Mersana Therapeutics Inc (MRSN) 뉴스

MRSN.............................................https://stockcharts.com/h-sc/ui?s=MRSN&p=W&b=5&g=0&id=p86431144783

MRSN....................................https://stockcharts.com/h-sc/ui?s=MRSN&p=W&b=5&g=0&id=p86431144783

MRSN under $2

MRSN.............................https://stockcharts.com/h-sc/ui?s=MRSN&p=W&b=5&g=0&id=p86431144783

MRSN under $2

MRSN under $2

WLAN will explode within a year

MRSN note the cup and handle

Looking good still

Picking up some

Time for the push

Pump it up

Pre market pump incoming

MRSN new 52 week low

*some at 0.8

Grabbed some below 0.8 let’s see

Insider buying has happened yesterday. Form 4.

Nice! Good luck and happy trading!

Hey Miami, its already started to bounce.

MRSN Down 58% on clinical hold. Due to severity of report, not sure of any bounceability.

MRSN initiated at Citi with a $12 price target.


With Upcoming Ovarian Cancer Data, Analyst Sees 100% Upside For Mersana Therapeutics
Vandana Singh
Fri, January 20, 2023 at 12:16 PM PST
In this article:

MRSN
+9.97%


Citi initiated coverage on Mersana Therapeutics Inc (NASDAQ: MRSN) with a Buy rating and a price target of $12.

The analyst says the topline registrational data (expected in mid-2023) from the UPLIFT Ph2 study evaluating upifitamab rilsodotin (UpRi; NaPi2b ADC) in platinum-resistant ovarian cancer (PROC) will be a catalyst of significant debate.

Citi analyst says that while readout will be binary, investors are underappreciating UPLIFT’s probability of success in NaPi2b-high patients, given the promising efficacy observed in Phase 1.

If the UPLIFT study results are positive, it will lead to a clear pathway to an accelerated approval filing by YE23.

The analyst writes that UpRi’s durability in Phase 1 was in-line or better than single-agent chemo SOC and the recently approved ADC Elahere.

On toxicity, reduced dosing and patient selection strategies should mitigate the risk of Gr4/5 pneumonitis seen earlier in Phase 1.

In December, Mersana announced its third significant collaboration agreement in 2022, reflecting its increasing role as an ADC partner.

The company announced a research collaboration and commercial license agreement with a subsidiary of Merck KGaA (OTC: MKKGY) to discover novel Immunosynthen ADCs directed against up to two targets.

Mersana received an upfront payment of $30 million and is eligible to receive reimbursement of certain costs, up to $800 million in potential milestone payments.

Price Action: MRSN shares are up 10.48% at $6.43 on the last check Friday. (Up more in AH.)

Bladerunner

MRSN initiated at Citi with a $12 price target.


With Upcoming Ovarian Cancer Data, Analyst Sees 100% Upside For Mersana Therapeutics
Vandana Singh
Fri, January 20, 2023 at 12:16 PM PST
In this article:

MRSN
+9.97%


Citi initiated coverage on Mersana Therapeutics Inc (NASDAQ: MRSN) with a Buy rating and a price target of $12.

The analyst says the topline registrational data (expected in mid-2023) from the UPLIFT Ph2 study evaluating upifitamab rilsodotin (UpRi; NaPi2b ADC) in platinum-resistant ovarian cancer (PROC) will be a catalyst of significant debate.

Citi analyst says that while readout will be binary, investors are underappreciating UPLIFT’s probability of success in NaPi2b-high patients, given the promising efficacy observed in Phase 1.

If the UPLIFT study results are positive, it will lead to a clear pathway to an accelerated approval filing by YE23.

The analyst writes that UpRi’s durability in Phase 1 was in-line or better than single-agent chemo SOC and the recently approved ADC Elahere.

On toxicity, reduced dosing and patient selection strategies should mitigate the risk of Gr4/5 pneumonitis seen earlier in Phase 1.

In December, Mersana announced its third significant collaboration agreement in 2022, reflecting its increasing role as an ADC partner.

The company announced a research collaboration and commercial license agreement with a subsidiary of Merck KGaA (OTC: MKKGY) to discover novel Immunosynthen ADCs directed against up to two targets.

Mersana received an upfront payment of $30 million and is eligible to receive reimbursement of certain costs, up to $800 million in potential milestone payments.

Price Action: MRSN shares are up 10.48% at $6.43 on the last check Friday. (Up more in AH.)

Bladerunner

Hey there! I am looking for a stock that will double in a year. Is $MRSN that stock??? Looks like it could. TIA.
MrDale.

Just bought in. $20.27

Panic sale for MRSN today...results are considered positive...

* * $MRSN Video Chart 09-14-2020 * *

Link to Video - click here to watch the technical chart video

* * $MRSN Video Chart 05-27-2020 * *

Link to Video - click here to watch the technical chart video

MRSN 44%% up,$15.20 going

AWESOME STOCK FOR SURE

fantastic gain today of 21% for all of us expected

MRSN bio beast here...did not take a big hit in the crash!!

MRSN blowing up something is up here!!

$MRSN GARBAGE Book Value Per Share only $1.73

expect to go higher here

* * $MRSN Video Chart 04-07-2020 * *

Link to Video - click here to watch the technical chart video

BUYOUT hmmmm

* * $MRSN Video Chart 01-17-2020 * *

Link to Video - click here to watch the technical chart video

* * $MRSN Video Chart 11-13-19 * *

Link to Video - click here to watch the technical chart video

$MRSN over to BNGO

* * $MRSN Video Chart 10-10-2019 * *

Link to Video - click here to watch the technical chart video

Abstract out for WCLC.....


P2.09-24 - MERS67 is a Novel anti-NaPi2b Antibody and Demonstrates Differential Expression Patterns in Lung Cancer Histologic Subtypes
16:45 - 18:00 | Presenting Author(s): Rebecca Mosher | Author(s): Hui Yu, Kim Ellison, Pamela Shaw, Rafal Dziadziuszko, Eric Hailman, Christopher J. Rivard, Fred R. Hirsch

Abstract
Background
NaPi2b is a sodium-dependent phosphate transporter expressed in lung, ovarian, and thyroid cancers. Prior studies have suggested an enrichment of expression in lung adenocarcinoma (ACA).

XMT-1536 is a NaPi2b targeting ADC (Antibody Drug Conjugate) comprised of a humanized antibody (XMT-1535) conjugated with 10-15 auristatin F-HPA (AF-HPA) payload molecules via the Dolaflexin platform. AF-HPA is capable of controlled bystander-effect killing, resulting in efficacy in models with heterogeneous antigen expression, and is metabolized intra-tumorally to an active non-permeable metabolite to enable greater systemic tolerability. Previously, we demonstrated pre-clinical activity of XMT-1536 in human primary xenograft models of non-small cell lung cancer (NSCLC).

MERS67 is a human-rabbit chimeric antibody derived from XMT-1535. MERS67 has been formatted for use as an immunohistochemical reagent by multiple methods and expression has been shown to correlate with response in an unselected series of primary ovarian cancer xenografts. (AACR-EORTC, 2017)

We evaluated MERS67 to see if it would preferentially stain lung adenocarcinoma (ACA), as has been demonstrated using other NaPi2b antibodies.

Method
An immunohistochemical assay for MERS67 was established on a Leica BondRx Instrument. The assay was performed on tissue microarrays (TMA), including NSCLC and small cell lung cancer (SCLC) cell line arrays, and a NSCLC human tumor array. Tumors in the NSCLC array had previously been classified based on morphologic features only. All arrays were scored based on the H-score method.

To characterize the primary tumors further, the tumor TMA was stained with TTF-1 and p40, markers of ACA and squamous cell carcinoma (SqCC), respectively. Results of this staining were compared to MERS67 staining patterns.

Result
H-Scores in the NSCLC cell line TMA ranged from 0-260, and from 0-100 in the SCLC TMA. Within the tissue microarray, 99 individual cases were evaluable. By morphologic classification 63 cases were SqCC, and 23 cases were ACA. Using an arbitrary cut point of H=50, there was a statistically significant difference in the number of NaPi2b positive ACA cases (19/23) vs SqCC (3/63). Among 43 cases where p40 and TTF-1 were evaluable and were in agreement with morphologic diagnosis, 7/7 cases of ACA were positive for NaPi2b, while 0/36 SqCC were positive.

Conclusion
MERS67 is an anti-NaPi2b antibody that frequently demonstrates immunoreactivity in lung ACA. MERS67 is a chimeric antibody related to XMT-1536, a proprietary anti-NaPi2b ADC. Target expression using MERS67 is being evaluated in an ongoing XMT-1536 Phase 1 clinical trial enrolling non-squamous NSCLC patients.

I would add here if I hadn't loaded up on ADXS last week.

I trust Ana to handle this carefully and professionally and to resolve the hold in less than a month. I assume they are already on dose level 9, since ASCO data cut in May nearly completed DL7 and its a 4-week cycle to assess DLT prior to moving to next dose. Dose level 7 patients have been on drug for three months, with one DLT and one Grade 3 event, AST elevation (reported at ASCO). So far about ~50 patients have been dosed with this payload, including 1522 & 1536, and this is the first Grade 4 or 5 event. All patients are very sick, with average of 4 prior regimens.

Definitely a risk-raising event, but given the established MOA and safety reported to date, I think this will turn out to be a monitorable and manageable event for investigators. Of course this is not good news, but likely outcome will force early reporting of additional safety data around time of Q2 call, pencilled for August 10th.

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.

New patent app published for new linker/scaffold...

Fairly comprehensive new platform published on WIPO today. Addresses use of new linker/scaffold to achieve higher DAR and greater control of released drug for numerous combinations of antibodies and payloads.

Shows order of magnitude higher potency for conjugates using same XMT-1535 (NaPi2b) against cancer cell lines compared to XMT-1536. Similar results for trastuzumab ADCs in Her2 models.

Looking forward to see how it improves potential of next ADC for colorectal cancer.

https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2018098269&recNum=1&office=&queryString=FP%3A%28mersana%29&prevFilter=&sortOption=Pub+Date+Desc&maxRec=113

It appears that we have the right CEO. Great article, thanks jaybe

Good read on CEO Protopapas's path to Mersana...


page 26...

http://www.qgdigitalpublishing.com/publication/?i=492965&p=4#{%22page%22:26,%22issue_id%22:492965}

Exactly. Looking forward to pre-clinical on next ADC in November at ENA18.

Also should see next-gen platform (payload/linker) presentation at same conference.

Takeda selected ADC will move more slowly, wouldn't be surprised if we don't see data until next year at AACR19.

All eyes on Wednesday 5PM...first clinical data for XMT-1536, sets the table for all science.

DS-8201 showing 60% ORR in Her2+ and 30% ORR in Her-low, those are the benchmarks for a competitive next-gen ADC in MBC.

The prize is in the platform/technology. Stay tune

Another Her2 ADC competitor down for the count....

ADCT-502 was terminated today for safety, joining MEDI4276 as another potent next-gen ADC with potential in Her2-low expressing breast cancer that failed to live up to expectations this year. ADCT-502 was trastuzamab conjugated to a PBD payload at a DAR of 1.7.

DS-8201 remains the only real ADC competitor for XMT-1522 in Her2-low expressing MBC.

https://clinicaltrials.gov/ct2/show/NCT03125200

Mersana ex-CMO lands at Relay Therapeutics....

https://www.firstwordpharma.com/node/1554191?tsid=1