Mesoblast Limited is a biopharmaceutical firm dedicated to the development and commercialization of allogeneic cell-based therapies. Its global presence extends across the ...
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EPS $-0.45 · Revenue $120.79M
Est. EPS $-0.23 · Revenue $193.50M · 1 analysts
Est. EPS $0.12 · Revenue $307.94M · 1 analysts
Est. EPS $0.78 · Revenue $452.98M · 1 analysts
EPS $-0.07 · Revenue $34.45M
EPS $-0.15 · Revenue $25.67M
EPS $-0.15 · Revenue $25.67M
EPS $-0.84 · Revenue $17.20M
EPS $-0.21 · Revenue $7.02M
EPS $-0.21 · Revenue $1.58M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $120.8M | +602.3% | +1.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-57.8M | +43.5% | 0.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +84.1% | +19.8% | -1.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -42.6% | +88.3% | +1.5% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -47.8% | +91.9% | +1.5% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-44.7M | +11.8% | -55.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -37.0% | +87.4% | -53.3% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 22.4% | +4.4% | 0.0% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.43x | +22.3% | 0.0% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $773.1M | -1.5% | 0.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.45 vs -0.44 | -2.5% | -0.07 vs -0.49 | +86.3% |
| Revenue Surprise | $120.8M vs $125.3M | -3.6% | $35.0M vs $3.0M | +1072.8% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| May 10, 2028 | George Gregory | director | Options | — | 66,666 | $1.72 |
| Apr 10, 2026 | George Gregory | director, 10 percent owner: | Ordinary Shares | A | 2,324,072 | $1.48 |
| Apr 9, 2026 | George Gregory | director, 10 percent owner: | Ordinary Shares | A | 10,000 | $1.41 |
| Apr 9, 2026 | George Gregory | director, 10 percent owner: | Ordinary Shares | A | 10,000 | $1.43 |
| Apr 9, 2026 | George Gregory | director, 10 percent owner: | Ordinary Shares | A | 10,000 | $1.43 |
Operator: Hello, and welcome to the Mesoblast financial results for the full year ended June 30, 2026. An announcement and presentation have been lodged with the ASX and are also available on the Home and Investor pages at www.mesoblast.com. [Operator Instructions] As a reminder, this conference call is being recorded. Before we begin, let me remind you that during today's conference call, the company will be making forward-looking statements that represent the company's intentions, expectations or beliefs concerning future events. These forward-looking statements are qualified by important factors set forth in today's announcement and the company's filings with the SEC, which could cause actual results to differ materially from those such forward-looking statements. In addition, any forward-looking statements represent the company's views only as of the date of this webcast and should not be relied upon as representing the company's views of any subsequent date. The company specifically disclaims any obligations to update such statements. With that, I would now like to turn the call over to Dr. Silviu Itescu, Chief Executive of Mesoblast. Please go ahead. Silviu Itescu: Thank you, operator. Good morning, good afternoon, and thank you all for joining us on Mesoblast's financial results and operational update for the period ended June 30, 2026. With me are our Chief Financial Officer, Jim O'Brien; Chief Commercial Officer, Marcelo Santoro; and our Head of the Orthopedic Musculoskeletal Program, Roger Brown. If we go to Slide #2, please. Mesoblast is a -- the leader in allogeneic cellular therapies. RYONCIL, our lead product for mesenchymal stromal cells is the only FDA-approved product of its type, a first-in-class therapy and has undergone a successful first year launch with net revenues of $115 million for fiscal year 2026, first full year post launch. This is a highly profitable single product on a stand-alone basis and the proceeds from revenues generated from this product are being reinvested in our Phase 3 programs and in our manufacturing for potential blockbuster opportunities. We've built a mature commercial capability with an infrastructure that supports product launch growth and beyond RYONCIL multiple expansion indications beyond GvHD and other areas. We've built a specialized sales team focused on hospitals, transplant centers and specialists. And we've built a robust Phase 3 pipeline with multiple blockbuster opportunities, including chronic low back pain that I'll be talking quite a bit on today and inflammatory heart failure. RYONCIL label expansion beyond GvHD is focused on pediatric, adult and children rare inflammatory conditions such as Duchenne. Next slide, please. Our market leadership position is underpinned by our so-called moat. We have a global IP portfolio of more than 1,100 patents and patent applications, which provide commercial protection beyond 2044. Our dominant IP protects ourselves, our manufacturing …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Silviu Itescu FACP FACRA FRACP MBBS | Founder, Chief Executive Officer, MD, Chairman of Scientific Advisory Board & Executive Director | USD 1,723,696 | — | 1957 | Active |
Eric A. Rose | Chief Medical Officer & Executive Director | USD 915,015 | — | 1951 | Active |
Anthony Wheal | Head of Human Resources | — | Male | — | Active |
Fiona See | Senior Vice President & Head of Translational Research | — | — | — | Active |
Paul J. Simmons | Scientific Advisor to the Chief Executive Officer | — | — | 1959 | Active |
Daniel Devine | Head of Special Projects | — | Male | — | Active |
James Michael O'Brien | Chief Financial Officer | — | Male | 1966 | Active |
Justin Horst | Head of Manufacturing | — | Male | — | Active |
Marcelo Santoro | Chief Commercial Officer | — | Male | — | Active |
Paul Hughes BPHARM | Global Head of Corporate Communications & Joint Company Secretary | — | Male | — | Active |
Geraldine Storton | Head of Regulatory Affairs & Quality Management | — | Female | — | Active |
Mesoblast rises after completing treatment of 350 patients in a pivotal phase III study of rexlemestrocel-L for treating chronic low back pain.
Mesoblast Limited (NASDAQ:MESO) stock is trading higher on Monday after the company concluded patient dosing for its crucial Phase 3 clinical trial evaluating rexlemestrocel-L.
NEW YORK, Aug. 16, 2026 (GLOBE NEWSWIRE) -- Mesoblast Limited (Nasdaq:MESO; ASX:MSB), global leader in allogeneic cellular medicines for inflammatory diseases, today announced that it has completed patient treatment in the MSB-DR004 pivotal randomized controlled Phase 3 trial of rexlemestrocel-L for chronic low back pain (CLBP) associated with the inflammatory condition of degenerative disc disease. The major milestone was achieved with 350 patients randomized and treated with either an intra-discal injection of rexlemestrocel-L or sham injection. Total patient numbers treated increased from 300 to 350 after strong demand from trial investigators to have their patients enrolled in the innovative program.
Expanding indications for RYONCIL in children and adults with life-threatening inflammatory diseases Achieved target of at least 300 Patients treated in Pivotal Phase 3 trial for Chronic Low Back Pain Activity Report for Quarter Ended June 30, 2026 (Appendix 4C) NEW YORK, July 29, 2026 (GLOBE NEWSWIRE) -- Mesoblast Limited (Nasdaq:MESO; ASX:MSB), global leader in allogeneic cellular medicines for inflammatory diseases, today provided highlights of its recent activities for the fourth fiscal quarter ended June 30, 2026. “We are very pleased with the continued momentum in uptake of Ryoncil® in children with life-threatening steroid-refractory acute GvHD across major U.S. pediatric centers, positioning the treatment well for use next in adults with this life-threatening disease.
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