Abeona Therapeutics reports Q2 ZEVA Skin revenue of $11.4 million

Abeona Therapeutics (NASDAQ: ABEO ) held its second-quarter earnings conference call on Thursday.

Below is the complete transcript from the call.

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For comprehensive financial data and transcripts, visit Access the full call at Summary Abeona Therapeutics Inc reported Q2 2026 ZEVA Skin revenue of $11.4 million, a 31% increase from Q1.

The company treated 12 patients with ZEVA Skin since launch, with five treatments in Q2, but only recognized revenue for four due to a low-yield batch.

The company expanded its qualified treatment center network, activating notable centers including Cincinnati Children's and Children's Hospital of Philadelphia.

Challenges include operational bottlenecks, unexpected patient health changes, and variable manufacturing yields affecting ZEVA Skin rollout.

Management highlighted achieving NTAP status for ZEVA Skin, enhancing reimbursement for Medicare patients.

Future focus includes expanding the QTC network, improving patient access, and enhancing operational efficiency to build a sustainable business model.

Full Transcript OPERATOR Good morning, everyone, and welcome to Abeona Therapeutics Inc second quarter 2026 conference call.

At this time, all participants have been placed on listen-only mode and a question-and-answer session will follow the formal presentation.

If anyone should require operator assistance during the conference, please press star zero on your phone keypad.

Please note this conference is being recorded.

I will now turn the conference over to your host, Gregory Ginn, Vice President, Investor Relations and Corporate Development.

Greg, the floor is yours.

Gregory Ginn, Vice President, Investor Relations and Corporate Development Thank you, Jenny.

Good morning, and thank you everyone for joining us on our second quarter 2026 results conference call.

During this call we will refer to the press release issued this morning announcing the financial results.

It's available on our corporate website at Joining me on today's call are Dr.

Vish Desaugri, Chief Executive Officer, Dr.

Madhav Vasantavada, Chief Commercial Officer, Joe Vizzano, Chief Financial Officer, and Dr.

Brian Keaveny, Chief Technical Officer.

We anticipate making projections and forward-looking statements during today's call which are made pursuant to the safe harbor provisions of the federal securities laws.

These forward-looking statements are based on current expectations and are subject to change.

Actual results may differ materially from those expressed or implied in the forward-looking statements due to various factors including but not limited to those outlined in our Form 10-K and periodic reports filed with the Securities and Exchange Commission.

These documents are available on our website at and with that I will now turn the call over to Vish.

Vish, Chief Executive Officer Thank you, Greg, and good morning everyone.

I'll begin today with an overview of our commercial progress before turning the call over to Maza for operational details.

Our commercial experience to date reinforces our confidence in Ziviskin's substantial commercial opportunity.

During the second quarter, we advanced our rollout by expanding our qualified treatment center network and progressing more patients through the treatment pathway.

With the recent addition of Cincinnati Children's, which is one of the largest epidermolysis bullosa treatment centers in the country, we now have seven activated QTCs nationwide.

Importantly, CHOP and UTMB are biopsying patients, and CHOP has completed its first treatment.

We have treated 12 patients since launch, including five in the second quarter of 2026 and three additional patients in the third quarter to date.

As Madhav will discuss further, a couple of these treatments did not generate revenue.

As our commercial footprint expands, we're refining how we report progress to the investment community.

Over the past quarter we have seen that leading indicators such as scheduled biopsies or biopsies in manufacturing are subject to external variables outside our control and have limited utility in predicting revenue-generating treatments.