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Mersana Therapeutics (MRSN) Panoramica del titolo
Mersana Therapeutics, Inc. è un'azienda biofarmaceutica in fase clinica che sviluppa coniugati anticorpo-farmaco (ADC) per pazienti oncologici con esigenze insoddisfatte. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 1/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
MRSN Community Fair Values
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Analyst Price Targets
Concorrenti di Mersana Therapeutics, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$29.08 |
| Massimo di 52 settimane | US$35.23 |
| Minimo di 52 settimane | US$5.21 |
| Beta | 0.43 |
| Variazione di 1 mese | 4.15% |
| Variazione a 3 mesi | 220.62% |
| Variazione di 1 anno | -10.52% |
| Variazione a 3 anni | -79.98% |
| Variazione a 5 anni | -93.92% |
| Variazione dall'IPO | -91.69% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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).Rendimenti per gli azionisti
| MRSN | US Biotechs | US Mercato | |
|---|---|---|---|
| 7D | 0.5% | 1.2% | 1.1% |
| 1Y | -10.5% | 34.6% | 28.7% |
Ritorno vs Industria: MRSN ha avuto una performance inferiore rispetto al US Biotechs che ha registrato un rendimento 34.6 % nell'ultimo anno.
Rendimento vs Mercato: MRSN ha avuto una performance inferiore al mercato US che ha registrato un rendimento 28.7 % nell'ultimo anno.
Volatilità dei prezzi
| MRSN volatility | |
|---|---|
| MRSN Average Weekly Movement | 60.5% |
| Biotechs Industry Average Movement | 10.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di MRSN è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale di MRSN è aumentata da 33% a 61% nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2001 | 102 | Marty Huber | www.mersana.com |
Mersana Therapeutics, Inc. è una società biofarmaceutica in fase clinica che sviluppa coniugati anticorpo-farmaco (ADC) per i pazienti oncologici con esigenze insoddisfatte. L'azienda sviluppa Emi-Le (XMT-1660), un candidato ADC dolasintetico mirato a B7-H4, in fase di sperimentazione clinica di Fase 1, e XMT-2056, un ADC immunosintetico mirato a un nuovo recettore 2 del fattore di crescita epidermico umano, in fase di sperimentazione clinica di Fase 1. Il suo portafoglio di prodotti preclinici comprende XMT-2056, un ADC immunosintetico mirato a un nuovo recettore del fattore di crescita epidermico umano.
Mersana Therapeutics, Inc. Riepilogo dei fondamenti
| MRSN statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$145.39m |
| Utili (TTM) | -US$70.08m |
| Ricavi(TTM) | US$33.18m |
4.4x
Rapporto P/S-2.1x
Rapporto P/EMRSN è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| MRSN Conto economico (TTM) | |
|---|---|
| Ricavi | US$33.18m |
| Costo del fatturato | US$69.03m |
| Profitto lordo | -US$35.85m |
| Altre spese | US$34.23m |
| Utili | -US$70.08m |
Ultimi utili riportati
Sep 30, 2025
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -14.02 |
| Margine lordo | -108.04% |
| Margine di profitto netto | -211.21% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato MRSN nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/01/07 06:45 |
| Prezzo dell'azione a fine giornata | 2026/01/05 00:00 |
| Utili | 2025/09/30 |
| Utili annuali | 2024/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Mersana Therapeutics, Inc. è coperta da 3 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Michael Schmidt | Guggenheim Securities, LLC |
| Konstantinos Aprilakis | Stifel, Equities Research |
| Tara Bancroft | TD Cowen |