ADC Trials Will Reshape Personalized Cancer Treatments

Published
09 Apr 25
Updated
15 Aug 25
AnalystConsensusTarget's Fair Value
US$28.29
72.6% undervalued intrinsic discount
15 Aug
US$7.75
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1Y
-80.1%
7D
8.2%

Author's Valuation

US$28.3

72.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 Aug 25
Fair value Increased 560%

The notable upward revision in Mersana Therapeutics' price target appears driven by improved net profit margin despite slightly weaker revenue growth forecasts, resulting in a new consensus analyst price target of $123.29. What's in the News Mersana Therapeutics will implement a 1-for-25 reverse stock split to comply with Nasdaq minimum bid price requirements.

Shared on01 May 25
Fair value Increased 8.77%

Shared on24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 8.07%

AnalystConsensusTarget has decreased revenue growth from 8.6% to -19.6%, increased profit margin from 10.5% to 17.3%, increased future PE multiple from 148.8x to 210.4x and increased shares outstanding growth rate from 0.0% to 0.0%.