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Mesoblast Limited (AU:MSB)
ASX:MSB
Earnings Data
Report Date
May 28, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
-0.02Last Year’s EPS
-0.06Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 26, 2025
|% Change Since: -17.89%
|Next Earnings Date:May 28, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted significant achievements, including the FDA approval of a key product and successful fundraising, alongside a strategic pipeline expansion. However, financial losses and dependency on future regulatory approvals present challenges. Overall, the sentiment reflects a positive outlook with caution about future regulatory and financial hurdles.Company Guidance
During the call, Mesoblast provided comprehensive guidance on their financial and operational performance for the half year ended December 31, 2024. Key financial metrics included a cash balance of USD 38 million, with pro forma cash reaching approximately USD 200 million following a successful USD 161 million global private placement. Net operating cash spend was reduced by 22% to USD 20.7 million compared to the first half of FY 2024. The FDA approval of RYONCIL led to a USD 23 million reversal of a provision against inventory, now recognized as an asset. Non-cash adjustments, such as the revaluation of contingent consideration and warrant liability, increased by USD 4 million and USD 16 million respectively, due to FDA approval, contributing to a loss after tax of USD 47.9 million. On the operational side, Mesoblast emphasized the launch strategy and pricing for RYONCIL, highlighting a wholesale acquisition cost of USD 194,000 per infusion. They outlined plans to expand their sales force and target high-volume transplant centers, as well as their strategy for label expansion into other inflammatory diseases.Successful FDA Approval of RYONCIL
RYONCIL, the first mesenchymal stromal cell therapy, has been approved by the FDA for treating children with severe steroid-refractory acute graft-versus-host disease. The product has demonstrated a 70% overall response rate at day 28 in a Phase 3 trial.
Financial Strength and Fundraising
Mesoblast's cash balance was USD 38 million at the end of 2024, with pro forma cash of approximately USD 200 million after a successful global private placement raising USD 161 million.
Reduction in Operating Cash Spend
Net operating cash spend was USD 20.7 million for the first half of FY 2025, a 22% reduction compared to the first half of FY 2024.
Pipeline Expansion and Strategic Partnerships
Plans to expand RYONCIL for inflammatory bowel disease and adult GVHD. Strategy includes partnerships for distribution in Europe and potential partnerships in the US for chronic low back pain.
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AU:MSB 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
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AU:MSB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 26, 2025 | AU$2.46 | AU$2.46 | 0.00% |
| Nov 20, 2024 | AU$1.60 | AU$1.57 | -1.87% |
| Aug 28, 2024 | AU$0.95 | AU$0.95 | -0.52% |
| May 29, 2024 | AU$1.26 | AU$1.23 | -2.38% |
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.
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FAQ
When does Mesoblast Limited (AU:MSB) report earnings?
Mesoblast Limited (AU:MSB) is schdueled to report earning on May 28, 2025, TBA Not Confirmed.
What is Mesoblast Limited (AU:MSB) earnings time?
Mesoblast Limited (AU:MSB) earnings time is at May 28, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Mesoblast Limited stock?
The P/E ratio of Mesoblast Limited is N/A.
What is AU:MSB EPS forecast?
AU:MSB EPS forecast for the fiscal quarter 2025 (Q3) is -0.02.
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