ABEO Abeona Therapeutics Inc

Cantor⬆️ $ABEO's PT to $30 and reiterated at Overweight after Abeona's partner Ultragenyx announced the approval of FAYUVI (UX111, AAV9-based gene therapy) for Sanfilippo syndrome Type A (MPS IIIA). $RARE $KRYS Cantor said in its note: As part of this agreement, Ultragenyx assumed responsibility across development, manufacturing and commercialization, with ABEO eligible for tiered royalties of up to 10% on net sales and commercial milestone payments up to $30M. Following this news, we are raising our PT to $30 from $28 prior.

$ABEO $RARE Abeona Therapeutics 'congratulated' Ultragenyx on U.S FDA approval of UX111 Abeona Therapeutics (ABEO) "congratulated" Ultragenyx Pharmaceutical (RARE) on the U.S. Food and Drug Administration, FDA, approval of FAYUVI, also known as UX111, a gene therapy for the treatment of patients with Sanfilippo syndrome type A, a rare and progressive neurodegenerative lysosomal storage disorder. "FDA approval of FAYUVI represents an extraordinary milestone for patients and families affected by Sanfilippo syndrome type A, a devastating disease that has lacked effective therapeutic options," said Vish Seshadri, Chief Executive Officer of Abeona Therapeutics. "The journey to this achievement is a testament to years of scientific innovation and determination across multiple organizations. Abeona was privileged to help advance this program from its academic origins into clinical development, generating the foundational data that supported its continued progress."

$ABEO funny, listening to the call today, our boys are clearly growing up before our eyes. In early calls they were overly positive and laying out zero margin for error models, then on the Q2 call they flipped to zero information, no more positivity, now on today’s call it was a mature performance. No new information but well played out and well presented. Very proud.

$ABEO This should be an easy $7.00 to $8.00 now and $12 by EOY. Of course, we have to get through October; and whatever nonsense the macroeconomic climate brings. I submit that since many saw fit to elect this assclown for president everything is suffering, save for his bank account. It's funny how that works. It's also funny that we all can agree that money and corruption in government is what we don't want, yet disagree on how to get there. I personally think everything would be doing at least a little better now if the other fool won.

$ABEO listened to the call. Not much new information but its nice to see they are progressing: In total around 12 patients Treated so far, low yield sheet production is a very rare outcome. 4 centers are already able to treat patients and 2-3 more most likely will be ready to treat patients by the end of 2027 . 6 patients per month is the current production capacity. Expansion to 10 some time during 2027. 750 is the main patients potential population and each one of them will need 2 treatments. They are eligible to up to 8% royalties if UX111 is approved. New cancer car-t program looks promising. Good call but things takes longer..

$ABEO When a highly shorted stock receives great news, it often triggers a short squeeze, causing the stock price to spike rapidly.🚀 What Happens Step-by-StepThe Catalyst: Great news or positive earnings break.Initial Buying: New buyers jump in, pushing the stock price up.Margin Pressure: Short sellers face losses as the price climbs, risking margin calls from brokers.The Squeeze: Shorts rush to buy back shares to close out their positions.Price Spiral: That forced buying adds massive extra demand, driving the price even higher in a feedback loop. With ABEO, the question is probably not IF, but WHEN. Which shorts are going to be left holding the bag?

$ABEO I just listened to last night's Ultragenyx call. They don't want to talk much about the projected numbers or timing, but they estimate 300-400 patients are in the current pool of eligibility for UX111. At $3.9 mill per treatment, that's a lot of money to receive a royalty on!

$ABEO Yes, Abeona Therapeutics (ABEO) receives royalties on FAYUVI™ sales.FAYUVI™ (rebisufligene etisparvovec-hopf), formerly known as ABO-102 or UX111, was originally developed by Abeona Therapeutics. Due to funding constraints, Abeona out-licensed the global rights to Ultragenyx Pharmaceutical ($RARE) in May 2022.Under the terms of their exclusive licensing agreement:Tiered Royalties: Abeona is entitled to receive tiered royalties of up to 10% on net sales of FAYUVI.Milestone Payments: Abeona is also eligible to receive up to $30 million in commercial milestone payments based on regulatory approval and commercial success.

$ABEO IT SEEMS SO TRITE TO ASK INVESTORS TO HAVE PATIENCE. Especially in a world of impatience. But it is as true today as ever that when you own a companies shares that has almost 100% certainty of success and becoming profitable at some point down the road, those who have the foresight and the patience to struggle through the early times can make HUGE PROFITS. Amazon took 7 years to make its first quarterly profit and 9 years to record its first full year profit. Tesla took 17 years to become profitable. Uber took 15 years to become profitable and spotify 20 years. Yet early investors who held on during the lean years ended up very, very wealthy. The great thing is that with ABEO we are probably looking at less than a year for it to become profitable and it is available at a price today that can actually make folks a great deal of money if all they have to do is have a little patience. Easier said than done but still true.

$ABEO Abeona is eligible for tiered royalties ranging from mid-single-digit percentages to 8% of net sales, along with up to $30 million in commercial milestone payments following regulatory approval...BIG

$ABEO I find myself wondering if price targets will go up a little because of the UX111 approval. I think "yes"! I doubt that this had been factored into the price targets previously. Regardless, the current price targets already reflect Abeona as a ridiculously cheap stock; any upward revision is icing on the cake!

$ABEO Roth capital says in their buy recommendation today that in a takeout, ABEO worth more than $30/sh. FYI

$ABEO Pushed out 10 treatments/month to sometime in 2027, but steady qoq growth expectations. Glad the analyst called out the royalty and future treatment pipeline. These guys sounded much more prepared in their explanations, which is progress. I think this stock is priced for positive reaction to most news going forward.

$ABEO Their valuing the company @ 100 million dollars (minus the cash on hand) with 2 approved drugs/Zevaskyn having a market potential of 4 billion incredibly cheap!!!!!! Someone is going buy them out on the cheap imo

$ABEO With an eighth site identified for Zevaskyn, UX111 approved with royalties and milestone payments on the horizon and a prostate cancer drug in the pipeline, how someone does not buy this company is a bit of a mystery considering PTs that consider future earnings and the stocks current price. I have to believe longs will be rewarded as the solid science behind the company appears to portend well for the prostate cancer drug. We shall see.

$ABEO What do you think the market still misunderstands about Abeona? “The first thing is underappreciation of the opportunity we have with Zevaskin. I think the speed of the launch does not define the peak opportunity. That is number one. This is foundation laying for it's almost like an extended clinical trial phase through launch that we have to establish what we did with one site has to happen with 10 or whatever the number of sites that we will eventually have. So that's for recognition of that. The second is this is not a product that has an endpoint of loss of exclusivity or things like that. Because we don't see a generic entrant in this is something that we're going to own for a very long time. That is underappreciated.

$ABEO this is exactly what we want Use our savings to give these executives a happy childhood and watch them grow to be productive individuals. What we get is small potatoes. Point is, our beloved executives will one day grow up to run a successful companany. And that feeling, not investment profits, is our real reward.

$ABEO I'm thinking that the portion of the$30 mill which will kick in upon fda approval of UX-111 this week will probably be recognized as ABEO revenue in this month (ie Q3) regardless of when the cash is actually received. Hence I think that this milestone revenue, combined with Zevaskyn revenue, will probably result in a profit in Q3 for Abeona. I like that very much!

$ABEO - simple points to remember....What does this service provide? How many other companies can do it? Are they building a good foundation to build the services out of ? We are watching a singular source of service being built out and we were able to buy this under $4,$5, and $6..... 10K of shares is the goal.....

$ABEO - Slow and steady.... New Hires/New center - this is all part of the building blocks. Covering the SE is huge because now it helps families cut costs and travel. This will entice new patients.... goal is 10k shares....(almost there). Happy Happy Times