Analyst Bullish On Cell Therapy Player Mesoblast, But Cuts Price Target
Analyst Bullish On Cell Therapy Player Mesoblast, But Cuts Price Target
Wednesday, Mesoblast Ltd (NASDAQ:MESO) FY23 results, with revenues of $7.5 million for FY2023, compared to $10.2 million in FY2022, missing the consensus of $7.97 million.
星期三， Mesoblast Ltd 纳斯达克股票代码：MESO）23财年业绩显示，FY2023 的收入为750万美元，而 FY2022 的收入为1,020万美元，未达到共识的797万美元。
The company reported narrower EPS loss of $(0.11), beating the consensus of $(0.57).
该公司报告每股收益亏损幅度较小，为0.11美元，超过市场普遍预期的0.57美元。
Citing solid Q4 earnings, Cantor Fitzgerald reiterates the Overweight rating but lowered the price target from $23 to $17
以第四季度稳健的收益为由， 坎托·菲茨杰拉德 重申增持评级，但将目标股价从23美元下调至17美元
Earlier this month, the FDA issued a complete response letter to Mesoblast's resubmission for remestemcel-L for pediatric steroid-refractory acute graft versus host disease (SR-aGVHD), asking for more data.
本月早些时候，美国食品药品管理局对Mesoblast重新提交的用于儿科类固醇难治性急性移植物抗宿主病（sr-AgvHD）的remestemcel-L发出了完整的回复信，要求提供更多数据。
The lower price target is driven by a lower probability of success assumptions for MESO's pipeline assets.
较低的目标价格是由MESO管道资产的成功概率较低所推动的。
Cantor has updated its model, lowering FY24E and FY25E EPS. The decreases were driven by a pushback on the launch year than previously forecasted.
Cantor 更新了其车型，降低了 FY24E 和 FY25E 每股收益。下降的原因是发布年份的反弹超出了先前的预期。
The analysts Louise Chen, Carvey Leung, Wayne Wu, and Lucas Olson Duffy see a path forward for remestemcel-L, and Mesoblast's late-stage pipeline of cellular drugs for inflammatory diseases is underappreciated.
分析师Louise Chen、Carvey Leung、Wayne Wu和Lucas Olson Duffy认为Remestemcel-L的前进方向，而Mesoblast的炎症性疾病细胞药物产品线被低估了。
The pipeline advancements should move the stock higher.
管道的进展应该会推动该股走高。
Mesoblast will be required to demonstrate the consistency of its product from both a safety and efficacy standpoint. That said, Mesoblast could achieve, and in some cases has already achieved, advantageous RMAT designation (for regenerative medicines) for more of its products, which could accelerate the development timeline.
从安全性和有效性的角度来看，Mesoblast必须证明其产品的一致性。尽管如此，Mesoblast可以为其更多产品实现有利的RMAT认证，在某些情况下已经获得了有利的RMAT认证（用于再生药物），这可能会加快开发时间表。
Price Action: MESO shares are up 12.60% at $1.61 on the last check Thursday.
价格走势： 在周四的最后一张支票中，MESO股价上涨12.60％，至1.61美元。