Jan. 6 at 12:21 PM
$MCRB $15.19 bid
Holding long position at a loss
https://stocktwits.com/G101SPM/message/585813939
note: Seres Therapeutics (MCRB) implemented a 1-for-20 reverse stock split that became effective before the market opened on April 22, 2025.
DAC (dollar average cost with 1:20 stock split is
$28.30)
EXIT not determined.
UPDATE:
1. Flagship Achievement: VOWST™
Seres developed VOWST, the first-ever FDA-approved oral live biotherapeutic.
Purpose: It is used to prevent the recurrence of Clostridioides difficile infection (CDI) in adults.
Divestiture: In September 2024, Seres sold the VOWST business to Nestlé Health Science. This sale allowed Seres to retire debt and refocus its resources on its remaining clinical pipeline.
2. Primary Clinical Pipeline (2026 Focus)
Following the VOWST sale, Seres has pivoted to advancing its next generation of "cultivated" (lab-grown) microbial consortia.
SER-155: The current lead candidate, designed to prevent bacterial bloodstream infections (BSIs) and graft-versus-host disease (GvHD) in patients undergoing stem cell transplants. It has received FDA Breakthrough Therapy and Fast Track designations.
SER-147: An early-stage program aimed at preventing infections in patients with chronic liver disease.
Inflammatory Diseases: The company continues research into microbiome-based treatments for Ulcerative Colitis and other immune-related gastrointestinal disorders.
3. Core Technology: The Ecobiotic® Platform
Seres uses a proprietary "reverse translation" engine to design its drugs.
Design: They analyze human clinical data to identify missing beneficial bacteria and then create "consortia" (defined groups) of specific bacterial strains.
Mechanism: Unlike traditional antibiotics that kill bacteria, Seres' therapies aim to restore health by repopulating the gut with beneficial microbes that outcompete pathogens and strengthen the intestinal lining.
4. Company Status & Strategy
Headquarters: Cambridge, Massachusetts.
Financial Position: After the VOWST sale and recent workforce reductions, the company reported a return to profitability in early 2025 and has projected its cash runway to last into the second quarter of 2026.
Leadership: The company recently shifted to a co-CEO management structure to explore further strategic deals and partnerships
