UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38129 Mersana Therapeutics, Inc. (Exact name of registrant as specified in its charter) Delaware 04-3562403 (State or other jurisdiction of ...

May 9, 2024 Mersana may not actually achieve the plans, intentions or expectations disclosed in these forward-looking statements, and you should not place undue reliance on these forward-looking statements. Actual results or events could differ materially from the plans, intentions and expectations disclosed in these forward-looking statements as a result of various factors, including, among other things, uncertainties inherent in research and development, in the initiation and advancement of clinical trial ...

Exhibit 99.1 Mersana Therapeutics Provides Business Update and Announces First Quarter 2024 Financial Results - Maximum tolerated dose not yet established in Phase 1 clinical trial of XMT-1660; enrollment in dose escalation and backfill cohorts continuing in parallel; expect to announce initial clinical data and initiate expansion in the second half of 2024 - Patient recruitment ongoing in Phase 1 clinical trial of XMT-2056; plan to advance dose escalation in 2024 - Continue to expect capital resources will ...

文章核心观点 - 公司宣布授予一名新员工35,100股限制性股票单位(RSU)作为入职奖励 [1][2] - 该RSU奖励将在未来4年内分期解锁 [2] - 公司专注于开发抗体-药物偶联物(ADC)管线,拥有自主研发的细胞毒性(Dolasynthen)和免疫刺激(Immunosynthen)ADC平台 [3] - 公司管线包括靶向B7-H4的XMT-1660和靶向HER2的XMT-2056两款ADC候选药物 [3] 公司概况 - 公司是一家临床阶段的生物制药公司,专注于开发ADC管线 [3] - 公司拥有自主研发的Dolasynthen和Immunosynthen ADC平台 [3] - 公司管线包括两款ADC候选药物XMT-1660和XMT-2056 [3] 行业概况 - 公司致力于开发新的治疗选择,以满足患者的未满足医疗需求 [3]

CAMBRIDGE, Mass., May 02, 2024 (GLOBE NEWSWIRE) -- Mersana Therapeutics, Inc. (NASDAQ:MRSN), a clinical-stage biopharmaceutical company focused on discovering and developing a pipeline of antibody-drug conjugates (ADCs) targeting cancers in areas of high unmet medical need, today announced that it will provide business updates and report its financial results for the first quarter ended March 31, 2024 on Thursday, May 9, 2024. The company will host a conference call and webcast at 8:00 a.m. Eastern Time tha ...

财务数据和关键指标变化 - 公司2023年第四季度现金、现金等价物和可流通证券约为2.09亿美元,较上一季度下降[30] - 2023年第四季度经营活动净现金流出约3,200万美元,较上一季度大幅下降,主要得益于公司重组和UpRi退出工作[30] - 公司预计现有资金可支持目前运营计划承诺至2026年[30] 各条业务线数据和关键指标变化 - 公司正在开展XMT-1660 B7-H4靶向ADC的1期临床试验,目前已经达到59 mg/m2的最高剂量,尚未确定最大耐受剂量[19][51] - 公司正在重启XMT-2056 HER2靶向STING激动剂ADC的1期临床试验,正在与试验中心重新接洽[57] 各个市场数据和关键指标变化 - 公司正在1期临床试验中评估XMT-1660在三阴性乳腺癌、激素受体阳性乳腺癌、子宫内膜癌和卵巢癌等适应症的疗效[78] - 公司尚未透露具体的肿瘤组织学分布,但三阴性乳腺癌是一个高度未满足的医疗需求领域[79] 公司战略和发展方向和行业竞争 - 公司专注于开发创新的ADC平台和产品,以解决当前ADC疗法的局限性,提高疗效和安全性[9][10][11][12] - 公司的Dolasynthen平台和自主研发的药物载荷旨在降低平台相关毒性,如中性粒细胞减少和周围神经病变[13][14][17] - 公司正在开发新一代的免疫激活ADC,利用STING通路实现靶向免疫激活,克服全身性STING激动剂的局限性[23][24] - 公司与强生、默克和GSK等公司建立了合作关系,以最大化ADC平台和产品的潜力[26] 管理层对经营环境和未来前景的评论 - 管理层认为ADC疗法仍有很大的发展空间,但需要解决当前的局限性,如平台毒性和耐药性[9][10][11][12] - 管理层对XMT-1660的临床进展表示乐观,认为该产品有望克服TOPO1-ADC耐药的问题[21][22] - 管理层认为免疫激活ADC是ADC领域的下一个重要前沿,XMT-2056有望成为该领域的领先产品[23][24][25] 问答环节重要的提问和回答 问题1 **Tara Bancroft 提问** 对于XMT-1660,公司对于中期数据有什么具体预期?从1592的数据中,公司能学到什么对1660有帮助的经验?[39][40][41] **Martin Huber 回答** 中期数据将包括疗效和安全性耐受性数据。1592的数据显示,与Dolaflexin相比,Dolasynthen平台可以进一步降低平台相关毒性,如周围神经病变、中性粒细胞减少和眼部毒性的发生[41][42][43] 问题2 **Jonathan Chang 提问** 公司为何决定终止1592项目?对于正在进行的B7-H4项目,公司从中学到了什么经验?1660的临床试验进展如何?[45][46][47][48][49][50] **Martin Huber 和 Brian DeSchuytner 回答** 1592原本针对肺癌,但发现肺癌中靶标表达率较低,考虑到资本成本和公司其他机会,决定终止该项目。从1592和1536的经验来看,NaPi2b靶标可能导致肺部毒性,而B7-H4没有这个问题。1660目前已经达到59 mg/m2的剂量,正在继续进行剂量和给药时间表的优化[48][49][50][51] 问题3 **Ashiq Mubarack 提问** 公司何时会公布1660扩展队列的具体肿瘤类型?公司何时会公布1660的推荐剂量?2056何时可以重启临床试验?[54][55][56][57] **Jason Fredette 和 Martin Huber 回答** 公司尚未确定1660扩展队列的具体肿瘤类型,会在适当时候公布。公司也未透露推荐剂量的时间点。对于2056,公司正在采取必要的步骤尽快重启临床试验,包括与试验中心重新接洽,完成必要的程序性工作[55][57]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023. OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38129 Mersana Therapeutics, Inc. (Exact name of registrant as specified in its charter) Delaware 04-3562403 (State ...

Exhibit 99.1 Mersana Therapeutics Provides Business Update and Announces Fourth Quarter and Full Year 2023 Financial Results CAMBRIDGE, Mass., February 28, 2024 – Mersana Therapeutics, Inc. (NASDAQ: MRSN), a clinical-stage biopharmaceutical company focused on discovering and developing a pipeline of antibody-drug conjugates (ADCs) targeting cancers in areas of high unmet medical need, today provided a business update and reported financial results for the fourth quarter and full year ended December 31, 2023 ...

Mersana Therapeutics, Inc. (NASDAQ:MRSN) Q3 2023 Earnings Conference Call November 7, 2023 8:00 AM ET Company Participants Jason Fredette - SVP, IR & Corporate Communications Martin Huber - President, CEO & Director Brian DeSchuytner - SVP, CFO & COO Conference Call Participants Jonathan Chang - Leerink Partners Colleen Kusy - Baird Ashiq Mubarack - Citigroup Boris Peaker - TD Cowen Kaveri Pohlman - BTIG Karina Rabayeva - Truist Operator Good morning, and welcome to the Mersana Therapeutics Third Quarter 20 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38129 Mersana Therapeutics, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation o ...