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MacroGenics, Inc. Stock Price

NasdaqGS:MGNX Community·US$234.5m Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 10 Fair Values set on narratives written by author

MGNX Share Price Performance

US$3.69
2.05 (125.00%)
US$4.00
Fair Value
US$3.69
2.05 (125.00%)
7.8% undervalued intrinsic discount
US$4.00
Fair Value
Price US$3.69
AnalystLowTarget US$4.00
AnalystConsensusTarget US$6.75
AnalystHighTarget US$9.00

MGNX Community Narratives

·
Fair Value US$4 7.8% undervalued intrinsic discount

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

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·
Fair Value US$6.75 45.3% undervalued intrinsic discount

LORIKEET And LINNET Trials Will Spur Advances Amid Liquidity Risks

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·
Fair Value US$9 59.0% undervalued intrinsic discount

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

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US$4
7.8% undervalued intrinsic discount
Profit Margin
18.98%
Future PE
26.83x
Price in 2029
US$4.9
US$6.75
45.3% undervalued intrinsic discount
Profit Margin
19.04%
Future PE
19.26x
Price in 2029
US$8.25

Trending Discussion

No trending discussion available.

Updated Narratives

MGNX logo

MGNX: Tubulus Deal Optimism Will Likely Outpace Real Execution Progress

Fair Value: US$4 7.8% undervalued intrinsic discount
1 users have set this as their fair value
1 users have commented on this narrative
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MGNX: Antibody Drug Conjugate Data And Deals Will Drive Future Upside

Fair Value: US$6.75 45.3% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
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MGNX: Antibody Drug Conjugate Pipeline And 2026 Data Will Drive Repricing

Fair Value: US$9 59.0% undervalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet with low risk.

3 Risks
0 Rewards

MacroGenics, Inc. Key Details

US$157.1m

Revenue

US$182.6m

Cost of Revenue

-US$25.5m

Gross Profit

US$44.9m

Other Expenses

-US$70.4m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-1.11
-16.24%
-44.79%
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 Jul 27

MacroGenics: Whipsaws On Clinical Data, But The Big Picture Is Still Important

Summary MacroGenics is affirmed as a 'Buy' due to a de-risked operational runway and promising B7-H3 ADC pipeline asset. MGNX's pipeline is refocused after setbacks; cash infusions and divestitures extend the runway through 2028, trading near liquid value. MGC026, the B7-H3 ADC, shows no major safety issues and will present data in late 2026, offering potential upside if efficacy emerges. Despite market skepticism from past failures, MGNX could benefit from sector tailwinds if B7-H3 ADCs gain traction following Daiichi Sankyo's progress. Read the full article on Seeking Alpha

Recent updates

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