Earnings summaries and quarterly performance for Mersana Therapeutics.
Executive leadership at Mersana Therapeutics.
Martin Huber
Detailed
Chief Executive Officer and President
CEO
AC
Alejandra Carvajal
Detailed
Senior Vice President, Chief Legal Officer
BD
Brian DeSchuytner
Detailed
Senior Vice President, Chief Operating Officer and Chief Financial Officer
MB
Mohan Bala
Detailed
Senior Vice President, Chief Development Officer
TL
Timothy Lowinger
Detailed
Senior Vice President, Chief Science and Technology Officer
Board of directors at Mersana Therapeutics.
Research analysts who have asked questions during Mersana Therapeutics earnings calls.
Michael Schmidt
Guggenheim Securities
3 questions for MRSN
Also covers: ADAP, ADCT, ARVN +19 more
TB
Tara Bancroft
TD Cowen
3 questions for MRSN
Also covers: ADVM, CELC, DAWN +10 more
YZ
Yue-Wen Zhu
LifeSci Capital
3 questions for MRSN
Also covers: KURA, ZYME
Asthika Goonewardene
Truist Securities
2 questions for MRSN
Also covers: ALLO, AUTL, BNTX +9 more
JC
Jonathan Chang
Leerink Partners
2 questions for MRSN
Also covers: ADAP, GMAB, IMCR +10 more
Justin Zelin
BTIG, LLC
2 questions for MRSN
Also covers: BCAB, CASI, GLMD +9 more
TH
Tsan-Yu Hsieh
William Blair & Company
2 questions for MRSN
Also covers: AVIR, CRDF, EXEL +6 more
AH
Andy Hsieh
William Blair & Company
1 question for MRSN
Also covers: ALT, BYSI, CRDF +8 more
AM
Ashiq Mubarack
Citigroup Inc.
1 question for MRSN
Also covers: IPHA, MGNX, RAIN +1 more
CZ
Charles Zhu
LifeSci Capital, LLC
1 question for MRSN
Also covers: IDYA, KURA, RVMD +2 more
CC
Colleen Cousy
Baird
1 question for MRSN
CH
Colleen Hanley
Baird
1 question for MRSN
Also covers: AGEN, CHRS, KPTI +1 more
CK
Colleen Kusy
Robert W. Baird & Co.
1 question for MRSN
Also covers: APLS, BPMC, CHRS +5 more
JM
Jeet Mukherjee
Leerink Partners
1 question for MRSN
Also covers: ARVN, BCAB, KURA +4 more
Karina Rabayeva
Truist Securities
1 question for MRSN
Also covers: AUTL, CGEN, RCUS +1 more
YL
Yen-Der Li
Leerink Partners
1 question for MRSN
Also covers: KURA, NBTX
YG
Yige Guo
Guggenheim Securities
1 question for MRSN
YZ
Yiwen Zhang
Leerink Partners
1 question for MRSN
Also covers: BILI, EDU, HUYA
Recent press releases and 8-K filings for MRSN.
Mersana Therapeutics, Inc. Completes Merger with Day One Biopharmaceuticals, Inc.
MRSN
M&A
Delisting/Listing Issues
Board Change
- Mersana Therapeutics, Inc. completed its merger with Day One Biopharmaceuticals, Inc. on January 6, 2026, becoming a direct wholly-owned subsidiary of Day One Biopharmaceuticals, Inc..
- The tender offer for Mersana's common stock expired on January 5, 2026, with 3,029,135 Shares tendered, representing approximately 60.57% of the issued and outstanding shares.
- Shareholders received $25.00 per Share in cash and one non-tradeable contingent value right (CVR) per Share, which represents the right to receive certain contingent milestone payments of up to an aggregate of $30.25 per share.
- Trading of Mersana's Common Stock on Nasdaq was suspended effective 8:00 p.m., Eastern Time, on January 5, 2026, and the company intends to delist and deregister its common stock.
- Following the merger, all previous directors and officers of Mersana resigned, and new directors and officers from Day One Biopharmaceuticals were appointed.
Jan 6, 2026, 2:25 PM
Mersana Therapeutics to be acquired by Day One Biopharmaceuticals, reports Q3 2025 results
MRSN
M&A
Earnings
- Mersana Therapeutics, Inc. (MRSN) announced it has entered into a definitive merger agreement to be acquired by Day One Biopharmaceuticals, Inc.. The agreement provides for an upfront consideration of $25.00 per share in cash, plus potential contingent value rights (CVRs) of up to an aggregate of $30.25 per share, for an aggregate deal value of up to approximately $285 million. The closing of the transaction is expected by the end of January 2026.
- For the third quarter ended September 30, 2025, Mersana reported collaboration revenue of $11.0 million and a net loss of $7.5 million, or $1.51 per share.
- Research and development (R&D) expense for Q3 2025 was $12.2 million, and general and administrative (G&A) expense was $6.3 million.
- As of September 30, 2025, cash and cash equivalents were $56.4 million. The company achieved a $15 million development milestone from GSK in Q3 2025.
Nov 14, 2025, 12:07 PM
Ademi Firm Investigates Mersana Therapeutics' Transaction with Day One Biopharmaceuticals
MRSN
M&A
Legal Proceedings
- The Ademi Firm is investigating Mersana (NASDAQ: MRSN) for possible breaches of fiduciary duty and other violations of law concerning its recently announced transaction with Day One Biopharmaceuticals.
- In the tender offer, Mersana shareholders are expected to receive $25.00 per share in cash upfront, plus potential contingent value rights (CVR) payments of up to $30.25 per share.
- The transaction has a total equity value of approximately $129 million at closing and a total deal value of up to approximately $285 million if all milestone payments are achieved.
- The investigation is scrutinizing the conduct of Mersana's board of directors, particularly regarding substantial benefits for insiders from change of control arrangements and a significant penalty imposed for competing bids.
Nov 13, 2025, 4:35 PM
Mersana Therapeutics to be Acquired by Day One Biopharmaceuticals
MRSN
M&A
Takeover Bid
- Day One Biopharmaceuticals will acquire Mersana Therapeutics for an upfront cash consideration of $25.00 per share and potential contingent value rights (CVRs) of up to $30.25 per share, bringing the total deal value to approximately $285 million.
- The acquisition, structured as a tender offer followed by a merger, is expected to close by the end of January 2026.
- Mersana's Board of Directors has unanimously recommended the offer to stockholders.
- Executive officers, directors, and certain stockholders, including Bain Capital Life Sciences, holding approximately 8.5% of outstanding shares, have agreed to tender their shares.
Nov 13, 2025, 11:17 AM
Day One Biopharmaceuticals to Acquire Mersana Therapeutics
MRSN
M&A
New Projects/Investments
- Day One Biopharmaceuticals has signed a definitive merger agreement to acquire Mersana Therapeutics.
- The acquisition includes emiltatug ledadotin (Emi-Le), a novel antibody-drug conjugate (ADC) that has shown early anti-tumor activity in a Phase 1 study for adenoid cystic carcinoma type-1 (ACC-1).
- Under the terms, Mersana shareholders will receive $25 per share in cash at closing plus one non-tradable Contingent Value Right (CVR) per share, potentially worth up to an additional $30.25 per CVR in cash, for a total consideration of up to $55.25 per share.
- This represents a total equity value of approximately $129 million at closing and a total deal value of up to approximately $285 million, with the transaction expected to close by the end of January 2026.
Nov 13, 2025, 11:00 AM
Mersana Therapeutics to be Acquired by Day One Biopharmaceuticals
MRSN
M&A
Takeover Bid
- Mersana Therapeutics, Inc. has entered into a definitive merger agreement to be acquired by Day One Biopharmaceuticals.
- The acquisition offers $25.00 per share in upfront cash, plus potential contingent value rights (CVRs) of up to an aggregate of $30.25 per share.
- This represents a total equity value of approximately $129 million at closing and a total deal value of up to approximately $285 million.
- Mersana's Board of Directors unanimously recommends that stockholders tender their shares.
- The closing of the transaction is expected to occur by the end of January 2026.
Nov 13, 2025, 11:00 AM
Quarterly earnings call transcripts for Mersana Therapeutics.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more