NASDAQ$ABEO

Abeona Therapeutics Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Abeona Therapeutics reported a narrower net loss in Q3 2025 as it prepared for the commercial launch of ZEVASKYN, with significant spending increases in SG&A and continued patient demand momentum.

Abeona Therapeutics narrowed its net loss in Q3 2025 to $5.2 million amid preparation for the ZEVASKYN commercial rollout. Strong early patient demand, broader payer coverage, and increased SG&A spending marked the quarter. The company ended the quarter with $207.5 million in cash and equivalents, supporting operations for over two years.

  • Net loss significantly reduced to $5.2 million from $30.3 million a year ago
  • SG&A expenses surged to $19.3 million, reflecting ZEVASKYN launch efforts
  • Cash and investments totaled $207.5 million, expected to fund operations through 2027
  • ZEVASKYN treatment starts shifted to Q4 after assay optimization, with growing patient interest

Headline financials

Total Revenue

$0.00

Previous: $1.19M-100.0%
EPS (adj)

-$0.10

Previous: -$0.63+84.1%
R&D expenses

$4.22M

Previous: $8.94M-52.8%
SG&A expenses

$19.3M

Previous: $6.4M+201.6%
Interest income

$1.67M

Previous: $1.19M+40.6%
Interest expense

$901K

Previous: $1.1M-18.2%
Fair value change of warrants

$2.76M

Previous: -$15.2M+118.2%
Other income

$129K

Previous: $145K-11.0%
Capital Expenditures

-$6.82M

Previous: -$1.84M-270.8%
Net Income

-$5.16M

Previous: -$30.3M+82.9%
Operating Income

-$24M

Previous: -$15.3M-56.5%

Revenue & EPS history

Abeona Therapeutics · Revenue · Quarterly

$0

Q3 2025-100%vs Q3 2024
Beat estimate in 4 of 8 quarters(50%)
ActualEstimate

Forward guidance

The company expects strong commercial momentum for ZEVASKYN in Q4 2025, with expanded treatment sites, payer coverage, and sufficient cash runway to support long-term operations.

Tailwinds

  • ZEVASKYN commercial treatments anticipated to begin in Q4 2025
  • Three activated treatment centers with more in onboarding
  • Payer coverage policies published by major insurers covering ~80% of commercially insured lives
  • CMS established permanent J-code for reimbursement, effective Jan 1, 2026
  • Cash runway sufficient to fund operations for over two years

Headwinds

  • Initial ZEVASKYN patient treatments delayed due to assay optimization
  • No commercial revenue reported in Q3 despite product approval
  • High SG&A costs driven by launch readiness may continue to pressure margins
  • Still early in treatment center activation with only three live sites
  • Potential execution risk around ZEVASKYN patient start timelines

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-0.3%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+6.6%

Avg return

30 days after

44%

27 / 62 earnings

Positive

+18.8%

Q3 2025

Best reaction

-28.9%

Q1 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.7%-5.5%
Q4 2025+6.1%-10.1%+8.7%
Q3 2025+18.8%+8.2%+28.5%
Q1 2025-4.2%-2.8%-8.1%
Q4 2024-1.2%-3.8%-6.9%
Q3 2024-3.9%-3.4%-3.4%
Q2 2024+12.7%+13.1%+26.5%
Q1 2024+9.5%+6.0%+8.8%
Q4 2023-12.3%-11.8%-8.1%
Q3 2023+3.9%+2.4%+15.4%
Q2 2023+0.7%+0.3%+34.6%
Q1 2023-7.2%-5.3%+32.8%
Q4 2022+1.8%+1.8%+10.4%
Q3 2022-8.0%-8.0%-32.3%
Q2 2022+6.5%+14.7%-5.8%
Q1 2022+12.5%+0.0%+6.3%
Q4 2021+3.2%+9.7%-32.3%
Q3 2021-5.4%-19.6%-43.5%
Q2 2021-0.8%+3.2%+4.8%
Q1 2021+6.5%+6.5%+9.0%
Q4 2020-1.1%-5.8%-14.7%
Q3 2020+11.7%+24.3%+41.7%
Q2 2020+1.7%-3.8%-29.0%
Q1 2020-7.2%+29.1%+16.3%
Q4 2019+17.2%+22.4%+43.7%
Q3 2019-6.4%-6.8%+60.2%
Q2 2019+0.0%+6.6%+30.7%
Q1 2019-8.2%-3.0%-29.3%
Q4 2018-2.0%-7.2%+1.0%
Q3 2018-22.0%-24.1%-13.6%
Q2 2018-7.1%-11.6%-7.1%
Q1 2018+10.9%+11.4%-13.8%
Q4 2017-9.3%-4.7%+17.3%
Q3 2017+6.6%-2.6%+9.3%
Q2 2017+14.9%+5.4%+89.2%
Q1 2017-1.6%-1.6%-20.8%
Q4 2016+2.0%+3.0%+13.0%
Q3 2016+5.7%+18.0%-15.6%
Q2 2016+4.3%+5.9%+27.1%
Q1 2016+4.1%
Q4 2015-5.0%
Q3 2015+1.8%
Q2 2015-3.9%
Q1 2015-7.2%
Q4 2014-3.2%
Q2 2014-3.2%
Q3 2014-8.5%
Q1 2014+13.6%
Q4 2013-10.3%
Q2 2013-10.3%
Q3 2013-6.3%
Q1 2013+2.2%
Q4 2012-8.3%
Q3 2012-7.4%
Q2 2012+6.5%
Q1 2011-28.9%
Q1 2012+0.0%
Q4 2011+13.9%
Q2 2010-4.4%
Q2 2011-4.4%
Q4 2010-0.9%
Q3 2010-0.3%

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