Aug. 23 at 6:45 AM
$MCRB $MCRB — Interesting setup worth watching.
Seres has assembled a leadership team with serious M&A/BD experience: Richard Kender spent 35+ years at Merck, including Business Development & Corporate Licensing, while CLO Thomas DesRosier has significant deal experience, including Cubist before its ~
$9B acquisition by Merck.
More importantly, SER-155 is showing promising early results in checkpoint inhibitor-related enterocolitis (irEC), and Seres has publicly stated it is discussing potential partnerships with companies that own checkpoint inhibitor franchises.
That makes
$MRK particularly interesting given KEYTRUDA’s massive franchise.
With
$MCRB valued at only ~
$45M and needing additional funding, a strategic partnership/licensing deal could be a major catalyst.
Merck buyout? Pure speculation for now.
Strategic deal around SER-155? Much more plausible.
Definitely one to watch closely. 👀
$MCRB $MRK
