Mersana TherapeuticsMRSN
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 disclosures 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]
10.19% less ownership
Funds ownership: 94.62% [Q3] → 84.43% (-10.19%) [Q4]
20% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 41
32% less capital invested
Capital invested by funds: $219M [Q3] → $149M (-$70.3M) [Q4]
82% less call options, than puts
Call options by funds: $356K | Put options by funds: $2.03M
Research analyst outlook
We haven’t received any recent analyst ratings for MRSN.
Financial journalist opinion









