Mesoblast Limited

Informe acción NasdaqGS:MESO

Capitalización de mercado: US$1.8b

Mesoblast Dirección

Dirección controles de criterios 3/4

El CEO de Mesoblast es Silviu Itescu , nombrado en Jan 2004, tiene una permanencia de 22.33 años. compensación anual total es $5.56M, compuesta por 9.1% salario y 90.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 5.41% de las acciones de la empresa, por valor de $99.90M. La antigüedad media del equipo directivo y de la junta directiva es de 5.4 años y 5.2 años, respectivamente.

Información clave

Silviu Itescu

Chief Executive Officer (CEO)

US$5.6m

Compensación total

Porcentaje del salario del CEO9.13%
Permanencia del CEO22.3yrs
Participación del CEO5.4%
Permanencia media de la dirección5.4yrs
Promedio de permanencia en la Junta Directiva5.2yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha Apr 08

Why Mesoblast's Move Into DMD Warrants A Speculative Buy (Upgrade)

Summary Mesoblast (MESO) is upgraded to a speculative Buy as Ryoncil outperforms in pediatric SR-aGVHD and advances rapidly into a registrational DMD trial. Ryoncil’s DMD opportunity is underappreciated, with a modeled $2B peak sales and $1.18B risk-adjusted NPV, enabled by FDA confidence in its safety profile. SR-aGVHD remains a niche but high-margin market, with Ryoncil nearing $100M in sales and strong launch adoption, though adult expansion faces competition. MESO maintains a three-year cash runway, with pipeline developments in chronic low back pain and heart failure offering option value despite commercial constraints. Read the full article on Seeking Alpha
Seeking Alpha Feb 15

Mesoblast: Ryoncil Approval Overshadowed By Commercial Hurdles

Summary Mesoblast stock surged after FDA approval of Ryoncil for SR-aGVHD, but market size is limited with NPV of ~$400M vs $2.33B market cap. Ryoncil faces commercialization challenges: second-line therapy position, manufacturing scalability issues, and pricing concerns ($500K-$1M per patient). Rexlemestrocel-L for chronic back pain has $1.2B NPV but enters crowded market; Phase 3 results expected late 2026. Heart failure program missed endpoints; likely needs new Phase 3 trial, making commercial prospects years away. Maintain "sell" rating as valuation prices in perfect execution across high-risk programs, though Ryoncil approval marks an important milestone. Read the full article on Seeking Alpha
Seeking Alpha Dec 19

Mesoblast Finally Gets Its Approval In GVHD: Where Now?

Summary Mesoblast Limited's Remestemcel-L has been approved for treating acute graft-versus-host disease, driving recent share price momentum and a potential market cap of $2 billion. The company is preparing for a rapid commercial launch of Remestemcel-L, while also advancing Rexlemestrocel-L for chronic lower back pain and heart failure. Despite the promising approval, MESO faces competition from ruxolitinib and uncertainties in pricing, market penetration, and future approvals, posing risks to the investment thesis. With substantial cash burn and potential capital raises on the horizon, MESO's current valuation may be overhyped, warranting a cautious investment approach. Read the full article on Seeking Alpha
Seeking Alpha Sep 30

Mesoblast: Undervalued Due To Remestemcel-L's Substantial Growth Potential

Summary Mesoblast Limited is advancing innovative cellular therapies, with Remestemcel-L for pediatric SR-aGVHD nearing FDA approval and a PDUFA date set for January 2025. Positive Phase 3 results indicate that Remestemcel-L significantly improves response rates and survival in pediatric patients. Additionally, Mesoblast's pipeline includes late-stage therapies for chronic low back pain and heart failure, both of which are showing promising results and are nearing regulatory approval. MESO appears significantly undervalued compared to its potential, with a strong cash position and strategic partnerships to support upcoming product launches. Despite regulatory and market adoption risks, MESO's upside potential justifies a “Strong Buy” rating for investors familiar with these risks. Read the full article on Seeking Alpha
Seeking Alpha Jul 22

Mesoblast: Rolling The Dice On Cellular Medicines

Summary Mesoblast is developing two key cellular medicines: rexlemestrocel-L and remestemcel-L, targeting serious diseases. Rexlemestrocel-L is in Phase 3 trials for heart failure and chronic back pain but faces inconsistency in efficacy data. Remestemcel-L's approval for SR-aGVHD has been denied twice, with a third submission currently pending. Despite interesting technology, Mesoblast's high operational and financial risks outweigh potential returns, leading to a "Sell" recommendation. Read the full article on Seeking Alpha
Seeking Alpha Apr 10

Mesoblast Limited: Back From The Dead

Summary Mesoblast Limited has been on a major run recently as its cell therapy candidate is back on track towards potential approval. The company has some upcoming potential catalysts in the quarters ahead and is advancing its pipeline on several fronts. However, given the company is headquartered overseas, it garners slight coverage from Wall Street and has consistently disappointed longer-term investors over the years. An analysis around Mesoblast follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Aug 31

Mesoblast GAAP EPS of -$0.14, revenue of $10.21M

Mesoblast press release (NASDAQ:MESO): FY GAAP EPS of -$0.14. Revenue of $10.21M (+36.9% Y/Y). BLA resubmission to FDA expected by the end of Q3 CY2022. As of June 30, 2022, cash was $60.4M, with pro-forma $105.5M after raising gross proceeds of $45M via a private placement in August 2022.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Silviu Itescu en comparación con los beneficios de Mesoblast?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025n/an/a

-US$94m

Sep 30 2025n/an/a

-US$98m

Jun 30 2025US$6mUS$508k

-US$102m

Mar 31 2025n/an/a

-US$103m

Dec 31 2024n/an/a

-US$103m

Sep 30 2024n/an/a

-US$96m

Jun 30 2024US$2mUS$505k

-US$88m

Mar 31 2024n/an/a

-US$82m

Dec 31 2023n/an/a

-US$73m

Sep 30 2023n/an/a

-US$81m

Jun 30 2023US$1mUS$673k

-US$82m

Mar 31 2023n/an/a

-US$81m

Dec 31 2022n/an/a

-US$84m

Sep 30 2022n/an/a

-US$86m

Jun 30 2022US$1mUS$697k

-US$91m

Mar 31 2022n/an/a

-US$92m

Dec 31 2021n/an/a

-US$97m

Sep 30 2021n/an/a

-US$97m

Jun 30 2021US$2mUS$757k

-US$99m

Mar 31 2021n/an/a

-US$109m

Dec 31 2020n/an/a

-US$98m

Sep 30 2020n/an/a

-US$97m

Jun 30 2020US$2mUS$697k

-US$78m

Mar 31 2020n/an/a

-US$66m

Dec 31 2019n/an/a

-US$76m

Sep 30 2019n/an/a

-US$76m

Jun 30 2019US$1mUS$709k

-US$90m

Compensación vs. Mercado: La compensación total ($USD5.56M) de Silviu está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD5.53M).

Compensación vs. Ingresos: La compensación de Silviu ha aumentado mientras la empresa no es rentable.


CEO

Silviu Itescu (68 yo)

22.3yrs
Permanencia
US$5,560,252
Compensación

Dr. Silviu Itescu, MBBS (Hons), FRACP, FACP, FACRA, FTSE has been the Chief Executive Officer and Managing Director of Mesoblast Limited since 2011. Prof. Itescu is the Chief Executive Officer at Mesoblast...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Silviu Itescu
Founder22.3yrsUS$5.56m5.41%
$ 99.9m
Eric Rose
Chief Medical Officer & Executive Director4.3yrsUS$3.04m0.11%
$ 2.0m
James O'Brien
Chief Financial Officerless than a yearsin datossin datos
Paul Hughes
Global Head of Corporate Communications & Joint Company Secretary5.4yrssin datossin datos
Paul Simmons
Scientific Advisor to the Chief Executive Officer15.3yrssin datossin datos
Geraldine Storton
Head of Regulatory Affairs & Quality Managementno datasin datossin datos
Daniel Devine
Head of Special Projectsno datasin datossin datos
Justin Horst
Head of Manufacturingno datasin datossin datos
Fiona See
Senior VP & Head of Translational Researchno datasin datossin datos
Marcelo Santoro
Chief Commercial Officerno datasin datossin datos
Teresa Montagut
Head of Clinical Development & Medical Affairsless than a yearsin datossin datos
Niva Sivakumar
Joint Company Secretary6.6yrssin datossin datos
5.4yrs
Permanencia media
67yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de MESO es experimentado (5.4 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Silviu Itescu
Founder18.9yrsUS$5.56m5.41%
$ 99.9m
Eric Rose
Chief Medical Officer & Executive Director13.1yrsUS$3.04m0.11%
$ 2.0m
Philip Facchina
Independent Non-Executive Chair of the Board5.2yrsUS$146.03k0.95%
$ 17.6m
William Burns
Independent Non-Executive Vice Chairman12.2yrsUS$182.54k0.017%
$ 322.3k
Henry Krum
Member of Scientific Advisory Boardno datasin datossin datos
Joseph Lane
Member of Scientific Advisory Boardno datasin datossin datos
Robert Graham
Member of Scientific Advisory Boardno datasin datossin datos
Lynette Cobley
Independent Non-Executive Director1.1yrsUS$30.70k0.0049%
$ 89.7k
Jane Bell
Independent Non-Executive Director3.8yrsUS$249.42k0.048%
$ 886.7k
Richard Gilbert
Member of Scientific Advisory Boardno datasin datossin datos
Stephen Graves
Member of Scientific Advisory Boardno datasin datossin datos
Philip Krause
Non-Independent Non Executive Director4.2yrsUS$999.55k0.044%
$ 819.0k
5.2yrs
Permanencia media
68yo
Promedio de edad

Junta con experiencia: La junta directiva de MESO se considera experimentada (5.2 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 12:07
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2025/12/31
Ingresos anuales2025/06/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Mesoblast Limited está cubierta por 22 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John HesterBell Potter
Stuart RobertsBell Potter
Matthew PriorBofA Global Research