Mersana TherapeuticsMRSN
MRSN
About: Mersana Therapeutics Inc is a clinical-stage biopharmaceutical company focused on developing antibody-drug conjugates (ADCs) that offer a clinically meaningful benefit for cancer patients with unmet needs. The Company's next-generation ADC platforms include Dolasynthen, which delivers a proprietary auristatin payload, and Immunosynthen, which delivers a proprietary stimulator of interferon genes (STING) agonist payload. Its pipeline includes Emi-Le (XMT-1660), XMT-2056, XMT-2068, and XMT-2175.
Employees: 102
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
140% more call options, than puts
Call options by funds: $12K | Put options by funds: $5K
13.87% less ownership
Funds ownership: 84.44% [Q4 2024] → 70.57% (-13.87%) [Q1 2025]
15% less funds holding
Funds holding: 132 [Q4 2024] → 112 (-20) [Q1 2025]
28% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 32
38% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 50
80% less capital invested
Capital invested by funds: $149M [Q4 2024] → $30.3M (-$119M) [Q1 2025]
100% less funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 0 (-1) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$5
1,262%
upside
Avg. target
$7.50
1,942%
upside
High target
$10
2,623%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Truist Securities Asthika Goonewardene | 2,623%upside $10 | Buy Maintained | 16 May 2025 |
Guggenheim Michael Schmidt | 1,262%upside $5 | Buy Reiterated | 16 May 2025 |
Financial journalist opinion
Neutral
GlobeNewsWire
1 week ago
Mersana Therapeutics Reports Additional Positive Interim Phase 1 Clinical Data for Emi-Le in Oral Presentation at 2025 ASCO Annual Meeting
CAMBRIDGE, Mass., June 02, 2025 (GLOBE NEWSWIRE) -- Mersana Therapeutics, Inc. (NASDAQ: MRSN), a clinical-stage biopharmaceutical company focused on the development of antibody-drug conjugates (ADCs) targeting cancers in areas of high unmet medical need, today announced additional interim Phase 1 clinical data for emiltatug ledadotin (Emi-Le; XMT-1660), the company's B7-H4-directed Dolasynthen ADC. These data are being presented in an oral session today at the American Society of Clinical Oncology (ASCO) 2025 Annual Meeting in Chicago, Illinois.
Neutral
GlobeNewsWire
3 weeks ago
Mersana Therapeutics to Present at Upcoming Investor Conferences
CAMBRIDGE, Mass., May 20, 2025 (GLOBE NEWSWIRE) -- Mersana Therapeutics, Inc. (NASDAQ: MRSN), a clinical-stage biopharmaceutical company focused on the development of antibody-drug conjugates (ADCs) targeting cancers in areas of high unmet medical need, today announced that members of management will participate in the following upcoming investor events:
Neutral
Seeking Alpha
1 month ago
Mersana Therapeutics, Inc. (MRSN) Q1 2025 Earnings Call Transcript
Mersana Therapeutics, Inc. (NASDAQ:MRSN ) Q1 2025 Earnings Conference Call May 15, 2025 8:00 AM ET Company Participants Jason Fredette - Senior Vice President, Investor Relations & Corporate Communications Marty Huber - President & Chief Executive Officer Brian DeSchuytner - Chief Operating Officer & Chief Financial Officer Conference Call Participants Tara Bancroft - TD Cowen Charles Zhu - LifeSci Capital Michael Schmidt - Guggenheim Jonathan Chang - Leerink Partners Colleen Kusy - Baird Andy Hsieh - William Blair Karina Rabayeva - Truist Jeet Mukherjee - BTIG Operator Good morning, and welcome to Mersana Therapeutics First Quarter 2025 Conference Call. Currently all participants are in a listen-only mode.
Neutral
GlobeNewsWire
1 month ago
CORRECTION - Mersana Therapeutics Provides Business Update and Announces First Quarter 2025 Financial Results
In a release issued under the same headline earlier today by Mersana Therapeutics, Inc. (NASDAQ: MRSN), please note that there was a transcription error in the last cell of the first table. The Median OS should have been 5.7 months rather than 1.7 months. The corrected release follows:
Negative
Zacks Investment Research
1 month ago
Mersana Therapeutics, Inc. (MRSN) Reports Q1 Loss, Lags Revenue Estimates
Mersana Therapeutics, Inc. (MRSN) came out with a quarterly loss of $0.19 per share versus the Zacks Consensus Estimate of a loss of $0.21. This compares to loss of $0.16 per share a year ago.
Neutral
GlobeNewsWire
1 month ago
Mersana Therapeutics Provides Business Update and Announces First Quarter 2025 Financial Results
CAMBRIDGE, Mass., May 15, 2025 (GLOBE NEWSWIRE) -- Mersana Therapeutics, Inc. (NASDAQ: MRSN), a clinical-stage biopharmaceutical company focused on developing a pipeline of antibody-drug conjugates (ADCs) targeting cancers in areas of high unmet medical need, today provided a business update and reported financial results for the first quarter ended March 31, 2025.
Neutral
GlobeNewsWire
1 month ago
Mersana Therapeutics Announces Strategic Restructuring and Reprioritization Plan Focused on Advancing Emi-Le in Triple-Negative Breast Cancer
CAMBRIDGE, Mass., May 06, 2025 (GLOBE NEWSWIRE) -- Mersana Therapeutics, Inc. (NASDAQ: MRSN), a clinical-stage biopharmaceutical company focused on developing a pipeline of antibody-drug conjugates (ADCs) targeting cancers in areas of high unmet medical need, today announced the implementation of a strategic restructuring and reprioritization plan aimed at extending the company's cash runway and furthering the development of emiltatug ledadotin (Emi-Le; XMT-1660), the company's B7-H4-directed Dolasynthen ADC.
Neutral
GlobeNewsWire
1 month ago
Mersana Therapeutics Announces Upcoming Emi-Le Oral and Poster Presentations at ASCO 2025 Annual Meeting
CAMBRIDGE, Mass., April 23, 2025 (GLOBE NEWSWIRE) -- Mersana Therapeutics, Inc. (NASDAQ: MRSN), a clinical-stage biopharmaceutical company focused on discovering and developing a pipeline of antibody-drug conjugates (ADCs) targeting cancers in areas of high unmet medical need, today announced that the following presentations related to emiltatug ledadotin (Emi-Le; XMT-1660), Mersana's B7-H4-directed Dolasynthen ADC, will be given at the American Society of Clinical Oncology (ASCO) 2025 Annual Meeting taking place May 30-June 3, 2025 at McCormick Place, Chicago, IL:
Neutral
GlobeNewsWire
2 months ago
Mersana Therapeutics Announces Inducement Grant Under Nasdaq Listing Rule 5635(c)(4)
CAMBRIDGE, Mass., April 04, 2025 (GLOBE NEWSWIRE) -- Mersana Therapeutics, Inc. (NASDAQ:MRSN), a clinical-stage biopharmaceutical company focused on discovering and developing a pipeline of antibody-drug conjugates (ADCs) targeting cancers in areas of high unmet medical need, today announced that on April 1, 2025, an authorized sub-committee of the Board of Directors of Mersana granted an inducement award, consisting of a restricted stock unit (RSU) award to acquire 26,790 shares of its common stock, to one new employee whose employment commenced in March 2025. The award was granted as an inducement material to the new employee entering employment with Mersana in accordance with Nasdaq Listing Rule 5635(c)(4).
Neutral
GlobeNewsWire
2 months ago
Mersana Therapeutics Announces Upcoming Oral Presentation of Emi-Le Clinical Data at European Society for Medical Oncology (ESMO) Breast Cancer 2025 Annual Congress
CAMBRIDGE, Mass., April 01, 2025 (GLOBE NEWSWIRE) -- Mersana Therapeutics, Inc. (NASDAQ: MRSN), a clinical-stage biopharmaceutical company focused on discovering and developing a pipeline of antibody-drug conjugates (ADCs) targeting cancers in areas of high unmet medical need, today announced that Phase 1 dose escalation and backfill cohort clinical data for emiltatug ledadotin (Emi-Le; XMT-1660) will be presented in an oral session at the ESMO Breast Cancer 2025 Annual Congress, which is being held from May 14-17, 2025, in Munich, Germany.
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