While I’m invested in this company since 2024, despite a few positive developments since than including payoff of their toxic debt and upcoming $25 million milestone with NHS in July, aggressive shorting on daily basis keeps going on.
And company is forced to perform RS as a result of it, plus recent biotech market behavior doesn’t help much!
Your article covers some of the staff, 40 cents sp is way oversold, what’s your input regarding this?
Just potentially a superficial comment but Nestle has long been a promoter of very early baby formula in the third world and elsewhere too when allowed into hospitals. Establishing good microbiome in my humble opinion is central to long term breast feeding with no formula introduction. Staging other food introduction which adheres to complexity of food absorbtion/digestion where soft uncooked, cooked, delaying grains and dairy until the stomach microbiome is well established at a year. That whole process is not very profitable for the manufacturers of formula as natural feeding works well and if viruses or fungi become an ill health issue going back to more frequent breastfeeding can be an important step in stomach health.
But this is only an amateur opinion based on a cynicism about Nestles third world actions 1960s on.
So developments by SERES may well be rectifying the many years of Nestle profitability
Much needed update on Seres Therapeutics, great writeup. I agree that Seres has the potential to be a leading microbiomics firm in the long run due to its focus on providing clinically-approved treatments to patients and using fermentation instead of live donors. On the investing front, however, I think long-term investors might be better served by keeping their capital elsewhere for now.
Seres's lead product, SER-155 for bloodborne infections, is still in Phase 1; my general rule of thumb is to wait until phase 3 is ongoing, since phase 1 and 2 trials fail rather often. It wouldn't be the first time a Seres product failed to get past its research trials. SER-301, now known as VOWST, had to be shelved once before passing through the three-phase gauntlet again and emerging as a successful treatment; SER-287 reached Phase 2 and had to be shelved, and has yet to be put back into testing according to Seres' pipeline page on its website. I suspect Seres won't have its SER-155 product through clinical trials and ready for commercialization until probably 2030 if all goes well, since trials often take years to complete.
I think long-term investors should wait for an announcement that SER-155 has made it to phase 3 before putting capital in at this stage. Short term investors, or less patient investors, might want to invest in Maat right now since it has a lead microbiomic product in Phase 3 right now, then pivot capital to Seres once its phase 3 for SER-155 is ongoing and/or nearing completion and hold that capital until Seres reaches full commercialization for it.
Just my thoughts on all this. Again, great writeup on Seres.
Nice article, thank you as always!
While I’m invested in this company since 2024, despite a few positive developments since than including payoff of their toxic debt and upcoming $25 million milestone with NHS in July, aggressive shorting on daily basis keeps going on.
And company is forced to perform RS as a result of it, plus recent biotech market behavior doesn’t help much!
Your article covers some of the staff, 40 cents sp is way oversold, what’s your input regarding this?
Appreciate a lot
AV
Just potentially a superficial comment but Nestle has long been a promoter of very early baby formula in the third world and elsewhere too when allowed into hospitals. Establishing good microbiome in my humble opinion is central to long term breast feeding with no formula introduction. Staging other food introduction which adheres to complexity of food absorbtion/digestion where soft uncooked, cooked, delaying grains and dairy until the stomach microbiome is well established at a year. That whole process is not very profitable for the manufacturers of formula as natural feeding works well and if viruses or fungi become an ill health issue going back to more frequent breastfeeding can be an important step in stomach health.
But this is only an amateur opinion based on a cynicism about Nestles third world actions 1960s on.
So developments by SERES may well be rectifying the many years of Nestle profitability
Much needed update on Seres Therapeutics, great writeup. I agree that Seres has the potential to be a leading microbiomics firm in the long run due to its focus on providing clinically-approved treatments to patients and using fermentation instead of live donors. On the investing front, however, I think long-term investors might be better served by keeping their capital elsewhere for now.
Seres's lead product, SER-155 for bloodborne infections, is still in Phase 1; my general rule of thumb is to wait until phase 3 is ongoing, since phase 1 and 2 trials fail rather often. It wouldn't be the first time a Seres product failed to get past its research trials. SER-301, now known as VOWST, had to be shelved once before passing through the three-phase gauntlet again and emerging as a successful treatment; SER-287 reached Phase 2 and had to be shelved, and has yet to be put back into testing according to Seres' pipeline page on its website. I suspect Seres won't have its SER-155 product through clinical trials and ready for commercialization until probably 2030 if all goes well, since trials often take years to complete.
I think long-term investors should wait for an announcement that SER-155 has made it to phase 3 before putting capital in at this stage. Short term investors, or less patient investors, might want to invest in Maat right now since it has a lead microbiomic product in Phase 3 right now, then pivot capital to Seres once its phase 3 for SER-155 is ongoing and/or nearing completion and hold that capital until Seres reaches full commercialization for it.
Just my thoughts on all this. Again, great writeup on Seres.