Abeona Therapeutics Inc (ABEO)
NASDAQ:ABEO
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Earnings Data
Report Date
Aug 12, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.22Last Year’s EPS
1.71Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents clear early commercial momentum for ZEVASKYN (notable revenue acceleration, 95% published commercial coverage, growing QTC network and manufacturing success with no harvest failures) and meaningful pipeline advancement with the in-licensed PSMA SIR-T program. Offsetting these positives are elevated operating expenses (notably SG&A), a larger reported net loss driven partly by a $7M upfront license payment, a declining cash balance, and operational / payer timing risks (variable biopsy lead times and lengthy insurance approvals for out-of-state Medicaid). On balance, the positives — strong initial revenue growth, payer coverage, successful manufacturing outcomes and a targeted oncology asset with limited near-term spend — outweigh the near-term financial and operational challenges.Company Guidance
Early Commercial Revenue Traction
Net product revenue of $8.7M in Q1 2026 driven by three commercially insured patients treated in the quarter, up $6.3M vs. $2.4M in Q4 2025 (≈+262.5% quarter-over-quarter).
Patient Treatments and QTC Network Expansion
Five patients treated to date since launch (1 in Q4 2025, 3 in Q1 2026, plus 1 treated this quarter); six Qualified Treatment Centers (QTCs) activated across the U.S. with a target of seven by year-end and potential to reach ~9–10 centers. Company cites steady-state cadence of ~1 patient per center per month.
Broad Payer Coverage Established
Published ZEVASKYN policies now cover 95% of commercially insured lives. No patient attrition and zero final payer denials reported to date, indicating strong early market access acceptance.
Manufacturing and Clinical Execution
Commercial manufacturing turnaround typically ~23–24 days (range observed 23–26 days). Every valid biopsy received in the commercial setting has produced sheets (majority yielding double-digit sheet counts), i.e., no reported harvest failures to date.
Pipeline Advancement — PSMA SIR-T (ABO-701)
In-licensed PSMA-directed SIR-T oncology asset with $7.0M upfront payment and ~ $1M additional milestones to end of Phase I. Pre-IND meeting scheduled for June 3, 2026; IND and first-in-human expected in H2 2027. Deal structure options post-Phase I include 50/50 co-development or outright license with royalties.
R&D Spend Shift and Capital Discipline
Reported R&D expense of $9.6M in Q1 2026 (vs. $9.9M in Q1 2025). Q1 2026 included a $7M upfront license payment; excluding that transaction, R&D spending declined meaningfully as some manufacturing costs moved from R&D to inventory after ZEVASKYN approval. Company expects minimal near-term incremental R&D for PSMA (low single-digit millions for remainder of year).
Operational Momentum and Physician Engagement
Field teams report strong demand: an identified near-term pool of >100 patients across QTCs and community physicians; active conversations with 45 referring physicians and positive qualitative feedback from QTCs improving end-to-end process experience.
Gross-to-Net Outlook and Revenue Quality
Q1 revenue was driven entirely by commercial patients (favorable gross-to-net vs. prior Medicaid mix). Management expects normalized gross-to-net in the mid- to upper-teens percentage range as patient volume grows.
ABEO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ABEO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | $5.68 | $5.71 | +0.53% |
Mar 17, 2026 | $4.95 | $4.76 | -3.84% |
Nov 12, 2025 | $4.17 | $4.94 | +18.47% |
Aug 14, 2025 | $6.56 | $7.23 | +10.21% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Abeona Therapeutics Inc (ABEO) report earnings?
Abeona Therapeutics Inc (ABEO) is schdueled to report earning on Aug 12, 2026, TBA (Confirmed).
What is Abeona Therapeutics Inc (ABEO) earnings time?
Abeona Therapeutics Inc (ABEO) earnings time is at Aug 12, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is ABEO EPS forecast?
ABEO EPS forecast for the fiscal quarter 2026 (Q2) is -0.22.