Merus: Great European Oncology Developer, But Properly Valued
MRUSMerus(MRUS) Seeking Alpha·2024-08-15 05:13

luismmolina Merus N.V. (NASDAQ:MRUS) is a Dutch company that has seen its stock nearly triple since I covered it in April last year. At that time, I had some doubts about its lead molecule zenocutuzumab, a HER2 and HER3 targeting bispecific molecule targeting NRG1+ cancer as monotherapy. My doubts came from the small and early stage nature of the registrational trial, earlier adverse event profile including a stage 5 AE, i.e., patient death, a small market with a strong competing pipeline drug in Seribantum ...