Abeona Therapeutics (PCJ) AI Stock Analysis
Abeona Therapeutics
(Frankfurt:PCJ)
No summary available
Abeona Therapeutics (PCJ) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 248.75M
- Dividend Yield
- ―
- Average Volume (3M)
- 1,600
- Price to Earnings (P/E)
- -3.8
- Beta (1Y)
- 1.13
- Revenue Growth
- 6104.96%
- EPS Growth
- -215.39%
- Country
- Germany
- Employees
- 226
- Sector
- Healthcare
- Sector Strength
- 51
- Industry
- Biotechnology
Abeona Therapeutics Business Overview & Revenue Model
Company Description
Abeona Therapeutics Inc. is a biopharmaceutical company in the clinical development stage, focused on creating innovative gene and cell therapies to address severe and uncommon genetic diseases. Its leading program, EB-101, an autologous gene-correct...
Abeona Therapeutics Earnings Call Summary
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.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Guidance from the call emphasized that future disclosures will be anchored to completed operational achievements (patients treated in the quarter and net revenue recognized), and management reiterated a near‑term commercial cadence goal of about 1 patient per month per QTC once centers reach steady state; key metrics cited included Q2 net ZEVASKYN revenue of $11.4M (up 31% QoQ from $8.7M), five patients treated in Q2 (revenue recognized for four due to one low‑yield batch), 12 patients treated since launch (5 in Q2 plus 3 in Q3 to date), seven activated QTCs, ~40% of the addressable market with in‑state QTC access, Medicare representing ~10% of payer mix, NTAP granted effective Oct 1, 2026 (FY2027) as 1 of 3 approvals of 15 applicants, commercial manufacturing averaging ~9 sheets per lot (capacity up to 12 sheets) with a <4‑sheet low‑yield threshold that precludes billing, Q2 gross margin ~63% (management targets ~85–90% at full operating capacity), Q2 R&D $5.0M and SG&A $15.8M, net loss $20.2M ($0.35/share) vs $17.1M ($0.30) in Q1, and cash, cash equivalents and short‑term investments of $146.8M as of June 30, 2026.
Abeona Therapeutics Risk Analysis
Abeona Therapeutics disclosed 59 risk factors in its most recent earnings report. Abeona Therapeutics reported the most risks in the "Tech & Innovation" category.
Latest Risks Added
0 New RisksAbeona Therapeutics Peers Comparison
Overall Rating
SLN55Neutral
VOR50Neutral
HUMA45Neutral
GALT44Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| SLN | 55Neutral | $1.23B | -5.18 | -106.94% | ― | ― | ― |
| Sector * | 51Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% |
| VOR | 50Neutral | $1.16B | 0.07 | -830.38% | ― | ― | ― |
| HUMA | 45Neutral | $114.23M | -0.81 | -938.20% | ― | 159.29% | -7.39% |
| GALT | 44Neutral | $334.82M | -7.78 | 21.48% | ― | ― | 33.25% |
* Healthcare Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:PCJ | Abeona Therapeutics Inc | 4.01 | -0.07 | -1.79% | |
| GALT | Galectin Therapeutics (GALT) | 3.32 | -2.68 | -44.67% | |
| SLN | Silence Therapeutics Plc | 19.75 | 13.14 | 198.79% | |
| HUMA | Humacyte | 0.41 | -1.18 | -74.15% | |
| VOR | Vor Biopharma, Inc. | 19.68 | -2.73 | -12.18% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.