Seres Therapeutics Inc (MCRB)

[JeanFM]

l'accord initial était de 5,20 $ pour chaque action, payé à Seres par Nestlé S.A.

La sortie d'aujourd'hui n'était PAS l'offre originale. Nestlé S.A voulait acheter toutes les actions pour 5,20 $ chacune

[JeanFM]

l'accord initial était de 5,20 $ pour chaque action, payé à Seres par Nestlé S.A.

La sortie d'aujourd'hui n'était PAS l'offre originale. Nestlé S.A voulait acheter toutes les actions pour 5,20 $ chacune

[JeanFM]

l'accord initial était de 5,20 $ pour chaque action, payé à Seres par Nestlé S.A.

La sortie d'aujourd'hui n'était PAS l'offre originale. Nestlé S.A voulait acheter toutes les actions pour 5,20 $ chacune

[andrewflying]

Thank you for your input! Could you please elaborate on what you said regarding the news for next week. Apparently, the market hates today's announcement.

[Cosa]

This is bad news. Seres will be going backwards to a clinical stage company. The only long term benefit will be whatever Royalty deal they can secure for VOWST. With the deal they currently have in place Nestle already has 50% of the rights. They have already paid $175M upfront and another $125M after the approval. So currently Nestle is in for $300M. On the PR today the terms say any new deal will basically terminate the previous deal. So the remaining $225M milestone payments are out. How much is the remaining 50% rights worth? Maybe they will try $500M with new milestone payments + a small percentage or sales?

But in the end if you look at where Seres is today, they have about $125M cash runway (This is with the $300M they got the past 2 years). So even if they get a $500M, it will only take about 2 years for that money to be gone. The cost of RD is really expensive. SER-155 is still in phase 1!

Seres entered into an agreement with Nestlé Health Science in July 2021 to jointly commercialize SER-109 in the U.S. and Canada. Under the terms of the agreement, Nestlé Health Science will use its global pharmaceutical business, Aimmune Therapeutics, and will assume the role of lead commercialization party. Seres has received an upfront license payment of $175 million and will receive an additional $125 million upon FDA approval of SER-109. The agreement also includes sales target milestones which, if achieved, would total up to $225 million. Seres will be responsible for development and pre-commercialization costs in the U.S. Upon commercialization, Seres will be entitled to an amount equal to 50% of the commercial profits.

Source: https://ir.serestherapeutics.com/news-releases/news-release-details/seres-therapeutics-announces-confirmatory-results

[ConnorMic]

Tu nous a dit le prix de seres est 5.20

[FrostyStar1]

You said Nestle was getting the company for 5.20 that didn't happen

Nestle gets vowst and shareholders get nothing

[Carmen for the win]

Dear Jean, could you please explain what you mean by the 119000000 number?
thank you

[QueenVolcano96]

Why MCRB share price is not $5.20 yet? Seems no acquisition at $5.20 a share?

[JeanFM]

Oui VOWST, Nestle S.A ou VOWST

Le prix convenu sur cette offre est de 5 dollars et 20 cents

J'ai vu l'accord de Nestlé S.A.

J'ai raison. J'ai dit du 5 au 9 juin pour un accord.

119000000 À 5.20

[JeanFM]

Oui VOWST, Nestle S.A ou VOWST

Le prix convenu sur cette offre est de 5 dollars et 20 cents

J'ai vu l'accord de Nestlé S.A.

J'ai raison. J'ai dit du 5 au 9 juin pour un accord.

119000000 À 5.20

[FrostyStar1]

Not true, you said Nestle gets the company. Nestle does not get the company.

[JeanFM]

Comme j'ai dit

Tout a été correct

Le prix de VOWST est de 5,20 en dollars

[JeanFM]

J'étais en vacances en Allemagne

Recherchez les nouvelles SER155 la semaine prochaine. Nestlé S.A. en est très satisfaite, mais la valeur vaut désormais le double.

La date initiale de juin pourrait être négociée

Jean

[trendzone]

There is a bunch of scm bag hedge funds or others with 18m shares short, that could use a good big squeezing,and are responsible for it being below a buck, they are some of the most corrupt SOB's out there, that need to get blown out,and wiped out.

[Carmen for the win]

Dear JeanFM, I hope all is well. Any news from Switzerland ?

[Genya90]

Investing in stocks is a risky thing, MCRB’s products is one in a kind! Nobody has it , it’s a Fact and tells all story.
Upside is huge if you got at right time

[ConnorMic]

Agreed on all points !

[Genya90]

$6-7

[Cosa]

I'm investing in the potential of an FDA approved drug that shows great efficacy. And the company's share price took an absolute beating since it's approval.

Not a fan of management as they should have had an offering in place prior to approval to take advantage of the higher price at the time. The cash runway is slim as R&D comes at a great expense. Also sales depends on another company or better worded as Seres revenue depends on another company which is quite scary.

In my opinion SER-155 has a high risk of failure. These people are extremely vulnerable and fighting for their lives. This drug would only help in one aspect of the patients overall condition. So it would be a really targeted market. The penetration into this market will be a difficult road if it makes it that far.

So overall investing here is very risky and buyout would be a blessing.

This is all my opinion. Good luck!

[KobeF]

$5 buyout?

[ConnorMic]

Regardless of Jean fm most folks were invested in a buyout premise. And there was huge dark pool buying two weeks again. I still think we are on track for either a buyout or great ser-155 readout but yeah believing Jean fm timelines is a bit far fetched.

[Cosa]

I'm pretty sure it was a pump. It started right after it hit all time lows. Once whatever date passes and nothing happens, all those accounts will never be seen again.

[RiddleGuru99]

Still think this will happen?

[EclipseKingdom46]

je suis MF Naej, et ce n'est pas un conseil financier.

je n'ai aucune idée de quand quelque chose va arriver. Bonne chance à nous tous.

[Cosa]

Stock manipulation at its finest. This one is easy for them as it doesn't take much money to push price around.

[Cosa]

I sell off 10% at a time. So either way it still works out. Ensures I always have powder to buy dips and still have a position when its running.

[ConnorMic]

Wild

[gail]

and there she goes, lol.

[ConnorMic]

Yup it’s always hard. Never know which direction these will go. And it would have been just as possible to completely miss a run

[JeanFM]

5 juin au 9 juin

Nestlé S.A obtient cette société

Je m'en fiche à ce stade. J'ai essayé d'aider

[Cosa]

Yup. I'm a dumbass for not taking some profit.

[gail]

still pretty steady a/h here.

[ConnorMic]

Still holding ?

[Cosa]

*Correction 36% lol. Couldnt hold above a buck for 10 trading days...

[gail]

on L2, its a…..

….

mexican stand off!

am I allowed to say that in the day and age of snowflakes? lol.

[gail]

grabbed some on the dip today.

[ConnorMic]

Allo Jean.

Tu nous a dis que le ventes a double? Mais on le vois pas sur la rapport. Pourqoi la difference ?

[ConnorMic]

Agreed but it’s still entertaining. Maybe that’s why he asked me to apologize because he doesn’t like that I questioned his authenticity. Seres had and has all the signs of a buyout anyway so none of this info has changed the end game.

[ttubular]

No way Jean knows and if so that’s inside info and can get in trouble for that.

[RiddleGuru99]

Hi, Jean!!

First, I’d like to say that we all appreciate your knowledge on this stock. It’s not very often that you find someone that has actual insight on these forums.

May I ask how you know the Nestle buyout value and date? Is it correct that it will be on or before June 5th and for under or over $5.20/share?

Appreciate the response!

Cheers

[JeanFM]

5 $ et 20 cents étaient l'ancienne valeur de la transaction

[JeanFM]

5 juin 2024
tu verras et tu t'excuseras ensuite

[Cosa]

Lets go!! Huge gains, those cheap lots are up 100%!!! only have 1 lot in red...

[ConnorMic]

Ou es-Tu Jean fm ?

[DreamyMarauder100]

*TO POSTER "FyCkD_FuNnY", I POSTED AT ( 3:20AM ) BECAUSE I AM UP AT NIGHT AND SLEEP DURING THE DAY... POSTER "STILLNESS OF BREATH" POSTED "MEDICAL RECORDS" AND A "POLICY NUMBER" OF INFORMATION THAT WAS "OLD" WITH AN "EFFECTIVE DATE" OF ( 09/06/2023 )... AND POSTERS "ConnorMic" AND "JeanFM" ARE "STOCK PUMPERS"; "INSIDER TRADERS" DO "NOT" 🚫 "POST PUBLICLY"... IF "NESTLE" REMOVED THE "SLIDE" FROM THEIR PRESENTATION BECAUSE THEY FOUND OUT "JeanFM" WAS POSTING, THEN WHY WOULD THEY ALLOW "JeanFM" TO CONTINUE TO POST, KNOWING THAT "INSIDER TRADING" IS GOING ON ???... WHETHER "ConnorMic" KNOWS "JeanFM" IS IRRELEVANT, IT STILL WOULD BE "INSIDER TRADING"*

[DreamyMarauder100]

*"AD HOMINEM" ATTACKS ARE UNBECOMING, AND SHOW YOUR TRUE CHARACTER... I DO "NOT" 🚫 SHORT SELL STOCKS*

[ConnorMic]

And hello Mr Joseph from Stocktwits. I’m sorry your short is underwater. Maybe do some dd on the stock next time before you short a lifesaving drug. Scum.

[ConnorMic]

You are going a little crazy with the caps locks here lol. I don’t know Jeanfm from a hole in the wall. It could be you for all I know. I’m just enjoying the banter. Anyone who trades on a rumour posts from a random iHub poster deserves to lose money. Mcrb is way undervalued and was going to reverse course buyout or not. At a 100 million market cap I highly doubt any investors are going to lose a lot of money investing now. But if they do they make their own decisions and hopefully not based on your opinion or mine or that of Jeanfm whoever they may be. Maybe look into the actual security before posting a bunch of opinionated bull s*#%^.

[DreamyMarauder100]

*SO WE'RE SUPPOSED TO BELIEVE THAT "ConnorMic" AND "JeanFM" ARE PUBLICLY GOING TO COMMIT "INSIDER TRADING" ???... ALSO, IF "NESTLE" REMOVED THE "SLIDE" FROM THEIR PRESENTATION BECAUSE THEY FOUND OUT THAT "JeanFM" WAS PUBLICLY POSTING, THAN WHY WOULD THEY ALLOW "JeanFM" TO CONTINUE TO "PUBLICLY POST", KNOWING THAT THERE IS "INSIDER TRADING" GOING ON ???... "INSIDER TRADERS" DO "NOT" 🚫 "PUBLICLY POST"; THIS IS A "STOCK PUMP", AND ALOT OF PEOPLE ARE GOING TO "LOSE" MONEY*