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Mesoblast Ltd.

Mesoblast Ltd. is a clinical development company leveraging its proprietary core adult stem cell technologies, which include the Mesenchymal Precursor Cell (MPC) and culture-expanded Mesenchymal Stem Cell (MSC) platform technologies, Dental Pulp Stem Cells and expanded Hematopoietic Stem Cells. The company's cardiovascular and neurologic product pipeline is being developed in partnership with Teva Pharmaceutical Industries Ltd. Mesoblast Ltd's subsidiaries include Mesoblast Inc., Mesoblast International SA, Mesoblast Australia Pty Ltd and Mesoblast UK Ltd.

Expert Comments:

Henry McCusker, Regenerative Medicine Investors (3/19/15)
"Mesoblast Ltd. was selected by the Japan External Trade Organization (JETRO) for access to potential investment incentives across all levels of government in Japan, where it will receive a specially tailored market and government incentive roadmap. . .the selection of Mesoblast by JETRO as the only regenerative medicine company to receive investment priority status will drive commercial opportunity in Japan and future strategic partners."

"Mesoblast is continuing the development of Prochymal in refractory Crohn's disease. It has been conditionally approved in 2012 in Canada and New Zealand for the treatment of acute graft-versus-host disease in steroid-refractory pediatric patients, and should be deployed in major markets relatively soon, including in Japan, where it is developed by Mesoblast's partner there. I think Prochymal, for this particular indication and for this particular patient population, will be one of the first stem cell therapies to hit the market. . .there is no flaw in terms of the company's fundamental technology; that technology is rock solid. In terms of practical application, the company is solid as well. If we look at the portfolio of Mesoblast indications, there are several disease areas. The company has immunology, oncology, orthopedics and cardiovascular, and in each one of these indications—all of which are major—you have Phase 2 and Phase 3 programs in progress. The essential question we have to ask is, 'What is the real valuation for a company with a portfolio like this?' If we were talking about monoclonal antibodies, the valuation of this company would be significantly more than $10B. If we were looking at comparable pharmas, it would be even bigger." read more >

Jason Kolbert, Maxim Group (2/18/15)
"Mesoblast Ltd. highlighted results from the 'Protocol 275' study. The study (which extended enrollment through a pediatric expanded access program) continue to show a clear and meaningful survival benefit among responding pediatric bone marrow transplant recipients. . .we believe that MSC-100IV (Prochymal) will not only be approved in children, but also ultimately adults, and that it will save lives. This is orphan- and fast-track status, and the drug could be on the market in the next two years as a commercial product in the U.S., in our opinion."

Henry McCusker, Regenerative Medicine Investors (2/10/15)
"Mesoblast Ltd. has been granted a key patent by the U.S. Patent and Trademark Office covering its proprietary mesenchymal precursor cell (MPC) technology for use in the treatment of degenerated intervertebral discs. . .a Phase 3 program using the company's MPCs has been initiated in the U.S. in patients with chronic discogenic low back pain."

Jason Kolbert, Maxim Group (1/15/15)
"Mesoblast Ltd. announced yesterday the start of the Phase 3 trial in chronic lower back pain due to degenerative disc disease. . .the trial is designed with a composite endpoint that measures decreased pain, improved function and necessary medical intervention. . .we see this as good news that is within our expected time frame."

Kevin DeGeeter, Ladenburg Thalmann (12/12/14)
"On Dec. 11, 2014, Mesoblast Ltd.'s partner for development of mesenchymal precursor cells for cardiovascular disease, Teva Pharmaceutical Industries Ltd., held an analyst meeting to provide an outlook for 2015, including an overview of research and development priorities. We believe the presentation significantly derisks development of Mesoblast's cardiovascular franchise and removes a potential overhang from the company's shares."

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