Jul. 25 at 7:37 PM
$ABEO continues to expand the ZEVASKYN launch, activating Cincinnati Children’s as its seventh Qualified Treatment Center and adding one of the larger US epidermolysis bullosa centers to its network.
Access is improving, but execution is now the key issue. More treatment centers must translate into more biopsies, manufactured patient-specific treatments and revenue. Abeona treated 3 patients and generated
$8.7M in product revenue during Q1, with
$168.3M in cash and short-term investments at quarter-end.
$KRYS remains relevant because VYJUVEK also serves the dystrophic epidermolysis bullosa market, although the products and treatment processes differ. Commercial trends at both companies can provide signals on RDEB adoption and reimbursement.
Bull case: expanding access and broad payer coverage. Risks: slow patient throughput, high launch costs and complex manufacturing.
Not financial advice. Do your own research.
