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 納斯達克股票代碼：MESO）23財年業績顯示，FY2023 的收入爲750萬美元，而 FY2022 的收入爲1,020萬美元，未達到共識的797萬美元。
The company reported narrower EPS loss of $(0.11), beating the consensus of $(0.57).
該公司報告每股收益虧損幅度較小，爲0.11美元，超過市場普遍預期的0.57美元。
Citing solid Q4 earnings, Cantor Fitzgerald reiterates the Overweight rating but lowered the price target from $23 to $17
以第四季度穩健的收益爲由， 坎託·菲茨傑拉德 重申增持評級，但將目標股價從23美元下調至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.
本月早些時候，美國食品藥品管理局對Mesoblast重新提交的用於兒科類固醇難治性急性移植物抗宿主病（sr-AgvHD）的remestemcel-L發出了完整的回覆信，要求提供更多數據。
The lower price target is driven by a lower probability of success assumptions for MESO's pipeline assets.
較低的目標價格是由MESO管道資產的成功概率較低所推動的。
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 更新了其車型，降低了 FY24E 和 FY25E 每股收益。下降的原因是發佈年份的反彈超出了先前的預期。
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.
分析師Louise Chen、Carvey Leung、Wayne Wu和Lucas Olson Duffy認爲Remestemcel-L的前進方向，而Mesoblast的炎症性疾病細胞藥物產品線被低估了。
The pipeline advancements should move the stock higher.
管道的進展應該會推動該股走高。
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.
從安全性和有效性的角度來看，Mesoblast必須證明其產品的一致性。儘管如此，Mesoblast可以爲其更多產品實現有利的RMAT認證，在某些情況下已經獲得了有利的RMAT認證（用於再生藥物），這可能會加快開發時間表。
Price Action: MESO shares are up 12.60% at $1.61 on the last check Thursday.
價格走勢： 在週四的最後一張支票中，MESO股價上漲12.60％，至1.61美元。
譯文內容由第三人軟體翻譯。