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MacroGenics, Inc. Stock Price

NasdaqGS:MGNX Community·US$263.7m Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 10 Fair Values set on narratives written by author
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MGNX Share Price Performance

US$4.14
2.41 (139.31%)
​
US$8.00
Fair Value
US$4.14
2.41 (139.31%)
48.3% undervalued intrinsic discount
US$8.00
Fair Value
Price US$4.14
AnalystConsensusTarget US$8.00
AnalystLowTarget US$4.00
AnalystHighTarget US$11.00
Thu, 3 Sep 26
Fair ValueUS$8.00
Share Pricen/a

MGNX Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$8 48.3% undervalued intrinsic discount

LORIKEET And LINNET Trials Will Spur Advances Amid Liquidity Risks

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AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$4 3.5% overvalued intrinsic discount

Immuno-oncology Setbacks And Cash Burn Will Block Progress Despite Promise

0users have liked this narrative
1users have commented on this narrative
1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$11 62.4% undervalued intrinsic discount

Advancing DART Platform Will Drive Targeted Immuno-Oncology Gains Despite Setbacks

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MGNX logo
MacroGenics
48.3% undervalued intrinsic discount

LORIKEET And LINNET Trials Will Spur Advances Amid Liquidity Risks

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
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MGNX logo
MacroGenics
62.4% undervalued intrinsic discount

Advancing DART Platform Will Drive Targeted Immuno-Oncology Gains Despite Setbacks

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AN
AnalystHighTarget
AnalystHighTarget
Updated 16 Aug
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MGNX logo
MacroGenics
3.5% overvalued intrinsic discount

Immuno-oncology Setbacks And Cash Burn Will Block Progress Despite Promise

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AN
AnalystLowTarget
AnalystLowTarget
Updated 23 Jun
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
MGNX logo

MGNX: Bispecific Collaboration And Antibody Drug Conjugate Progress Will Drive Upside

Fair Value: US$8 48.3% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
MGNX logo

MGNX: Bispecific And Antibody Drug Conjugate Pipeline Will Drive Repricing

Fair Value: US$11 62.4% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
MGNX logo

MGNX: Tubulus Deal Optimism Will Likely Outpace Real Execution Progress

Fair Value: US$4 3.5% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet and slightly overvalued.

2 Risks
0 Rewards
View Full Analysis

MacroGenics, Inc. Key Details

US$175.1m

Revenue

US$176.4m

Cost of Revenue

-US$1.3m

Gross Profit

US$99.8m

Other Expenses

-US$101.1m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-1.59
-0.74%
-57.70%
0%
View Full Analysis

About MGNX

Founded
2000
Employees
293
CEO
Eric Risser
WebsiteView website
www.macrogenics.com

MacroGenics, Inc., a clinical-stage biopharmaceutical company, discovers, develops, manufactures, and commercializes antibody-based therapeutics for the treatment of cancer in the United States. The company’s product pipeline includes lorigerlimab, a bispecific DART molecule that targets checkpoint inhibitors PD-1 and CTLA-4 for the treatment of mCRPC and docetaxel that is in phase 2 clinical trials, as well as for the treatment of platinum-resistant ovarian cancer and clear cell gynecologic cancer which has completed phase 1 clinical trial; MGC026, an ADC that targets B7-H3 and delivers a novel topoisomerase I inhibitor (TOP1i)-based linker-payload; MGC028, an antibody-drug conjugates (ADC) that targets ADAM9 and delivers a novel TOP1i-based linker-payload for the treatment of solid tumors, which is in phase 1 clinical trials; MGC030, a ADC molecule that targets an undisclosed antigen expressed across several solid tumors, which is in preclinical trials. It is also developing T-cell engager programs. The company has collaborations with TerSera Therapeutics LLC; Incyte Corporation; and Gilead Sciences, Inc. MacroGenics, Inc. was incorporated in 2000 and is headquartered in Rockville, Maryland.

Recent MGNX News & Updates

Seeking Alpha • Sep 09

MacroGenics: Inexpensive ADC/TCE Biotech With Multiple Catalysts Ahead

Summary Positive risk/reward with MacroGenics trading at a discount to its $327 million cash position or $5.15/share. Differentiated pipeline includes antibody drug conjugates (ADC), T-cell engagers (TCE), and lorigerlimab, with multiple near-term catalysts to drive potential upside. Gilead’s recent activity on multiple TCEs and MacroGenics' negative enterprise value suggest partnership is under appreciated & undervalued. Upcoming data for MGC026 & lorigerlimab at ESMO 2026, MGC028 in late 2026, plus recent index inclusion could catalyze institutional interest. Potential $2.4 billion in milestones plus royalties from Gilead, Sanofi, TerSera, and Incyte partnerships may add to MGNX's impressive $900 million in non-dilutive funding since 2021. Read the full article on Seeking Alpha
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Narrative Update • Sep 03

MGNX: Bispecific Collaboration And Antibody Drug Conjugate Progress Will Drive Upside

Analysts have lifted their fair value estimate for MacroGenics from $6.75 to $8.00, citing recent price target increases and the view that the company’s cash position helps limit downside while its pipeline remains an additional source of potential upside. What’s in the News for MacroGenics Gilead Sciences exercised its option under the 2022 collaboration agreement to obtain an exclusive license for a preclinical bispecific program using MacroGenics’ TRIDENT platform, which triggers a US$10 million payment to MacroGenics.

Recent updates

No updates

MacroGenics, Inc. Competitors

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