Mersana Therapeutics (MRSN)

• Market cap: $67.9M
• 1 day: -11.11%
• 5 days: -11.31%
• 1 month: -64.06%
• 3 months: -73.81%
• 6 months: -72.50%
• Year to date: -60.72%
• 1 year: -80.50%
• 5 years: -93.13%
• 10 years: -96.07%
• Sector: Healthcare
• Industry: Pharmaceutical Preparations

About: Mersana Therapeutics Inc is a clinical-stage biopharmaceutical company using its differentiated and proprietary ADC platforms to develop targeted drugs with increased tolerability and expanded opportunities to deliver meaningful clinical benefits to patients. The Company's early stage programs includes XMT-1660, a Dolasynthen ADC targeting B7-H4, as well as XMT-2056, a STING agonist ADC developed using the Company's Immunosynthen platform and targeting a novel epitope of human epidermal growth factor receptor 2. The Company also has two earlier stage preclinical candidates, XMT-2068 and XMT-2175, both of which leverage the Company's Immunosynthen platform and target tumor-associated antigens.

Employees: 123

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

0.69% more ownership

Funds ownership: 96.81% [Q2] → 97.5% (+0.69%) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

5% less funds holding

Funds holding: 122 [Q2] → 116 (-6) [Q3]

5% less capital invested

Capital invested by funds: $238M [Q2] → $226M (-$12M) [Q3]

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

37% less call options, than puts

Call options by funds: $770K | Put options by funds: $1.23M