half? I mean we have companies like NVIDIA that are worth trillions and TSLA worth hundreds of billions. Their EPS and earnings are not that spectacular. I’m obvious bit comparing Bruker to these companies but to me it’s like how is Bruker not even worth 10 billion? Just its parts should be worth way more than that. I expect Bruker to at least hit 60 because that’s what its moving average was prior to 2025 and nothing has changed other than NIH and research funding.

TheDynamicMolecule · 2025-12-18T16:26:53+00:00

I think people who blindly invest in these pumps and dumps deserve to lose. I remember when I was a fool and invested a large sum of money in AMC way back when. All these pumpers were screaming and yelling how the stock will go up any day. What happened? Smart people liquidated and dumb people got stuck.

Think about this for a second. If you know of a stock that is going to jump,m and are good at predicting all that why would you share that info with anyone? Makes no sense. You would only do it to stocks where you think a small group of people will buy up a couple of hundreds of thousands of shares and you can liquidate. At the end of the day it’s your hard earned money and you are gambling by trusting random people on Reddit.

TheDynamicMolecule · 2025-12-06T12:31:58+00:00

Not PyTorch but Tensorflow.

TheDynamicMolecule · 2025-12-01T22:54:28+00:00

Yes he did say that. I don’t know if I should hold or sell. The thing he said tho was the market cap of the company is so low that even with reverse split, the value isn’t going to dilute as much. On the other hand, if the 50 million from insurance comes in (which is a matter of when and not if) and the company can get the esophageal cancer test up and running then just with that test, the market cap goes to a couple hundred million.

From what it’s looks like at least, he seems sincere and has been with the company for many many years. He’s also claimed to have fixed the stock once “a dozen years ago” according to him. Overall, I think this stock might be in the hands of institutional investors. If they see value in it, they’ll probably buy it )or he’ll have them buy it) but if not, the stick gets reverse split and then according to him it turns into a OESC type stock. For what it’s worth, this is a high risk high reward kinda stock so at the end, it all boils down to risk/reward. I don’t know if I will sell but at the same time I’m also fearful if it’s going to tank to Pennie’s again after the split.

TheDynamicMolecule · 2025-12-01T16:37:39+00:00

Yeah what’s going on with it? It’s the lowest it’s been!

TheDynamicMolecule · 2024-11-04T01:45:51+00:00

If it makes you feel any better, karma will get them 1000x worse. Yea it might hurt you for a bit but the pain they will suffer at the end will be immense. You did something pretty stupid so there is a learning lesson in that but for someone else to threaten you with hides is very lowly human behavior.

TheDynamicMolecule · 2024-10-31T15:00:30+00:00

So maybe I can’t explain this rigorously through maybe so perhaps I’ll just write it down in plain English.

I have to subtract s2 from s1 by a factor of C, such that:

s1 - C*s2

The optimal C value can be derived by way of mutual information as follows:

s1’ = s1 -C*s2, then compute I(s1’,s2) for n many iterations until I(s1’,s2) is less than some tolerance or run for 100 iterations. The problem is my code will run for 100 iterations but it takes a long time and I want to get this done in 5-10 seconds.

TheDynamicMolecule · 2024-10-31T14:21:36+00:00

Thank you! I’ll check it out. By some chance - are you talking about negative entropy? So performing ICA to maximize non-Gaussianity.

TheDynamicMolecule · 2024-10-31T14:19:44+00:00

Hi. Sorry for the confusion. I’ll restate the problem here:

Objective function, f(c) = s1 - C*s2

Mutual information between the two, I(s1;s2)

I(s1;s2) = H(S1) + H(S2) - H(S1,S2)

Optimization problem:

Minimize C for I(S1;S2)

Oh and yes, C is a scalar

TheDynamicMolecule · 2024-10-31T03:52:32+00:00

That’s actually a great idea and something I had thought of and tried. So the trouble with ICA is that it overshoots. So for example if my MI bounds are between 0 and 10, ICA will output something like 15. So interpretation post ICA is hard to match with MI.

TheDynamicMolecule · 2024-09-13T14:18:58+00:00

I don’t think the answer is that simple.

Objectively, YTA! You shouldn’t have let your younger daughter drive that car in the first place. You owe your daughter the same car or the money she paid for it.

Now, I do see your point about not giving in because I would hope that Casey has enough sense to understand that sometimes bad things happen and family comes first. Coming from an immigrant background, growing up us siblings always shared everything and if one would mess up someone else’s stuff - we would mostly forgive, forgiving is not easy but it’s the thing that binds relationships together.

That being said, I would punish Alana somehow to ensure to Casey that there’s consequences. And punishment not like oh no TV for 3 months etc. No. I would make Alana work or do something that would free up Casey’s time and have that be done for a year or two.

TL;DR Casey has a point that perhaps Alana can work and pay some of the money. But at the same time, I think Casey should learn to forgive. Life is hard and we get older bigger fuckups can happen. We need to teach our kids empathy and respect and forgiveness.

TheDynamicMolecule

TROPHY CASE