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Mersana Therapeutics, Inc.NasdaqGS:MRSN Voorraadrapport

Marktkapitalisatie US$145.4m
Prijs aandeel
US$29.08
US$33.2
12.4% ondergewaardeerd intrinsieke korting
1Y-10.5%
7D0.5%
Portefeuillewaarde
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Mersana Therapeutics, Inc.

NasdaqGS:MRSN Voorraadrapport

Marktkapitalisatie: 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) Aandelenoverzicht

Mersana Therapeutics, Inc., een biofarmaceutisch bedrijf in een klinische fase, ontwikkelt antilichaam-drug conjugaten (ADC) voor kankerpatiënten met onvervulde behoeften. Meer informatie

Beloningen

Verhandeld tegen 94.8% onder onze schatting van de reële waarde

De omzet zal naar verwachting met 32.54% per jaar groeien

De winst is de afgelopen 5 jaar met 7.1% per jaar gegroeid

Risicoanalyse

Heeft minder dan 1 jaar cash runway

Negatief eigen vermogen

Zeer volatiele aandelenkoers in de afgelopen 3 maanden vergeleken met de US markt

Momenteel verlieslatend en er wordt niet verwacht dat dit de komende 3 jaar winstgevend zal worden.


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Mersana Therapeutics, Inc. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Mersana Therapeutics
Historische aandelenkoersen
Huidige aandelenkoersUS$29.08
52 Week HoogtepuntUS$35.23
52 Week LaagUS$5.21
Bèta0.43
1 maand verandering4.15%
3 maanden verandering220.62%
1 Jaar Verandering-10.52%
3 jaar verandering-79.98%
5 jaar verandering-93.92%
Verandering sinds IPO-91.69%

Recent nieuws en updates

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.

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.

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

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.

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.

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.

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.

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

Oct 11
Mersana Therapeutics, Inc. (NASDAQ:MRSN) Surges 26% Yet Its Low P/S Is No Reason For Excitement

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.

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

Aug 15
Rainbows and Unicorns: Mersana Therapeutics, Inc. (NASDAQ:MRSN) Analysts Just Became A Lot More Optimistic

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

Aug 09
Revenues Working Against Mersana Therapeutics, Inc.'s (NASDAQ:MRSN) Share Price Following 25% Dive

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

Jun 11
Mersana Therapeutics, Inc. (NASDAQ:MRSN) Surges 28% Yet Its Low P/S Is No Reason For Excitement
User avatar

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.

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

Mar 27
Mersana Therapeutics, Inc. (NASDAQ:MRSN) Looks Inexpensive After Falling 26% But Perhaps Not Attractive Enough

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

Mar 08
Industry Analysts Just Made A Meaningful Upgrade To Their Mersana Therapeutics, Inc. (NASDAQ:MRSN) Revenue Forecasts

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

Jan 15
Mersana Therapeutics, Inc. (NASDAQ:MRSN) Not Doing Enough For Some Investors As Its Shares Slump 69%

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

Dec 19

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

Dec 01
Mersana Therapeutics, Inc.'s (NASDAQ:MRSN) Price Is Right But Growth Is Lacking After Shares Rocket 25%

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

Nov 08
Is Mersana Therapeutics (NASDAQ:MRSN) Using Debt Sensibly?

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

Oct 03
Mersana Therapeutics, Inc. (NASDAQ:MRSN) Shares Fly 29% But Investors Aren't Buying For Growth

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

Aug 15
Things Look Grim For Mersana Therapeutics, Inc. (NASDAQ:MRSN) After Today's Downgrade

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

Aug 13
Investors Don't See Light At End Of Mersana Therapeutics, Inc.'s (NASDAQ:MRSN) Tunnel And Push Stock Down 32%

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

Jun 19
Mersana Therapeutics, Inc.'s (NASDAQ:MRSN) 25% Dip In Price Shows Sentiment Is Matching Revenues

Mersana Therapeutics: On Hold While Waiting For Any Positive News

May 15

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

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

Feb 27
Mersana Therapeutics, Inc.'s (NASDAQ:MRSN) Shares Bounce 26% But Its Business Still Trails The Industry

Mersana Therapeutics: A Bottom-Feeding Gamble Of A Stock

Jan 11

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

Oct 14
Here's Why Mersana Therapeutics (NASDAQ:MRSN) Can Manage Its Debt Despite Losing Money

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

Jun 09
Is Mersana Therapeutics (NASDAQ:MRSN) A Risky Investment?

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

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

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

Sep 12

Mersana Therapeutics: Savvy Partnering But Further Progress Is Needed

Aug 15

Rendement voor aandeelhouders

MRSNUS BiotechsUS Markt
7D0.5%-2.5%0.8%
1Y-10.5%26.8%27.7%

Rendement versus industrie: MRSN presteerde slechter dan de US Biotechs -sector, die het afgelopen jaar een rendement van 26.8 % opleverde.

Rendement versus markt: MRSN presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 27.7 % opleverde.

Prijsvolatiliteit

Is MRSN's price volatile compared to industry and market?
MRSN volatility
MRSN Average Weekly Movement60.5%
Biotechs Industry Average Movement10.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

Stabiele aandelenkoers: De aandelenkoers van MRSN is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit van MRSN is het afgelopen jaar gestegen van 33% naar 61%.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
2001102Marty Huberwww.mersana.com

Mersana Therapeutics, Inc., een biofarmaceutisch bedrijf in een klinische fase, ontwikkelt antilichaam-drug conjugaten (ADC) voor kankerpatiënten met onvervulde behoeften. Het bedrijf ontwikkelt Emi-Le (XMT-1660), een B7-H4-gerichte Dolasynthen ADC-kandidaat, die zich in Fase 1 van het klinisch onderzoek bevindt; en XMT-2056, een Immunosynthen ADC gericht tegen een nieuwe menselijke epidermale groeifactorreceptor 2, die zich in Fase 1 van het klinisch onderzoek bevindt. De portefeuille met preklinische producten omvat XMT-2068 en XMT-2175.

Mersana Therapeutics, Inc. Samenvatting

Hoe verhouden de winst en inkomsten van Mersana Therapeutics zich tot de beurswaarde?
MRSN fundamentele statistieken
MarktkapitalisatieUS$145.39m
Inkomsten(TTM)-US$70.08m
Inkomsten(TTM)US$33.18m
4.4x
P/S-verhouding
-2.1x
Koers/Winstverhouding

Is MRSN overgewaardeerd?

Zie Reële waarde en waarderingsanalyse

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
MRSN resultatenrekening (TTM)
InkomstenUS$33.18m
Kosten van inkomstenUS$69.03m
Brutowinst-US$35.85m
Overige uitgavenUS$34.23m
Inkomsten-US$70.08m

Laatst gerapporteerde inkomsten

Sep 30, 2025

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)-14.02
Brutomarge-108.04%
Nettowinstmarge-211.21%
Schuld/Eigen Vermogen Verhouding0%

Hoe presteerde MRSN op de lange termijn?

Bekijk historische prestaties en vergelijking

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/01/07 07:27
Aandelenkoers aan het einde van de dag2026/01/05 00:00
Inkomsten2025/09/30
Jaarlijkse inkomsten2024/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Mersana Therapeutics, Inc. wordt gevolgd door 3 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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