NASDAQ$MRSN

Mersana Therapeutics Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Mersana reported financial results for the second quarter ended June 30, 2023.

Mersana Therapeutics announced its Q2 2023 financial results, highlighting the advancement of XMT-1660 and XMT-2056, along with progress in its Dolasynthen and Immunosynthen platforms. The company is focused on developing new product candidates and business development opportunities. Mersana is working to address the clinical hold on its Phase 1 clinical trial of XMT-2056.

  • Advanced XMT-1660 and Dolasynthen Platform with the plan to complete the dose escalation portion of its Phase 1 clinical trial in 2023 and initiate the dose expansion portion of the trial in 2024.
  • Advanced XMT-2056 and Immunosynthen Platform and is working diligently to address the clinical hold on its Phase 1 clinical trial of XMT-2056.
  • Supported Janssen Biotech under a collaboration and license agreement that focuses on discovering novel Dolasynthen ADCs for up to three targets.
  • Supported Merck KGaA, Darmstadt, Germany under a collaboration and license agreement that focuses on discovering novel Immunosynthen ADCs for up to two targets.

Headline financials

Total Revenue

$10.7M

Previous: $4.28M+148.7%
EPS (adj)

-$0.47

Previous: -$0.55+14.5%
Capital Expenditures

$399K

Previous: $657K-39.3%
Free Cash Flow

-$62.2M

Previous: -$45.4M-37.0%
Net Income

-$54.3M

Previous: -$52.2M-4.0%
Gross Profit

$10.3M

Previous: -$36.9M+128.0%
Cash & Equivalents

$129M

Previous: $135M-4.9%
Total Assets

$311M

Previous: $252M+23.2%
Stock-Based Comp

$6.64M

Previous: $5.35M+24.2%

Revenue & EPS history

Mersana · Revenue · Quarterly

$10.7M

Q2 2023+148.7%vs Q2 2022
Beat estimate in 6 of 16 quarters(38%)
ActualEstimate

Forward guidance

This press release contains “forward-looking” statements and information within the meaning of the Private Securities Litigation Reform Act of 1995.

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 Q2 2023

Historical avgQ2 2023

+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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