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Upturn AI SWOT - About
MRSN 
Mersana Therapeutics Inc (MRSN)
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Upturn Advisory Summary
03/11/2025: MRSN (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -30.08% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 51.11M USD | Price to earnings Ratio - | 1Y Target Price 4.71 |
Price to earnings Ratio - | 1Y Target Price 4.71 | ||
Volume (30-day avg) 4263900 | Beta 1.65 | 52 Weeks Range 0.37 - 4.64 | Updated Date 03/27/2025 |
52 Weeks Range 0.37 - 4.64 | Updated Date 03/27/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.56 |
Earnings Date
Report Date 2025-02-26 | When Before Market | Estimate -0.1675 | Actual -0.11 |
Profitability
Profit Margin -170.86% | Operating Margin (TTM) -90.53% |
Management Effectiveness
Return on Assets (TTM) -24.73% | Return on Equity (TTM) -505.14% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value -54910688 | Price to Sales(TTM) 1.26 |
Enterprise Value -54910688 | Price to Sales(TTM) 1.26 | ||
Enterprise Value to Revenue 4.66 | Enterprise Value to EBITDA -2.2 | Shares Outstanding 124631000 | Shares Floating 79932309 |
Shares Outstanding 124631000 | Shares Floating 79932309 | ||
Percent Insiders 1.4 | Percent Institutions 85.58 |
Analyst Ratings
Rating 4.6 | Target Price 6.25 | Buy - | Strong Buy 8 |
Buy - | Strong Buy 8 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Mersana Therapeutics Inc
Company Overview
History and Background
Mersana Therapeutics Inc. was founded in 2002. It is a clinical-stage biopharmaceutical company focused on discovering and developing novel antibody-drug conjugates (ADCs) for cancer. They pioneered their Dolaflexin and Immunosynthen platforms to design custom ADCs.
Core Business Areas
- ADC Development: Focuses on creating novel antibody-drug conjugates (ADCs) targeting specific cancer types.
- Discovery Platforms: Development and refinement of proprietary ADC platforms (Dolaflexin and Immunosynthen) to optimize payload delivery and efficacy.
- Clinical Trials: Conducting clinical trials to evaluate the safety and efficacy of its ADC candidates.
- Partnerships and Licensing: Collaborating with other pharmaceutical companies to develop and commercialize ADCs.
Leadership and Structure
The leadership team includes Anna Protopapas (President and CEO). The organizational structure includes research and development, clinical operations, and commercialization planning departments.
Top Products and Market Share
Key Offerings
- Upifitamab Rilsodotin (UpRi): UpRi is Mersana's lead ADC candidate targeting NaPi2b-expressing tumors, including ovarian cancer, non-small cell lung cancer (NSCLC), and other solid tumors. It is currently in clinical trials. Competitors include other pharmaceutical companies developing ADCs targeting similar tumor types and pathways, such as those from ImmunoGen (IMGN) and AstraZeneca (AZN).
- XMT-1660: Dolanfixin ADC targeting B7-H4 expressing tumors, in Phase 1. Competitors include pharmaceutical companies targeting B7-H4 such as those developing bispecific antibodies or other approaches.
Market Dynamics
Industry Overview
The biopharmaceutical industry is characterized by high research and development costs, long development timelines, and significant regulatory hurdles. The ADC market is growing rapidly, driven by the potential for targeted cancer therapies with improved efficacy and reduced toxicity.
Positioning
Mersana Therapeutics Inc. is positioned as a leader in the ADC field, with proprietary platforms and a pipeline of novel ADC candidates. Their competitive advantages include their innovative ADC technologies and expertise in drug development.
Total Addressable Market (TAM)
The total addressable market for ADCs is estimated to reach billions of dollars in the coming years. Mersana is positioned to capture a share of this market by developing and commercializing innovative ADCs.
Upturn SWOT Analysis
Strengths
- Proprietary ADC platforms (Dolaflexin and Immunosynthen)
- Experienced management team
- Strong intellectual property portfolio
- Clinical-stage pipeline of ADC candidates
- Strategic partnerships
Weaknesses
- High cash burn rate
- Reliance on clinical trial success
- Competition from larger pharmaceutical companies
- Dependence on partners for funding and commercialization
- Limited commercial infrastructure
Opportunities
- Expanding ADC pipeline to target additional cancer types
- Securing regulatory approval for UpRi
- Establishing strategic partnerships for commercialization
- Developing next-generation ADC technologies
- Expanding into new therapeutic areas
Threats
- Clinical trial failures
- Regulatory delays or rejection
- Competition from other ADC developers
- Patent challenges
- Economic downturn
Competitors and Market Share
Key Competitors
- IMGN
- AZN
- SNY
Competitive Landscape
Mersana competes with established pharmaceutical companies and smaller biotech firms in the ADC space. Advantages include proprietary technology, while disadvantages include limited resources and a smaller market presence.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to its development programs' progress and partnerships established. Check their latest financials for the figures.
Future Projections: Future growth depends on the success of its clinical trials and regulatory approvals for its ADC candidates. Analyst estimates are readily available in financial data sources.
Recent Initiatives: Recent initiatives include advancing UpRi through clinical trials and expanding their ADC pipeline through internal development and partnerships.
Summary
Mersana Therapeutics is a clinical-stage biopharmaceutical company with a focus on antibody-drug conjugates. The proprietary platforms and pipeline hold potential for cancer treatment but relies on clinical trial success. Financial stability and competition from larger players pose challenges. UpRi has the potential for future growth if approved. They need to watch out for trial setbacks and competitor advancements.
Similar Companies
- IMGN
- AZN
- SNY
- BIIB
Sources and Disclaimers
Data Sources:
- Mersana Therapeutics Inc. website
- SEC filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data and market conditions are subject to change. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Mersana Therapeutics Inc
Exchange NASDAQ | Headquaters Cambridge, MA, United States | ||
IPO Launch date 2017-06-28 | President, CEO & Director Dr. Martin H. Huber M.D. | ||
Sector Healthcare | Industry Biotechnology | Full time employees 102 | Website https://www.mersana.com |
Full time employees 102 | Website https://www.mersana.com | ||
Mersana Therapeutics, Inc., a clinical-stage biopharmaceutical company, develops antibody-drug conjugates (ADC) for cancer patients with unmet needs. The company develops Emi-Le (XMT-1660), a B7-H4-targeting Dolasynthen ADC candidate, which is in Phase 1 dose expansion clinical trial; and XMT-2056, an Immunosynthen ADC targeting a novel human epidermal growth factor receptor 2 that is in Phase 1 dose escalation clinical trial. It also involves in developing two earlier stage preclinical candidates, including XMT-2068 and XMT-2175. It has strategic research and development collaborations with Janssen Biotech, Inc., Ares Trading S.A., Merck KGaA, and Asana Biosciences, LLC for the development of ADC product candidates. The company was formerly known as Nanopharma Corp. and changed its name to Mersana Therapeutics, Inc. in November 2005. Mersana Therapeutics, Inc. was incorporated in 2001 and is headquartered in Cambridge, Massachusetts.
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