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Abeona Therapeutics (ABEO)
NASDAQ:ABEO
US Market

Abeona Therapeutics (ABEO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 20, 2026
TBA (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
-0.34
Last Year’s EPS
-0.24
Same Quarter Last Year
Based on 5 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Mar 17, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call highlighted several strong positives: a transformative one-time gain from the priority review voucher that produced a substantial net income swing and strengthened cash; regulatory and reimbursement progress (J-code and broad payer coverage); growing patient identification (50 to +100); and an on-track manufacturing capacity expansion to ~10 patients/month. However, meaningful operational risks and near-term commercialization challenges remain: an earlier sterility-related batch failure and launch delay, slow initial patient throughput (only two treated to date), a lengthy 4–5 month timeline from consult to treatment, and sharply higher SG&A as the company transitions to commercial operations. While early commercial traction is improving and the company has sufficient liquidity, execution of QTC onboarding and consistent patient cadence are critical to meet profitability and scale expectations.
Company Guidance
The call guided that ZivaSkin—approved April 2025 but launched in Q4 2025 after a sterility-test delay—has treated two commercial patients since launch (first treated in December), with three additional patients biopsied and more biopsies expected this month; identified eligible patients have grown from nearly 50 to >100. Operationally Abeona has four qualified treatment centers (two actively treating, two scheduling), is onboarding five more with a goal of ≥7 QTCs by year-end, and expects per‑site run rates of ~1–2 patients/month (some sites up to 3), a facility capacity currently ~6 patients/month ramping to 10/month by H2; the patient journey from consult to treatment averages ~4–5 months (25 days manufacturing). Market access: major commercial payers (UnitedHealthcare, Cigna, Aetna, Anthem and most BCBS) cover ~80% of commercially covered lives, Medicaid baseline coverage in all 50 states, and a permanent HCPCS J‑code effective 1/1/2026. Financially, 2025 revenue was $5.8M (license/other $3.4M, net product $2.4M), cost of sales $1.5M, R&D $26.8M, SG&A $65.0M, a $1.524B gain on sale of a priority review voucher, net income $71.2M (EPS $1.034 basic/$1.10 diluted), and $191.4M cash/short‑term investments; management expects gross margins to improve with scale and estimates company‑level profitability once run rates exceed ~3–3.5 patients/month (roughly the ~$100M annual burn crossover).
Major Non-Operating Gain from Priority Review Voucher Sale
Recorded a $1,524,000,000 gain on sale of a rare pediatric disease priority review voucher (sale completed June 2025), materially improving 2025 profitability and liquidity.
Profitability and EPS Swing
Net income of $71,200,000 for the year ended 12/31/2025 (basic EPS $1.034; diluted $1.10) versus a net loss of $63,700,000 in 2024 — a year-over-year improvement of $134,900,000.
Strong Cash Position
Cash, cash equivalents, and short-term investments totaled $191,400,000 as of 12/31/2025, providing runway to support commercialization and operational buildout.
Regulatory and Reimbursement Milestones
ZivaSkin approved April 2025; CMS established a permanent HCPCS J-code effective 01/01/2026; major commercial payers (UnitedHealthcare, Cigna, Aetna, Anthem and most Blue Cross Blue Shield plans) have published coverage policies covering roughly 80% of commercially covered lives; baseline Medicaid coverage across all 50 states.
Commercial Launch Momentum and Growing Patient Identification
Launch resumed after sterility optimization with first commercial treatment in December 2025. Identified eligible patient pool grew from nearly 50 to more than 100 following deployment of field team and outreach to community physicians.
Qualified Treatment Centers and Onboarding Plan
Four QTCs activated (two already treating — Lurie Children’s and Lucile Packard); two additional QTCs (Children's Hospital of Colorado and UTMB Galveston) beginning to schedule patients; company is working to onboard five more centers with a target of at least seven QTCs active by end of 2026 to expand geographic access.
Manufacturing Capacity and Sterility Resolution
CTO reports confidence in resolution of the prior sterility test issue. Current manufacturing cadence ~6 patients/month with plan to expand to ~10 patients/month by H2 2026, aligning capacity with expected site onboarding.
Revenue Mix and Early Product Revenue
Total revenue for 2025 of $5.8M, comprised of $3.4M in license and other revenue (driven by a $3.0M clinical milestone under a sublicense) and $2.4M in net product revenue reflecting initial commercial patient treatments (payment for December treatment received in 2026).

Abeona Therapeutics (ABEO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

ABEO Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 20, 2026
2026 (Q1)
-0.34 / -
-0.24
Mar 17, 2026
2025 (Q4)
-0.35 / -0.36
0.5-172.00% (-0.86)
Nov 12, 2025
2025 (Q3)
-0.28 / -0.10
-0.6384.13% (+0.53)
Aug 14, 2025
2025 (Q2)
-0.39 / 1.71
-0.26757.69% (+1.97)
May 15, 2025
2025 (Q1)
-0.36 / -0.24
-1.1679.31% (+0.92)
Mar 20, 2025
2024 (Q4)
-0.35 / 0.50
-0.59184.75% (+1.09)
Nov 14, 2024
2024 (Q3)
-0.40 / -0.63
-0.48-31.25% (-0.15)
Aug 12, 2024
2024 (Q2)
-0.34 / -0.26
-0.9271.74% (+0.66)
May 15, 2024
2024 (Q1)
-0.51 / -1.16
-0.54-114.81% (-0.62)
Mar 18, 2024
2023 (Q4)
-0.47 / -0.59
-0.064-821.88% (-0.53)
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
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%
May 15, 2025
$5.39$5.79+7.42%
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 (ABEO) report earnings?
Abeona Therapeutics (ABEO) is schdueled to report earning on May 20, 2026, TBA (Confirmed).
    What is Abeona Therapeutics (ABEO) earnings time?
    Abeona Therapeutics (ABEO) earnings time is at May 20, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is ABEO EPS forecast?
          ABEO EPS forecast for the fiscal quarter 2026 (Q1) is -0.34.