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Mesoblast Limited

NASDAQ•MESO
CEO: Dr. Silviu Itescu FACP, FACRA, FRACP, MBBS (Hons)
セクター: Healthcare
業種: Biotechnology
上場日: 2010-01-20
Mesoblast Limited engages in the development of regenerative medicine products in Australia, the United States, Singapore, and Switzerland. Its proprietary regenerative medicine technology platform is based on specialized cells known as mesenchymal lineage cells. The company offers Remestemcel-L that is in Phase III clinical trials for the treatment of systemic inflammatory diseases, including steroid refractory acute graft versus host disease and biologic refractory inflammatory bowel disease, as well as Crohn's disease; and Remestemcel-L, which is in Phase III clinical trials to treat chronic heart failure and chronic low back pain due to degenerative disc disease. It is also developing MPC-300-IV to treat biologic refractory rheumatoid arthritis diabetic nephropathy. It has strategic partnerships with Tasly Pharmaceutical Group to offer MPC-150-IM for the treatment or prevention of chronic heart failure and MPC-25-IC for the treatment or prevention of acute myocardial infarction; JCR Pharmaceuticals Co. Ltd. to treat wound healing in patients with epidermolysis bullosa and for the treatment of neonatal hypoxic ischemic encephalopathy; and Grünenthal to develops and commercializes cell therapy for the treatment of chronic low back pain. The company was incorporated in 2004 and is headquartered in Melbourne, Australia.
連絡先情報
55 Collins Street, Level 38, Melbourne, VIC, 3000, Australia
61-3-9639-6036
www.mesoblast.com
時価総額
$1.88B
PER (TTM)
-18.7
19.7
配当利回り
--
52週高値
$21.50
52週安値
$9.61
52週レンジ
42%
順位60Top 89.2%
2.1
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 2.1 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$7.02M+458.55%
直近4四半期の推移

EPS

-$0.21-16.00%
直近4四半期の推移

フリーCF

-$14.94M+17268.02%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Total Revenue Jumps 191% Total revenues reached $17.2M in FY2025, up 191% from $5.9M in FY2024, driven by Ryoncil launch activities.
Ryoncil Commercial Launch Success Recognized $11.3M in net product sales from Ryoncil launch starting March 2025; 25 transplant centers onboarded.
Strengthened Cash Position Cash reserves increased to $161.6M by June 30, 2025, supported by $161.0M capital raise completed in January 2025.
R&D Expenses Decrease R&D expenses fell 12% to $34.8M in FY2025, primarily due to reversal of pre-launch inventory provision upon approval.

リスク要因

Continued Operating Losses Expected Incurred accumulated losses of $1.01B since inception; anticipates substantial operating losses for the foreseeable future.
Commercialization Success Dependence Business success substantially dependent on Ryoncil sales until next product candidate achieves regulatory approval and market acceptance.
Manufacturing Supply Chain Reliance Relies on contract manufacturer Lonza for commercial scale production; disruptions could severely affect operations and costs.
Regulatory Hurdles Remain High Novel cell therapy development faces high failure rates, complex regulatory requirements, and potential clinical delays impacting timelines.

見通し

Advance Ryoncil Label Expansion Plans pivotal controlled study for Ryoncil in high-risk adult SR-aGVHD patients, targeting label extension opportunities.
Finalizing Debt Refinancing Plans In advanced stages of finalizing plans to refinance existing debt arrangements within the next twelve months to address repayments.
Progress Revascor Development Seeking accelerated approval pathway for Revascor (HFrEF); alignment achieved with FDA on CMC and trial design components.
Focus on Core Strategic Imperatives Strategy centers on optimizing disruptive technology platform, prioritizing late-stage portfolio, and strengthening intellectual property estate.

同業比較

売上高 (TTM)

SRPT stock ticker logoSRPT
$2.20B
+15.6%
GLPG stock ticker logoGLPG
$1.26B
+303.5%
TVTX stock ticker logoTVTX
$490.73M
+110.5%

粗利益率 (最新四半期)

NUVB stock ticker logoNUVB
99.0%
+182.9pp
LQDA stock ticker logoLQDA
94.2%
+29.3pp
QURE stock ticker logoQURE
92.2%
+33.9pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
IBRX$9.25B-25.364.3%175.0%
COGT$6.01B-7.6-100.2%27.0%
CELC$5.19B-30.9-179.0%67.3%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
64.5%
高成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
0%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年9月2日
|
EPS:-$0.06
|
売上高:$75.40M
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損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし