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Upturn AI SWOT - About
MRSN 
Mersana Therapeutics Inc (MRSN)
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Upturn Advisory Summary
08/28/2025: 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.
Number of Analysts
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $28.29
1 Year Target Price $28.29
| 8 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 6.72% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 38.23M USD | Price to earnings Ratio - | 1Y Target Price 28.29 |
Price to earnings Ratio - | 1Y Target Price 28.29 | ||
Volume (30-day avg) 9 | Beta 0.82 | 52 Weeks Range 5.21 - 70.75 | Updated Date 08/29/2025 |
52 Weeks Range 5.21 - 70.75 | Updated Date 08/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -14.79 |
Earnings Date
Report Date 2025-08-13 | When - | Estimate -0.16 | Actual -4.87 |
Profitability
Profit Margin -212.94% | Operating Margin (TTM) -673.33% |
Management Effectiveness
Return on Assets (TTM) -34.12% | Return on Equity (TTM) -505.14% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value -18122300 | Price to Sales(TTM) 1.1 |
Enterprise Value -18122300 | Price to Sales(TTM) 1.1 | ||
Enterprise Value to Revenue 4.66 | Enterprise Value to EBITDA -2.2 | Shares Outstanding 4990690 | Shares Floating 4063421 |
Shares Outstanding 4990690 | Shares Floating 4063421 | ||
Percent Insiders 1.46 | Percent Institutions 62.48 |
Upturn AI SWOT
Mersana Therapeutics Inc
Company Overview
History and Background
Mersana Therapeutics Inc. was founded in 2001 and is a clinical-stage biopharmaceutical company focused on discovering and developing antibody-drug conjugates (ADCs) for cancer treatment. Initially focused on discovery platforms, they've transitioned to clinical development with a focus on oncology.
Core Business Areas
- ADC Therapeutics: Develops novel ADC therapeutics for cancer treatment using proprietary platforms such as Dolaflexin, Immunosynthen and DolaLock.
- Platform Technologies: Discovery and development of novel ADC platforms to create proprietary payloads and linkers.
Leadership and Structure
Anna Protopapas is the President and CEO. The company operates with a standard biotech organizational structure, including research, development, clinical operations, and commercial functions.
Top Products and Market Share
Key Offerings
- Upifitamab Rilsodotin (UpRi): An ADC targeting NaPi2b, currently in clinical development for ovarian cancer and other solid tumors. UpRi is considered their lead asset. Competitors for UpRi include other NaPi2b-targeting therapies and standard chemotherapy regimens for ovarian cancer. Revenue is still minimal as it is in trials with potentially a 25% market share of ovarian cancer treatment.
- XMT-1660: An ADC targeting B7-H4, another antibody and is in clinical development. Competitors for XMT-1660 include other B7-H4-targeting therapies. Revenue is still minimal as it is in trials.
Market Dynamics
Industry Overview
The ADC market is a rapidly growing segment of the oncology therapeutics industry, driven by the potential for targeted cancer treatment with improved efficacy and reduced toxicity compared to traditional chemotherapy.
Positioning
Mersana Therapeutics Inc. is positioned as an innovator in the ADC space, with proprietary platform technologies and a pipeline of novel ADC candidates. Their competitive advantage lies in their differentiated linker and payload technologies.
Total Addressable Market (TAM)
The global ADC market is projected to reach billions of dollars. Mersana is positioned to capture a portion of this TAM through successful clinical development and commercialization of its ADC candidates.
Upturn SWOT Analysis
Strengths
- Proprietary ADC platform technologies (Dolaflexin, Immunosynthen, DolaLock)
- Pipeline of novel ADC candidates
- Experienced management team
- Strategic partnerships with larger pharmaceutical companies
Weaknesses
- Clinical-stage company with no currently marketed products
- Reliance on successful clinical trial outcomes
- High cash burn rate
- Competition from larger pharmaceutical companies with greater resources
Opportunities
- Potential for regulatory approval of UpRi and other ADC candidates
- Expansion of the pipeline through internal development and strategic collaborations
- Advancements in ADC technology
- Growing demand for targeted cancer therapies
Threats
- Clinical trial failures
- Regulatory setbacks
- Competition from other ADC developers
- Patent challenges
- Economic downturn impacting funding for biotech companies
Competitors and Market Share
Key Competitors
- SNY
- MRK
- PFE
Competitive Landscape
Mersana Therapeutics Inc. faces intense competition from larger pharmaceutical companies with greater resources. Their competitive advantage lies in their proprietary ADC platforms and novel drug candidates. The market share reflects the overall oncology and ADC treatment landscape, not specific to direct competition.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is largely reflected in its expanding pipeline and progress in clinical trials.
Future Projections: Future growth is dependent on the successful clinical development and commercialization of its ADC candidates, particularly UpRi.
Recent Initiatives: Recent initiatives include advancing UpRi through clinical trials, expanding the pipeline with new ADC candidates, and establishing strategic partnerships.
Summary
Mersana Therapeutics Inc. is a clinical-stage company with a promising ADC platform. Success hinges on clinical trial outcomes, particularly for UpRi. Their proprietary technologies give them an edge, but competition from larger players is a significant hurdle. They need to closely manage their cash burn rate and secure future funding while driving clinical development and the company is relatively weak compared to the larger companies in the market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market data is based on estimated market participation.
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 clinical trial; and XMT-2056, an Immunosynthen ADC targeting a novel human epidermal growth factor receptor 2 that is in Phase 1 clinical trial. Its preclinical products portfolio includes 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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