MerusMRUS
About: Merus NV is a clinical-stage immuno-oncology company. It develops bispecific antibody therapeutics. The company is developing full-length human multispecific antibody therapeutics, referred to as Biclonics. Merus has only reportable segment comprising the discovery and development of bispecific therapeutics. Some of its products in the pipeline include MCLA-128; MCLA-117; MCLA-158 and others.
Employees: 229
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
72% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 18
50% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 50
6% more funds holding
Funds holding: 177 [Q2] → 187 (+10) [Q3]
3.46% less ownership
Funds ownership: 104.66% [Q2] → 101.2% (-3.46%) [Q3]
16% less capital invested
Capital invested by funds: $4.1B [Q2] → $3.45B (-$649M) [Q3]
20% less call options, than puts
Call options by funds: $12.2M | Put options by funds: $15.3M
37% less funds holding in top 10
Funds holding in top 10: 19 [Q2] → 12 (-7) [Q3]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Citigroup Yigal Nochomovitz 20% 1-year accuracy 9 / 45 met price target | 149%upside $97 | Buy Maintained | 9 Dec 2024 |
Needham Ami Fadia 31% 1-year accuracy 51 / 166 met price target | 118%upside $85 | Buy Reiterated | 9 Dec 2024 |
Guggenheim Michael Schmidt 30% 1-year accuracy 6 / 20 met price target | 185%upside $111 | Buy Maintained | 5 Dec 2024 |
HC Wainwright & Co. Andrew Fein 32% 1-year accuracy 107 / 339 met price target | 118%upside $85 | Buy Reiterated | 5 Dec 2024 |
Goldman Sachs Richard Law 20% 1-year accuracy 1 / 5 met price target | 87%upside $73 | Buy Initiated | 21 Nov 2024 |