NASDAQ$MRSN

Mersana Therapeutics Inc · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

Mersana reported financial results for Q3 2020 and provided a business update.

Mersana Therapeutics reported cash and cash equivalents of $270.9 million as of September 30, 2020. Net cash used in operating activities in the third quarter of 2020 was $20.2 million. The company expects that its cash and cash equivalents will enable it to fund its current operating plan commitments for more than two years.

  • Presented additional data from XMT-1536 Phase 1 study at ESMO demonstrating compelling and consistent activity and tolerability profile in ovarian cancer
  • Received FDA Fast Track Designation for XMT-1536 for patients with heavily-pretreated ovarian cancer
  • Ended Q3 2020 with $271 million in cash
  • XMT-1592, a Dolasynthen ADC targeting NaPi2b, is actively enrolling patients in a Phase 1 dose escalation study.

Headline financials

Total Revenue

$11K

Previous: $844K-98.7%
EPS (adj)

-$0.33

Previous: -$0.35+5.7%
Capital Expenditures

$195K

Previous: $27K+622.2%
Free Cash Flow

-$20.4M

Previous: -$16.3M-25.0%
Net Income

-$22.5M

Previous: -$16.8M-33.9%
Gross Profit

-$16.5M

Previous: -$12.9M-28.6%
Cash & Equivalents

$271M

Previous: $58.2M+365.5%
Total Assets

$290M

Previous: $122M+138.5%
Stock-Based Comp

$1.92M

Previous: $1.29M+49.3%

Revenue & EPS history

Mersana · Revenue · Quarterly

$11K

Q3 2020-98.7%vs Q3 2019
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Forward guidance

The Company expects that its cash and cash equivalents will enable it to fund its current operating plan commitments for more than two years.

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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