Mesoblast Limited (MESO) develops cell-based medicines.
MESO has leveraged its proprietary technology platform based on mesenchymal lineage adult stem cells to establish a portfolio of late-stage product candidates. Its allogeneic cell product candidates target advanced stages of diseases with high and unmet medical needs, including cardiovascular conditions, immunologic and inflammatory conditions, orthopedic disorders, and oncology and hematology conditions.
MESO’s products under the Phase III clinical trials include MPC-150-IM for chronic and end-stage heart failure; MPC-06-ID for chronic low back pain; and MSC-100-IV for acute graft versus host disease in children. It is also developing MPC-300-IV that is in Phase II clinical trials for the treatment of biologic refractory rheumatoid arthritis, and diabetic kidney diseases and type 2 diabetes.
MESO has a collaboration agreement with JCR Pharmaceuticals Co., Ltd. It has operations in the United States, Australia, Singapore, and Switzerland. Mesoblast Limited was founded in 2004 and is headquartered in Melbourne, Australia.
July 6, 2022
RegMed Investors’ (RMi) closing bell: managing risk sometimes means leaving some cash on the table
June 29, 2022
RegMed Investors’ (RMi) closing bell: cell and gene therapy sector trended upward with the pathway was percentage mixed
June 28, 2022
RegMed Investors’ (RMi) closing bell: wrestling with the algorithmic alligators
June 27, 2022
RegMed Investors’ (RMi) closing bell: oversold as volatility ain’t over
June 24, 2022
RegMed Investors’ (RMi) closing bell: cell and gene therapy sector gets a spanking
June 23, 2022
RegMed Investors’ (RMi) closing bell: which way forward? SELL into Strength, come back post earnings
June 22, 2022
RegMed Investors’ (RMi) closing bell: cell and gene therapy sector rises as indexes stumble
June 21, 2022
RegMed Investors’ (RMi) closing bell: sector boomed today, what’s sustainable and for how long?
June 16, 2022
RegMed Investors’ (RMi) closing bell: the rise and fall of the cell and gene therapy space
June 14, 2022
RegMed Investors’ (RMi) closing bell: volatility is truly an expletive, today
35 companies, 1 interpreter!
Insight, foresight and recommendation
Mesoblast (MESO) – January '18 opened at $5.84, slipping in february to $5.50 yet falling to a low of $4.91 followed by an upswing to $5.52 on 2/21. Volume has been low as has platform news. MESO ended the recent quarter with $62.9M. Mesoblast also has a $90M equity facility that can be used over the next two years. Trials include: GVHD, MSC-100-IV: The open-label P3 trial in pediatric patients with steroid-refractory acute GVHD is expected to complete enrollment in 4Q17, with the primary endpoint data (day 28 readout) in 1Q18, followed by day 100 survival data in 2Q18. Heart failure (HF), MPC-150-IM: The P3 study in class II-III HF has enrolled over 400 patients and is on track to complete enrollment (N=600) in 2H18. The P2b study in end-stage HF (Class IV) completed enrollment (N=159) in 3Q17 with data readouts expected in 1Q18 and 3Q18. Disc Degeneration (DD), MPC-06-ID: The P3 (N=360) study is expected to complete enrollment in early 1Q18. The study is evaluating durable pain reduction and functional improvement (aiming for similar results observed in the N=100 P2 study). Rheumatoid Arthritis (RA), MPC-300-IV: Data in the P2 study demonstrated durable efficacy in anti-TNF refractory patients going out to 52 weeks. The totality of the data will be used to design a P3 program, though timing has not been disclosed. Mesoblast's strong IP estate has to be better valued …
buyMy motto … never leave an investor uninformed! I say today what others won’t, so you can do what others can’t.
My name is Henry McCusker; I endorse these opinions under my own name and with a subscription based membership.
Do you have an opinion you would like to share with us? We would like to hear from you.
Please e-mail us at hwm@regmedinvestors.com.
Editor and Publisher ... Henry McCusker enters his tenth (10th) year at RegMed Investors
© 2025 RegMed Investors (regmedinvestors.com), all rights are reserved.
RegMed Investors (RMi) or Regmedinvestors.com content is the intellectual property of Henry McCusker. Any copying, republication or redistribution of RMI’s content, including by framing or similar means, is expressly prohibited without the prior written consent of Scimitar; who also shall not be liable for any errors or delays in content, or for any actions taken in reliance thereon. For additional information on other Scimitar media services or reposting please email hwm@regmedinvestors.com.
The information included above as well as individual companies and/or securities mentioned should be construed as guidance in RMi reviews.
The facts stated and the opinions given in this publication are based on data and information considered to be reliable and have been carefully worked into my qualitative analyses and prognoses. However, no guarantee can be given as to their fairness, accuracy or completeness.
Henry McCusker, the editor and publisher of RegMed Investors does not hold or have positions in securities referred to in this publication.