NASDAQ$MRSN

Mersana Therapeutics Inc · Q1 2020 earnings

Q1 2020 earnings · · Investor relations

Briefing

Mersana reported financial results and provided a business update for the first quarter ended March 31, 2020.

Mersana Therapeutics reported its Q1 2020 financial results, highlighting the progress of XMT-1536 and the company's response to the COVID-19 pandemic. The company's cash, cash equivalents, and marketable securities totaled $78.4 million as of March 31, 2020, and they raised $65.0 million in gross proceeds through the sale of common stock.

  • Presented promising XMT-1536 Phase 1 dose escalation data and established maximum tolerated dose.
  • Raised $65M of gross proceeds from the Company’s ATM facility.
  • To present interim data from the ongoing XMT-1536 Phase 1 dose expansion on a conference call on May 27, 2020 and at the upcoming ASCO 2020 virtual scientific program
  • Net cash used in operating activities in the first quarter of 2020 was $21.2 million

Headline financials

Total Revenue

$11K

Previous: $41M-100.0%
EPS (adj)

-$0.35

Previous: $0.70-150.0%
Capital Expenditures

$65K

Previous: $372K-82.5%
Free Cash Flow

-$21.3M

Previous: -$25.1M+15.0%
Net Income

-$16.9M

Previous: $21.9M-177.3%
Gross Profit

-$12.2M

Previous: $25.9M-147.1%
Cash & Equivalents

$78.4M

Previous: $137M-42.9%
Total Assets

$95.9M

Previous: $149M-35.8%
Stock-Based Comp

$1.61M

Previous: $1.16M+38.2%

Revenue & EPS history

Mersana · Revenue · Quarterly

$11K

Q1 2020-100%vs Q1 2019
Beat estimate in 6 of 13 quarters(46%)
ActualEstimate

Forward guidance

Mersana expects that its current cash, cash equivalents and marketable securities, including the $65.0 million of gross proceeds from the ATM facility, will enable it to fund its operating plan into early 2022.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 12 quarterly earnings reports

Historical avg

+1.4%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+1.3%

Avg return

30 days after

47%

17 / 36 earnings

Positive

+38.9%

Q2 2022

Best reaction

-20.3%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025+2.4%+0.8%+3.0%
Q2 2025+11.6%+22.3%+18.6%
Q1 2025-18.5%-0.2%-3.6%
Q4 2024-8.3%+3.6%-36.7%
Q3 2024+14.5%-3.7%-1.8%
Q2 2024-13.4%-7.2%+25.2%
Q1 2024-20.3%-23.8%-37.4%
Q4 2023+27.4%+33.8%+4.8%
Q3 2023-6.5%-12.9%+46.8%
Q2 2023+0.0%+4.2%+6.7%
Q1 2023+8.9%+8.2%+16.4%
Q4 2022+7.0%+4.4%-26.3%
Q3 2022-11.0%
Q2 2022+38.9%
Q1 2022-11.2%
Q4 2021+14.4%
Q3 2021-1.1%
Q2 2021-2.1%
Q1 2021-5.3%
Q4 2020+7.7%
Q3 2020-4.2%
Q2 2020-1.9%
Q1 2020-3.1%
Q4 2019+3.5%
Q3 2019+7.0%
Q2 2019+2.3%
Q1 2019+14.3%
Q4 2018+4.0%
Q3 2018+7.5%
Q2 2018+0.0%
Q1 2018-3.7%
Q1 2016-8.9%
Q3 2016-4.5%
Q3 2017-5.1%
Q4 2016+3.9%
Q2 2016+3.9%
Q1 2017

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