Last 7 days
-6.4%
Last 30 days
61.4%
Last 90 days
21.7%
Trailing 12 Months
112.3%
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
BGNE | 311.1B | 1.6B | -10.47% | 70.40% | -162.26 | 199.76 | 77.54% | 1.62% |
ABBV | 285.4B | 56.7B | -9.71% | -7.25% | 24.12 | 4.92 | 0.03% | -39.22% |
REGN | 87.6B | 12.4B | -9.13% | 5.17% | 20.2 | 7.2 | -25.07% | -47.28% |
VRTX | 83.8B | 9.2B | -4.53% | 18.84% | 25.7 | 9.1 | 15.86% | 32.99% |
ALNY | 23.2B | 1.0B | -6.40% | 45.93% | -21.75 | 22.33 | 22.88% | -19.27% |
SRPT | 11.6B | 975.7M | 1.67% | 67.21% | -10.42 | 11.92 | 27.41% | -212.78% |
UTHR | 9.6B | 2.0B | -10.84% | -12.99% | 13.17 | 4.84 | 12.05% | 52.86% |
MID-CAP | ||||||||
MDGL | 5.1B | - | -10.25% | 307.66% | -16.27 | 2.5K | - | -27.52% |
BPMC | 3.4B | 204.6M | 10.50% | 0.21% | -5.87 | 16.66 | -7.52% | 10.65% |
RARE | 3.4B | 363.3M | 10.85% | -0.47% | -4.8 | 9.35 | 3.39% | -55.81% |
MRTX | 2.2B | 18.9M | -16.27% | -6.81% | -2.93 | 114.18 | - | -16.17% |
SMALL-CAP | ||||||||
CYTK | 3.6B | - | 1.50% | -9.34% | -8.36 | 38.06 | 34.30% | -67.22% |
CPRX | 1.2B | 256.5M | -27.45% | 57.57% | 12.31 | 4.77 | 66.85% | 120.61% |
MGNX | 288.8M | 165.3M | -32.22% | 33.43% | -3.16 | 1.75 | 130.70% | 57.97% |
CRBP | 37.4M | - | 1.03% | 2894.60% | -0.74 | 19.11 | - | -29.84% |
Income Statement (Last 12 Months) | (In Thousands) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
Revenue | 21.7% | 32,347 | 26,581 | 15,857 | 12,640 | 8,144 |
Operating Expenses | 7.4% | 247,363 | 230,348 | 217,876 | 198,063 | 182,867 |
S&GA Expenses | 9.7% | 62,509 | 56,963 | 52,832 | 48,383 | 42,463 |
R&D Expenses | 6.6% | 184,854 | 173,385 | 165,044 | 149,680 | 140,404 |
Interest Expenses | 7.8% | 3,587 | 3,328 | 3,345 | 2,563 | 1,898 |
Net Income | -4.4% | -213,119 | -204,200 | -208,277 | -193,977 | -182,671 |
Net Income Margin | 41.5% | -7.68* | -13.13* | -4.41 | - | - |
Free Cahsflow | -22.5% | -51,560 | -42,101 | -132,416 | -121,784 | - |
Balance Sheet | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
Assets | -11.4% | 296 | 334 | 315 | 252 | 258 |
Current Assets | -11.7% | 282 | 319 | 300 | 237 | 241 |
Cash Equivalents | -4.3% | 123 | 129 | 184 | 135 | 230 |
Net PPE | - | 4.00 | - | - | - | - |
Liabilities | -4.3% | 232 | 242 | 225 | 118 | 118 |
Current Liabilities | -8.9% | 83.00 | 92.00 | 89.00 | 71.00 | 56.00 |
Long Term Debt | 0.3% | 25.00 | 25.00 | 25.00 | - | - |
LT Debt, Non Current | 0.3% | 25.00 | 25.00 | - | - | - |
Shareholder's Equity | -30.2% | 64.00 | 92.00 | 90.00 | 134 | 141 |
Retained Earnings | -8.6% | -710 | -654 | -609 | -549 | -497 |
Additional Paid-In Capital | 3.8% | 775 | 747 | 700 | 684 | 638 |
Shares Outstanding | 3.7% | 109 | 105 | 99.00 | 97.00 | 87.00 |
Cashflow (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
Cashflow From Operations | -42.6% | -70.41 | -49.36 | -40.53 | -131 | -120 |
Share Based Compensation | 4.3% | 22.00 | 22.00 | 21.00 | 21.00 | 20.00 |
Cashflow From Investing | 1.1% | -150 | -152 | -107 | -91.00 | -0.86 |
Cashflow From Financing | -25.4% | 114 | 153 | 140 | 130 | 124 |
100%
100%
94.2%
Y-axis is the maximum loss one would have experienced if Mersana Therapeutics was unfortunately bought at previous high price.
-19.5%
-32.2%
FIve years rolling returns for Mersana Therapeutics.
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-05-26 | ProShare Advisors LLC | reduced | -8.82 | -42,593 | 75,550 | -% |
2023-05-22 | AMERIPRISE FINANCIAL INC | sold off | -100 | -158,000 | - | -% |
2023-05-18 | JPMORGAN CHASE & CO | reduced | -68.57 | -1,767,000 | 500,000 | -% |
2023-05-18 | NEW YORK STATE COMMON RETIREMENT FUND | reduced | -33.71 | -175,000 | 153,000 | -% |
2023-05-17 | Thrivent Financial for Lutherans | unchanged | - | -107,000 | 250,000 | -% |
2023-05-16 | FRED ALGER MANAGEMENT, LLC | sold off | -100 | -2,217,720 | - | -% |
2023-05-16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | added | 586 | 893,196 | 1,127,320 | -% |
2023-05-16 | Hudson Bay Capital Management LP | added | 132 | 1,018,900 | 2,630,400 | 0.01% |
2023-05-15 | TWO SIGMA SECURITIES, LLC | sold off | -100 | -89,224 | - | -% |
2023-05-15 | Royal Bank of Canada | reduced | -60.32 | -55,000 | 21,000 | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 14, 2023 | bb biotech ag | 4.1% | 4,066,200 | SC 13G/A | |
Feb 14, 2023 | avoro capital advisors llc | 7.6% | 7,550,000 | SC 13G/A | |
Feb 14, 2023 | rho ventures v, l.p. | 0% | 0 | SC 13G/A | |
Feb 14, 2023 | orbimed advisors llc | 7.1% | 7,082,837 | SC 13G | |
Feb 09, 2023 | vanguard group inc | 4.46% | 4,449,040 | SC 13G/A | |
Feb 06, 2023 | wellington management group llp | 0.00% | 0 | SC 13G/A | |
Feb 03, 2023 | state street corp | 5.87% | 5,856,061 | SC 13G/A | |
Jan 31, 2023 | blackrock inc. | 7.5% | 7,491,929 | SC 13G/A | |
Jan 19, 2023 | millennium management llc | 3.7% | 3,663,527 | SC 13G/A | |
May 11, 2022 | bain capital life sciences fund ii, l.p. | 3.4% | 3,294,423 | SC 13D/A |
Date Filed | Form Type | Document | |
---|---|---|---|
May 09, 2023 | 10-Q | Quarterly Report | |
May 09, 2023 | 8-K | Current Report | |
May 09, 2023 | S-3ASR | S-3ASR | |
Apr 28, 2023 | 4 | Insider Trading | |
Apr 28, 2023 | ARS | ARS | |
Apr 28, 2023 | DEF 14A | DEF 14A | |
Apr 28, 2023 | DEFA14A | DEFA14A | |
Apr 14, 2023 | PRE 14A | PRE 14A | |
Apr 05, 2023 | 4 | Insider Trading | |
Apr 05, 2023 | 4 | Insider Trading |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-04-27 | Carvajal Alejandra | sold | -15,342 | 3.89 | -3,944 | svp, chief legal officer |
2023-04-26 | Carvajal Alejandra | acquired | - | - | 13,250 | svp, chief legal officer |
2023-04-03 | MOTT DAVID M | acquired | - | - | 4,866 | - |
2023-04-03 | Dere Willard H | acquired | - | - | 3,375 | - |
2023-01-17 | Carvajal Alejandra | sold | -4,488 | 5.74 | -782 | svp, chief legal officer |
2023-01-17 | Mandelia Ashish | sold | -20,520 | 5.74 | -3,575 | vp, controller |
2023-01-17 | Protopapas Anna | sold | -99,566 | 5.74 | -17,346 | president & ceo |
2023-01-17 | MISRA TUSHAR | sold | -2,628 | 5.74 | -458 | svp, cmo |
2023-01-17 | Lowinger Timothy B | sold | -35,777 | 5.74 | -6,233 | svp, chief sci.&tech. off. |
2023-01-17 | DeSchuytner Brian | sold | -29,451 | 5.74 | -5,131 | svp, chief financial officer |
Condensed Consolidated Statements of Operations and Comprehensive Loss - USD ($) $ in Thousands | 3 Months Ended | |
---|---|---|
Mar. 31, 2023 | Mar. 31, 2022 | |
Income Statement [Abstract] | ||
Collaboration revenue | $ 7,802 | $ 2,036 |
Operating expenses: | ||
Research and development | 47,275 | 35,806 |
General and administrative | 18,328 | 12,782 |
Total operating expenses | 65,603 | 48,588 |
Other income (expense): | ||
Interest income | 2,621 | 18 |
Interest expense | (983) | (724) |
Total other income (expense), net | 1,638 | (706) |
Net loss | (56,163) | (47,258) |
Unrealized gain on marketable securities | 164 | 0 |
Comprehensive loss | (55,999) | (47,258) |
Net loss attributable to common stockholders — basic | (56,163) | (47,258) |
Net loss attributable to common stockholders — diluted | $ (56,163) | $ (47,258) |
Net loss per share attributable to common stockholders — basic (in dollars per share) | $ (0.52) | $ (0.59) |
Net loss per share attributable to common stockholders — diluted (in dollars per share) | $ (0.52) | $ (0.59) |
Weighted-average number of shares of common stock used in net loss per share attributable to common stockholders — basic (in shares) | 107,514,655 | 79,928,591 |
Weighted-average number of shares of common stock used in net loss per share attributable to common stockholders — diluted (in shares) | 107,514,655 | 79,928,591 |
Condensed Consolidated Balance Sheets - USD ($) $ in Thousands | Mar. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 122,825 | $ 128,885 |
Short-term marketable securities | 151,094 | 151,827 |
Accounts receivable | 0 | 30,000 |
Prepaid expenses and other current assets | 7,888 | 8,507 |
Total current assets | 281,807 | 319,219 |
Property and equipment, net | 3,994 | 3,985 |
Operating lease right-of-use assets | 9,806 | 10,475 |
Other assets, noncurrent | 588 | 661 |
Total assets | 296,195 | 334,340 |
Current liabilities: | ||
Accounts payable | 18,156 | 13,951 |
Accrued expenses | 32,588 | 43,184 |
Deferred revenue | 28,769 | 30,610 |
Operating lease liabilities | 2,904 | 2,798 |
Other current liabilities | 985 | 990 |
Total current liabilities | 83,402 | 91,533 |
Operating lease liabilities, noncurrent | 7,773 | 8,575 |
Long-term debt, net | 25,004 | 24,929 |
Deferred revenue, noncurrent | 115,582 | 117,043 |
Other liabilities, noncurrent | 140 | 203 |
Total liabilities | 231,901 | 242,283 |
Commitments (Note 11) | ||
Stockholders' equity: | ||
Preferred stock, $0.0001 par value; 25,000,000 shares authorized; 0 shares issued and outstanding at March 31, 2023 and December 31, 2022, respectively | 0 | 0 |
Common stock, $0.0001 par value; 350,000,000 shares authorized; 109,061,074 and 105,144,864 shares issued and outstanding at March 31, 2023 and December 31, 2022, respectively | 11 | 11 |
Additional paid-in capital | 775,125 | 746,889 |
Accumulated other comprehensive income (loss) | 12 | (152) |
Accumulated deficit | (710,854) | (654,691) |
Total stockholders’ equity | 64,294 | 92,057 |
Total liabilities and stockholders’ equity | $ 296,195 | $ 334,340 |