Mesoblast (MESO)

• Market cap: $1.31B
• 1 day: -4.10%
• 5 days: -3.29%
• 1 month: -26.26%
• 3 months: -43.02%
• 6 months: 6.53%
• Year to date: -50.12%
• 1 year: 85.90%
• 5 years: -18.54%
• 10 years: -36.62%
• Sector: Healthcare
• Industry: Biotechnology

About: Mesoblast Ltd is a biotechnology company. It uses its proprietary technology platform to develop and commercialize allogeneic cellular medicines to treat complex diseases resistant to conventional standards of care and where inflammation plays a central role. The company's product candidates include; Ryoncil (remestemcel-L) for the treatment of steroid refractory acute graft versus host disease as well as for the treatment of moderate to severe acute respiratory distress syndrome; Revascor (rexlemestrocel-L) for the treatment of chronic heart failure; and Rexlemestrocel-L for chronic low back pain. The company is managed as one operating segment, being the development of cell technology platform for commercialization.

Employees: 73

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

382% more capital invested

Capital invested by funds: $12.4M [Q3] → $59.9M (+$47.5M) [Q4]

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

40% more funds holding

Funds holding: 43 [Q3] → 60 (+17) [Q4]

0.13% more ownership

Funds ownership: 0.14% [Q3] → 0.26% (+0.13%) [Q4]

2% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $26.1M

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $24 133% upside
• Avg. target: $24 133% upside
• High target: $24 133% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Piper Sandler Edward Tenthoff 12% 1-year accuracy 4 / 33 met price target

133% upside $24

Overweight Reiterated

7 Feb 2025