Abeona Therapeutics Inc. (ABEO)
Abeona Therapeutics Inc. (ABEO) Q1 2026 Earnings Call Transcript
Abeona Therapeutics Inc. (ABEO) Q1 2026 Earnings Call Transcript
Abeona Therapeutics Q1 Earnings Call Highlights
Abeona Therapeutics NASDAQ: ABEO reported early commercial momentum for ZEVASKYN in the first quarter of 2026, with executives highlighting new patient treatments, expanded treatment-center activation and a newly licensed prostate cancer cell therapy program during the company's earnings call.
Abeona Therapeutics: Maintaining 'Buy' On ZEVASKYN Launch Potential For RDEB
Abeona Therapeutics maintains a "Buy" rating, driven by ZEVASKYN's commercial launch for RDEB and strong early demand signals. ZEVASKYN is the first autologous cell sheet-based gene therapy for RDEB, with FDA approval and broad payer access, targeting a >$4B cumulative revenue opportunity. Profitability is achievable by treating just three RDEB patients per month; demand doubled from 50 to 100 eligible patients, with seven QTCs expected by year-end 2026.
Abeona Therapeutics Inc. (ABEO) Q4 2025 Earnings Call Transcript
Abeona Therapeutics Inc. (ABEO) Q4 2025 Earnings Call Transcript
Abeona Therapeutics Q3 2025: Strong Financials And Zevaskyn Launch Ahead
Abeona Therapeutics delivered strong 3Q25 results, with a narrowed net loss and $207.5 million in cash supporting a two-year runway. Zevaskyn's commercial launch is delayed to 4Q25 due to FDA assay requirements, but demand and payer coverage remain robust, aided by a new CMS J-code. ABEO's financials improved significantly, with reduced R&D expenses and a strengthened balance sheet, positioning the company well for commercialization.
Abeona Therapeutics Inc. (ABEO) Q3 2025 Earnings Call Transcript
Abeona Therapeutics Inc. ( ABEO ) Q3 2025 Earnings Call November 12, 2025 8:30 AM EST Company Participants Gregory Gin - Vice President of Investor Relations & Corporate Communications Vishwas Seshadri - President, CEO & Director Brian Kevany - Senior VP, CTO & CSO Madhav Vasanthavada - Senior VP, Chief Commercial Officer & Head of Business Development Joseph Vazzano - Chief Financial Officer Conference Call Participants Mohamad Amin Makarem - Jefferies LLC, Research Division Rick Miller - Cantor Fitzgerald & Co., Research Division Raghuram Selvaraju - H.C. Wainwright & Co, LLC, Research Division Jeffrey Jones - Oppenheimer & Co. Inc., Research Division David Bautz - Zacks Small-Cap Research Presentation Operator Good morning, everyone, and welcome to the Abeona Therapeutics Third Quarter 2025 Conference Call.
Abeona Therapeutics Inc. (ABEO) Q2 2025 Earnings Call Transcript
Abeona Therapeutics Inc. (NASDAQ:ABEO ) Q2 2025 Earnings Conference Call August 14, 2025 8:30 AM ET Company Participants Brian Kevany - Senior VP, CTO & CSO Gregory Gin - Vice President of Investor Relations & Corporate Communications Joseph Walter Vazzano - Chief Financial Officer Madhav Vasanthavada - Senior VP, Chief Commercial Officer & Head of Business Development Vishwas Seshadri - President, CEO & Director Conference Call Participants James Francis Molloy - Alliance Global Partners, Research Division Jeffrey Michael Jones - Oppenheimer & Co. Inc., Research Division Kristen Brianne Kluska - Cantor Fitzgerald & Co., Research Division Raghuram Selvaraju - H.C. Wainwright & Co, LLC, Research Division Operator Good Day everyone, and welcome to the Abeona Therapeutics Second Quarter 2025 Conference Call.
Abeona Therapeutics: Substantially Undervalued Post-FDA Approval (Rating Upgrade)
Abeona's ZEVASKYN approval and a $3.1 million price point are undervalued by the market, especially after a $152 million PRV sale bolstered cash reserves. Conservative launch modeling, including risk-adjusted revenue and single-treatment assumptions, still yields a fair value 36%+ above the current share price. Execution of outcome-based payer agreements and a strong cash position de-risk the launch, while competition and reimbursement remain manageable concerns.
Abeona Therapeutics Inc. (ABEO) Q1 2025 Earnings Call Transcript
Abeona Therapeutics Inc. (NASDAQ:ABEO ) Q1 2025 Earnings Conference Call May 15, 2025 8:30 AM ET Company Participants Greg Gin - Vice President-Investor Relations and Communications Vish Seshadri - Chief Executive Officer Madhav Vasanthavada - Chief Commercial Officer and Head-Business Development Brian Kevany - Chief Technical Officer Joe Vazzano - Chief Financial Officer Conference Call Participants Rick Miller - Cantor Fitzgerald Steven Willey - Stifel Ram Selvaraju - H.C. Wainwright James Molloy - Alliance Global Partners David Bautz - Zacks Small Cap Research Operator Good day and welcome to the Abeona Therapeutics First Quarter 2025 Conference Call.
US FDA approves Abeona's skin disorder therapy
The U.S. Food and Drug Administration on Tuesday approved Abeona Therapeutics' gene therapy for a rare skin disorder.
Pz-Cel Has Massive Potential For RDEB Patients
Abeona's pz-cel gene therapy shows the most durable wound healing in RDEB patients with no treatment related severe adverse events. There have been no instances of Squamous Cell Carcinoma. The FDA's previous Complete Response Letter focused on manufacturing and control issues. Since those questions have been answered thoroughly, an approval is likely by April 29th. Pz-cel offers a durable, one-time treatment. This reduces long-term costs compared to VYJUVEK which requires ongoing weekly applications.
Abeona Therapeutics: A Buy With Major PDUFA Catalyst On April 29 That Should Send Shares Higher
Abeona Therapeutics is poised for significant growth in 2025, with potential FDA approvals for Pz-cel and UX111, driving our Buy rating. Pz-cel, targeting RDEB, shows promising clinical data and commercial prospects, with an expected FDA decision by April 29, 2025. UX111, aimed at MPS IIIA, also holds strong potential, with an FDA decision anticipated by August 18, 2025, and substantial market opportunities.
