NASDAQ$MRSN

Mersana Therapeutics Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Mersana reported continued progress in clinical trials and collaborations, benefiting from reduced operating expenses.

Mersana Therapeutics reported financial results for the second quarter ended June 30, 2024. The company is advancing dose escalation in Phase 1 clinical trials of XMT-1660 and XMT-2056 and has made progress in its collaborations. Mersana earned an $8 million development milestone under the Johnson & Johnson collaboration.

  • Advanced dose escalation in Phase 1 clinical trials of XMT-1660, a Dolasynthen ADC candidate, and XMT-2056, an Immunosynthen ADC candidate.
  • Made further progress in collaborations with Johnson & Johnson and Merck KGaA, Darmstadt, Germany.
  • Benefited from efforts to reduce operating expenses.
  • Initial clinical data readout for XMT-1660 is planned for the second half of 2024.

Headline financials

Total Revenue

$2.29M

Previous: $10.7M-78.5%
EPS (adj)

-$0.20

Previous: -$0.47+57.4%
R&D expenses

$17.2M

No prior period
G&A expenses

$10.5M

No prior period
Net Income

-$24.3M

Previous: -$54.3M+55.3%
Operating Income

-$25.5M

No prior period
Gross Profit

-$15M

Previous: $10.3M-244.7%
R&D Expense

$17.2M

No prior period
Stock-Based Comp

$4.43M

Previous: $6.64M-33.4%

Revenue & EPS history

Mersana · Revenue · Quarterly

$2.29M

Q2 2024-78.5%vs Q2 2023
Beat estimate in 6 of 16 quarters(38%)
ActualEstimate

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 2024

Historical avgQ2 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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