NASDAQ$MCRB

Seres Therapeutics Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Seres Therapeutics reported first quarter 2025 financial results and provided business updates.

Seres Therapeutics reported a net income of $32.7 million for the first quarter of 2025, a significant improvement from a net loss of $32.9 million in the same period last year, primarily driven by a $50.0 million installment payment from Nestlé. The company also made significant progress in advancing SER-155, including plans to submit a Phase 2 study protocol to the FDA.

  • Net income from continuing operations was $32.7 million for Q1 2025, compared to a net loss of $32.9 million in Q1 2024.
  • Research and development (R&D) expenses decreased to $11.8 million in Q1 2025 from $19.5 million in Q1 2024.
  • General and administrative (G&A) expenses decreased to $11.9 million in Q1 2025 from $14.9 million in Q1 2024.
  • The company expects to submit a Phase 2 study protocol for SER-155 to the FDA in the coming weeks.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

$3.76

Previous: -$0.27+1492.6%
Phase 2 Participants Target

248

No prior period
Capital Expenditures

-$34K

Previous: -$62K+45.2%
Net Income

$32.7M

Previous: -$40.1M+181.4%
Operating Income

-$27.2M

Previous: -$39.6M+31.2%
Gross Profit

-$1.08M

Previous: $0.00
R&D Expense

$11.8M

Previous: $21.7M-45.5%

Revenue & EPS history

Seres Therapeutics · Revenue · Quarterly

$0

Q1 2025
Beat estimate in 2 of 13 quarters(15%)
ActualEstimate

Forward guidance

Seres Therapeutics anticipates submitting a Phase 2 study protocol for SER-155 to the FDA in the coming weeks and expects to receive a $25 million installment payment from Nestlé in July 2025. The company expects to fund operations into the first quarter of 2026.

Tailwinds

  • Submission of SER-155 Phase 2 study protocol to FDA in the coming weeks.
  • Anticipated receipt of $25 million installment payment from Nestlé in July 2025.
  • Expectation to fund operations into the first quarter of 2026 based on current cash and anticipated payments.
  • Presentation of additional SER-155 clinical results at ASCO 2025 conference.
  • Continued strategic partnership discussions for SER-155 development.

Headwinds

  • Additional capital is required to support the SER-155 Phase 2 study.
  • The company has incurred significant losses and is not currently profitable.
  • The expected payments from the VOWST sale are subject to risks and uncertainties.
  • The company may not be able to realize the anticipated benefits of the VOWST sale.
  • The company relies on third parties to conduct clinical trials and manufacture product candidates.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-0.3%

Avg return

Earnings day

-1.0%

Avg return

5 days after

+9.8%

Avg return

30 days after

44%

19 / 43 earnings

Positive

+29.9%

Q4 2016

Best reaction

-17.6%

Q4 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.1%+0.5%-10.6%
Q4 2025-4.4%+5.1%-6.8%
Q3 2025-8.4%+2.2%+21.2%
Q1 2025-3.7%-7.8%-3.7%
Q4 2024-7.9%+7.8%-14.7%
Q3 2024-10.8%-12.8%+32.4%
Q2 2024+1.5%-1.1%+7.9%
Q1 2024-7.2%-13.1%-44.7%
Q4 2023-11.4%-14.8%-33.8%
Q3 2023-9.7%-15.3%-25.7%
Q2 2023-12.6%-16.1%-29.7%
Q1 2023-4.5%-7.7%+0.7%
Q4 2022+8.2%-4.2%+5.1%
Q3 2022-0.7%-13.1%-21.2%
Q2 2022+19.0%+18.3%+31.5%
Q1 2022-10.1%-22.7%-30.4%
Q4 2021-7.3%-21.3%-11.0%
Q3 2021+10.3%+13.7%+39.3%
Q2 2021+0.9%-0.7%-3.8%
Q1 2021+3.8%+1.9%-9.3%
Q4 2020-14.4%-7.6%-0.8%
Q3 2020-3.9%-0.4%-31.0%
Q2 2020-3.1%-11.0%+488.1%
Q1 2020+21.1%+29.5%+23.2%
Q4 2019+7.3%+12.1%+4.8%
Q3 2019-2.1%-2.9%-3.2%
Q2 2019+5.3%+10.2%+42.2%
Q1 2019-17.5%-20.1%-44.2%
Q4 2018-17.6%+0.5%+1.3%
Q3 2018+3.8%+0.0%-5.4%
Q2 2018+1.6%+2.8%+18.2%
Q1 2018-0.7%+0.0%+0.4%
Q4 2017-4.0%-6.2%-26.5%
Q3 2017+4.1%+0.8%+6.5%
Q2 2017+2.8%+1.8%+4.1%
Q1 2017+2.3%+1.6%-2.6%
Q4 2016+29.9%+19.7%+14.6%
Q3 2016+8.2%+8.9%-14.1%
Q2 2016+14.3%+21.0%+13.5%
Q1 2016+6.5%
Q4 2015+0.9%
Q3 2015-2.1%
Q2 2015-0.1%
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013

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