MERSANA THERAPEUTICS, INC. (MRSN): Mersana...after ASCO... Looks like a...

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MERSANA THERAPEUTICS, INC. (MRSN)

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Alias Born	05/29/2011

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Thursday, 06/07/2018 12:33:33 PM

Thursday, June 07, 2018 12:33:33 PM

Mersana...after ASCO...

Looks like a long summer for Mersana. The ASCO data was a real cliff-hanger, responses trending in the right direction, but AEs showing up to, so woefully inconclusive. Doses 8-10 will take ~6-8 weeks each so any meaningful update will be at ENA'18 in mid-November, which is also likely the venue for unveiling the 3rd candidate. Patent app for 3rd drug should publish by end of summer.

In other news, DS-8201 continues to crush the competition and raise the bar for XMT-1522. ASCO data showed 50% ORR for Her-2 low MBC patients. Mersana will need to approach this number with some differentiation in order to compete.

Hopefully XMT-1536 will also reach MTD this year, but readout would be AACR in April at earliest.

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Recent MRSN News

Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/13/2024 09:08:39 PM
Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 09/13/2024 09:06:52 PM
Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 08/13/2024 12:59:27 PM
Form 8-K - Current report • Edgar (US Regulatory) • 08/13/2024 11:18:31 AM
Mersana Therapeutics Provides Business Update and Announces Second Quarter 2024 Financial Results • GlobeNewswire Inc. • 08/13/2024 11:00:02 AM
Mersana Therapeutics to Host Second Quarter 2024 Conference Call on August 13, 2024 • GlobeNewswire Inc. • 08/06/2024 12:00:14 PM
Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/12/2024 09:31:06 PM
Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/12/2024 08:51:43 PM
Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/12/2024 08:49:34 PM
Form 8-K - Current report • Edgar (US Regulatory) • 06/11/2024 08:25:19 PM
Mersana Therapeutics to Present at Upcoming Investor Conferences • GlobeNewswire Inc. • 05/22/2024 12:00:49 PM
Form SC 13G - Statement of acquisition of beneficial ownership by individuals • Edgar (US Regulatory) • 05/17/2024 12:26:06 PM
Form EFFECT - Notice of Effectiveness • Edgar (US Regulatory) • 05/10/2024 04:15:09 AM
Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 05/09/2024 09:06:46 PM
Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 05/09/2024 01:00:09 PM
Form 8-K - Current report • Edgar (US Regulatory) • 05/09/2024 11:10:47 AM
Mersana Therapeutics Provides Business Update and Announces First Quarter 2024 Financial Results • GlobeNewswire Inc. • 05/09/2024 10:59:33 AM
Mersana Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) • GlobeNewswire Inc. • 05/03/2024 08:30:15 PM
Mersana Therapeutics to Host First Quarter 2024 Conference Call on May 9, 2024 • GlobeNewswire Inc. • 05/02/2024 12:00:42 PM
Mersana Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) • GlobeNewswire Inc. • 04/04/2024 08:30:28 PM
Form 8-K - Current report • Edgar (US Regulatory) • 02/28/2024 09:08:40 PM
Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 02/28/2024 09:07:03 PM
Form POS AM - Post-Effective amendments for registration statement • Edgar (US Regulatory) • 02/28/2024 09:05:23 PM
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] • Edgar (US Regulatory) • 02/28/2024 01:49:00 PM
Form POSASR - Post-effective Amendment to an automatic shelf registration statement • Edgar (US Regulatory) • 02/28/2024 01:43:07 PM

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