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52-week range
$66.13 – $97.14
77% from low
Sector
Biotechnology
P/S (TTM)
129
Merus N.V. is a clinical-stage immuno-oncology firm based in the Netherlands, specializing in the discovery and advancement of bispecific antibody therapies. Established in 2003, the company maintains its headquarters in Utrecht. Its robust pipeline of bispecific antibody candidates includes Zenocutuzumab (MCLA-128), which is currently undergoing Phase 2 clinical trials for the treatment of patients with metastatic breast cancer, and is also in Phase 1/2 clinical trials for solid tumors that exhibit Neuregulin 1 expression. Merus is also actively developing several other compounds: MCLA-158: In Phase 1 clinical trials for solid tumors. MCLA-145: Also in Phase 1 clinical trials for various solid tumors. MCLA-129: Progressing through Phase 1/2 clinical trials for advanced non-small cell lung cancer (NSCLC) and other solid tumors. ONO-4685: Currently in Phase 1 clinical trials to address relapsed/refractory T-cell lymphoma. Furthermore, Merus engages in strategic partnerships. It collaborates with Betta Pharmaceuticals Co. Ltd on the research and development of specific bispecific antibody candidates, including MCLA-129. Additionally, Incyte Corporation is partnering with Merus for the development of MCLA-145.
www.merus.nlNo one on the platform currently holds MRUS.
No tracked institution reports a position in MRUS as of their last filing.
No one on the platform has traded MRUS yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| Rev. Growth % | -12.4% | 7.4% | ||||
| Profit Margin % | -595.9% | -337.1% | -534.3% | |||
| Free Cash Flow Margin % | -537.6% | -356.4% | -480.5% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $49M | -7.9% | $-4.93 | $-5.99–$-3.57 | — | 8 |
| 2027 | $189M | +282.3% | $-3.74 | $-6.98–$3.12 | — | 10 |
| 2028 | $589M | +212.3% | $0.17 | $-41.89–$33.56 | 516.4× | 7 |
| 2029 | $1.2B | +107.9% | $5.36 | $0.43–$12.29 | 16.8× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2025-10-31 | $-1.23 | $-1.23 | +0.0% |
| 2025-08-05 | $-1.17 | $-2.23 | -90.6% |
| 2025-05-07 | $-1.09 | $-1.40 | -28.2% |
| 2025-02-27 | $-0.89 | $-0.41 | +53.9% |
| 2024-10-31 | $-0.90 | $-1.46 | -62.2% |
| 2024-08-01 | $-0.76 | $-0.81 | -6.6% |
| 2024-05-08 | $-0.83 | $-0.59 | +28.9% |
| 2024-02-28 | $-0.78 |
| $-1.09 |
| -39.5% |
| $9.0B |
| — |
| HALOHalozyme Therapeutics, Inc. | $107.94 | +0.69% | $12.8B | — |
| JAZZJazz Pharmaceuticals plc | $245.87 | +0.03% | $15.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
$CMPX here is a data point for the large unmet need in btc. fda just approved $MRUS bizengri for 2l nrg1+ btc based on data from 19 patients in a single arm open label trial. approval was granted in less than a month after sBLA submission! https://www.curetoday.com/view/fda-approves-bizengri-for-advanced-unresectable-or-metastatic-cholangiocarcinoma
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$MRUS Oncology biotech with differentiated antibodies.
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$IBRX 10-year analyst consensus revenue estimates versus the like 10-year revenue forecast prepared by $MRUS management/BOD & provided $GMAB. Analysts forecast IBRX to generate considerably more revenues than MRUS for the next 5 years & 8% more over the next 10 years as a whole. GMAB acquired IBRX for an enterprise value of roughly $7.3B. IBRX's market cap = $5.8B & a $6.4B enterprise value (includes a royalty financing). IBRX gross margins have been 99% (technically rounded to 100%). MRUS did not provide a gross margin forecast in their 14D9 filing. This is for entertainment purposes only. This is not investment advice. $XBI $IBB
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$MRUS 1.2m brazy vol and 50% more than 10 day avg vol. Fading the long term run
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$MRUS / $GMAB – Tender Offer (Subsequent Offer Period) Expires MergerBrief.com For Full Schedule
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$MRUS Conditions are shifting toward markets rewarding operational proof over narrative ambition. Competitive differentiation has to become evident in core KPIs. Missteps would reset expectations abruptly. Sentiment should follow consistency rather than noise.
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$PYXS 5 discontinued patients are all over-weighted, dosing will be adjusted well based on body weight going forward. Purely oversold and overreaction by market. $MRUS $CRBP
View on StockTwits ↗$PYXS MICVO + Keytruda: 71% Confirmed ORR, 100% DCR in R/M HNSCC - best data ever seen so far in combo treatment. $MRUS $BCAX $CRBP
View on StockTwits ↗$PYXS why half haircut in PM? HNSCC Data is better than $CRBP and $MRUS imo.
View on StockTwits ↗$MRUS / $GMAB – Tender Offer Expires MergerBrief.com For Full Schedule
View on StockTwits ↗The attached graph compares $NUVB analyst consensus revenue estimates to the same for $MRUS as of the day MRUS was acquired by $GMAB for an enterprise value of roughly $7.3B. We also noted MRUS management/BOD revenue projections were 2X higher than analysts (which may be absurd for all we know). Analysts forecast NUVB to generate roughly 80% of the revenues analysts project MRUS to generate at peak. NUVB market cap is roughly 40% of MRUS's EV. NUVB also has roughly $500MM cash at 9/30/2025. This is not investment advice as NUVB may be wildly overhyped for all we know. NUVB analyst revenue projections may also be fiction. We are merely sharing comparative data points. It is quite possible NUVB loses 70-80% of its market cap over the next 6 months. If NUVB is smart & pro-shareholder, it will seek an exit while its valuation has already soared. $XBI $IBB
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$MRUS Current Stock Price: $96.23 Contracts to trade: $95 MRUS Dec 19 2025 Call Entry: $2.34 Exit: $3.98 ROI: 70% Hold ~27 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗The attached graph compares $NUVL analyst consensus revenue estimates to the same for $MRUS as of the date the acquisition was announced and versus the revenue forecast MRUS provided $GMAB when GMAB agreed to acquire MRUS for an enterprise value of roughly $7.3B. NUVL's market cap is roughly $8.4B per Yahoo Finance. With roughly $1B cash, NUVL's enterprise value is $7.4B. This is not investment advice. We're merely sharing an observation. Just to be clear, note analysts have higher revenue estimates for NUVL in the outer years. $XBI $IBB
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$MRUS advances immunotherapy development with a diversified pipeline. AERT reinforced its scalable GCC model, positioning for accelerated second-half growth.
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.