MacroGenicsMGNX
About: Macrogenics Inc is a biotechnology company focused on discovering and developing antibody-based therapeutics for the treatment of cancer. Its product includes MARGENZA, which is for the treatment of adult patients with metastatic HER2-positive breast cancer. It's a pipeline of product candidates designed to target either various tumor-associated antigens or immune checkpoint molecules. The company has three proprietary product candidates in clinical development: lorigerlimab, a bispecific DART molecule that targets checkpoint inhibitors PD-1 and CTLA-4; MGC026, an ADC that targets B7-H3 and delivers a novel topoisomerase I inhibitor (TOP1i)-based linker-payload, and MGC028, an ADC that targets ADAM9 and delivers a novel TOP1i-based linker-payload.
Employees: 341
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
0% more funds holding
Funds holding: 127 [Q4 2024] → 127 (+0) [Q1 2025]
4.11% less ownership
Funds ownership: 89.37% [Q4 2024] → 85.26% (-4.11%) [Q1 2025]
12% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 41
61% less call options, than puts
Call options by funds: $75K | Put options by funds: $191K
63% less capital invested
Capital invested by funds: $182M [Q4 2024] → $68.3M (-$114M) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
B. Riley Securities Mayank Mamtani | 97%upside $3 | Neutral Maintained | 20 May 2025 |
Stifel Stephen Willey | 229%upside $5 | Hold Maintained | 14 May 2025 |
Barclays Peter Lawson | 97%upside $3 | Overweight Maintained | 14 May 2025 |
HC Wainwright & Co. Robert Burns | 32%upside $2 | Neutral Maintained | 25 Mar 2025 |
Financial journalist opinion
Based on 4 articles about MGNX published over the past 30 days









