NASDAQ$MRSN

Mersana Therapeutics Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Mersana reported financial results for Q1 2024 and provided a business update.

Mersana Therapeutics continues to advance its Phase 1 clinical trial of XMT-1660 and resumed patient recruitment in its Phase 1 clinical trial of XMT-2056. The company plans to share initial dose escalation and backfill cohort data and initiate the expansion portion of the trial in the second half of 2024.

  • Advanced Phase 1 clinical trial of XMT-1660, with plans to share initial data and initiate expansion in the second half of 2024.
  • Resumed patient recruitment for Phase 1 clinical trial of XMT-2056 after lifting of clinical hold.
  • Continued collaborations with Johnson & Johnson and Merck KGaA, Darmstadt, Germany.
  • Presented preclinical and clinical Dolasynthen data demonstrating potential to reduce adverse events.

Headline financials

Total Revenue

$9.25M

Previous: $7.8M+18.5%
EPS (adj)

-$0.16

Previous: -$0.52+69.2%
R&D expenses

$18.7M

No prior period
G&A expenses

$11.6M

No prior period
Capital Expenditures

-$132K

Previous: $911K-114.5%
Net Income

-$19.3M

Previous: $0.00
Operating Income

-$21M

Previous: $0.00
Gross Profit

$8.82M

Previous: $7.48M+17.9%
R&D Expense

$18.7M

No prior period
Stock-Based Comp

$4.66M

Previous: $6.41M-27.3%

Revenue & EPS history

Mersana · Revenue · Quarterly

$9.25M

Q1 2024+18.5%vs Q1 2023
Beat estimate in 6 of 16 quarters(38%)
ActualEstimate

Forward guidance

Mersana plans to share initial dose escalation and backfill cohort data and initiate the expansion portion of the trial in the second half of 2024. The company plans to advance dose escalation in this trial in 2024.

Historical earnings impact

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

Avg. return before/after earnings

Based on 12 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+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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