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ADC Trials Will Reshape Personalized Cancer Treatments

Published
09 Apr 25
Updated
05 Sep 25
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AnalystConsensusTarget's Fair Value
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1Y
-56.5%
7D
241.2%

Author's Valuation

US$28.293.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 05 Sep 25

Analysts maintained their $28.29 price target for Mersana Therapeutics following a reverse stock split and updated Q2 2025 financials, with continued optimism regarding Emi-Le’s clinical progress and long-term prospects. Analyst Commentary Price target reductions primarily reflect adjustments for the 1-for-25 reverse stock split rather than changes in fundamental outlook.

Shared on 01 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 on 01 May 25

Fair value Increased 8.77%

Shared on 24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 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%.