Mesoblast Limited · ASX:MSB

Mesoblast — Q3 FY2018 Earnings Presentation

17 slides from Mesoblast's earnings presentation, May 31, 2018

  1. Slide 1: Financial Results for the Quarter Ended March 31, 2018

    For personal use only Financial Results for the Quarter Ended March 31, 2018 May 2018 Nasdaq: MESO ASX:MSB

  2. Slide 2: Cautionary Note Regarding Forward-Looking Statements

    For personal use only CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This presentation includes forward-looking statements that relate to future events or our future financial performance and involve known and unknown risks, uncertainties and other factors that may cause our actual results, le

  3. Slide 3: Committed to bringing disruptive cellular medicines to market

    For personal use only Mesoblast is committed to bringing to market disruptive cellular medicines to treat serious and life-threatening illnesses.

  4. Slide 4: Premier global cellular medicines company

    Premier global cellular medicines company For personal use only Disruptive Technology Industrial Scale Multiple Revenue Platform1 Manufacturing Generating Products & Phase 3 Assets • Immuno-selected, culture • Unique cell properties enable • 2 approved products expanded cellular medicines large scal

  5. Slide 5: Clinical pipeline and products commercialized by licensees

    Clinical pipeline and products commercialized by licensees For personal use only PLATFORM PRODUCT THERAPEUTIC AREA APPROVAL COMMERCIAL RIGHTS MARKETED  MSC TEMCELL® Acute GVHD Japan Only (Bone Marrow) HS Inj1 MSC (Adipose) Alofisel2 Perianal Fistula  World Wide PRODUCT PRE-CLINICAL PLATFORM THERAP

  6. Slide 6: Financials

    For personal use only Financials

  7. Slide 7: Cash position and cash flows for the nine months ending March 31, 2018

    Q3 FY18 Cash position and cash flows for the nine months ending March 31, 2018 (US$m) For personal use only March 31, 2018 March 31, 2017 $Change %Change Operating net cash (outflows)/inflows (54.8) (72.0) 17.2 24% Investing net cash (outflows)/inflows (0.7) 0.1 (0.8) NM Financing net cash inflows 6

  8. Slide 8: Profit and Loss for the nine months ending March 31, 2018 (revenue)

    Q3 FY18 Profit and Loss for the nine months ending March 31, 2018 (US$m) For personal use only For the nine months ending March 31, 2018 March 31, 2017 $Change % Revenue 15.6 1.8 13.8 NM Research and Development (48.4) (43.0) (5.4) (13%) Manufacturing Commercialization (3.4) (10.9) 7.5 69% Managemen

  9. Slide 9: Profit and Loss for the nine months ending March 31, 2018 (loss)

    Q3 FY18 Profit and Loss for the nine months ending March 31, 2018 (US$m) For personal use only For the nine months ending March 31, 2018 March 31, 2017 $Change % Revenue 15.6 1.8 13.8 NM Research and Development (48.4) (43.0) (5.4) (13%) Manufacturing Commercialization (3.4) (10.9) 7.5 69% Managemen

  10. Slide 10: Disruptive cellular medicine technology

    Disruptive cellular medicine technology For personal use only • STRO-1+ Mesenchymal Precursor Cells (MPCs) are at the apex of the hierarchy of Mesenchymal Lineage • STRO-1/STRO-3 immuno-selection provides a homogeneous population of MPCs with receptors that respond to activating inflammation and dam

  11. Slide 11: Global IP estate provides substantial competitive advantage

    Global IP estate provides substantial competitive advantage For personal use only • ~800 Patents and patent applications (69 Patent families) across all major jurisdictions • Covers composition of matter, manufacturing, and therapeutic applications of MLCs • Provides strong commercial protection for

  12. Slide 12: Industrial scale manufacturing

    Industrial scale manufacturing For personal use only • Immune privileged cellular technology platform enables allogeneic ‘off the shelf’ product candidates • Scalable culture expansion sufficient to produce anticipated commercial quantities • Proprietary media formulations, advances in development o

  13. Slide 13: The 21st Century Cures Act (RMAT)

    The 21st Century Cures Act (Cures Act) Regenerative Medicine Advanced Therapies (RMAT) For personal use only • Cellular medicines may be designated as regenerative advanced therapies, if they are intended to treat, modify, reverse, or cure a serious or life-threatening disease or condition, and ther

  14. Slide 14: Clinical pipeline

    Clinical pipeline For personal use only PRODUCT PRE-CLINICAL PLATFORM THERAPEUTIC AREA PHASE 2 PHASE 3 COMMERCIAL RIGHTS CANDIDATE / PRE- IND IN DEVELOPMENT MSC MSC-100-IV Acute GVHD FDA Fast Track Advanced HF (Class II & III) MPC MPC-150-IM End-Stage HF (Class III & IV)1 FDA RMAT TIER 1 MPC MPC-06-

  15. Slide 15: CY 2018 corporate milestones

    CY 2018 corporate milestones For personal use only MSC-100-IV for Acute Graft versus Host Disease • Successfully met Day 28 primary end point pediatric Phase 3 trial (Q1 CY18)  • Day 100 survival/safety data pediatric Phase 3 trial (Q2 CY18) • Day 180 survival/safety data pediatric Phase 3 trial (Q

  16. Slide 16: Questions

    For personal use only Questions

  17. Slide 17: Thank you

    For personal use only Thank you

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