tiprankstipranks
Mesoblast (MESO)
NASDAQ:MESO
US Market
Want to see MESO full AI Analyst Report?

Mesoblast (MESO) Price & Analysis

928 Followers

MESO Stock Chart & Stats

$16.46
-$0.53(-2.96%)
At close: 4:00 PM EST
$16.46
-$0.53(-2.96%)

Bulls Say, Bears Say

Bulls Say
Commercial Launch And Revenue TractionA commercially launched product generating meaningful, repeatable net revenue creates a durable revenue foundation beyond milestone timing. Persistent demand and quarter-on-quarter growth signal established clinical adoption, supporting reinvestment, scaling and reduced reliance on one-off collaboration receipts over the medium term.
Very High Gross MarginA ~93% gross margin on product sales gives strong operating leverage as volumes scale. High unit economics improve cash conversion and allow reinvestment into clinical programs and commercial expansion without proportional margin pressure, supporting sustainable profitability as manufacturing and distribution scale.
Broad Payer Coverage And Center OnboardingExtensive market access — formulary listings, payer coverage and a billing J-code — materially reduces reimbursement friction and adoption barriers. Institutional onboarding and specialty pharmacy partnerships help embed the therapy in care pathways, supporting steady demand and durable commercial penetration over multiple years.
Bears Say
Persistent Losses And Negative MarginsContinued net losses and negative operating margins indicate structural profitability challenges despite revenue growth. Sustained losses require ongoing financing or high-margin product scale-up to reach break-even, constraining flexibility for investment and increasing dependency on successful commercialization for long-term viability.
Concentration Risk On Single ProductWith roughly 95% of revenues from one recently launched product, the company's cash flow and execution hinge on sustained Ryoncil uptake and reimbursement stability. Any clinical, competitive, or payer setback to that product would materially impact financial resilience while other pipeline programs remain years from commercialization.
Rising R&D And SG&A As Company ScalesSharp increases in R&D and selling costs as Mesoblast scales commercialization and advances multiple Phase III programs raise cash burn and delay operating leverage. While necessary for long-term value creation, elevated spend heightens funding needs and execution risk if revenue growth slows or manufacturing scale-up faces delays.

Mesoblast News

MESO FAQ

What was Mesoblast’s price range in the past 12 months?
Mesoblast lowest stock price was $12.66 and its highest was $21.50 in the past 12 months.
    What is Mesoblast’s market cap?
    Mesoblast’s market cap is $2.21B.
      When is Mesoblast’s upcoming earnings report date?
      Mesoblast’s upcoming earnings report date is Sep 02, 2026 which is in 42 days.
        How were Mesoblast’s earnings last quarter?
        Mesoblast released its earnings results on Feb 25, 2026. The company reported -$0.311 earnings per share for the quarter, missing the consensus estimate of -$0.07 by -$0.241.
          Is Mesoblast overvalued?
          According to Wall Street analysts Mesoblast’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Mesoblast pay dividends?
            Mesoblast does not currently pay dividends.
            What is Mesoblast’s EPS estimate?
            Mesoblast’s EPS estimate is -0.04.
              How many shares outstanding does Mesoblast have?
              Mesoblast has 129,686,280 shares outstanding.
                What happened to Mesoblast’s price movement after its last earnings report?
                Mesoblast reported an EPS of -$0.311 in its last earnings report, missing expectations of -$0.07. Following the earnings report the stock price went up 0.059%.
                  Which hedge fund is a major shareholder of Mesoblast?
                  Currently, no hedge funds are holding shares in MESO
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Mesoblast

                    Mesoblast Limited is a biopharmaceutical firm dedicated to the development and commercialization of allogeneic cell-based therapies. Its global presence extends across the United States, Australia, Singapore, the United Kingdom, and Switzerland. The company addresses a broad spectrum of medical conditions, including cardiovascular, spinal orthopedic disorders, oncology, hematology, and immune-mediated and inflammatory diseases. At the core of its innovation is a proprietary regenerative medicine platform utilizing specialized mesenchymal lineage cells. Currently, several of Mesoblast's leading product candidates are undergoing Phase III clinical trials: remestemcel-L, designed for severe, steroid-refractory acute graft versus host disease and acute respiratory distress syndrome associated with COVID-19; Rexlemestrocel-L, aimed at advanced chronic heart failure; and MPC-06-ID, intended for chronic low back pain stemming from degenerative disc disease. Additionally, MPC-300-IV is being developed for biologic-refractory rheumatoid arthritis and diabetic nephropathy. The company has cultivated strategic partnerships to advance its pipeline and market reach. These collaborations include Tasly Pharmaceutical Group for the distribution of MPC-150-IM (heart failure) and MPC-25-IC (heart attacks) in China; JCR Pharmaceuticals Co. Ltd. for therapies addressing wound healing in patients with epidermolysis bullosa; and Grünenthal for the development and commercialization of cell therapy solutions for chronic low back pain. Mesoblast Limited was established in 2004 and maintains its headquarters in Melbourne, Australia.

                    Mesoblast (MESO) Earnings & Revenues

                    Similar Stocks
                    Company
                    Price & Change
                    Follow
                    Sarepta Therapeutics
                    Cogent Biosciences
                    Adaptive Biotechnologies
                    Harmony Biosciences Holdings
                    Immunocore Holdings

                    Ownership Overview

                    26.15%<0.01%0.25%73.12%
                    26.15% Insiders
                    0.25% Other Institutional Investors
                    73.12% Public Companies and
                    Individual Investors
                    Popular Stocks