Seres Therapeutics(MCRB)
icon
搜索文档
Seres Therapeutics(MCRB) - 2024 Q1 - Quarterly Results
2024-05-08 19:05
Exhibit 99.1 SERES THERAPEUTICS REPORTS FIRST QUARTER 2024 FINANCIAL RESULTS AND PROVIDES BUSINESS UPDATES Continued market adoption of VOWST® with approximately 1,411 patient enrollment forms received, approximately 1,083 new patient starts, and net sales of $10.1 million during Q1 2024, and accelerated net sales in March and April SER-155 Phase 1b placebo-controlled Cohort 2 clinical readout expected end of Q3 2024 Further microbiome therapeutic candidates have potential to expand product franchise into a ...
Seres Therapeutics(MCRB) - 2023 Q4 - Earnings Call Transcript
2024-03-06 04:33
财务数据和关键指标变化 - 第四季度VOWST净销售额为1040万美元,673个单位销量,毛利率约89% [29][30][31] - 第四季度VOWST亏损2050万美元,公司分摊1030万美元 [29][30][31] - 第四季度公司转移VOWST库存给Nestle获得1400万美元利润 [31][32] - 2023年末公司现金、现金等价物和投资为1.28亿美元,另外还获得1850万美元ATM融资 [35] 各条业务线数据和关键指标变化 - VOWST在第一年上市后已有2000多名患者使用,超出预期 [8] - VOWST处方登记表达到2833份,新患者启动2015例,其中第四季度新患者1082例 [14][15] - VOWST处方医生达1330人,65%来自胃肠科,其中340人开具多个处方 [16] - 第四季度VOWST免费药品使用占44%,预计随着医保政策变化将逐步下降 [18][19] 各个市场数据和关键指标变化 - VOWST在商业和Medicare Part D人群中获得约80%和54%的覆盖率,预计未来几个季度将进一步提高 [19][20] - 第四季度VOWST销售毛利率约89%,销售折扣约11% [30] 公司战略和发展方向及行业竞争 - 公司将继续专注于VOWST商业化、SER-155临床试验和公司财务状况改善 [9][37] - SER-155有望进一步验证公司微生物治疗平台的潜力,可拓展至慢性肝病、肿瘤中性粒细胞减少、器官移植等高危人群 [26][27] - 公司认为VOWST有望成为治疗复发性C.diff的基础疗法,有望达到7.5亿美元销售里程碑 [22] 管理层对经营环境和未来前景的评论 - 公司对VOWST上市后的表现感到自豪,认为其有望成为治疗复发性C.diff的标准疗法 [5][6][8] - 公司对SER-155临床数据读出持乐观态度,认为可进一步验证微生物治疗平台的潜力 [9][26][27] - 公司将继续关注现金管理和财务状况改善,包括通过削减开支和寻求其他融资方式 [9][34][35] 问答环节重要的提问和回答 问题1 **Jeff Jones 提问** 询问2024年170万美元开支的主要构成 [42] **David Arkowitz 回答** 约一半用于研发,主要用于新制造厂Bacthera的技术转移和获批 [44][45] 问题2 **Peyton Bohnsack 提问** 询问VOWST在首次复发患者群体的渗透情况及相关策略 [72][77] **Terri Young 回答** 公司正通过扩大推广触达和提升医生使用体验,来加速VOWST在首次复发患者中的使用 [74][78] 问题3 **Chris Shibutani 提问** 询问SER-155临床数据公布后的决策思路和资金支持 [82][83][84] **Eric Shaff 和 Lisa von Moltke 回答** 公司将根据数据结果选择感染或移植领域的重点发展方向,并利用快速通道等优势加快推进;同时也将评估Oaktree贷款额度的使用 [84][85][87][88]
Seres Therapeutics(MCRB) - 2023 Q4 - Annual Report
2024-03-05 23:01
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37465 le Seres Therapeutics, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 27-4326290 (State or Other Jurisdict ...
Seres Therapeutics(MCRB) - 2023 Q3 - Earnings Call Transcript
2023-11-04 23:52
Seres Therapeutics, Inc. (NASDAQ:MCRB) Q3 2023 Results Conference Call November 2, 2023 8:00 AM ET Company Participants Kevin Mannix - Head, IR Eric Shaff - CEO Dr. Terri Young - Chief Commercial Officer David Arkowitz - CFO Conference Call Participants Joseph Thome - TD Cowen Edward Tenthoff - Piper Sandler Tessa Romero - JPMorgan Jeff Jones - Oppenheimer Keay Nakae - Chardan Stephen Sloan - Goldman Sachs Operator Welcome to the Seres Therapeutics Third Quarter 2023 Financial Results Conference Call. [Oper ...
Seres Therapeutics(MCRB) - 2023 Q3 - Quarterly Report
2023-11-02 22:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37465 Seres Therapeutics, Inc. (Exact name of registrant as specified in its charter) Delaware 27-4326290 (State or other j ...
Seres Therapeutics(MCRB) - 2023 Q2 - Earnings Call Transcript
2023-08-09 03:03
财务数据和关键指标变化 - 公司在2023年第二季度实现净收益4660万美元,而2022年同期为净亏损6470万美元。这主要是由于公司在FDA批准VOWST后收到了1.25亿美元的里程碑付款 [64] - VOWST在第二季度部分商业化期间的净销售额为160万美元,销售105个单位。净销售额反映了15%的预估毛利率扣减,主要包括退货准备、及时付款折扣和患者自付费用补助 [65][66] - 公司在第二季度承担了VOWST商业化的亏损420万美元,占公司利润和损失分摊的一半 [68][69] - 公司在第二季度末拥有2.295亿美元的现金、现金等价物和投资,较2022年末的1.813亿美元有所增加 [75] 各条业务线数据和关键指标变化 - 无相关内容 各个市场数据和关键指标变化 - 无相关内容 公司战略和发展方向及行业竞争 - 公司认为VOWST有机会改变复发性C.diff感染患者的管理方式,为患者提供一种新的有意义的治疗选择 [12] - 公司正在与合作伙伴雀巢健康科学共同推广VOWST,并继续扩大药品供应和生产能力 [16] - 公司正在推进SER-155项目的临床开发,该项目旨在预防造血干细胞移植患者的肠道感染和移植物抗宿主病 [17][31][32] - 公司认为未来将能够更清楚地将肠道微生态与其他严重感染的风险联系起来,这将对公司的平台和新适应症的开发和商业化产生积极影响 [88][89] 管理层对经营环境和未来前景的评论 - 公司对VOWST的早期商业化结果感到高度鼓舞,看到了广泛的医疗从业者需求和复发性C.diff患者群体的使用 [14][40][46] - 公司认为随着时间推移,VOWST的使用将继续加速,并期望该产品将成为公司的重要财务驱动力 [83] - 公司对SER-155的初步临床数据感到兴奋,并期待明年获得更全面的临床数据 [18][39] 问答环节重要的提问和回答 无相关内容
Seres Therapeutics(MCRB) - 2023 Q2 - Quarterly Report
2023-08-08 22:01
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37465 Seres Therapeutics, Inc. (Exact name of registrant as specified in its charter) Delaware 27-4326290 (State or other jurisd ...
Seres Therapeutics(MCRB) - 2023 Q1 - Earnings Call Transcript
2023-05-10 01:48
Start Time: 08:30 January 1, 0000 9:18 AM ET Seres Therapeutics, Inc. (NASDAQ:MCRB) Q1 2023 Earnings Conference Call May 09, 2023, 08:30 AM ET Company Participants Eric Shaff - President and CEO Terri Young - EVP, Chief Commercial and Strategy Officer Lisa von Moltke - EVP and Chief Medical Officer David Arkowitz - EVP, CFO and Head of Business Development David Ege - EVP, Chief Technology Officer Matthew Henn - EVP, Chief Scientific Officer Carlo Tanzi - IR Officer Conference Call Participants Mark Breiden ...
Seres Therapeutics(MCRB) - 2023 Q1 - Quarterly Report
2023-05-09 22:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37465 Seres Therapeutics, Inc. (Exact name of registrant as specified in its charter) Delaware 27-4326290 (State or other juris ...
Seres Therapeutics (MCRB) Investor Presentation - Slideshow
2023-03-21 23:11
Seres Therapeutics Corporate Overview March 2023 2 Forward Looking Statements Some of the statements in this presentation constitute "forward looking statements" under the Private Securities Litigation Reform Act of 1995, including, but not limited to the potential approval and launch of SER-109; the anticipated indication for SER-109; the anticipated supply of SER-109; the potential for microbiome therapeutics to protect against infection; the timing of clinical development; our development opportunities a ...