MCRB Seres Therapeutics Inc

$MCRB $XBI $IBB Good morning, bulls!🐂☀️☕ Small- and mid-cap biotech has been getting absolutely slaughtered, and $MCRB has been caught in the crossfire. But the macro picture is shifting. Rate-hike odds have dropped sharply from over 60% to below 20% following cooler economic and jobs data, and $XBI is bouncing! Meanwhile, Seres updated LinkedIn to confirm receipt of the $12.5M Nestlé payment💰 Now look at what we're getting at these valuations: 🧬 SER-155 — allo-HSCT and its potential to address serious complications in vulnerable patients. 🧬 irEC — a potentially exciting opportunity in immunotherapy-related enterocolitis. 🧬 SER-603, SER-147 and SER-428 — additional pipeline programs with future potential. Yet we're trading below cash value, with the market assigning nothing to the pipeline. The science hasn't disappeared. RSI is deeply oversold, sentiment is wrecked, absolutely ridiculous $25 million market cap. One meaningful announcement will send this thing flying!

$MCRB $XBI $IBB A LITTLE SHAREHOLDER INITIATIVE. I’ve spent the entire morning reaching out to nearly every investment firm / institutional investor I could find that has previously owned MCRB. I sent them a simple message: MCRB is back at extreme valuation levels. Take another look. These are firms that have already done the work on Seres before. They know the company. They know the science. They’ve owned the stock. If even one or two whales decide to put MCRB back on their radar, that could make a dramatic difference in a stock this small. I’m not pretending my emails are going to single-handedly move the market. But sitting around waiting for someone else to notice isn’t going to help either. So I’m doing my part. And if anyone here wants to use the same letter, screenshot attached. Feel free. Send it to funds. Send it to analysts. Send it to anyone who might actually take a fresh look at MCRB. We don’t need every institution to come back. We just need one or more to start paying attention.

$MCRB $XBI $NXL THIS is starting to look like capitulation.👀 MCRB’s daily RSI has fallen below 20 - something that, looking back through the chart, has happened 3 times in the stock’s history. Historically, when RSI gets this brutally oversold, the rebounds have tended to come quickly. Today feels different from the slow bleed. New all-time lows near $2.80. Heavy volume. Fear everywhere. Sellers hitting the exits all at once. That’s the kind of action you often see around capitulation, when everyone who was going to sell finally says “get me the hell out.” Does that guarantee today is the bottom? Of course not. But THIS is the setup I’ve been waiting for. Extreme oversold conditions. Capitulation-like volume. Sentiment destroyed. Valuation buried. Meanwhile, SER-155 didn’t become less valuable because the stock printed $2.80. If history rhymes and sellers are exhausting themselves, things can turn very quickly. The bear turned bull picked one hell of a week to switch sides. I’m fcking bullish.

$MCRB $XBI $IBB 🐂🚀 Reposting for all the late risers! ☀️ **$12.5 MILLION NESTLÉ PAYMENT RECEIVED!** 💰 Yep, you heard that right! No debt. Trading well below cash value. Pipeline being valued like it's worthless. Historically this deeply oversold RSI results in a MASSIVE bounce very quickly!! $XBI bouncing BIGLY from yesterdays bottom lows! Seeing a lot of biotech folks on X calling yesterday as the bottom and loading up on all the discounts recently! **How much more pessimism can this stock possibly have priced in?!** One legitimate piece of positive news and we could be OFF TO THE RACES. Partnership? Strategic deal? Anything that changes the narrative. Got a feeling in my lugnuts we hear something next week. 😂🐇 Hope some of you loaded up on the dip! Could be wrong on timing, but I'm not giving up on these assets down here. **Play Wall Street's games, get paid!** Or whatever the hell says 🤣 LFG!! 🚀🐂

$MCRB sign-on bonus for Richard Kender? They are freaking nuts! Marella and thomas also received a sign-on bonus and they are replaced already. Can I also have a sign-on bonus please? Why the hell is this legal? I really hate these people!!

$MCRB It honestly boggles my mind that Seres is currently valued at just $28M despite Flagship and Nestle collectively owning roughly a quarter of the company and having such strong strategic/pharma connections. The amount of time management has spent pursuing partnerships and the quality of the SER-155 data and Phase 2 ready platform, it’s hard to understand why a meaningful partnership hasn’t materialized yet.

$MCRB kenders RSUs/options are $9+. he didnt take the job to break even or not make money on a massive pump. this will run hard very soon. if it goes to low $3-2’s i would take advantage of it if i was you. im going to

$MCRB ‘’DON’T FORGET’’ Seres today looks far more positioned for a strategic transaction than to grow independently. It has sold VOWST, eliminated debt and significantly reduced costs, workforce and real estate commitments, while monetizing the remaining Nestlé milestones. Meanwhile, SER-155 has Breakthrough Therapy + Fast Track designations, is Phase 2-ready but paused while Seres seeks funding/partners, and has shown promising irEC data. They also put Richard Kender, a former Merck executive with extensive BD/licensing experience, in charge while actively seeking partners. With a market cap of only a few tens of millions, if Big Pharma values SER-155 at $150–300M, it could potentially make more sense to acquire the entire company rather than license the asset and pay upfront fees, milestones and royalties. A buyout is far from guaranteed, but Seres is now much leaner, cleaner and easier to acquire. Very interesting setup.

$MCRB feeling pretty good about this decision. I keep thinking a buyout is imminent but this keeps tanking.

$MCRB we all hoped for $120 pre split, then $100, $80 down to $60,40,20 now we are not even at 4 No idea how this management is gettin' jobs elsewhere, disastrous

$MCRB Have to agree with the newly converted bull here. I’ve followed MCRB for a long time, and this is one of the more extreme technical setups I can remember. Daily RSI below 20, new all-time lows, a sharp acceleration in volume, and sentiment about as bad as it gets. Nobody can call the exact bottom, but this is increasingly looking like the type of capitulation event that can finally exhaust sellers. And importantly, nothing about today’s price action changes why I own this company. SER-155 is the same asset at $2.80 that it was at $6. The irEC opportunity remains. The strategic possibilities remain. The science remains. What has changed dramatically is the valuation and the technical setup. I’ve been bullish on the underlying story for a long time. At these levels, I’m even more interested. Let’s see if today finally marks the washout.

$MCRB $XBI $IBB GOOD MORNING AND HAPPY THURSDAY. ☀️🐂 DAY 4 OF BULLPOSTING. 🐻➡️🐂 Welcome to October 1st. New month. New quarter. New fcking bull. After September absolutely buried MCRB and left us sitting around all-time lows, we officially enter Q4 with expectations somewhere beneath the Earth’s crust. And strangely enough… I like it down here. SER-155 is still SER-155. The irEC opportunity is still there. Potential partnerships and strategic possibilities remain on the table. The market has spent months pricing in disappointment. Q4 would be a wonderful time for management to finally give it something else to price in. 👀 So welcome to the first trading day of October. The Charlatan Club is temporarily closed. The Executive Retreat has been placed on standby. And Richard Kender has been given full access to the kitchen. 👨‍🍳🧬 Cook something good for us, Richard.

$MCRB 173,000 RSUs vest on the 30th valued at $8.74 per for their employees. top execs have their last round of RSUs between $7-9. Rent was paid via 100,000 shares at $4.83. We get $12.5 million from nestle on Oct 1st. we need a pretty stellar run from down here just to break seres employees/execs even with their free shares 😅

$MCRB “THESE SCOUNDRELS SHOULD BE PUT IN JAIL.” 💀 And since we’re discussing our distinguished leadership team, here’s a fun reminder of what 2026 compensation could look like before final year-end determinations: 💰 Richard Kender — $520K annual salary + 55% target bonus + $250K signing bonus + massive option package 💰 Matthew Henn — $505K salary + 45% target bonus + $230K retention bonus + massive option package 💰 Kelly Brady — $475K salary + 45% target bonus + $230K retention bonus + massive option package 💰 Thomas DesRosier — $512.9K salary + target bonus eligibility 💰 Marella Thorell — $494.4K salary + target bonus eligibility And that’s before trying to put a final dollar value on all the equity awards. 😂 Meanwhile shareholders get: 📉 Historic lows 🦗 Silence Whatever else Seres may be struggling to fund, apparently keeping the executive suite comfortable isn’t one of those things. 💰 Another beautiful day to be grossly overpaid at Seres. ☠️

$MCRB What is Sec doing to these scoundrels. They should put these executives in Jail by now

$MCRB always be careful with who you listen to on ST. bull or bear. but never listen to someone who says they have no skin in the game but constantly likes to bash the stock. ive showed a (very small) part of my position on here. not too many people have done that. with that being said, i love this stock down here. only time will tell what happens. GL

$MCRB convince me that they are not gonna do something stupid and just pull an offering or open the ATM... nobody wants to buy or partner with this company... they have been looking for a partner for years... New all time lows every day...

$MCRB I’m out. Lost 50%. This was always meant to be a trade to fuel more purchases for iova. I moved everything to pdsb at .56. Mind you—I bet the house on iova. I’m expecting huge moves in the coming year and now I’m switching to pdsb to fuel more purchasing Good luck everyone. I really expected a buyout sooner than later. I hope you all get the buyout but I no longer wanted to wait.

$MCRB when will they announce the lousy partnership deal? Or will this be the first time they suprise me pleasantly? Nahh, probably not!

$MCRB In full agreement. It is clearly way, way oversold. Any update of any kind that is even remotely positive gets a very nice bounce or so we are fully convinced after very careful, extensive due diligence trying to see if there is something we were missing that explained the carnage of the stock price. Work completed. Oh, btw, Q4 'Tis the Season for biotech M&A.