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 -

Q4 2025

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.

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
Aug 27, 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)
May 25, 2023	2023 (Q3)	-0.03 / -0.02	-0.031	22.58% (<+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 27, 2025, TBA (Confirmed).

What is Mesoblast Limited (MEOBF) earnings time?

Mesoblast Limited (MEOBF) earnings time is at Aug 27, 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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