Mersana Therapeutics (NASDAQ:MRSN – Get Free Report) and Opus Genetics (NASDAQ:IRD – Get Free Report) are both small-cap medical companies, but which is the superior investment? We will compare the two companies based on the strength of their earnings, profitability, dividends, analyst recommendations, valuation, institutional ownership and risk.
Analyst Ratings
This is a summary of recent ratings and price targets for Mersana Therapeutics and Opus Genetics, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Mersana Therapeutics | 0 | 1 | 3 | 1 | 3.00 |
| Opus Genetics | 0 | 0 | 1 | 0 | 3.00 |
Mersana Therapeutics currently has a consensus target price of $4.00, suggesting a potential upside of 799.28%. Opus Genetics has a consensus target price of $8.00, suggesting a potential upside of 595.65%. Given Mersana Therapeutics’ higher possible upside, equities analysts clearly believe Mersana Therapeutics is more favorable than Opus Genetics.
Profitability
| Net Margins | Return on Equity | Return on Assets | |
| Mersana Therapeutics | -214.20% | -401.37% | -38.61% |
| Opus Genetics | -324.45% | -63.65% | -56.94% |
Institutional & Insider Ownership
93.9% of Mersana Therapeutics shares are owned by institutional investors. Comparatively, 15.0% of Opus Genetics shares are owned by institutional investors. 11.8% of Mersana Therapeutics shares are owned by company insiders. Comparatively, 6.6% of Opus Genetics shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.
Earnings & Valuation
This table compares Mersana Therapeutics and Opus Genetics”s revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Mersana Therapeutics | $40.50 million | 1.37 | -$171.67 million | ($0.56) | -0.79 |
| Opus Genetics | $8.38 million | 4.33 | -$9.99 million | ($1.09) | -1.06 |
Opus Genetics has lower revenue, but higher earnings than Mersana Therapeutics. Opus Genetics is trading at a lower price-to-earnings ratio than Mersana Therapeutics, indicating that it is currently the more affordable of the two stocks.
Volatility & Risk
Mersana Therapeutics has a beta of 1.67, meaning that its share price is 67% more volatile than the S&P 500. Comparatively, Opus Genetics has a beta of 0.28, meaning that its share price is 72% less volatile than the S&P 500.
Summary
Mersana Therapeutics beats Opus Genetics on 11 of the 14 factors compared between the two stocks.
About Mersana Therapeutics
Mersana Therapeutics, Inc., a clinical stage biopharmaceutical company, develops antibody drug conjugates (ADC) for cancer patients with unmet needs. The company develops XMT-1660, a B7-H4-targeted Dolasynthen ADC candidate; and XMT-2056, an immunosynthen ADC. It has research and development collaborations with Janssen Biotech, Inc., Ares Trading S.A., Merck KGaA, and Asana BioSciences, LLC for the development of ADC product candidates. The company was formerly known as Nanopharma Corp. and changed its name to Mersana Therapeutics, Inc. in November 2005. Mersana Therapeutics, Inc. was incorporated in 2001 and is headquartered in Cambridge, Massachusetts.
About Opus Genetics
Opus Genetics Inc. is a clinical-stage ophthalmic biopharmaceutical company, focuses on developing and commercializing therapies for the treatment of unmet needs of patients with refractive and retinal eye disorders. Opus Genetics Inc., formerly known as Ocuphire Pharma Inc., is based in Farmington Hills, Michigan.
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