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ABABEO

Abeona Therapeutics Inc.

$ABEO·$282M·Biotechnology·Healthcare
$4.65+6.7%YTD-12.3%1Y-15.9%
Price updated 12h ago·X counts updated 4d ago
ABABEO
$ABEOAbeona Therapeutics Inc.
$4.65+6.65%29 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ABEO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

29X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $ABEO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-20

Abeona Therapeutics posters are split on ZEVASKYN. Q2 revenue rose 31% sequentially to $11.4M (5 treated, 4 recognized), but ABEO was down -17% premarket because one batch fell under the sheet threshold for revenue recognition (a first-time low-yield batch, currently 9 sheets per lot on average) — 'not falling demand.' Only three ZEVASKYN treatments in Q3 to date is well below expectations. Manufacturing yields emerge as the red flag. Mixed with a bearish tilt.

Read what X is saying about $ABEO

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ABEO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storyWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Abeona ZEVASKYN launch hitting revenue-recognition potholes — now four executives sold on the same day and law firms are circling.

Abeona Therapeutics is in the middle of a messy commercial launch for ZEVASKYN gene therapy for epidermolysis bullosa — Q2 revenue of $11.4M was up 31% sequentially but 7% below consensus because one batch fell below the sheet-threshold for revenue recognition.

  • The low-yield batch is being characterized by management as a first-time production issue, but at 9 sheets per lot on average, any batch below threshold materially moves the quarterly revenue line in both reported and recognized terms.
  • Four executive S-Sales on September 29 at exactly $5.1556 (Vazzano $47K, Vasanthavada $25K, O'Malley $35K, Seshadri $101K) — the coordinated 10b5-1 execution is a signal, and Pomerantz Law Firm investigation announcements have appeared four separate times in September-October.
  • Sell-side has 2026 revenue of $55.8M stepping to $121M in 2027 and $189M in 2028 — the forward model requires the manufacturing process to stabilize at 9+ sheets per batch, which is still an open question.

At $5.03 and 28% of the 52-week range, the equity is cheap on 2028 revenue but priced for execution risk — the November 11 Q3 earnings is the next test of whether ZEVASKYN quarterly revenue can clear $15M on a stable per-batch yield.

Agrees with X sentimentX is mixed on the ZEVASKYN launch with the first-batch yield as the near-term worry; the TickerTalks read agrees — the operating story is credible but the September 29 insider cluster and the recurring Pomerantz investigation announcements are a near-term headwind.

What to watch: November 11 Q3 earnings and ZEVASKYN quarterly revenue plus per-batch yield disclosure; progress on the Pomerantz Law Firm investigation; any FDA inspection or manufacturing update that would stabilize the recognition process.

On the calendar: Q3 earnings scheduled 2026-11-11

Read the AI verdict on $ABEO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage gene and cell therapy biotech targeting rare genetic skin and metabolic diseases with next-gen delivery platforms.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $ABEO.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $ABEO

Partial — Clinical-stage gene and cell therapy biotech targeting rare genetic skin and metabolic diseases with next-gen delivery platforms.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+35.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
5.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-50.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-6.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-20.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
29.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
41.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
51.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$-0.35$-0.23-51.1%
Q1 2026May 13, 2026$-0.30$-0.33+9.1%
Q4 2025Mar 17, 2026$-0.34$-0.35+2.9%
Q3 2025Nov 12, 2025$-0.10$-0.27+63.0%
Next earningsWed, Nov 11·consensus EPS $-0.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$8.7M—59.1%-264%$-0.30$-20.7M
Q4 FY25$5.4M—47.7%-423%$-0.39$-19.1M
Q3 FY25$0———$-0.10$-23.7M
Q2 FY25$400K—75.0%-5698%$2.07$-21.7M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$52.6M$43.3M – $68.1M-$0.97-$1.26 – -$0.557
FY27$115.6M$84.7M – $164.1M-$0.18-$1.00 – $1.007
FY28$188.6M$139.1M – $227.0M$0.39-$0.46 – $1.106
FY29$282.7M$208.6M – $368.9M$1.43$0.94 – $2.004
FY30$329.7M$243.3M – $430.3M$2.16$1.42 – $3.013

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.18%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-18.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-16.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 36.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.305-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 29Vishwas SeshadriCEO19.6K sh$101KSellSep 29Vazzano Joseph WalterCFO9.2K sh$47KSellSep 29Brendan M. O'malleySVP, Chief Legal Officer6.7K sh$35KSellSep 29Madhav VasanthavadaChief Commercial Officer4.9K sh$25KSellSep 1Mark AlvinoDirector15.0K sh$88KSellJul 21Vazzano Joseph WalterCFO1.5K sh$10KSellJul 9Vazzano Joseph WalterCFO24.9K sh$173KSellJul 9Vishwas SeshadriCEO68.0K sh$473KSellJul 9Brendan M. O'malleySVP, Chief Legal Officer12.1K sh$84KSellJul 9Madhav VasanthavadaChief Commercial Officer12.6K sh$88K
1–10 of 23
+ 2 other (1 other · 1 gift) in window

See when $ABEO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 158-K — Item 7.01: Press release / Reg FD
AI summary

Abeona Therapeutics (ABEO) furnished an updated investor presentation for use at the H.C. Wainwright 28th Annual Global Investment Conference on September 15, 2026. The presentation is furnished under Reg FD (Item 7.01) and not deemed filed for Exchange Act purposes. Routine investor conference disclosure with no standalone financial data in the filing body.

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
8-KOfficer or director changeJun 128-K — Item 5.02: Officer or director change
8-KPress release / Reg FDJun 108-K — Item 7.01: Press release / Reg FD
+ 13 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Abeona Therapeutics Inc. - ABEOglobenewswire.com·10d agoAbeona Therapeutics® Announces New Employee Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·14d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Abeona Therapeutics Inc. - ABEOprnewswire.com·15d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Abeona Therapeutics Inc. - ABEOglobenewswire.com·17d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Abeona Therapeutics Inc. - ABEOprnewswire.com·22d ago

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Voices on X · last 7 days

No standout posts about $ABEO on X in the last 7 days.

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