BIOTECH MARKET RESEARCH $MRSN | Ep. 542

Mersana Therapeutics

Mersana Therapeutics (MRSN) is nearing a pivotal moment with the upcoming Phase 1 dose escalation data from XMT-1600 B7H4 in various tumor types . Given the high investor anticipation we are seeing ±100% volatility priced into options.

Every Monday we are out with public biotech research, profiling biotech companies with near term catalysts. This will focus primarily on the major market moving biotech events such as data readouts from the major scientific conferences as well as potential regulatory approvals.

We will not offer specific trading advice (and we do not hold any publicly traded biotech equity), but rather flag emerging events that will likely materially drive stock prices (sometimes +/-100% in either direction).

Be sure to SUBSCRIBE to not miss.

HOW TO PLAY BIOTECH APPROVAL/DATA READOUTS ANNOUNCEMENTS

While biotech equities will move on news of announcement, often if there is high conviction in a positive read, a large run up ahead of the news will occur and the actual event turns into a sell the news event. Sometimes, investors wait for the actual event to make a long/short decision. And obviously if the news is disappointing (more often than not) the stock will tank.

This is not financial advice so you will have to make your own call on how to best play these events. Our aim is simply to flag catalysts with high projected volatility.

ALERT: Phase 1 dose escalation data from XMT-1600 B7H4 in various tumor type

DATE: Early 2025

IMPLIED VOLATILITY: +/- 100%

BACKGROUND: