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.

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.

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.

Mesoblast Limited (MEOBF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

MEOBF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 26, 2026	2026 (Q2)	- / -	-0.042	―	―	―
Aug 28, 2025	2025 (Q4)	-0.04 / -	-0.05	―	―	―
May 28, 2025	2025 (Q3)	-0.01 / -	-0.025	―	―	―
Feb 26, 2025	2025 (Q2)	-0.03 / -0.04	-0.038	-10.53% (>-0.01)
Nov 20, 2024	2025 (Q1)	-0.01 / -	―	―	―	―
Aug 28, 2024	2024 (Q4)	-0.03 / -0.05	-0.027	-85.19% (-0.02)
May 29, 2024	2024 (Q3)	-0.02 / -	-0.016	―	―	―
Feb 28, 2024	2024 (Q2)	-0.03 / -0.04	-0.031	-22.58% (>-0.01)
Nov 22, 2023	2024 (Q1)	-0.03 / -0.03	-0.023	-8.70% (>-0.01)	―	―
Aug 30, 2023	2023 (Q4)	-0.03 / -0.03	-0.032	15.63% (<+0.01)

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
May 28, 2025	$1.43	$1.43	0.00%
Feb 26, 2025	$2.68	$2.68	0.00%
Nov 20, 2024	$1.04	$1.02	-1.92%
Aug 28, 2024	$0.66	$0.66	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 Aug 28, 2025, TBA (Confirmed).

What is Mesoblast Limited (MEOBF) earnings time?

Mesoblast Limited (MEOBF) earnings time is at Aug 28, 2025, TBA (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 MEOBF EPS forecast?

MEOBF EPS forecast for the fiscal quarter 2025 (Q4) is -0.04.

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