Companies / MSB

MESOBLAST LIMITED

ASX:MSBPharmaceuticals, Biotechnology & Life Sciences
1.30B shares on issueASX (delayed) · snapshot 11 Sept 20261.41B fully diluted+8.5% if every option and right converts$2.17price · delayed$2.82Bmarket cap · indicative

Today’s holders own 92.2% of what they think they own, once every option and right converts.

Low
Dilution risk

Share count grew 14% in 24 months; 1 cash raise in 24 months; options/rights overhang 8% of shares

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway10.2 quarters of funding
Share-count growth (24m)13.7%
Raise cadence (24m)1 cash raise
Options & rights overhang8.5% of shares
In-the-money supplyno data — no exercise price on record
Pending proposed issuesopen proposed issue (Appendix 3B)

MESOBLAST LIMITED's ordinary share count grew 13.7% between April 2024 and July 2026, reaching 1.30B shares. In the past 24 months, the company completed one capital raise, a placement in January 2025, which brought in A$260.0M. Options and rights on issue represent a potential 110M new shares, or 8.5% of the current share count, none of which are in the money at the current share price. An expiry date for these securities has not been filed. As of June 2026, MESOBLAST LIMITED held A$138.8M in available cash, covering approximately 10.2 quarters of operations. One proposed securities issue (Appendix 3B) is pending, with an expected issue date in December 2026.

AI-generated summary of this page's cited filings · updated 11 Sept 2026
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8.5%
Options & rights overhang
In-the-money supply · no stated strikes
0
Raises · last 12 months
10.2 qtrs
Cash cover · over 4 quarters

Shares on issue — last 2 years

Ordinary shares on issue
Weekly counts from ASX records. Dots mark cash capital raises. Latest count 1.30B per ASX (delayed) (snapshot 11 Sept 2026).
1.15B1.20B1.25B1.30BDec 24Oct 25Sept 26Cash raise · 9 Jan 20251.30B

Cash runway

10.2 qtrs
More than four quarters of funding at the recent spend rate.
Funds operations to about Jan 2029 at the reported spend rate.
$138.7M cash after burn from the quarter ended 30 June 2026 · Runway is computed from Appendix 4C/5B filings and announced raise proceeds. Filed with the quarterly report: $149.8M cash at quarter end (item 4.6), 11.1 qtrs of funding on the company’s own estimate. Our figure above carries the filed quarter-end balance forward at the reported spend rate and adds announced raise proceeds.
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13 quarters on record — Cash runway history
Quarterly cash, net spend and cover trend from every Appendix 4C/5B on record up to 30 June 2026.
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Issuance timeline

Latest 5 filings (Appendix 2A quoted issues, 3G unquoted, 3H cancellations)

DateFormSecurityOn issue, per this filingSource
24 Aug 20263G · unquotedMSB : ORDINARY FULLY PAID1.30BAppendix 3G
20 July 20262A · quoted issueMSB : ORDINARY FULLY PAID1.30BAppendix 2A
20 July 20263G · unquotedMSB : ORDINARY FULLY PAID1.30BAppendix 3G
14 July 20263G · unquotedMSB : ORDINARY FULLY PAID1.29BAppendix 3G
14 July 20262A · quoted issueMSB : ORDINARY FULLY PAID1.30BAppendix 2A
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57 filings on record — Full issuance history
Every quoted and unquoted issue and cancellation on record, plus unquoted securities (Appendix 4.2).
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Capital raises

1 cash raise in the last 24 months · 0 in the last 12 months

$260.0M
Placement
9 Jan 2025
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7 raises on record — Full raise history
Issue price, shares issued, brokers and stated purpose for every raise on record.
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Forward supply

Every dated event on record that could add securities to the register — option expiries to their stated dates and proposed issues over the next 18 months, on one timeline.

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1 dated event on record — Forward supply calendar
Option expiries and proposed issues on one forward timeline, with the securities each could add.
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Placement capacity

How much stock a company can place without asking holders. Listing Rule 7.1 allows 15% of ordinary securities in any 12 months, and every Appendix 3B states how much of it an issue uses.

About 99% of the 15% placement capacity left — about 1% used by Appendix 3B filings in the last 12 months (estimate, as at 2026-09-12). Holder-approved issues and any later ratification are not deducted, so the true headroom can be higher.
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Placement capacity — LR 7.1 / 7.1A
The filings behind the figure: every Appendix 3B in the window with what it says was issued under 7.1 and 7.1A, each row linked to its filing, and how many shares are left.
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Pending proposed issues

1 proposed issue pending — Appendix 3B lodged, securities not yet issued. New shares from these issues are not in the counts above until quoted.
Paid plan
1 pending issue on record — Pending issue detail
Size, price, fees, broker and placement-capacity usage for each pending issue.
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Options & convertible securities

8.5%
Options & rights overhang · of current shares
In-the-money supply · no stated strikes
109.8M
Potential new shares
Nearest expiry
What a price move would switch on

No option supply on record carries an exercise price to pay, so no share price switches any of it on. All 109.8M of it converts on something else — a hurdle that may never be met, or terms the filing does not price.

CodeSecurityTypeExercise priceExpiryOn issueSource
MSBAPWarrantsPrice-triggered885kFiling
MSBAAWarrantsPrice-triggered2.0MFiling
MSBABWarrantsPrice-triggered2.0MFiling
MSBAOWarrantsPrice-triggered15.0MFiling
MSBAIOptionsPrice-triggered89.9MFiling

“Nil” is a stated nil exercise price: nothing is paid to convert. An em dash means the filing names no exercise price at all. Security is read from the filing’s own class description; an em dash there means the description is not one this table labels. One row is one security class, at the number stated in the most recent quotation application that restated it — linked, and dated, in the last column.

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5 option lines on record — In-the-money value & price ladder
What each line is worth in the money today, the price ladder to the next tranche that converts, and the filing description behind every code.
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Director dealings

DateDirectorTypeSharesOptionsOtherValueSource
19 Aug 2026Philip R. KrauseOther875k3Y notice
17 July 2026Dr Silviu ItescuOther1.9M1.9M$2.7M3Y notice
7 July 2026Dr Silviu ItescuOther79.0M18.2M3Y notice
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33 notices on record — Full dealing history
Every change-of-director's-interest notice on record, with direction and consideration.
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Ownership

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Top-20 holders & substantial holder notices
Top-20 register snapshot and substantial-holder movements, each linked to its source notice.
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Latest announcements

Headlines link to the source PDFs on the ASX announcements platform. Data as of 12 Sept 2026.