Sep 30, 2024

Mersana Q3 2024 Earnings Report

Mersana reported its Q3 2024 financial results and provided a business update.

Key Takeaways

Mersana Therapeutics reported its Q3 2024 financial results, highlighting the advancement of XMT-1660 and XMT-2056 clinical trials, progress in collaborations, and maintenance of a strong balance sheet. The company is preparing to present initial XMT-1660 clinical data and initiate the expansion portion of its trial.

Advanced the dose escalation portions of Phase 1 clinical trials of XMT-1660 and XMT-2056.

Made further progress in collaborations with Johnson & Johnson and Merck KGaA, Darmstadt, Germany.

Preparing to present initial XMT-1660 clinical data later this year and initiate the expansion portion of the trial in patients with TNBC.

Achieved an $8 million development milestone under the Johnson & Johnson collaboration and a $1 million development milestone under the Merck KGaA, Darmstadt, Germany collaboration.

Total Revenue
$12.6M
Previous year: $7.7M
+63.7%
EPS
-$0.09
Previous year: -$0.35
-74.3%
Gross Profit
$12.6M
Previous year: $7.27M
+73.3%
Cash and Equivalents
$155M
Previous year: $241M
-35.6%
Free Cash Flow
-$8.58M
Previous year: -$45.8M
-81.3%
Total Assets
$170M
Previous year: $263M
-35.5%

Mersana

Mersana

Forward Guidance

Mersana plans to share initial safety, tolerability, efficacy and biomarker data from its Phase 1 dose escalation and backfill cohorts at a company event and to initiate the expansion portion of the trial in patients with TNBC who have previously been treated with at least one topo-1 ADC.