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Upturn AI SWOT - About
MRSN 
Mersana Therapeutics Inc (MRSN)
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Upturn Advisory Summary
06/30/2025: 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
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $4.29
1 Year Target Price $4.29
| 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 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 36.27M USD | Price to earnings Ratio - | 1Y Target Price 4.29 |
Price to earnings Ratio - | 1Y Target Price 4.29 | ||
Volume (30-day avg) 9 | Beta 0.82 | 52 Weeks Range 0.26 - 2.83 | Updated Date 06/30/2025 |
52 Weeks Range 0.26 - 2.83 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.59 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -217.63% | Operating Margin (TTM) -890.05% |
Management Effectiveness
Return on Assets (TTM) -30.9% | Return on Equity (TTM) -505.14% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value -41395281 | Price to Sales(TTM) 1.07 |
Enterprise Value -41395281 | Price to Sales(TTM) 1.07 | ||
Enterprise Value to Revenue 4.66 | Enterprise Value to EBITDA -2.2 | Shares Outstanding 124631000 | Shares Floating 93834935 |
Shares Outstanding 124631000 | Shares Floating 93834935 | ||
Percent Insiders 1.48 | Percent Institutions 72.21 |
Analyst Ratings
Rating 3 | Target Price 4.29 | Buy - | Strong Buy 8 |
Buy - | Strong Buy 8 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
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. It has evolved from a research-focused entity to a clinical-stage company with multiple programs.
Core Business Areas
- ADC Platform Technology: Mersana focuses on developing ADCs using its Dolaflexin and Immunosynthen platforms. These platforms are designed to create ADCs with improved efficacy and safety profiles compared to traditional approaches.
- Drug Development: Mersana is involved in the development and clinical testing of ADCs for various cancer types.
- Partnerships and Licensing: Mersana has partnered with various pharmaceutical companies to license its technology and co-develop ADC therapeutics.
Leadership and Structure
The leadership team consists of experienced professionals in the biopharmaceutical industry. The organizational structure is typical of a clinical-stage biotech, with departments dedicated to research, development, clinical trials, and business development. Anna Protopapas is the current CEO.
Top Products and Market Share
Key Offerings
- Upifitamab Rilsodotin (UpRi): UpRi is Mersana's lead ADC candidate targeting NaPi2b-expressing tumors, including ovarian cancer. It's in clinical development. Market share data is not yet available as it is not approved. Key competitors are other companies developing therapies for NaPi2b expressing cancers, especially ADCs. These include companies targeting similar pathways or tumor types with different modalities, such as GSK's Blenrep.
- XMT-1660: A Dolasynthen ADC targeting B7-H4 expressing tumors. It's in Phase 1 clinical trial. Market share data is not yet available as it is not approved. Key competitors are other companies developing therapies for B7-H4 expressing cancers, especially ADCs.
Market Dynamics
Industry Overview
The biopharmaceutical industry, particularly the oncology segment, is highly competitive and dynamic. There's significant investment in ADC development due to its potential for targeted cancer therapy.
Positioning
Mersana is positioned as an innovator in ADC technology with its novel platforms. Its competitive advantage lies in the potential of its platforms to create ADCs with improved efficacy, safety, and manufacturability.
Total Addressable Market (TAM)
The total addressable market (TAM) for ADC therapeutics is estimated to reach billions of dollars. Mersana is positioned to capture a portion of this TAM through its proprietary technology and partnerships. Estimates range from $10 billion to $20 billion by the late 2020s. The addressable market depends on the indication and penetration.
Upturn SWOT Analysis
Strengths
- Innovative ADC platform technology
- Experienced management team
- Strong intellectual property position
- Strategic partnerships with pharmaceutical companies
Weaknesses
- Limited financial resources compared to larger pharmaceutical companies
- Dependence on clinical trial outcomes
- High attrition rate in drug development
- Not yet profitable
Opportunities
- Potential for significant revenue generation through successful drug development and commercialization
- Expansion of ADC platform technology to new targets and indications
- Further strategic partnerships and licensing agreements
- Acquisition by a larger pharmaceutical company
Threats
- Clinical trial failures
- Competition from other ADC developers
- Regulatory hurdles
- Patent challenges
Competitors and Market Share
Key Competitors
- GSK
- ImmunoGen (IMGN)
- Seagen (SGEN)
Competitive Landscape
Mersana faces competition from other companies developing ADCs, including established pharmaceutical companies with greater resources. Its advantage lies in its unique ADC platforms.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is characterized by R&D advancements and strategic partnerships, but not yet by product revenue.
Future Projections: Future growth is dependent on the successful clinical development and commercialization of its ADC candidates. Analyst estimates vary widely based on clinical trial outcomes.
Recent Initiatives: Recent initiatives include advancing UpRi and XMT-1660 through clinical trials and seeking new partnerships.
Summary
Mersana Therapeutics is a clinical-stage biopharmaceutical company focused on antibody-drug conjugates with innovative platforms. It is currently not profitable and relies on partnerships to fund clinical trials. Success hinges on clinical trial results; however, the innovative platform offers a unique selling point. Mersana needs to monitor competition and manage its cash burn rate.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Mersana Therapeutics Inc. SEC filings (10-K, 10-Q), company website, industry reports, analyst reports.
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Actual results may vary.
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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