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CASE FILE · OPENED JUST FOR YOU

MEOBF

MESOBLAST LTD
LAST CLOSE… Biological Products, (No Diagnostic Substances) SHARES +1.3% · 12M
32
GUARDED
RISK INDEX
RED FLAGS 32 = 32/100. WHY THIS NUMBER, PIECE BY PIECE.

THE READ 11 red-flag mentions across this year's filings, led by going concern doubt; share count roughly stable.

FLAGS DILUTION CASH WHAT CHANGED VERDICT INSIDERS OUTSIDE RECORDS
01

Red Flags

2025-08-30 → 2026-08-30

We read every document this company filed with the SEC this year and counted the classic danger phrases. Where wording can be misleading, we open the actual documents and separate real warnings from accounting boilerplate. Each hit links to the exact document.

Dilution (at the market offering) SCAN UNAVAILABLE

An ATM lets the company print and sell new shares into the market any day it wants. Every print dilutes your slice.

Reverse stock split SCAN UNAVAILABLE

A reverse split shrinks the share count to lift the price above $1. Repeat reverse splits are the classic death-spiral signature.

Going concern doubt 11 REAL WARNINGS · 3 matching docS this year

Auditors flagged substantial doubt the company survives the next 12 months without new money.

EVIDENCE: [1] 6-K FILED 2026-02-27 · [2] 6-K FILED 2025-10-28 · [3] 20-F FILED 2026-08-27

Delisting / exchange risk SCAN UNAVAILABLE

The exchange has threatened to kick the stock off. Delisting pressure usually ends in a reverse split or a fire-sale raise.

SOURCE: FULL-TEXT SEARCH OF THE COMPANY'S OFFICIAL SEC FILINGS. "REAL WARNINGS" = WE OPENED THE LINKED DOCUMENTS AND FILTERED PHRASES WRAPPED IN NEGATIONS, RESOLUTION LANGUAGE OR STANDARD CONTRACT TERMS. "AT LEAST" = MORE DOCUMENTS CARRY THE PHRASE THIS YEAR THAN WE COULD OPEN AND READ.

02

The Printing Press

How many shares exist, over time, exactly as the company reported in its own filings. In microcaps, a rising share count is how holders pay for everything: salaries, debts, and bad deals. Sudden collapses in the line are reverse splits, marked below.

482,639,654 shares · 2018-06-30 1,296,862,776 shares · 2026-06-30 LAST 12M: +1.3% AVG/YEAR SINCE 2018: +13.2%

SOURCE: THE COMPANY'S OWN REPORTED SHARE COUNTS ACROSS 9 FILINGS, STRAIGHT FROM SEC RECORDS

CHECKING OFFICIAL SPLIT RECORDS…

What this means for YOUR shares

Type how many shares you hold. The math is plain division on the company's own reported counts.

03

Cash Countdown

Cash in the bank against how fast the company burns it. When this hits zero, the next stop is usually a desperate raise at bad terms, and existing holders pay through dilution.

This company's filings do not report usable cash or burn figures. That is rare, and rarely good.

RUNWAY = CASH ON HAND ÷ MONTHLY CASH BURN. SIMPLE ARITHMETIC ON THE COMPANY'S OWN REPORTED NUMBERS, NOT A PROJECTION.

04

What the Newest Filing Changed

The latest filings, translated into holder impact. Every number cites its form, date and SEC link.

Shares outstanding +1.3%

Shares outstanding rose 1.28B to 1.30B (+1.3%) between 20-F 2025-06-30 and 20-F 2026-06-30.

NOW: 1,296,862,776 as of 2026-06-30 (20-F, filed 2026-08-27)

WAS: 1,279,967,187 as of 2025-06-30 (20-F, filed 2025-08-29)

Cash and equivalents

Cash and equivalents: nothing to compare. This company's filings do not publish us-gaap:CashAndCashEquivalentsAtCarryingValue, so no honest change can be computed.

Total assets

Total assets: nothing to compare. This company's filings do not publish us-gaap:Assets, so no honest change can be computed.

Total liabilities

Total liabilities: nothing to compare. This company's filings do not publish us-gaap:Liabilities, so no honest change can be computed.

Revenue

Revenue: nothing to compare. This company's filings do not publish us-gaap:Revenues, so no honest change can be computed.

Cash burn / runway

Cash burn / runway: nothing to compare. This company's filings do not publish us-gaap:NetCashProvidedByUsedInOperatingActivities, so no honest change can be computed.

NO CRITICAL-ITEM 8-Ks ON FILE IN 24 MONTHS: NO BANKRUPTCY PAPERS, DELISTING NOTICES, AUDITOR CHANGES OR WITHDRAWN NUMBERS. SILENCE HERE IS THE GOOD KIND.

NO 8-K IN THE LAST 7 DAYS. SILENCE IS NOTED TOO.

05

The Verdict

AVOID · MED CONFIDENCE

A rules-based reading of the cited filing facts: a range with reasons, never a prediction.

AVOID
SCREENING VERDICT
MED confidence

BASIS FOR

+1

Share count is stable-ish (+1.3% change between the last two reported quarters).

AGAINST

−1

The filings do not report usable cash and operating-burn figures, so runway could not be computed for this verdict.

−2

The filings do not publish comparable revenue figures for two consecutive periods, so the revenue trend could not be measured.

−3

No fair-value bracket: the filings (or the optional price feed) do not provide enough cited numbers to compute one honestly.

−4

Verified going-concern warnings in a recent filing: auditors or management flagged substantial doubt about continuing (document text checked, boilerplate excluded).

METHOD: DETERMINISTIC RULES OVER CITED SEC FILING FACTS: SHARE-COUNT CHANGE BETWEEN THE LAST TWO REPORTED QUARTERS (DILUTION), CASH-TO-BURN RUNWAY FROM THE MOST RECENT OPERATING CASH FLOW, PERIOD-OVER-PERIOD REVENUE GROWTH, AND A FAIR-VALUE RANGE ANCHORED TO CASH PER SHARE VS PRICE. THRESHOLDS ARE TUNABLE IN APP/VERDICT_ENGINE.PY. NOT A PREDICTION.

06

Insider Paper Trail

GRANTS ONLY

Every time an officer, director or big owner trades shares, the law makes them file a Form 4 within two business days. We read the actual filings: who traded, what kind of trade, how big, at what price.

0
OPEN-MARKET BUYS
nobody is buying with their own cash
0
OPEN-MARKET SELLS
no open-market selling
1
GRANTS / AWARDS
650,000 new shares/options handed out: future dilution
DATEWHOACTION
2025-12-23 OBRIEN JAMES MICHAEL CHIEF FINANCIAL OFFICER GRANT/AWARD 650,000 OPTIONS/DERIVATIVE

NO OPEN-MARKET BUYS OR SELLS: JUST COMPENSATION PAPER. WATCH WHETHER THE GRANTS TURN INTO SALES ONCE THEY VEST. "10B5-1 PLAN" MEANS THE TRADE WAS SCHEDULED UNDER A PRE-SET TRADING PLAN, DISCLOSED IN THE FILING'S OWN FOOTNOTES: PRE-PLANNED SALES CARRY LESS SIGNAL THAN SPUR-OF-THE-MOMENT ONES. SOURCE: FORM 4 FILINGS, PARSED FROM THE SEC'S OWN XML, LAST 1 FILINGS.

07

Filing Timeline

The company's most recent SEC paperwork, newest first.

6-K 2026-08-27 0001345099-26-000083
20-F 2026-08-27 0001345099-26-000081
6-K 2026-08-25 0001345099-26-000078
6-K 2026-08-24 0001345099-26-000076
6-K 2026-08-18 0001345099-26-000074
6-K 2026-07-30 0001345099-26-000072

SOURCE: THE COMPANY'S SEC FILING INDEX

08

Outside the Filings

Public records that most investors never check, cross-checked against what the company claims. This is where shells slip up.

mesoblast.com
WEB ADDRESS ON RECORD
registered 2004-08-11 · via Synergy Wholesale Accreditations Pty Ltd
22.1 YRS OLD
DOMAIN AGE
old and consistent with an operating company: a good sign
1
OFFICIAL OFFERING DOCS · 12M
last one 2026-01-14: shares were actually sold to the market
1
SHELF REGISTRATIONS · 12M
paperwork filed to allow future share sales: future dilution waiting
0
BIG-OWNER TAKEOVER FILINGS · 12M
no outside investor has crossed the 5% disclosure line this year
PUBLIC FLOAT
shares actually tradable, vs held by insiders and big owners
SOLD SHORT
FINRA short interest: how many shares are bets against this company, and how many days of trading it would take to cover
CLEAR
US SANCTIONS SCREEN
company name checked against the official US sanctions list (19290 entries)
LEGAL IDENTITY (LEI)
every company that trades securities must carry a global legal identifier: status, parent chain and subsidiaries from the official registry
INSTITUTIONAL HOLDERS · 13F
quarterly institutional holdings filings scanned for this exact company name: which funds still report holding shares, from their own filings
SITE HISTORY
how long the company's website has been around, per the public web archive
CERT RECORD
public certificate logs date the company's web infrastructure: old and boring is good, brand-new is a tell
REGISTRANT HISTORY
old snapshots of public WHOIS pages: has the registered owner of this address changed hands
HOSTING + MAIL RECORDS
public DNS records: where the address is pointed and whether it can even receive mail

SOURCES: PUBLIC DOMAIN REGISTRATION RECORDS (FOUND IN THE COMPANY'S OWN FILING SIGNATURES) · THE COMPANY'S SEC FILING INDEX · OFFICIAL US SANCTIONS LIST · QUARTERLY 13F FILINGS VIA EDGAR FULL-TEXT SEARCH · LEGAL-IDENTITY, SITE-HISTORY, CERTIFICATE, REGISTRANT-HISTORY AND DNS SLOTS STREAM IN FROM FREE PUBLIC REGISTRIES WITHOUT BLOCKING THIS PAGE.

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09

Company Record

Legal nameMESOBLAST LTD
Fiscal year end0630
HQLEVEL 38, 55 COLLINS STREET, MELBOURNE, VICTORIA, C3
Last periodic report2026-08-27 (20-F, 3d ago)
Shares outstanding1,296,862,776 as of 2026-06-30 (20-F)

SOURCE: THE COMPANY'S SEC FILING INDEX

Next time MEOBF files something scary, know within minutes.

One Telegram message per material filing: dilution, going concern, delisting, insider dumps. No account, no email. Every line cites its SEC source. Leave anytime with /unwatch.

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