Seres Therapeutics Inc (MCRB)

In July 2025, Seres received a $25 million installment payment from Nestlé, extending its cash runway into Q1 2026. The company reported a net loss of $19.9 million for Q2 2025 and a net income of $8.2 million for Q3 2025, largely due to gains from the sale of the VOWST business. In September 2025, Seres received constructive feedback from the FDA on the Phase 2 study protocol for SER-155 and announced a workforce reduction. In December 2025, Seres Therapeutics' stock saw some positive movement due to technical support and a MarketsandMarkets report. In early January 2026, Seres Therapeutics announced significant publications in Nature Medicine and the Journal of Infectious Diseases, but the stock experienced a decline on January 8, 2026. Analyst sentiment has been mixed.

Information regarding direct demand seasonality for Seres Therapeutics' current pipeline products is not explicitly available. A seasonal chart analysis for MCRB stock suggests a historical "Buy Date" of August 2 and a "Sell Date" of November 26, indicating potential seasonality in investor interest and stock performance. Prior to the sale of VOWST, there was a mention of an uptick in VOWST sales in March and April 2024.

Seres Therapeutics, Inc. is a clinical-stage biotechnology company focused on developing live biotherapeutics to treat serious diseases by modulating the human microbiome. Following the sale of VOWST to Nestlé Health Science in September 2024, Seres has shifted its focus to advancing its cultivated pipeline, with its lead candidate being SER-155, an investigational oral live biotherapeutic designed to prevent life-threatening bloodstream infections. The company is also advancing other cultivated oral live biotherapeutics for populations with chronic liver disease, cancer neutropenia, and solid organ transplants.

Seres Therapeutics, Inc. is headquartered in Cambridge, Massachusetts, United States, and conducts multi-center clinical trials across North America and Europe.

Seres Therapeutics' reputation has been positively influenced by its scientific advancements and regulatory achievements, including publications in Nature Medicine and the Journal of Infectious Diseases, and SER-155 receiving FDA Breakthrough Therapy and Fast Track designations. The sale of VOWST to Nestlé Health Science was framed as a move to provide capital and shift focus to the cultivated pipeline, which could be seen as positive for the company's financial reputation and strategic focus.

Seres Therapeutics, Inc. has a mixed ownership structure, with approximately 20.41% to 24.38% of the company’s stock owned by institutional investors, 2.44% by insiders, and around 73.17% by retail investors and public companies. Major institutional owners include Flagship Pioneering Inc., Susquehanna International Group, Llp, Vanguard Group Inc, and BlackRock, Inc., with Nestle Health Science SA also being a major shareholder. Noubar Afeyan owns the most shares among individual investors.