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Mesoblast Limited (AU:MSB)
ASX:MSB
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Mesoblast Limited (MSB) AI Stock Analysis

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AU:MSB

Mesoblast Limited

(Sydney:MSB)

Rating:53Neutral
Price Target:
AU$2.50
▲(3.31% Upside)
Mesoblast Limited's overall stock score of 53 is influenced primarily by its technical analysis, which shows strong bullish momentum despite weak financial performance. The valuation is not attractive due to negative earnings and no dividend yield. The absence of earnings call information and corporate events means these factors did not impact the score.

Mesoblast Limited (MSB) vs. iShares MSCI Australia ETF (EWA)

Mesoblast Limited Business Overview & Revenue Model

Company DescriptionMesoblast Limited (MSB) is a biopharmaceutical company specializing in the development of innovative cellular medicines. The company focuses on advanced therapeutic solutions for severe and life-threatening diseases, primarily in the areas of cardiovascular, inflammatory, and immune-mediated conditions. Mesoblast's core products are based on its proprietary mesenchymal lineage adult stem cell technology platform, which aims to harness the regenerative potential of stem cells to repair and regenerate damaged tissues.
How the Company Makes MoneyMesoblast Limited generates revenue through the development and commercialization of its proprietary cell-based therapies. The company earns money primarily through strategic partnerships and licensing agreements with pharmaceutical companies, which provide upfront payments, milestone payments, and royalties on product sales. Mesoblast also aims to generate revenue by advancing its product candidates through clinical trials, gaining regulatory approvals, and launching these therapies in global markets. Additionally, the company is involved in collaborations and research partnerships that may provide research funding and further financial support.

Mesoblast Limited Earnings Call Summary

Earnings Call Date:Aug 28, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Feb 26, 2026
Earnings Call Sentiment Positive
The earnings call highlighted significant achievements, particularly the FDA approval of RYONCIL and successful fundraising efforts. The company demonstrated robust clinical trial results across multiple programs with potential market expansion plans. However, the financial loss and challenges in trial enrollment were noted as areas needing attention.
Q2-2025 Updates
Positive Updates
FDA Approval of RYONCIL
RYONCIL is the first mesenchymal stromal cell therapy approved by the FDA, targeting children with steroid-refractory acute graft-versus-host disease (GVHD).
Successful Global Private Placement
Raised USD 161 million, increasing pro forma cash to approximately USD 200 million.
Reduction in Operating Cash Spend
Net operating cash spend reduced by 22%, amounting to USD 20.7 million for the first half of FY 2025.
Reversal of Inventory Provision
A USD 23 million provision against the value of inventory was reversed after FDA approval and recognized as an inventory asset.
Strong Phase 3 Trial Results for RYONCIL
RYONCIL showed a 70% overall response rate at day 28 in Phase 3 trials, significantly higher than other therapies.
Potential for RYONCIL in Inflammatory Bowel Disease
Plans to expand RYONCIL's use into inflammatory bowel disease, targeting a large unmet need population.
Promising Outcomes for Rexlemestrocel in Chronic Back Pain
Positive Phase 3 trial results showed significant pain reduction and opioid dependency reduction.
Potential Accelerated Approval Pathway for Revascor
Meetings with the FDA indicate a pathway towards accelerated approval for ischemic heart failure patients.
Negative Updates
Loss After Tax
Reported a loss after tax of USD 47.9 million for the half year.
Challenges in Enrollment for Chronic Back Pain Trial
Enrollment rates need improvement to meet target timelines for the Phase 3 trial.
Company Guidance
During the call, Mesoblast provided guidance primarily focused on the launch and commercialization of RYONCIL, their FDA-approved therapy for children with steroid-refractory acute graft-versus-host disease (GVHD). The company highlighted a cash balance of USD 38 million as of December 31, 2024, with pro forma cash of approximately USD 200 million after a successful global private placement. Net operating cash spend was reduced by 22% to USD 20.7 million for the first half of FY 2025. The approval of RYONCIL led to a USD 23 million inventory revaluation, reflecting its transition to an asset on the balance sheet. The wholesale acquisition cost of RYONCIL is USD 194,000 per infusion, with anticipated addressable market size in the U.S. of approximately 375 new pediatric cases annually. Mesoblast is also pursuing label extensions for RYONCIL into indications like inflammatory bowel disease. Financially, they reported a half-year loss after tax of USD 47.9 million, influenced by non-cash adjustments related to FDA approval. The company is expanding its commercial infrastructure, including a targeted sales force for RYONCIL's introduction in the U.S. market.

Mesoblast Limited Financial Statement Overview

Summary
Mesoblast Limited is experiencing significant financial challenges, including declining revenues and negative profitability margins. Despite a stable balance sheet with a strong equity position, profitability metrics like ROE are negative. Cash flow management shows signs of improvement, but the overall financial outlook remains weak.
Income Statement
35
Negative
Mesoblast Limited shows declining revenue with a TTM revenue of $5.67M, down from $5.90M annually. The company exhibits negative profitability margins, including a gross profit margin of -3978.51% and a net profit margin of -1823.22% in the TTM period. EBIT and EBITDA margins are also negative, indicating operational inefficiencies. The revenue growth rate is declining significantly, presenting a challenging financial outlook.
Balance Sheet
50
Neutral
The company's balance sheet reflects a stable debt-to-equity ratio of 0.27, and an equity ratio of 70.60% in the TTM period, highlighting a strong equity base relative to total assets. However, the return on equity is negative at -22.41%, emphasizing the struggle to generate profit from shareholder equity. Overall, the balance sheet remains relatively stable despite profitability challenges.
Cash Flow
40
Negative
Cash flow analysis reveals negative operating cash flow and free cash flow, with a free cash flow growth rate of 56.73% in the TTM period, indicating improvement from prior periods. The operating cash flow to net income ratio is 0.20, and the free cash flow to net income ratio stands at 0.20, suggesting cash flow challenges in covering net losses.
BreakdownDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue5.90M7.50M10.21M7.46M32.16M
Gross Profit-35.17M-47.42M-53.36M-78.28M-49.34M
EBITDA-56.08M-58.55M-76.57M-107.60M-75.41M
Net Income-87.96M-81.89M-91.35M-98.81M-77.94M
Balance Sheet
Total Assets669.15M669.41M662.14M744.72M733.60M
Cash, Cash Equivalents and Short-Term Investments62.56M70.92M60.03M136.88M129.33M
Total Debt118.92M116.50M106.91M105.50M99.31M
Total Liabilities188.80M167.58M165.10M163.32M184.28M
Stockholders Equity480.36M501.84M497.04M581.40M549.33M
Cash Flow
Free Cash Flow-48.79M-63.58M-66.01M-108.33M-58.61M
Operating Cash Flow-48.46M-63.27M-65.78M-106.68M-56.37M
Investing Cash Flow-97.00K-194.00K-232.00K-1.65M-3.27M
Financing Cash Flow40.25M74.50M-9.87M114.47M137.04M

Mesoblast Limited Technical Analysis

Technical Analysis Sentiment
Positive
Last Price2.42
Price Trends
50DMA
2.10
Positive
100DMA
1.92
Positive
200DMA
2.13
Positive
Market Momentum
MACD
0.08
Positive
RSI
56.54
Neutral
STOCH
57.35
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:MSB, the sentiment is Positive. The current price of 2.42 is above the 20-day moving average (MA) of 2.39, above the 50-day MA of 2.10, and above the 200-day MA of 2.13, indicating a bullish trend. The MACD of 0.08 indicates Positive momentum. The RSI at 56.54 is Neutral, neither overbought nor oversold. The STOCH value of 57.35 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:MSB.

Mesoblast Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
53
Neutral
$3.15B-21.31%
51
Neutral
$7.81B-0.22-40.01%2.29%21.48%-2.11%
$447.19M15.0815.90%0.34%
$1.46B14.2754.79%
51
Neutral
AU$292.54M-29.77%6.07%59.09%
$238.97M-31.16%
56
Neutral
AU$44.73M-49.72%10.78%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:MSB
Mesoblast Limited
2.42
1.47
154.74%
CLVLF
Clinuvel Pharmaceuticals
8.17
-2.26
-21.67%
NURPF
Neuren Pharmaceuticals Limited
12.74
1.74
15.82%
AU:OCC
Orthocell Ltd
1.20
0.84
233.33%
PRRUF
Immutep Ltd
0.19
-0.06
-24.00%
AU:PTX
Prescient Therapeutics Limited
0.04
0.00
0.00%

Mesoblast Limited Corporate Events

State Street Corporation Ceases Substantial Holding in Mesoblast Limited
Jul 25, 2025

Mesoblast Limited has announced that State Street Corporation and its subsidiaries have ceased to be substantial holders in the company as of July 23, 2025. This change in substantial holding could impact Mesoblast’s shareholder structure and influence its market dynamics, potentially affecting investor confidence and the company’s strategic decisions.

The most recent analyst rating on (AU:MSB) stock is a Buy with a A$1.10 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

JPMorgan Chase & Co. Reduces Stake in Mesoblast Limited
Jul 24, 2025

JPMorgan Chase & Co. and its affiliates have ceased to be substantial holders of Mesoblast Limited, as indicated in the recent notice. This change in holdings could impact Mesoblast’s market dynamics and investor perceptions, as JPMorgan’s involvement often signals confidence in a company’s potential.

The most recent analyst rating on (AU:MSB) stock is a Buy with a A$1.10 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

JPMorgan Acquires Substantial Stake in Mesoblast
Jul 22, 2025

JPMorgan Chase & Co. and its affiliates have become substantial holders in Mesoblast Limited, acquiring a 5.19% voting power through various securities transactions. This development signifies a significant investment move by JPMorgan, potentially impacting Mesoblast’s market dynamics and stakeholder interests.

The most recent analyst rating on (AU:MSB) stock is a Buy with a A$1.10 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

Mesoblast Reports Successful Launch of Ryoncil® and Expands Pipeline Efforts
Jul 18, 2025

Mesoblast Limited announced the successful commercial launch of Ryoncil®, the first FDA-approved mesenchymal stromal cell product in the U.S., generating $13.2 million in revenue in its first quarter. The company has onboarded over 25 transplant centers and aims to complete onboarding across 45 centers, covering 80% of U.S. pediatric transplants. Ryoncil® has received orphan-drug exclusivity for seven years, preventing competition in its indication. Mesoblast is also advancing its pipeline with ongoing trials for heart failure and chronic low back pain, and is working towards expanding Ryoncil®’s label to include adults with SR-aGvHD.

The most recent analyst rating on (AU:MSB) stock is a Buy with a A$1.10 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

JPMorgan Acquires 5% Stake in Mesoblast Limited
Jul 17, 2025

JPMorgan Chase & Co. and its affiliates have become a substantial holder in Mesoblast Limited, acquiring a 5% voting power in the company as of July 15, 2025. This development indicates a significant investment and interest by JPMorgan in Mesoblast, potentially impacting the company’s market position and signaling confidence in its future prospects.

The most recent analyst rating on (AU:MSB) stock is a Buy with a A$3.40 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

Mesoblast Limited Announces Cessation of Securities
Jul 14, 2025

Mesoblast Limited announced the cessation of 483,254 securities due to the lapse of conditional rights, as the conditions for these securities were not met or became incapable of being satisfied. This announcement may impact the company’s capital structure and could influence investor perceptions regarding the company’s operational and financial strategies.

The most recent analyst rating on (AU:MSB) stock is a Buy with a A$1.10 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

Mesoblast Limited Announces Quotation of New Securities on ASX
Jul 14, 2025

Mesoblast Limited has announced the application for the quotation of 2,185,000 ordinary fully paid securities on the Australian Securities Exchange (ASX). This move is part of an employee incentive scheme and reflects the company’s ongoing efforts to enhance its market presence and operational capabilities.

The most recent analyst rating on (AU:MSB) stock is a Buy with a A$1.10 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

JPMorgan Chase Ceases Substantial Holding in Mesoblast
Jul 8, 2025

Mesoblast Limited, a company in the biotechnology sector, has announced that JPMorgan Chase & Co. and its affiliates have ceased to be substantial holders of its voting securities. This change involves various transactions and securities lending agreements handled by JPMorgan’s subsidiaries, impacting a significant number of ordinary shares. The cessation of JPMorgan as a substantial holder may influence Mesoblast’s shareholder dynamics and market perception.

The most recent analyst rating on (AU:MSB) stock is a Buy with a A$1.10 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

JPMorgan Acquires Substantial Stake in Mesoblast Limited
Jul 6, 2025

JPMorgan Chase & Co. and its affiliates have become a substantial holder in Mesoblast Limited, acquiring a 5.35% voting power in the company as of July 2, 2025. This acquisition involves various subsidiaries of JPMorgan holding significant numbers of ordinary shares through different capacities such as securities lending and proprietary trading, potentially impacting Mesoblast’s shareholder structure and market dynamics.

The most recent analyst rating on (AU:MSB) stock is a Buy with a A$1.10 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

Mesoblast Aligns with FDA for Revascor Biologics License Application
Jul 1, 2025

Mesoblast Limited has aligned with the FDA on key requirements for filing a Biologics License Application for Revascor, a treatment for ischemic heart failure with reduced ejection fraction. This alignment follows a successful Type B meeting, and the company plans to file for accelerated approval by the end of the year, potentially strengthening its position in the regenerative medicine market and providing new treatment options for patients with severe heart conditions.

The most recent analyst rating on (AU:MSB) stock is a Buy with a A$1.10 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

JPMorgan Chase & Co. Reduces Stake in Mesoblast Limited
Jun 25, 2025

JPMorgan Chase & Co. and its affiliates have ceased to be substantial holders in Mesoblast Limited, a company involved in the biopharmaceutical industry. This change in holding reflects a series of transactions involving the purchase, sale, and lending of securities, which resulted in a decrease in their voting power in the company.

The most recent analyst rating on (AU:MSB) stock is a Buy with a A$1.10 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

JPMorgan Becomes Substantial Holder in Mesoblast
Jun 16, 2025

Mesoblast Limited has announced that JPMorgan Chase & Co. and its affiliates have become substantial holders in the company, holding a 5.06% voting power with 64,614,620 ordinary shares. This development indicates a significant investment by JPMorgan, which could influence Mesoblast’s market dynamics and stakeholder interests, highlighting the strategic importance of this financial backing in the company’s future operations.

The most recent analyst rating on (AU:MSB) stock is a Buy with a A$1.10 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

JPMorgan Chase & Co. Ceases to be Substantial Holder in Mesoblast Limited
Jun 15, 2025

Mesoblast Limited has announced that JPMorgan Chase & Co. and its affiliates have ceased to be substantial holders in the company as of June 11, 2025. This change in substantial holding involves various transactions and securities lending agreements managed by JPMorgan’s subsidiaries, impacting the voting securities of Mesoblast Limited. The cessation of JPMorgan’s substantial holding could influence Mesoblast’s shareholder dynamics and market perception.

The most recent analyst rating on (AU:MSB) stock is a Buy with a A$1.10 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

Mesoblast Advances FDA Approvals for Revascor® and Ryoncil®
Jun 12, 2025

Mesoblast Limited has reported progress with the FDA on the accelerated approval pathway for its product Revascor® in treating ischemic chronic heart failure and a label extension for Ryoncil® in adults with steroid-refractory acute graft versus host disease (SR-aGvHD). The company held a Type B meeting with the FDA to discuss a potential Biologics License Application for Revascor® and plans a meeting in July to discuss a pivotal trial for Ryoncil® in adults. Ryoncil® has been commercially available in the U.S. since March 2025, with significant uptake and coverage expansion, indicating strong market acceptance and potential growth in the cellular medicine industry.

The most recent analyst rating on (AU:MSB) stock is a Buy with a A$1.10 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

Vanguard Group Acquires Substantial Stake in Mesoblast Limited
Jun 5, 2025

The Vanguard Group has become a substantial holder in Mesoblast Limited, acquiring a 5.004% voting power with 63,941,083 ordinary shares. This significant investment by a major global asset manager could enhance Mesoblast’s market credibility and attract further interest from investors, potentially impacting its stock performance and strategic positioning in the biotechnology sector.

The most recent analyst rating on (AU:MSB) stock is a Hold with a A$2.30 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

JPMorgan Becomes Substantial Holder in Mesoblast Limited
Jun 4, 2025

Mesoblast Limited has announced that JPMorgan Chase & Co. and its affiliates have become substantial holders in the company, with a 5.06% voting power through various securities holdings and agreements. This development indicates a significant investment by JPMorgan, potentially impacting Mesoblast’s market position and signaling confidence in the company’s future prospects.

The most recent analyst rating on (AU:MSB) stock is a Hold with a A$1.10 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

Mesoblast Limited Announces Substantial Holding Update
Jun 3, 2025

Mesoblast Limited has announced a substantial holding update, indicating significant voting power and relevant interests held by various entities, including State Street Corporation and its subsidiaries. The update highlights the extensive involvement of institutional investors and financial entities in the company’s shares, which may influence Mesoblast’s market dynamics and stakeholder interests.

The most recent analyst rating on (AU:MSB) stock is a Buy with a A$1.10 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

Mesoblast Secures Seven-Year FDA Orphan-Drug Exclusivity for Ryoncil®
May 15, 2025

Mesoblast Limited has received a seven-year orphan-drug exclusive approval from the FDA for its product Ryoncil® (remestemcel-L), used in treating steroid-refractory acute graft versus host disease (SR-aGvHD) in pediatric patients. This exclusivity prevents the approval of similar mesenchymal stromal or stem cell products for the same indication during this period. Additionally, Mesoblast holds biologic exclusivity until December 2036, protecting against biosimilar market entry. These exclusivities, combined with Mesoblast’s strong intellectual property portfolio, provide a significant commercial barrier to competitors, reinforcing the company’s market position and offering long-term protection in major markets.

The most recent analyst rating on (AU:MSB) stock is a Buy with a A$3.40 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

JPMorgan Acquires Substantial Stake in Mesoblast Limited
May 13, 2025

JPMorgan Chase & Co. and its affiliates have become substantial holders in Mesoblast Limited, acquiring a 5.03% voting power in the company as of May 9, 2025. This development may influence Mesoblast’s market positioning and stakeholder interests, as JPMorgan’s involvement could bring increased financial scrutiny and potential strategic opportunities.

The most recent analyst rating on (AU:MSB) stock is a Buy with a A$1.10 price target. To see the full list of analyst forecasts on Mesoblast Limited stock, see the AU:MSB Stock Forecast page.

JPMorgan Ceases Substantial Holding in Mesoblast Limited
May 8, 2025

Mesoblast Limited has announced that JPMorgan Chase & Co. and its affiliates have ceased to be a substantial holder in the company. This change in substantial holding involves various transactions, including securities lending and proprietary trading, which have impacted the voting securities of Mesoblast Limited. The cessation of JPMorgan’s substantial holding may influence the company’s market perception and stakeholder dynamics.

State Street Corporation Ceases Substantial Holding in Mesoblast Limited
May 7, 2025

Mesoblast Limited, a company involved in the biotechnology sector, announced a change in substantial holding as State Street Corporation and its subsidiaries ceased to be substantial holders. This change in substantial holding may impact Mesoblast’s shareholder composition and influence its market positioning, as State Street Corporation’s involvement in voting securities has altered.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 19, 2025