Mesoblast Limited (MEOBF)
OTHER OTC:MEOBF
Earnings Data
Report Date
Sep 02, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0Last Year’s EPS
-0.04Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong commercial momentum from the Ryoncil launch (USD 49M H1 revenue), industry-leading gross margins (93%), broad payer coverage, rapid center onboarding and multiple near-term regulatory and clinical milestones (Revascor BLA next quarter; back pain enrollment completion and 2027 BLA). The company also strengthened its balance sheet with USD 130M cash and a USD 125M credit facility. Offsetting risks include a sharp increase in R&D and SG&A spending, reliance on Ryoncil for most revenues, ongoing manufacturing/CMC items ahead of filings, and near-term cash usage (USD 30.3M H1) with a tranche deadline in June 2026. Overall, the positive operational, clinical and financial developments materially outweigh the execution and expense risks.Company Guidance
Successful Ryoncil Launch and Revenue
Ryoncil launched April 2025 and generated net product revenues of USD 49.0M in H1 FY'26, driving total company revenues of USD 51.3M (Ryoncil ≈95.5% of revenues). Company projects full-year Ryoncil net revenues of USD 110M–120M for FY'26 (implying substantial H2 growth vs H1).
Very High Gross Margin
Reported gross margin of 93% for the period; gross margin excluding amortization ~USD 44.2M. Low direct selling costs (USD 7.7M) relative to product revenues support strong profitability at the gross level.
Rapid Commercial Adoption and Payer Coverage
49 treatment centers onboarded; Ryoncil listed on formularies at 30 centers. Coverage spans payers representing >280M lives, Medicaid coverage in all states, J-code J3402 effective Oct 1, and major commercial payers (Aetna, Cigna, UHC, Anthem, Humana, Prime/Blue plans) issued favorable policies without step therapy—supporting broad access.
Market Share Trajectory and Uptake Targets
Management targeting ~20% pediatric market penetration by end of fiscal year 1 and assumes a realistic peak share of ~40% (stating theoretical upside could be higher). 64 centers account for 94% of pediatric BMT population, enabling rapid traction.
Strong Balance Sheet and Financing Flexibility
Cash on hand USD 130M as of Dec 31, 2025. Entered a USD 125M nondilutive credit facility, drew USD 75M at close with an optional USD 50M tranche available through June 2026; facility has lower cost of capital, no exit fees, and no prepayment penalties.
Pipeline Progress — Revascor (LVAD/CHF)
LVAD Study II (n=159) and supportive LVAD Study I showed significant clinical benefit: Revascor reduced major bleeding events and hospitalizations by ~fivefold over 12 months (~80% reduction) and mitigated the early mortality risk associated with right heart failure. Company is moving from accelerated to full BLA filing for this LVAD indication and expects to file next quarter with CMC/potency activities underway.
Pipeline Progress — Rexlemestrocel-L (Chronic Low Back Pain)
Completed a 404-patient randomized Phase III trial and is conducting a confirmatory 300-patient Phase III (enrollment expected complete March/April 2026). FDA has confirmed the 12‑month pain reduction endpoint is approvable; data readout and BLA filing anticipated in calendar 2027. Holds RMAT designation for opioid-sparing claims.
Adult GVHD Label Expansion Program Initiated
Pivotal adult severe steroid-refractory GVHD study (in partnership with NIH-funded BMT CTN) is ready to initiate pending central IRB approval (expected March); adult GVHD market is ~3x larger than pediatric market, representing meaningful upside.
Improving Net Loss and Planned Cash Flow Discipline
Net loss improved to USD 40.2M in H1 FY'26 from USD 48.0M prior-year period (reduction of ~USD 7.8M, ~16% improvement). Management expects operating cash flow usage to decline in H2 FY'26 due to revenue receipts and tighter cost control.
MEOBF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MEOBF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2026 | $1.59 | $1.55 | -2.52% |
Aug 28, 2025 | $1.54 | $1.51 | -1.95% |
May 28, 2025 | $1.43 | $1.43 | 0.00% |
Feb 26, 2025 | $2.68 | $2.68 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Mesoblast Limited (MEOBF) report earnings?
Mesoblast Limited (MEOBF) is schdueled to report earning on Sep 02, 2026, TBA (Confirmed).
What is Mesoblast Limited (MEOBF) earnings time?
Mesoblast Limited (MEOBF) earnings time is at Sep 02, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What is MEOBF EPS forecast?
MEOBF EPS forecast for the fiscal quarter 2026 (Q4) is 0.