Abeona Therapeutics (ABEO) Corporate presentation summary

ZEVASKYN commercial launch

• Q2 2026 net product revenue was $11.4M, up 31% QoQ; revenue was $8.7M in Q1 2026 and $2.4M in Q4 2025.

• 12 commercial treatments had launched by Aug. 13, 2026; revenue was recognized for 10 patients, while two treated patients’ batches did not meet billing or release-identity requirements.

• The QTC network provides in-state access to 40% of the addressable U.S. market; 100+ patients were identified across QTCs and non-QTC physicians.

• The patient journey includes an average 3–4 months for prior authorization, financial clearance and scheduling; subsequent manufacturing and surgery take ~25 days, with 5–10 days for hospital stay and discharge.

• Cash, cash equivalents and short-term investments totaled $146.8M as of June 30, 2026.

Treatment and clinical profile

• ZEVASKYN genetically modifies a patient’s own skin cells and is delivered in a single surgical treatment; up to 12 cellular sheets can cover multiple wounds.

• RDEB results from mutations in both copies of COL7A1; wounds can cause chronic pain, infection and serious complications, with a reported 90% SCC risk by age 55 and 76% likelihood of death by age 40.

• Five-year VIITAL follow-up evaluated 43 treated wounds against 43 matched control wounds in 11 patients in a randomized, intrapatient-controlled study.

• Phase 1/2a long-term follow-up included 7 patients and 38 treated chronic wounds; case examples include follow-up through year 12, with the study designed as open-label and single-arm.

U.S. market opportunity

• The estimated U.S. population includes ~1,300 DEB patients and ~750 ZEVASKYN-eligible RDEB patients; an anticipated average of two treatment cycles per patient represents ~1,500 treatment opportunities.

• ZEVASKYN has a $3.1M WAC per treatment; cash flow is positive at more than 3 patients treated per month, excluding R&D spend on potential new pipeline programs.

• The presentation cites strong early payer coverage and reimbursement, and a durable market opportunity insulated from traditional generic competition.