GenSight Biologics (SIGHT) Q2 2026 TU earnings summary

Executive summary

• Cash was €1.7 million at June 30, 2026, down from €3.2 million at March 31; Q2 burn mainly supported GS010/LUMEVOQ early-access programs and preparation for Phase III RECOVER.

• Priorities included completing GS010 manufacturing-process transfer and preparing supply for RECOVER and early-access treatment.

Financial highlights

• Early-access programs generated €6.8 million of cash proceeds in H1 2026, including €4.3 million in Q2; receipts included payment for the first patient treated under Israel’s Paid Named Patient Program.

Outlook and guidance

• 2026 early-access program revenues are expected to cover operating expenses for the year, excluding costs associated with the new Phase III RECOVER trial; treatment timing and related payments remain uncertain.

• Technology-transfer success is expected to be confirmed in summer 2026; more early-access treatments are expected this year across various countries.

• More than 60 GS010 vials in inventory are expected to support treatment through H1 2027.