Seres Therapeutics, Inc. (MCRB) Discusses Promising SER-155 Clinical Trial Results for Immune Checkpoint Inhibitor Related Andropilatis Transcript
Seres Therapeutics, Inc. (MCRB) Discusses Leadership Transition, Strategic Direction and Microbiome Therapeutics Platform Prepared Remarks Transcript
Seres Therapeutics, Inc. ( MCRB ) Q3 2025 Earnings Call November 5, 2025 8:30 AM EST Company Participants Carlo Tanzi Marella Thorell - Co-CEO, Co-President & CFO Matthew Henn - Executive VP & Chief Scientific Officer Dennis M. Walling - Senior VP of Clinical Development & Head of Clinical Research Teresa Young - Executive VP and Chief Commercial & Strategy Officer Conference Call Participants John Newman - Canaccord Genuity Corp., Research Division Joseph Thome - TD Cowen, Research Division Presentation Operator Good day, everyone, and thank you for standing by.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Didric Cederholm Lion Point Capital LP | 31,570 | $449,564.17 | $170,004.45 | -$279,559.72 | -62.18% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MK Matthew Keller HC Wainwright & Co. | 3,238.34 | $22,830.31 | $17,648.96 | -$5,181.35 | -22.7% |
John Newman Canaccord Genuity | - | - | - | - | - |
Chris Shibutani Goldman Sachs | 77,174.69 | $590,756.46 | $420,602.05 | -$170,154.41 | -28.8% |
| Biotechnology Industry | Healthcare Sector | Richard N. Kender CEO | NASDAQ (NGS) Exchange | 81750R201 CUSIP |
| US Country | 66 Employees | - Last Dividend | 22 Apr 2025 Last Split | 26 Jun 2015 IPO Date |
Seres Therapeutics, Inc. is a pioneer in the rapidly evolving sector of microbiome therapeutics, which focuses on employing the natural flora found in the human gut to treat a variety of diseases. Standing at the forefront of this innovative field, the company develops a new class of biological drugs aimed at modulating the microbiome to reinstate health by amending the functions of a disrupted microbiome back to a non-diseased state. Originally founded as Seres Health, Inc., the organization underwent a rebranding to Seres Therapeutics, Inc. in May 2015, marking a significant milestone in its commitment to transforming the approach towards treating diseases through microbiome technology. Based in Cambridge, Massachusetts, and established in 2010, Seres Therapeutics, Inc. has cemented its place as a leading entity focused on unlocking the potential of the human microbiome to address unmet medical needs.
An oral microbiome therapeutic and the leading product candidate of Seres Therapeutics, Inc., VOWST has reached the completion of Phase III clinical trials. Its primary application is towards the treatment of recurrent Clostridioides difficile infection (CDI), showcasing the company’s expertise in leveraging microbiome therapeutics to combat persistent infections.
This investigational oral fermented microbiome therapeutic is currently in Phase 1b clinical trials. SER-155 is formulated to prevent gastrointestinal infections, bacteremia, and graft versus host disease in immunocompromised individuals, including those undergoing allogeneic hematopoietic stem cell transplantation. This further echoes the company's focus on creating solutions for critical and complex medical conditions through innovative microbiome technology.
Both products are part of Seres Therapeutics’ ambitious pipeline aimed at addressing ulcerative colitis. SER-287 is advancing through Phase 2b clinical trials, whereas SER-301 is currently undergoing Phase 1b trials. These developments reflect the company’s dedication to expanding its portfolio to include treatments for inflammatory bowel diseases, utilizing the therapeutic potentials of microbiome modulation.
Seres Therapeutics has entered into a license agreement with NHSc Rx License GmbH concerning their microbiome technology. This agreement includes the development of the VOWST product candidate for treating CDI and recurrent CDI. Additionally, the company boasts a collaboration license agreement with Société des Produits Nestlé S.A. (Nestlé), aiming at the development and commercialization of certain product candidates focusing on the treatment and management of CDI and inflammatory bowel disease, including ulcerative colitis and Crohn’s disease. These alliances underline Seres Therapeutics’ strategy to partner with leading global entities to broaden the reach and impact of its microbiome-based therapeutic solutions.