Abeona Therapeutics, Inc. (ABEO)

Over the past six months, Abeona Therapeutics' stock has been impacted by several key events. The FDA approved ZEVASKYN for RDEB in April 2025, transitioning Abeona to a commercial-stage company. The company reported a net income of $108.8 million in Q2 2025, strengthening its balance sheet. The first commercial patient treatment with ZEVASKYN was temporarily delayed due to a false positive sterility result, but biopsy collection resumed in November 2025. Abeona has reported strong patient demand for ZEVASKYN and an expanding treatment site network. Mohamad Tabrizi was appointed as Chief Business Officer in December 2025, and the company granted equity awards to new employees. Abeona anticipates achieving profitability in 2026, driven by demand for ZEVASKYN. The stock price has experienced an 18.69% decline over the past six months, with insider trading activity showing 21 sales and no purchases.

Specific data regarding demand seasonality for Abeona Therapeutics' products and services is not readily available. Demand might be less subject to typical seasonal fluctuations compared to consumer goods, but without specific data, no definitive statement on seasonality can be made.

Abeona Therapeutics is a clinical-stage biopharmaceutical company focused on developing gene and cell therapies for severe and life-threatening rare diseases. Its core business revolves around the development and commercialization of transformative cell and gene therapies. Key products include ZEVASKYN (prademagene zamikeracel) for recessive dystrophic epidermolysis bullosa (RDEB), ABO-102 (AAV-SGSH) for Sanfilippo syndrome type A (MPS IIIA), ABO-101 (AAV NAGLU) for Sanfilippo syndrome type B (MPS IIIB), and AAV-based gene therapies for ophthalmic diseases like Stargardt disease, X-linked retinoschisis, and autosomal dominant optic atrophy.

Abeona Therapeutics maintains its headquarters and a fully integrated cell and gene therapy cGMP manufacturing facility in Cleveland, Ohio, United States.

Abeona Therapeutics' brand reputation in the past year has been shaped by the FDA approval of ZEVASKYN, enhancing its reputation within the biopharmaceutical industry. A temporary delay in the commercial launch of ZEVASKYN due to an assay optimization issue could have momentarily impacted perceptions. The reported strong patient demand for ZEVASKYN and the expansion of its treatment network suggest a positive reception for its lead product.

Abeona Therapeutics Inc. has a diverse ownership structure. Institutional shareholders hold a significant portion of the company's stock, with estimates ranging from 40.75% to 65.67% or 53%. Major institutional owners include Nantahala Capital Management, LLC, BlackRock, Inc., Adage Capital Partners Gp, L.l.c., Suvretta Capital Management, Llc, Vanguard Group Inc, Vivo Capital, LLC, Western Standard LLC, Geode Capital Management, Llc and iShares Russell 2000 ETF. Sco Capital Partners LLC is the largest individual shareholder, owning 26.55% of the company's shares, and Steven H. Rouhandeh holds 25.79%. The company's CEO, Vishwas Seshadri, directly holds 2.4% of the total shares outstanding.