Q4 2025 Abeona Therapeutics Inc Earnings Call Transcript

Mar 17, 2026 / 12:30 PM GMT

Release Date Price: $4.76 (-3.84%)

Transcript 10-K8-K

Key Points

Positve

Abeona Therapeutics Inc (ABEO) has seen growing patient demand for Zivasskin, the first and only autologous cell-based gene therapy for RDE.
The company has successfully treated its first commercial patient and is ramping up its launch execution in 2026.
All major commercial payers, including UnitedHealthcare, Cigna, Aetna, Anthem, and most Blue Cross Blue Shield plans, have published coverage policies for Zivasskin.
Abeona Therapeutics Inc (ABEO) has a permanent HCPCS J code for Zivasskin, effective January 1, 2026, which will streamline billing and reimbursement.
The company recorded a $152.4 million gain from the sale of its rare pediatric disease priority review voucher, contributing to a net income of $71.2 million for 2025.

Negative

The launch of Zivasskin was delayed to Q4 2025 due to the need to optimize a sterility test required for product release.
The speed at which identified patients receive Zivasskin treatment has varied significantly, indicating potential operational inefficiencies.
The onboarding process for Qualified Treatment Centers (QTCs) is lengthy, taking several months, which could slow down patient access.
Selling, general, and administrative expenses increased significantly by $35.1 million over 2024, reflecting the commercial transition.
There is uncertainty regarding the speed at which new QTCs will reach their operational capacity, which could impact the company's ability to meet demand.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ABEO.OQ - Abeona Therapeutics Inc
Q4 2025 Abeona Therapeutics Inc Earnings Call
Mar 17, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone, and welcome to the Abiona Therapeutics full year 2025 results conference call.

At this time, all participants are in a listen-only mode, and the floor will be open for questions following the presentation. If anyone should require operator assistance during this conference, please press 0 on your phone keypad. Please note that this conference is being recorded.

During this call, we will refer to the press release issued this morning announcing the financial results, which is available on our corporate website at www.abionatherapeutics.com.

We anticipate making projections and forward-looking statements during today's calls, which are made pursuant to the Safe harbor provisions

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