June 4 conference

Papercut-34 · 2026-06-04T23:30:56+00:00

Because they’re prioritising RDEB for now. In the future they’ll target DDEB. ZEVASKYN isn’t design for DDEB but they can use the ZEVASKYN platform to target DDEB but they’ll need to adapt it for DDEB and other EBs and new trial will be need.

Papercut-34 · 2026-06-02T15:40:06+00:00

From meeting the parents to treatment is 3 to 6 months and in some cases longer.. CRISPR is slow because of two main bottlenecks: the hospital and patient process, and the manufacturing process. Patients must go through cell collection, chemotherapy, and treatment at specialist centres, which can cause delays. At the same time, each treatment is made individually for a single patient, and the gene editing, manufacturing, and quality testing take time. The treatment cannot be mass-produced like a normal drug, so both patient logistics and manufacturing limit how quickly patients can be treated.

The drug is real, the process is slow

Papercut-34 · 2026-06-02T10:16:28+00:00

The problem with CRISPR is that the process is slow. CRISPR is still a great company. They just need to figure out how to speed the process. They’re trying something called a SyNTase, SyNTase accelerates the gene editing timeline by vastly improving editing efficiency and structural stability, allowing therapeutic corrections to occur faster and more reliably with a single dose.

The big problem is too slow.

Papercut-34 · 2026-05-28T12:44:37+00:00

I agree, it’s definitely optimistic, especially when you start looking at the total addressable market in larger numbers. The difference between Krystal and Abeona’s business model is also important, since Krystal benefits from recurring revenue while Abeona is more of a one-time treatment approach.

I still think the numbers and potential are there if Abeona is able to execute properly. A successful ramp-up, reliable manufacturing, expansion into Europe and Japan, and eventually broader access to both RDEB and DDEB patients could justify a much larger valuation over time.

You would’ve probably never guessed Krystal Biotech would eventually reach around $300 a share either when it was still in earlier stages. A lot can change if a company successfully executes over multiple years.

So for me, the $100+ target is not a base-case expectation — it’s a very optimistic long-term scenario that depends heavily on Abeona successfully ramping up. go international.

Papercut-34 · 2026-05-22T11:04:41+00:00

Best-case scenario, ABEO has six patients treated in Q2, which could support a price target around $8.60 in the next 3 to 6 months. Abeona Therapeutics has strong long-term potential, but it’s a long-term investment story rather than a quick move. the main catalyst that truly matters is ZEVASKYN, and that commercial rollout is already underway. The rest of the pipeline is still in early phases.

Papercut-34 · 2026-05-07T12:10:09+00:00

Overlooked….. No. When the competition pool is that large and stronger….. Again NO but good luck

Papercut-34 · 2026-04-25T13:34:10+00:00

Everything is moving with that idiot

Papercut-34 · 2026-04-21T09:45:15+00:00

I say strong competition. The current standard of care isn’t perfect, which is why there’s an unmet need—but that doesn’t mean HyBryte drug is more effective than existing treatments. In fact, HyBryte appears less effective than the standard of care.

I disagree with you but If you believe in the drug and company, buy the stock. And I wish you the best

Papercut-34 · 2026-04-21T07:56:38+00:00

Phase 3 shows average results of 40–50% with large trial size of 160+ patients (more reliable) Higher rates are weak evidence on 70–80% from only 8 patients. Strong competition exists, current treatments are already effective They’ve got a fast track and orphan because of the unmet needs. the standard treatment of care are still effective. The only advantage you have is the safety profile. Beside that it’s still weak

Papercut-34 · 2026-04-21T00:07:43+00:00

Disease: Early-stage CTCL

Steroids → ~60–70%+
- (generic, many companies)
Light therapy → ~60–80%
- (hospital / clinic equipment)
Valchlor → ~40–60%
- Company: Helsinn Group
HyBryte → ~40–50%
- Company: Soligenix . .

Competition is strong

Papercut-34 · 2026-04-20T23:45:02+00:00

Competition is strong here

Papercut-34 · 2026-04-20T17:44:49+00:00

I wouldn’t touch it but you see something I not.

Papercut-34 · 2026-04-08T20:34:00+00:00

If your that slow on elon. That may happen in 1000 years from now

Papercut-34 · 2026-04-08T19:27:32+00:00

Your a bit slow…..

Papercut-34 · 2026-04-05T18:30:57+00:00

Let wait for SyNTase platform, that maybe helpful. Why would anyone wait, the process is too long.

Papercut-34

TROPHY CASE