Mesoblast Limited
NASDAQ•MESO
執行長: Dr. Silviu Itescu FACP, FACRA, FRACP, MBBS (Hons)
板塊: Healthcare
行業: Biotechnology
上市日期: 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.
聯絡資訊
市值
$2.02B
本益比 (TTM)
-19.7
17.8
股息率
--
52周最高
$21.50
52周最低
$9.61
52周範圍
排名60Top 89.2%
2.1
F-Score
改良版 Piotroski 分析
基於 10 年期基本面
疲弱 • 2.1 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2016-2025
財務儀表板
Q4 2025 數據
營業收入
$7.02M+458.55%
近4季度走勢
每股收益
-$0.21-16.00%
近4季度走勢
自由現金流
-$14.94M+17268.02%
近4季度走勢
2025 Annual 財報亮點
核心亮點
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.
關注風險
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.
未來展望
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.
同行對比
營業收入 (TTM)
$2.20B
$1.26B
$490.73M
毛利率 (最新季度)
101.7%
99.0%
92.2%
關鍵指標
股票代碼 | 市值 | 本益比 (TTM) | 股東權益報酬率 (TTM) | 負債率 |
|---|---|---|---|---|
| IBRX | $9.21B | -25.2 | 64.3% | 175.0% |
| COGT | $6.08B | -7.7 | -100.2% | 27.0% |
| CELC | $5.33B | -31.7 | -179.0% | 67.3% |
長期趨勢
近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
64.5%
高速增長
4季度淨利複合增長率
N/M
盈利狀態轉變
現金流穩定性
0%
現金流需要關注
深度研究
下次財報:2026年9月2日
每股收益:-$0.06
|營業收入:$75.40M
財務數據
電話會議
財務報告
新聞
損益表
資產負債表
現金流量表
財務比率
變化率
損益表 | 過去12個月 |
|---|
無資料