EarningsQ2 2026 Earnings Report
DE:PCJ Q2 2026 EPS Results
Actual EPS-€0.31
Consensus EPS-€0.21
Beat/MissMissed by -€0.11
One Year Ago EPS€1.52
DE:PCJ Q2 2026 Revenue Results
Actual Revenue€10.14M
Expected Revenue€10.90M
Beat/MissMissed by -€764.22K
YoY Revenue Growth+2745.00%
Earnings Announcement Details
QuarterQ2 2026
Date08/13/2026
TimeBefore Open
Conference CallThursday, August 13, 2026
DE:PCJ Upcoming Earnings
Abeona Therapeutics's next earnings date is estimated for November 16, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
DE:PCJ Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call highlights clear commercial progress: 31% quarter-over-quarter revenue growth, expansion to 7 QTCs, 12 patients treated since launch, improved average manufacturing yields in commercial runs, a strong balance sheet ($146.8M) and a significant NTAP reimbursement win that validates the therapy. However, material operational and manufacturing challenges (one low-yield and one out-of-spec batch causing unrevenueed treatments), logistical fragility around the 84-hour shelf life, regulatory work to revisit an assay specification, and continued GAAP losses introduce meaningful near-term execution risk and revenue volatility. Management has implemented clearer reporting metrics and is pursuing operational learnings to mitigate these issues, but variability in site activation and sensitivity to manufacturing yield remain key risks to the revenue ramp.Company Guidance
Quarterly Revenue Growth
Net ZEVASKYN revenue of $11.4M in Q2 2026, a quarter-over-quarter increase of 31% ($2.7M) versus $8.7M in Q1 2026; 5 patients treated in Q2 with revenue recognized for 4 treatments (one low-yield batch not recognized).
Commercial Footprint Expansion — QTC Network
Expanded qualified treatment center (QTC) network to 7 activated sites nationwide (including Cincinnati Children's, CHOP, NYP Columbia, UTMB); CHOP completed first treatment shortly after activation; estimated ~40% of addressable market has in-state access to a QTC based on claims analysis.
Patient Launch Momentum
12 patients treated with ZEVASKYN since launch (including 5 in Q2 and 3 additional patients in early Q3 to date), demonstrating steady quarterly growth and growing clinical conviction among RDEB physicians.
Improved Manufacturing Yield vs Clinical Trial
Commercial manufacturing average around 9 sheets per lot (vs ~5 sheets average in Phase III trial) with a maximum capacity of 12 sheets per patient, signaling improved per-patient coverage and favorable yield performance overall.
Regulatory/Reimbursement Milestone — NTAP Award
ZEVASKYN granted CMS New Technology Add-On Payment (NTAP) for FY2027 effective Oct 1, 2026 — one of only 3 approvals from 15 traditional pathway applications — providing a pathway for supplemental hospital reimbursement (Medicare represents ~10% of RDEB payer mix) and an external validation of clinical improvement.
Solid Cash Position and Cost Discipline
Cash, cash equivalents and short-term investments of $146.8M as of June 30, 2026. R&D expenses decreased to $5.0M in Q2 from $9.6M in Q1 (driven by a one-time $7M in-license charge in Q1), and SG&A decreased to $15.8M from $19.5M, reflecting disciplined capital allocation and progress toward achieving sustainable cash-flow positive operations.
Gross Margin Upside Opportunity
Q2 gross margin referenced around ~63% (analyst observation) with management guidance that margins could normalize to approximately 85%–90% at full operating capacity due to fixed manufacturing cost leverage.
Reporting Transparency Enhancements
Company will anchor future disclosures to completed operational achievements (patients treated in the quarter and net revenue recognized), reducing earlier variability from leading indicators (e.g., scheduled biopsies) and aligning with commercial-stage reporting practices.
DE:PCJ Earnings History
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