Update shared on01 Aug 2025
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.
- Shareholders approved amending the Certificate of Incorporation to allow a reverse stock split within a 1-for-2 to 1-for-25 range, with the final ratio and timing at the Board's discretion.
- Interim Phase 1 clinical data for Emi-Le (XMT-1660) showed a 31% confirmed objective response rate across B7-H4 high tumors and 44% confirmed ORR in heavily pretreated patients, with no new safety signals.
- The FDA has granted two Fast Track designations to Emi-Le for advanced or metastatic triple-negative and HER2 low/HER2 negative breast cancers post-topo-1 ADC.
Valuation Changes
Summary of Valuation Changes for Mersana Therapeutics
- The Consensus Analyst Price Target has significantly risen from $4.29 to $123.29.
- The Net Profit Margin for Mersana Therapeutics has significantly risen from 10.54% to 12.20%.
- The Consensus Revenue Growth forecasts for Mersana Therapeutics has significantly fallen from 8.6% per annum to 7.7% per annum.
Disclaimer
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