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TD Cowen maintains Buy on Seres, cites positive study data

Published 12/09/2024, 20:06
MCRB
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On Thursday, TD Cowen expressed continued confidence in Seres Therapeutics (NASDAQ:MCRB), maintaining a Buy rating on the company's shares. The endorsement follows the announcement of new data from Seres' SER-155 study.


The study, which pertains to the Phase 1b trial of SER-155 in patients undergoing allogeneic hematopoietic stem cell transplantation (allo-HSCT), has shown promising results. According to the announcement, SER-155 was well-tolerated and demonstrated initial signs of efficacy.


The treatment led to a reduced incidence of bloodstream infections (BSI) with an odds ratio (OR) of 0.15 and a p-value of 0.0423. Additionally, patients treated with SER-155 required 11.9 fewer days of antibiotic use compared to those who received a placebo, a result with a p-value of 0.0494.


TD Cowen highlighted these findings as supportive evidence for the advancement of the SER-155 program. The firm pointed out that the program seems to be under the radar, suggesting that the market may not have fully recognized its potential yet.


Seres Therapeutics is focused on the development of treatments that modulate the microbiome to improve the lives of patients. The positive results from the SER-155 study represent a significant step forward for the company's clinical development pipeline.


The maintained Buy rating by TD Cowen reflects the firm's optimistic outlook on Seres Therapeutics' stock, based on the latest clinical data. The results indicate a potential for SER-155 to become an important treatment option for patients undergoing allo-HSCT, reducing the risk of infections and the need for antibiotics.


In other recent news, Seres Therapeutics reported positive results from its Phase 1b study of SER-155 in patients undergoing allogeneic hematopoietic stem cell transplantation. The study revealed a significant reduction in bacterial bloodstream infections and systemic antibiotic use.


The company plans to seek Breakthrough Therapy designation from the FDA for SER-155 due to the high unmet medical need associated with these infections in patients.


Furthermore, Seres Therapeutics disclosed financial statements for fiscal years 2023 and 2022, in line with the planned sale of assets related to its VOWST microbiome therapeutic business to Nestle Health Science.


The transaction, amounting to $155 million, is expected to strengthen the company's financial position and support the development of its live biotherapeutic product pipeline. Despite a reported net loss of $32.9 million, the asset sale is projected to extend the company's cash runway.


Additionally, Seres Therapeutics is advancing SER-155, currently in a Phase Ib study, and preparing SER-147 for IND readiness by the second half of 2025, targeting metabolic diseases. These recent developments underscore Seres Therapeutics' commitment to addressing diseases with high unmet needs and medically vulnerable patient populations.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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