Mersana Therapeutics (MRSN)

• Market cap: $58.8M
• 1 day: -7.51%
• 5 days: -9.14%
• 1 month: -22.53%
• 3 months: -78.05%
• 6 months: -77.63%
• Year to date: -66.29%
• 1 year: -91.78%
• 5 years: -92.39%
• 10 years: -96.63%
• Sector: Healthcare
• Industry: Pharmaceutical Preparations

About: Mersana Therapeutics Inc is a clinical-stage biopharmaceutical company focused on developing antibody-drug conjugates (ADCs) that offer a clinically meaningful benefit for cancer patients with unmet needs. The Company's next-generation ADC platforms include Dolasynthen, which delivers a proprietary auristatin payload, and Immunosynthen, which delivers a proprietary stimulator of interferon genes (STING) agonist payload. Its pipeline includes Emi-Le (XMT-1660), XMT-2056, XMT-2068, and XMT-2175.

Employees: 102

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

13% more funds holding

Funds holding: 116 [Q3] → 131 (+15) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

12.99% less ownership

Funds ownership: 97.5% [Q3] → 84.5% (-12.99%) [Q4]

24% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 42

34% less capital invested

Capital invested by funds: $226M [Q3] → $149M (-$76.9M) [Q4]

82% less call options, than puts

Call options by funds: $356K | Put options by funds: $2.03M