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Mersana Therapeutics, Inc.NasdaqGS:MRSN Aktienübersicht

Marktkapitalisierung US$145.4m
Aktienkurs
US$29.08
US$33.2
12.4% unterbewertet intrinsischer Abschlag
1Y-10.5%
7D0.5%
1D
Wert des Portfolios
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Mersana Therapeutics, Inc.

NasdaqGS:MRSN Lagerbericht

Marktkapitalisierung: US$145.4m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Mersana Therapeutics (MRSN) Aktienübersicht

Mersana Therapeutics, Inc. ist ein biopharmazeutisches Unternehmen in der klinischen Phase und entwickelt Antikörper-Wirkstoff-Konjugate (ADC) für Krebspatienten mit ungedecktem Bedarf. Mehr Details

MRSN grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung3/6
Künftiges Wachstum2/6
Vergangene Leistung0/6
Finanzielle Gesundheit1/6
Dividenden0/6

MRSN Community Fair Values

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Mersana Therapeutics, Inc. Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für Mersana Therapeutics
Historische Aktienkurse
Aktueller AktienkursUS$29.08
52-Wochen-HochUS$35.23
52-Wochen-TiefUS$5.21
Beta0.43
1 Monat Veränderung4.15%
3 Monate Veränderung220.62%
1 Jahr Veränderung-10.52%
3 Jahre Veränderung-79.98%
5 Jahre Veränderung-93.92%
Veränderung seit IPO-91.69%

Aktuelle Nachrichten und Updates

Narrativ-Update Jan 06

MRSN: Cash Offer And CVR Potential Will Drive Future Deal Upside

Analysts trimmed their price targets on Mersana Therapeutics toward the US$25 cash takeout level, with some assigning additional value to the up to US$30.25 per share in contingent value rights tied to the proposed acquisition by Day One Biopharmaceuticals, and we adjusted our assumptions slightly to reflect this revised risk and return profile. Analyst Commentary Recent Street research on Mersana Therapeutics has largely converged around the announced acquisition terms, with most firms shifting to more neutral ratings as the stock price is seen as anchored to the US$25 cash offer plus the potential contingent value right payouts.
Narrativ-Update Dec 15

MRSN: Cash Buyout And CVR Structure Will Drive Future Shareholder Upside

Mersana Therapeutics' analyst price target is effectively unchanged at $33.20 per share, as analysts largely anchor their valuation to the agreed $25.00 per share cash acquisition price plus the potential value of up to $30.25 per share in contingent payments, while assigning a probability discount to the CVR milestones. Analyst Commentary Analyst sentiment has shifted to a more neutral stance following the announced acquisition, with most firms moving to hold or market perform ratings and framing upside or downside almost entirely through the lens of deal completion and CVR realization rather than standalone fundamentals.
Narrativ-Update Nov 29

MRSN: Acquisition Will Drive Shareholder Value With Up To $30.25 Milestone Upside

The analyst price target for Mersana Therapeutics has been lowered following news of its acquisition by Day One Biopharmaceuticals. Analysts cited the deal terms and reduced likelihood of competitive bidding as the rationale for the updated valuation.

Recent updates

Narrativ-Update Jan 06

MRSN: Cash Offer And CVR Potential Will Drive Future Deal Upside

Analysts trimmed their price targets on Mersana Therapeutics toward the US$25 cash takeout level, with some assigning additional value to the up to US$30.25 per share in contingent value rights tied to the proposed acquisition by Day One Biopharmaceuticals, and we adjusted our assumptions slightly to reflect this revised risk and return profile. Analyst Commentary Recent Street research on Mersana Therapeutics has largely converged around the announced acquisition terms, with most firms shifting to more neutral ratings as the stock price is seen as anchored to the US$25 cash offer plus the potential contingent value right payouts.
Narrativ-Update Dec 15

MRSN: Cash Buyout And CVR Structure Will Drive Future Shareholder Upside

Mersana Therapeutics' analyst price target is effectively unchanged at $33.20 per share, as analysts largely anchor their valuation to the agreed $25.00 per share cash acquisition price plus the potential value of up to $30.25 per share in contingent payments, while assigning a probability discount to the CVR milestones. Analyst Commentary Analyst sentiment has shifted to a more neutral stance following the announced acquisition, with most firms moving to hold or market perform ratings and framing upside or downside almost entirely through the lens of deal completion and CVR realization rather than standalone fundamentals.
Narrativ-Update Nov 29

MRSN: Acquisition Will Drive Shareholder Value With Up To $30.25 Milestone Upside

The analyst price target for Mersana Therapeutics has been lowered following news of its acquisition by Day One Biopharmaceuticals. Analysts cited the deal terms and reduced likelihood of competitive bidding as the rationale for the updated valuation.
Narrativ-Update Nov 15

MRSN: Acquisition Offer And Milestone Payments Will Drive Substantial Shareholder Upside

The analyst price target for Mersana Therapeutics was raised from $28.29 to $33.20 per share, as analysts cite the premium acquisition offer by Day One Biopharmaceuticals as well as anticipated improvements in profit margin and revenue growth as driving factors. Analyst Commentary Following the acquisition announcement, analysts have revised their perspectives on Mersana Therapeutics, weighing the strategic rationale behind the deal and its implications for shareholder value and future growth.
Analyseartikel Oct 11

Mersana Therapeutics, Inc. (NASDAQ:MRSN) Surges 26% Yet Its Low P/S Is No Reason For Excitement

Mersana Therapeutics, Inc. ( NASDAQ:MRSN ) shareholders would be excited to see that the share price has had a great...
Narrativ-Update Sep 05

ADC Trials Will Reshape Personalized Cancer Treatments

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.
Analyseartikel Aug 15

Rainbows and Unicorns: Mersana Therapeutics, Inc. (NASDAQ:MRSN) Analysts Just Became A Lot More Optimistic

NasdaqGS:MRSN 1 Year Share Price vs Fair Value Explore Mersana Therapeutics's Fair Values from the Community and select...
Analyseartikel Aug 09

Revenues Working Against Mersana Therapeutics, Inc.'s (NASDAQ:MRSN) Share Price Following 25% Dive

NasdaqGS:MRSN 1 Year Share Price vs Fair Value Explore Mersana Therapeutics's Fair Values from the Community and select...
Analyseartikel Jun 11

Mersana Therapeutics, Inc. (NASDAQ:MRSN) Surges 28% Yet Its Low P/S Is No Reason For Excitement

Mersana Therapeutics, Inc. ( NASDAQ:MRSN ) shareholders are no doubt pleased to see that the share price has bounced...
User avatar
Neues Narrativ Apr 09

Emi-Le Trials And TNBC Focus Will Deliver Promise With Risk

Emi-Le's promising clinical trial results and focus on unmet needs in breast cancer could drive significant future revenue and market share gains.
Analyseartikel Mar 27

Mersana Therapeutics, Inc. (NASDAQ:MRSN) Looks Inexpensive After Falling 26% But Perhaps Not Attractive Enough

Unfortunately for some shareholders, the Mersana Therapeutics, Inc. ( NASDAQ:MRSN ) share price has dived 26% in the...
Analyseartikel Mar 08

Industry Analysts Just Made A Meaningful Upgrade To Their Mersana Therapeutics, Inc. (NASDAQ:MRSN) Revenue Forecasts

Shareholders in Mersana Therapeutics, Inc. ( NASDAQ:MRSN ) may be thrilled to learn that the analysts have just...
Analyseartikel Jan 15

Mersana Therapeutics, Inc. (NASDAQ:MRSN) Not Doing Enough For Some Investors As Its Shares Slump 69%

Mersana Therapeutics, Inc. ( NASDAQ:MRSN ) shareholders that were waiting for something to happen have been dealt a...
Seeking Alpha Dec 19

Mersana Therapeutics: We're About To Find Out If ADC Platform Is More Tolerable

Summary Mersana Therapeutics is developing novel antibody-drug conjugates targeting a heretofore untapped immune checkpoint, as well as HER2 from another angle. The company has an operational runway of 6-7 quarters excluding collaboration revenues. The promise of phase 1 trial data gives us a chance to see if Mersana's ADC platform can make drugs that are more tolerable than those being developed by competitors. Read the full article on Seeking Alpha
Analyseartikel Dec 01

Mersana Therapeutics, Inc.'s (NASDAQ:MRSN) Price Is Right But Growth Is Lacking After Shares Rocket 25%

Despite an already strong run, Mersana Therapeutics, Inc. ( NASDAQ:MRSN ) shares have been powering on, with a gain of...
Analyseartikel Nov 08

Is Mersana Therapeutics (NASDAQ:MRSN) Using Debt Sensibly?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Oct 03

Mersana Therapeutics, Inc. (NASDAQ:MRSN) Shares Fly 29% But Investors Aren't Buying For Growth

Mersana Therapeutics, Inc. ( NASDAQ:MRSN ) shareholders would be excited to see that the share price has had a great...
Analyseartikel Aug 15

Things Look Grim For Mersana Therapeutics, Inc. (NASDAQ:MRSN) After Today's Downgrade

One thing we could say about the analysts on Mersana Therapeutics, Inc. ( NASDAQ:MRSN ) - they aren't optimistic...
Analyseartikel Aug 13

Investors Don't See Light At End Of Mersana Therapeutics, Inc.'s (NASDAQ:MRSN) Tunnel And Push Stock Down 32%

Unfortunately for some shareholders, the Mersana Therapeutics, Inc. ( NASDAQ:MRSN ) share price has dived 32% in the...
Analyseartikel Jun 19

Mersana Therapeutics, Inc.'s (NASDAQ:MRSN) 25% Dip In Price Shows Sentiment Is Matching Revenues

Unfortunately for some shareholders, the Mersana Therapeutics, Inc. ( NASDAQ:MRSN ) share price has dived 25% in the...
Seeking Alpha May 15

Mersana Therapeutics: On Hold While Waiting For Any Positive News

Summary Mersana Therapeutics, Inc. is a cancer-focused biotech with two pipeline projects in phase 1 clinical study. Their lead compounds, XMT-1660 and XMT-2056, target novel immune checkpoints and HER2, respectively. The company has enough cash to support trials in the near term, but faces high risks and needs to prove the success of their pipeline candidates. Read the full article on Seeking Alpha
Analyseartikel Apr 25

Investors Don't See Light At End Of Mersana Therapeutics, Inc.'s (NASDAQ:MRSN) Tunnel And Push Stock Down 33%

Mersana Therapeutics, Inc. ( NASDAQ:MRSN ) shares have had a horrible month, losing 33% after a relatively good period...
Analyseartikel Feb 27

Mersana Therapeutics, Inc.'s (NASDAQ:MRSN) Shares Bounce 26% But Its Business Still Trails The Industry

Mersana Therapeutics, Inc. ( NASDAQ:MRSN ) shares have continued their recent momentum with a 26% gain in the last...
Seeking Alpha Jan 11

Mersana Therapeutics: A Bottom-Feeding Gamble Of A Stock

Summary Mersana Therapeutics' stock has declined by 60% due to clinical holds and trial failures, highlighting the risks associated with the company. The lead candidate, Upifitamab Rilsodotin, showed concerning safety and efficacy data, leading to a clinical hold and missed primary endpoint. Despite the company's attractive technology and big pharma partnerships, Mersana's future prospects are uncertain and investing in the stock is risky. Read the full article on Seeking Alpha
Analyseartikel Oct 14

Here's Why Mersana Therapeutics (NASDAQ:MRSN) Can Manage Its Debt Despite Losing Money

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Jun 09

Is Mersana Therapeutics (NASDAQ:MRSN) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Feb 22

Mersana Therapeutics, Inc.'s (NASDAQ:MRSN) Intrinsic Value Is Potentially 22% Below Its Share Price

Key Insights The projected fair value for Mersana Therapeutics is US$4.53 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha Sep 12

Mersana gains as FDA grants fast track status for breast cancer drug

Clinical-stage biotech Mersana Therapeutics, Inc. (NASDAQ:MRSN) added ~8% in the pre-market trading on the announcement that the FDA issued its Fast Track designation for the company’s antibody-drug conjugate XMT-1660 as a treatment for adults with triple-negative breast cancer (TNBC). The FDA offers the Fast Track designation to accelerate the development and review of drugs targeted at serious conditions with unmet medical needs. It allows developers to communicate frequently with the regulator on plans for clinical studies. If certain criteria are met, such programs will also be able to win the Accelerated Approval and Priority Review, enabling them to reach patients sooner. XMT-1660 is currently undergoing a Phase 1 study in patients with solid tumors, including breast, endometrial and ovarian cancers.
Seeking Alpha Aug 15

Mersana Therapeutics: Savvy Partnering But Further Progress Is Needed

Shares of Mersana Therapeutics are up 21% in 2022 and +168% over the past 3 years. Management sees lead antibody drug conjugate UpRi gaining broad use in ovarian cancer, though I remain skeptical. GSK partnership in HER2 was wise, considering high competition in this space. B7-H4 ADC offers a first-in-class opportunity for a broadly expressed target and I look forward to progress in early stage studies. MRSN remains too speculative for us to enter in ROTY's clinical stage portfolio. Key risks include dilution in 2023 and disappointing pivotal data in platinum-resistant ovarian cancer. Shares of budding ADC player Mersana Therapeutics (MRSN) have risen by 168% over the past 3 years. So far in 2022, they have posted a gain of +21%. I've been quite skeptical of this one over the past year, especially given possible safety signal for their lead ADC program (NaPi2b target) in the form of pneumonitis in 9 out of 145 patients including one Grade 5 event (death). This rate was much higher than predecessor lifastuzumab vedotin, which makes me wonder whether this specific issue is target related or rather specific to this particular ADC (thanks to JQ on Twitter). Also, while the company has been operating since 2001, they have yet to approach pivotal or regulatory finish line for any product candidate in development. On the pro side, much like my recent write-up on Sutro Biopharma, I'm a fan of management's partnership & business development savvy including the decision to discontinue NaPi2b ADC in NSCLC (bar was too high) and partner HER2-targeting ADC with GlaxoSmithKline for $100M upfront (saves the company from burning cash in an area of high competition). With market capitalization of $735M and $400M enterprise valuation, my initial take is that risk/reward profile remains attractive as lead ADC UpRi moves forward in 3 mid-to-late stage studies and phase 1 trial for B7-H4 Dolasynthen ADC gets underway (particular utility in breast, endometrial and ovarian cancers). Let's take a closer look to see what we uncover here. Chart FinViz Figure 1: MRSN weekly chart (Source: Finviz) When looking at charts, clarity often comes from taking a look at distinct time frames in order to determine important technical levels and get a feel for what's going on. In the weekly chart above, we can see shares hit a high in the mid-twenties back in 2020. From there, they've steadily fallen to lows below $4 level before recently rebounding back above $7. My initial take is that share price appears to be extended and I would encourage readers to wait for a pullback below 50 day moving average before considering a pilot position. Overview My prior notes on the JP Morgan Healthcare Conference Webcast were helpful in getting sense of the bigger picture at Mersana: CEO states that their lofty goal is to become a leading player in the ADC field. A key pillar to the strategy is advancing lead drug candidate upifitamab rilsodotin (UpRi) in multiple clinical studies across various indications within ovarian cancer (building it into a foundational therapy). The company has additional, highly intriguing shots on goal including HER utilizing the Immunosynthen platform and first-in-class B7-H4 ADC using the Dolaynthen platform technology. Management's opinion is that the ADC field has not realized its full potential due to limited platform innovation and they seek to address limitations of Gen1 approaches, thereby advancing the field. Corporate Slides Figure 2: Pipeline (Source: corporate presentation) For example, both the Dolaflexin and Dolasynthen platforms achieve a controlled bystander effect (former allows for high drug to antibody ration, latter allows for precise, customized ratio). They aim to overcome longstanding issues in ADC development by increasing the therapeutic index (limiting cases of severe neutropenia, neuropathy and ocular toxicity). The Immunosynthen platform delivers targeted stimulation of innate immune system and STING agonist payload, with preclinical data showing a wide therapeutic index and strong efficacy signal. Going back to lead ADC UpRi (targeting Napi2b), the target has limited expression in healthy tissue which makes it an ideal one for the ADC modality. Management's excitement is based on data in over 200 patients, almost 100 of which came from the ovarian expansion cohort. Objective response rate of 34% in the 2/3rds of patients with sufficient expression including complete responses in late-stage platinum-resistant patients who exhausted both PARP inhibitors and bevacizumab was promising. Corporate Slides Figure 3: Promising activity for UpRi in heavily pretreated population (Source: corporate presentation) Consider that for context, current treatment for these patients is single agent chemo with 12% response rate and highly significant toxicities. UpRi has a differentiated safety profile with no neutropenia, neuropathy or ocular toxicity along with a diagnostic to select patients most likely to respond to treatment. They've selected the optimal, "go-forward" dose and we're reminded that in terms of competition from PARP inhibitors, efficacy is limited to just the BRCA mutation patients and HRD+ (leaves substantial gap in platinum sensitive maintenance setting as well). Again, the ultimate goal is for UpRi to address both platinum-resistant and sensitive disease. For the UPLIFT registrational study in platinum-resistant patients, in terms of market opportunity consider that there are 14,000 deaths in the US annually. For these essentially terminal-stage patients, single agent chemo yields ORR of less than 12%, duration of response for less than 4 months and median overall survival less than 1 year, all with significant toxicities. Given the activity observed here with UpRi, they can enrich for NaPi2b high-expressors and management remains confident that a differentiated tolerability profile will translate into a successful readout and robust launch (I remain skeptical, however). They are enrolling the broadest group of platinum-resistant patients, much more so than predecessor studies in this area (more flexibility with prior lines of therapy, prior therapies and comorbidities). The pivotal study gives them 2 shots on goal with primary endpoint of confirmed overall response rate in NaPi2b high expressors or ORR in the overall population. Management stated that enrollment would complete in Q3. As for the platinum sensitive setting, 3 PARP inhibitors are approved for maintenance with $1 billion in combined US revenues and $2 billion worldwide. There is still significant unmet need as "watch and wait" is the recommended approach according to NCCN guidelines. The first group to pursue is patients who progress on PARP + bevacizumab (no standard of care here, as these agents are moving to earlier lines of therapy and this group of patients is becoming larger). The second group of patients is those who are poorly served by current maintenance agents (just do "watch and wait"). Third group of interest is patients achieving only stable disease (these are often excluded from PARP studies)- this growing group has emerging evidence showing platinum responsiveness decreases with prior PARP treatment (whereas UpRi is seeing complete responses in heavily pretreated patients). UPNEXT trial could serve as post approval confirmatory study in the US and global registration study. They will enroll patients who achieved CR, PR or stable disease immediately following platinum treatment whether its 2nd, 3rd or even 4th platinum treatment received. They are requiring all patients enrolled to be NaPi2b high. Prior PARP therapy is only required for BRCA patients. The trial (n=300) will be randomized 2:1 to placebo with PFS as primary endpoint, ORR and OS as secondary endpoint. UPGRADE study is evaluating platinum combination with paclitaxel which remains standard of care in ovarian cancer (patients receive it multiple times in disease until they become platinum resistant). It would be interesting if they can replace paclitaxel with UpRi to eliminate burdensome toxicities and this could also allow for longer treatment and better outcomes. Other agents cannot combine with platinum because of overlapping toxicities (particularly neutropenia and neuropathy). UPGRADE phase 1/2 study is combining UpRi with carboplatin for 6 cycles followed by UpRi single agent until progression (data could help chart the path forward to eventual frontline therapy). As for next generation Dolasynthen-derived NaPi2b ADC XMT-1592, I correctly predicted that this shot on goal for the crowded indication of lung cancer would be discontinued (a "data driven decision", per management). Moving on to XMT-1660, this is a first-in-class ADC targeting B7-H4 which is broadly expressed and has limited healthy tissue expression. Indications of high expression include breast cancer, TNBC, HR+2 HER2- breast, endometrial and ovarian cancer. ImmunoSynthen pipeline focuses on XMT-2056 targeting HER2 with STING agonist payload. I'm glad they partnered this one given HER2 is such a crowded space and Daiichi's Enhertu data in HER2 low patients is making it even more competitive. An ADC approach to STING activation allows for targeted stimulation in tumor and in the tumor microenvironment, which could be superior to previous approaches such as systemic delivery or intra-tumoral injection. It's differentiated from toll like receptor-based ADCs, as STING expressed and can be activated in both tumor cells and tumor resident immune cells providing a one-two punch with better efficacy. They evaluated multiple targets and chose 2056 first. It's shown robust, target-dependent anti-tumor responses in vivo and ex vivo models. It's well tolerated in non-human primates at doses and exposures well above those resulting in complete regression in vivo models. Thus, there's potential for a wide therapeutic index. While it is targeting HER2, they deliberately selected a proprietary antibody targeting a novel epitope of HER2 with differentiated binding versus pertuzumab or trastuzumab. This allows for single agent activity and broad combinability. Excellent in vivo efficacy was observed in combination with trastuzumab, and it's also highly combinable with all standard of care agents. Select Recent Developments On February 3rd the company announced a research collaboration and license agreement inked with Janssen Biotech (part of Johnson & Johnson). Mersana received $40M upfront and remains eligible for over $1 billion in total milestones plus mid-single-digit to low double-digit royalties on net sales. The collaboration leverages the Dolasynthen platform (enables precise control of drug-to-antibody ratio as well as ability to vary DAR across a broad range). According to deal terms, Janssen will provide proprietary antibodies for three targets. In August, the company announced global collaboration with GlaxoSmithKline for XMT-2056 (targeting novel epitope of HER2 via the Immunosynthen platform). Mersana received $100M upfront option purchase fee and management wisely retained options for US profit-sharing and co-promotion. Phase 1 study will investigate potential in a range of HER2-expressing tumors including breast, gastric and non-small cell lung cancer. Mersana is also eligible for up to $1.36 billion in milestone payments and tiered double-digit royalties on global net sales. Other Information For the second quarter of 2022, the company reported cash and equivalents of $225M which does not include $100M upfront payment from GSK. Operational runway is 1.5 years or so considering net cash used in operating activities of $44M. Research and development expenses increased by 50% to $41M, while G&A nearly doubled to $14.8M. As for the conference call, for the UPLIFT study of UpRi in platinum-resistant ovarian cancer, they are on track to announce enrollment completion by the end of Q3 positioning them for topline readout and BLA filing in 2023. As for institutional investors of note, BB Biotech owns a 5.8% stake and Bain Capital owns a 4.2% stake. CEO Anna Protopapas owns over 300,000 shares. As for executive compensation, cash component (and equity awards for that matter) seem quite reasonable for a company this size. The important thing is to avoid companies where the management team is clearly in it for self-enrichment instead of creating value for shareholders, and looking at compensation is one of several indicators in that regard. Proxy Filing Figure 4: Executive compensation table (Source: proxy filing) As for prior financings, May 2020 equity offering was priced at $19 per share (more than a double from current levels).

Aktionärsrenditen

MRSNUS BiotechsUS Markt
7D0.5%1.2%1.0%
1Y-10.5%34.9%28.7%

Rendite im Vergleich zur Industrie: MRSN unter dem Niveau der Branche US Biotechs , die im vergangenen Jahr eine Rendite von 34.9% erzielte.

Rendite vs. Markt: MRSN hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 28.7 erzielte.

Preisvolatilität

Is MRSN's price volatile compared to industry and market?
MRSN volatility
MRSN Average Weekly Movement60.5%
Biotechs Industry Average Movement11.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Stabiler Aktienkurs: Der Aktienkurs von MRSN war in den letzten 3 Monaten im Vergleich zum US -Markt volatil.

Volatilität im Zeitverlauf: MRSNDie wöchentliche Volatilität der Aktie ist im vergangenen Jahr von 33% auf 61% gestiegen.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
2001102Marty Huberwww.mersana.com

Mersana Therapeutics, Inc. ist ein biopharmazeutisches Unternehmen in der klinischen Phase und entwickelt Antikörper-Wirkstoff-Konjugate (ADC) für Krebspatienten mit ungedecktem Bedarf. Das Unternehmen entwickelt Emi-Le (XMT-1660), einen gegen B7-H4 gerichteten Dolasynthen-ADC-Kandidaten, der sich in einer klinischen Phase-1-Studie befindet, sowie XMT-2056, einen Immunosynthen-ADC, der gegen einen neuartigen menschlichen epidermalen Wachstumsfaktor-Rezeptor 2 gerichtet ist und sich in einer klinischen Phase-1-Studie befindet. Das präklinische Produktportfolio des Unternehmens umfasst XMT-2068 und XMT-2175.

Mersana Therapeutics, Inc.'s Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von Mersana Therapeutics im Vergleich zum Marktanteil des Unternehmens?
MRSN grundlegende Statistiken
MarktanteilUS$145.39m
Gewinn(TTM)-US$70.08m
Umsatz(TTM)US$33.18m
4.4x
Kurs-Umsatz-Verhältnis
-2.1x
Kurs-Gewinn-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
MRSN Gewinn- und Verlustrechnung (TTM)
EinnahmenUS$33.18m
Kosten der EinnahmenUS$69.03m
Bruttogewinn-US$35.85m
Sonstige AusgabenUS$34.23m
Gewinn-US$70.08m

Zuletzt gemeldete Gewinne

Sep 30, 2025

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)-14.02
Bruttomarge-108.04%
Nettogewinnspanne-211.21%
Schulden/Eigenkapital-Verhältnis0%

Wie hat sich MRSN auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/01/07 16:36
Aktienkurs zum Tagesende2026/01/05 00:00
Gewinne2025/09/30
Jährliche Einnahmen2024/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

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Analysten-Quellen

Mersana Therapeutics, Inc. wird von 3 Analysten beobachtet. 6 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Michael SchmidtGuggenheim Securities, LLC
Konstantinos AprilakisStifel, Equities Research
Tara BancroftTD Cowen