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6-K ·Filed Apr 8, 2026

MEOBF

MESOBLAST LTD
BULLISH
Impact 7/10
Horizonimmediate Processed6mo ago SEC0001345099-26-000041
Notable filing: 6-K
Actionable Insight ▲ Bullish

The strong sales performance of Ryoncil, particularly the US$30.3 million in the March quarter and approaching $100 million in cumulative revenue, indicates successful market adoption of this first FDA-approved MSC therapy. This revenue strengthens Mesoblast's balance sheet and provides funding for label extensions and late-stage programs. The upcoming R&D Day may provide additional insights into the company's growth strategy and pipeline.

DirectionBullish
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d ⚠ clustered
MEOBF ▼ -3.13% at T+60d
LONG call ✗ call lost -3.13% · α vs SPY -13.58% · entry $1.60 → $1.55
Entry = T+0 close
Apr 8, 2026
via day close
T+1d
0.00%
call 0.00% · α -0.57%
$1.60
settled 7mo ago
T+5d
0.00%
call 0.00% · α -3.52%
$1.60
settled 7mo ago
T+20d
+6.25%
call +6.25% · α -2.29%
$1.70
settled 6mo ago
T+60d
-3.13%
call -3.13% · α -13.58%
$1.55
settled 4mo ago

Price Chart

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Executive Summary

Mesoblast Limited announced strong net sales of US$30.3 million for Ryoncil in the March quarter, with revenue approaching US$100 million since launch. This successful first-year performance strengthens the company's balance sheet and supports its pipeline development.

Key Facts

  • Ryoncil net sales were US$30.3 million for the quarter ended March 31, 2026
  • Revenue generated during the first year of Ryoncil launch approaches US$100 million
  • Strong sales in February and March offset holiday seasonality in January
  • Ryoncil is the first FDA-approved mesenchymal stromal cell (MSC) therapy for children under age 12 with steroid-refractory acute graft-versus-host disease (SR-aGvHD)

Financial Impact

US$30.3 million in net sales for the quarter, with cumulative revenue approaching US$100 million since launch

revenue

Risk Factors

  • The revenue figures are based on management's initial analysis and are subject to completion of financial closing procedures and audit
  • Future performance may differ from current results

Market Snapshot

Exchange
OTC
Sector
Biological Products, (No Diagnostic Substances)

Investment Themes

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001345099-26-000041
Exhibit: exhibit991ryoncilsalesup.htm0001345099-26-000041
Document: 0001345099-26-000041-index-headers.html0001345099-26-000041
Document: 0001345099-26-000041-index.html0001345099-26-000041
Document: 0001345099-26-000041.txt0001345099-26-000041
8 reports for MEOBF
Performance horizon
60% Hit rate @ T+20 3 of 5 directional calls Went positive at some point 4 of 5 best @ T+60▲ +22.58%Jun 10, 2026
Filters
Rows
Reports for MEOBF — sortable, filterable
TypeNow
Jun 10, 2026
19w ago
6-K
BULLISH ★ 6/10
$1.55 $1.55· 0.00%▼ −3.89%$1.32 (−14.84%)
Apr 30, 2026
25w ago
6-K
BULLISH ★ 6/10
$1.70 $1.70· 0.00%▼ −5.23%$1.32 (−22.35%)
Apr 16, 2026
27w ago
6-K
NEUTRAL ★ 3/10
$1.60 $1.70▲ +6.25%▲ +0.88%$1.32 (−17.50%)
Apr 15, 2026
27w ago
6-K
BULLISH ★ 6/10
$1.60 $1.70▲ +6.25%▲ +0.21%$1.32 (−17.50%)
Apr 8, 2026
28w ago
6-K
BULLISH ★ 7/10
$1.60 $1.70▲ +6.25%▼ −2.29%$1.32 (−17.50%)
Apr 8, 2026
28w ago
6-K
BULLISH ★ 7/10
$1.60 $1.70▲ +6.25%▼ −2.29%$1.32 (−17.50%)
Apr 8, 2026
28w ago
6-K
BULLISH ★ 7/10
$1.60 $1.70▲ +6.25%▼ −2.29%$1.32 (−17.50%)
Apr 8, 2026
28w ago
6-K
NEUTRAL ★ 2/10
$1.60 $1.70▲ +6.25%▼ −2.29%$1.32 (−17.50%)
Showing 8 of 8

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Report published Apr 8, 2026