Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

Mesoblast (MSB AU): Secures New Fund Amid Ongoing Commercialization of Ryoncil and Pipeline Progress

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S&P/​​​​​​​​​ASX Index Rebalance Preview: Changes Stable as Adds Outperform Deletes Bigly

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/mesoblast-ltd" target="_blank" data-smartkarma-citation="entities:769:1" rel="noopener">Mesoblast Ltd (MSB AU)</a> reported $13.2M revenue from Ryoncil since its launch on March 28 through June 30. With full treatment cost of $1.55M, Ryoncil pricing has been reasonably set.</li>
<li>With mandatory CMS coverage becoming effective on July 1 in all U.S. states and Mesoblast completing onboarding of the remaining major U.S. transplant centers, Ryoncil revenue is expected to accelerate.</li>
<li>As of June 30, 2025, Mesoblast had cash balance of $162M. Considering cash burn of $16.6M for the latest quarter, the company has an estimated funding available for ~10 quarters.</li>
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Mesoblast Ltd (MSB AU) reported $13.2M revenue from Ryoncil since its launch on March 28 through June 30. With full treatment cost of $1.55M, Ryoncil pricing has been reasonably set.
With mandatory CMS coverage becoming effective on July 1 in all U.S. states and Mesoblast completing onboarding of the remaining major U.S. transplant centers, Ryoncil revenue is expected to accelerate.
As of June 30, 2025, Mesoblast had cash balance of $162M. Considering cash burn of $16.6M for the latest quarter, the company has an estimated funding available for ~10 quarters.


Mesoblast (MSB AU): Ryoncil Starts on a High Note- A Step Toward Profitable Growth