NASDAQ$MRSN

Mersana Therapeutics Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Mersana Therapeutics reported financial results for the third quarter ended September 30, 2023.

Mersana Therapeutics is advancing XMT-1660 in Phase 1 dose escalation and preparing to resume enrollment in the Phase 1 clinical trial of XMT-2056. The company reported top-line data from UPLIFT, its Phase 2 clinical trial of upifitamab rilsodotin (UpRi), that showed the trial did not meet its primary endpoint.

  • Advanced XMT-1660 in Phase 1 dose escalation with plans to initiate dose expansion in 2024.
  • Preparing to resume enrollment in Phase 1 clinical trial of XMT-2056.
  • Reported top-line data from UPLIFT Phase 2 clinical trial of upifitamab rilsodotin (UpRi) that did not meet its primary endpoint.
  • Received $6 million in milestone payments from Janssen Biotech, Inc. agreement in Q3 2023.

Headline financials

Total Revenue

$7.7M

Previous: $5.57M+38.1%
EPS (adj)

-$0.35

Previous: -$0.61+42.6%
Capital Expenditures

-$472K

Previous: $426K-210.8%
Free Cash Flow

-$45.8M

Previous: $54.2M-184.5%
Net Income

-$41.7M

Previous: $0.00
Operating Income

-$41.7M

Previous: $0.00
Gross Profit

$7.27M

Previous: -$45.1M+116.1%
Cash & Equivalents

$241M

Previous: $184M+30.9%
Total Assets

$263M

Previous: $315M-16.5%
R&D Expense

$30.5M

No prior period
Stock-Based Comp

$4M

Previous: $5.38M-25.6%

Revenue & EPS history

Mersana · Revenue · Quarterly

$7.7M

Q3 2023+38.1%vs Q3 2022
Beat estimate in 6 of 16 quarters(38%)
ActualEstimate

Forward guidance

Mersana expects to complete the dose escalation portion of the Phase 1 clinical trial for XMT-1660 by the end of 2023 and initiate the dose expansion portion of the trial in 2024. The company plans to share detailed efficacy and safety data from the UPLIFT trial in the first half of 2024.

Tailwinds

  • Complete dose escalation portion of XMT-1660 Phase 1 trial by end of 2023.
  • Initiate dose expansion portion of XMT-1660 trial in 2024.
  • Share detailed efficacy and safety data from UPLIFT trial in the first half of 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 Q3 2023

Historical avgQ3 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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro