Abeona Therapeutics Inc. · NASDAQ:ABEO
Abeona Therapeutics — Q3 2026 Earnings Presentation
15 slides from Abeona Therapeutics's earnings presentation, Nov 9, 2026
Slide 1: Third Quarter 2026 Financial Results and Corporate Update
Third Quarter 2026 Financial Results and Corporate Update November 9, 2026
Slide 2: Forward-looking statements
Forward-looking statements This presentation contains certain statements that are forward-looking within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and that involve risks and uncertainties. We have attempt
Slide 3: Abeona, a Commercial-Stage Rare Disease Company
Abeona, a Commercial-Stage Rare Disease Company Anchored by a growing Strong capabilities in Building a diversified, Experienced leadership portfolio, with late-stage clinical durable revenue- team with decades of ZEVASKYN providing development with generating rare disease experience in an establish
Slide 4: ZEVASKYN Launch Progress: Q3 2026 Highlights
ZEVASKYN® Launch Progress: Q3 2026 Highlights Net Product Revenue COMMERCIAL PROGRESS • Q3 net ZEVASKYN revenue of $13.5 million, $13.5 an 18% increase QoQ $11.4 • 6 patient treatments in Q3 • 15 commercial treatments completed since launch $8.7 QTC ACTIVATION & TREATMENT READINESS • CHOP and Univer
Slide 5: ZEVASKYN QTC Network Enhances Patient Access
ZEVASKYN QTC Network Enhances Patient Access QTC NETWORK EXECUTION NewYork-Presbyterian/ Columbia University • At every QTC, patients are advancing Stanford Medicine Ann & Robert H. Lurie Irving Medical Center Children’s Hospital through approval process to receive Children's of Chicago ZEVASKYN Hea
Slide 6: ABO-801: An Orphan Drug with Compelling Strategic Rationale
ABO-801: An Orphan Drug with Compelling Strategic Rationale A differentiated late-stage opportunity in a growing rare disease market LATE-STAGE, ESTABLISHED CLINICAL COMPELLING ATTRACTIVE PHASE 3 READY FOUNDATION DIFFERENTIATION COMMERCIAL UPSIDE Revenue opportunity from Visible near-term catalysts
Slide 7: EoE is a Chronic, Lifelong Inflammatory Disease of the Esophagus
EoE is a Chronic, Lifelong Inflammatory Disease of the Esophagus with Few Approved Treatment Options Allergen (Unknown) Driven Disease ~360,000 ~278,000 (1) ~40,000 (1) Total patients diagnosed with EoE in US Adults diagnosed with EoE in US Teens diagnosed with EoE in US Normal Esophagus (2) Limited
Slide 8: ABO-801: Specifically Designed to Treat EoE
ABO-801: Specifically Designed to Treat EoE ✓ FDA Orphan Drug Designation ✓ FDA Fast Track Designation ✓ IP protection through 2042 ABO-801 is a novel product candidate designed to be a once daily, orally disintegrating tablet to specifically deliver fluticasone propionate topically to the esophagea
Slide 9: ABO-801: ODT with a Differentiated Clinical Profile
ABO-801: ODT with a Differentiated Clinical Profile Endoscopic Evidence of ABO-801 Meaningful and Durable (Fluticasone propionate) Improvement (3) Screening Status Phase 3 SAFETY (1) IN PHASE 3 Adrenal Suppression 0% Systemic Exposure <1% Week 12 EFFICACY IN PHASE 3 Eosinophils ≤6/hpf (Coprimary End
Slide 10: Robust EREFS Profile from Endoscopy
Robust EREFS Profile from Endoscopy Treatment Arm Sample Size FLUTE 2: ABO-801 (n=97) , placebo (n=46) FLUTE 3: ABO-801 (n=108) , placebo (n=110) EREF Score Responders EREF Inflammatory Responders ABO-801 Placebo ABO-801 Placebo P-value: <0.001 P-value: 0.001 P-value: <0.001 P-value: 0.004 51% 42% 3
Slide 11: ABO-801: Pooled Week 12 Data for Complete Responders
ABO-801: Pooled Week 12 Data for Complete Responders Show Strong Trends in Symptom Improvement (1) C O M P L E T E R E S P O ND E R A NA L Y S IS Pooled FLUTE 2 + FLUTE 3 | Week 12 | n=361 Complete response rate p = 0.004 Week 12 pooled analysis Pooled data from FLUTE 2 and FLUTE 3 18% Complete resp
Slide 12: PRO Tools Differ in Their Ability to Reduce Subjectivity
PRO Tools Differ in Their Ability to Reduce Subjectivity in Patient Response to Questionnaires • DSQ (validated tool for FDA approvals to-date) & PROSE (used in ABO-801’s prior Phase 3 trials) – DSQ simple and easy for patients to use • Focuses on solid food only and on patient action to relieve sym
Slide 13: Q3 2026 Financial Results
Q3 2026 Financial Results Sequential comparison versus Q2 2026 NET ZEVASKYN REVENUE OPERATING EXPENSES AND COST OF SALES Q3 2026 Q2 2026 $13.5M ↑ 18% Cost of sales $5.7M $4.2M Q2 2026: $11.4M R&D expenses $3.7M $5.0M SG&A expenses $17.1M $15.8M QUARTER-END LIQUIDITY $ Cash, cash equivalents and shor
Slide 14: Disciplined Transaction Structure and Financing
Disciplined Transaction Structure and Financing ABO-801 acquisition structured to preserve operating focus while funding the next phase of development ABO-801 ACQUISITION PRIVATE PLACEMENT EQUITY ISSUED TO GROSS PROCEEDS $20M SELLER $30M • $0 upfront cash consideration • Intended to support the deve
Slide 15: Abeona Therapeutics
Abeona THERAPEUTICS