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MRMREO

Mereo BioPharma Group plc

$MREO·$49M·Biotechnology·Healthcare
$0.31-3.9%YTD-29.9%1Y-82.6%
Mentions · last 7 days
2026-07-12: 9 posts2026-07-13: 15 posts2026-07-14: 8 posts2026-07-15: 13 posts2026-07-16: 24 posts2026-07-17: 6 posts2026-07-18: 0 posts750%
Price updated 2d ago·X counts updated 1d ago
MRMREO
$MREOMereo BioPharma Group plc
$0.31-3.93%75 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $MREO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-19

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

A single-asset UK biotech setting up for the setrusumab NDA around brittle-bone disease — the setup is well-known and the price will move on trial data, not P&L.

Mereo is a partnered gene-and-monoclonal biotech whose value hangs on setrusumab (partnered with Ultragenyx) for osteogenesis imperfecta. The revenue line is a rounding error and analysts see it staying that way through 2026 — this is a pure catalyst name and the setup is the RARE-OI Phase 3 program.

  • Q1 FY26 burn was $4.3M negative FCF against essentially zero revenue — small-team execution, but consensus still sees only $2.4M of 2026 sales rising to $20.1M in 2027, so any commercial value is Ultragenyx-driven royalties, not direct sell-in.
  • Analyst EPS estimates cluster at -$0.038 for 2026 tightening to -$0.034 in 2027 across four analysts — narrow modeling suggesting the sell side has a common view of the burn.
  • Zero debt reduces near-term financing pressure but the -81% ROE and reliance on partnership economics mean the value driver is entirely trial data.

The August 11 earnings release is the next scheduled event, but the market-moving read is Ultragenyx pipeline updates on the setrusumab program. Two prior EPS misses in the last four quarters (-150% in Q1) reflect noisy accounting on collaboration revenue, not operational slippage.

Agrees with X sentimentX is bullish and treating an FDA green-light narrative around July/August as base case — the direction lines up though the specific $3+ price target and timing are more aspirational than the data currently supports.

What to watch: Ultragenyx setrusumab Phase 3 readout timing, any regulatory correspondence, and quarterly cash runway.

On the calendar: Q2 earnings release on 2026-08-11.

price missingfloat missingbeta missingpre revenue

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-06

Mereo BioPharma chatter is thin but bullish. Posters strongly believe the FDA will green-light the NDA filing with a target of $3+ share price by July/August updates, and one long is adding to a small speculative position after signals appeared on the RARE-OI trial data. Bulls compare the setup to QURE's earlier dip and rally trajectory.

Read the AI verdict + X sentiment for $MREO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage oncology biotech developing etigilimab (anti-TIGIT antibody) for solid tumors and rare diseases.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $MREO.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $MREO

Partial — Clinical-stage oncology biotech developing etigilimab (anti-TIGIT antibody) for solid tumors and rare diseases; partial earnings exposure to biotechnology demand dynamics through its product portfolio.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.9%YTD
+44.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-1.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-109%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-75.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-53.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
100.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-81.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
12.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 12, 2026$-0.01$0.02-150.0%
Q4 2025Mar 19, 2026$-0.01$-0.010.0%
Q3 2025Nov 10, 2025$-0.01$-0.01-20.0%
Q2 2025Aug 12, 2025$-0.02$-0.01-100.0%
Next earningsTue, Aug 11·consensus EPS $-0.01

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.04$-4.3M
Q4 FY25$0———$-0.05$-7.7M
Q3 FY25$0———$-0.04$-7.3M
Q2 FY25$500K—73.6%-2100%$-0.09$-7.7M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.4M$2.4M – $2.4M-$0.04-$0.10 – $0.044
FY27$20.1M$20.1M – $20.1M-$0.03-$0.03 – -$0.035
FY28$11.1M$11.1M – $11.1M-$0.06-$0.07 – -$0.053
FY29$28.8M$28.8M – $28.8M-$0.06-$0.06 – -$0.062
FY30$104.3M$104.3M – $104.3M$0.01$0.01 – $0.011

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.5%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-64.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 159.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.295-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 13 other (13 awards) in window

See when $MREO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 148-K — Item 5.07: Shareholder vote
AI summary

MREO (MREO) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KAcquisition completedMay 128-K — Item 2.01: Acquisition completed
AI summary

MREO (MREO) disclosed its addition to Nasdaq Stock Market LLC Ordinary Shares under 8-K Item 8.01 (other events). Index inclusions are significant because they trigger automatic buying from passive index funds and ETFs that track the benchmark, often resulting in increased share price and trading volume. Index providers typically announce additions in advance of the effective rebalancing date, giving institutions time to adjust their holdings. The event increases MREO's institutional ownership base and enhances its market visibility and liquidity profile.

8-KOfficer or director changeMar 278-K — Item 5.02: Officer or director change
8-KListing / delisting noticeFeb 178-K — Item 3.01: Listing / delisting notice
+ 13 other (5 13Gs · 2 earnings 8-Ks · 1 10-Q · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

4basebio Announces Appointment of Chief Financial Officer and Board Changesglobenewswire.com·67d agoMereo BioPharma Reports First Quarter 2026 Financial Results and Provides Corporate Updatesglobenewswire.com·69d agoMereo BioPharma Reports First Quarter 2026 Financial Results and Provides Corporate Updatesglobenewswire.com·69d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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