Mesoblast shares surge 60% in a year. Have investors missed the boat?

Find out if the company is set to experience more growth.

| More on:
A doctor or medical expert in COVID protection adjusts her glasses, indicating growth or strong share price movement in ASX medical, biotech and health companies

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Key points

  • Mesoblast shares are up 59.59% over the year, recovering from a 45% crash earlier this year due to tariff impacts, with shares currently trading at $2.32.
  • The company reported a 69% increase in quarterly net revenue for Ryoncil® and received a J-Code approval, not subjected to recent tariffs, while planning to expand Ryoncil's use to broader markets.
  • Analysts are optimistic, with 6 out of 7 rating Mesoblast as a strong buy.     

Mesoblast Ltd (ASX: MSB) shares are climbing higher again on Tuesday morning. At the time of writing, the regenerative medicine company's share price is 1.31% higher and changing hands at $2.32 a piece.

Over the past six months, the stock has climbed an incredible 34.1%. Over the year, the shares have skyrocketed 59.59% higher. The impressive gains have helped offset the 45% share price crash in February and March this year. This was amid a fallout from US President Donald Trump's 100% tariff on pharmaceutical drugs, which smashed ASX shares. 

It's an impressive resurgence, but now investors are questioning whether the buying opportunity is still there. Or if they've missed the boat?

Is Mesoblast well-positioned for more growth?

In late October, the company announced its earnings for the September quarter. It revealed an impressive 69% quarter-on-quarter increase in net revenue from its Ryoncil® product. It also revealed an impressive 60% net revenue surge from the previous quarter.

Mesoblast was also recently given a specific Healthcare Common Procedure Coding System (HCPCS) J-Code for its recently approved Ryoncil stem cell therapy from the United States Centers for Medicare & Medicaid Services (CMS). This was a significant milestone for the company.

Mesoblast has also said that its cell therapy products would not be subject to the 100% tariff on pharmaceuticals announced by US President Donald Trump, as they were manufactured in the US.

Going forward, Mesoblast plans to continue expanding Ryoncil®'s approved use into adult SR-aGvHD patients. It's aiming for a pivotal trial with the support of the National Institutes of Health.

The company says it is well-funded and will consider drawing additional capital from its convertible note facility as it continues to grow sales and broaden its cell therapy pipeline for other inflammatory conditions.

Mesoblast also has REVASCOR®, which is used for advanced chronic heart failure, and MPC-06-ID for chronic low back pain due to degenerative disc disease. These cell therapy candidates are towards the latter stages of their clinical trial pipelines. 

Does this mean Mesoblast shares can explode even further?

Investors will be pleased to hear that it's not too late to buy Mesoblast shares. Despite this year's impressive gains, analysts think there is a significant amount of upside potential ahead.

TradingView data shows that out of 7 analysts, 6 have a strong buy rating on the shares. The outlook for its share price is incredibly positive, too. Analysts are forecasting target prices as high as $5.33 per share. This represents a huge 130.55% potential upside at the time of writing.

Broker Bell Potter has a speculative buy recommendation on Mesoblast shares and a price target of $4, which indicates a potential upside of 72.4% at the time of writing. 

Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on Healthcare Shares

Four smiling young medics with arms crossed stand outside a hospital.
Healthcare Shares

How much further upside is there for Mesoblast shares after soaring 23% in a month?

Could FDA approval send this healthcare stock towards further gains?

Read more »

woman in lab coat conducting testing representing biotech
Healthcare Shares

Is this soaring ASX 200 healthcare share just getting started?

If its lead therapy gets US approval, the stock can continue to climb.

Read more »

A happy elderly woman smiles and cheers as she looks at good investment news on her laptop.
Broker Notes

Macquarie forecasts this $3.4 billon ASX healthcare share is set surge 33%

Macquarie tips material outperformance from this ASX healthcare share in 2026.

Read more »

Scientists in a laboratory look at a computer screen with anticipation on their faces representing a potential change in the performance of ASX biotech shares in FY23
Healthcare Shares

Own CSL shares? Here are the key dates for 2026

It's been a bad year for CSL shares. What's ahead in 2026?

Read more »

A graphic of a pink rocket taking off above an increasing chart.
Healthcare Shares

Guess which ASX 300 healthcare share is rocketing 28% on global expansion news

Investors are piling into the ASX 300 healthcare share on Tuesday. Let’s see why.

Read more »

A man in a business suit scratches his head looking at a graph that started high then dips, then starts to go up again like a rollercoaster.
Healthcare Shares

Is Sigma Healthcare share a healthy buy, after hitting new lows?

The Chemist Warehouse merger and ageing population might boost this stock's appeal.

Read more »

A sad looking scientist sitting and upset about a share price fall.
Healthcare Shares

Telix shares fall despite 'significant milestone'

Let's see what the biotech has announced on Monday.

Read more »

A male doctor wearing a white doctor's coat shrugs and holds his hands up to indicate the unimpressive CSL share price as a result of OOVID-19
Healthcare Shares

Here's the earnings forecast out to 2030 for CSL shares

How healthy will the profit growth be in the coming years?

Read more »