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Amin (on for Maury Raycroft)

Research Analyst at Jefferies Financial Group Inc.

Maury Raycroft is an Equity Research Analyst at Jefferies specializing in the biotechnology sector, with broad coverage that includes companies such as Cardiff Oncology, Affimed, BioCryst Pharma, Arrowhead Pharmaceuticals, and Mirati Therapeutics. Raycroft has issued more than 47 stock ratings, maintaining a success rate of approximately 21–40% and an average return per recommendation ranging from -14% to +3%, reflecting the inherent volatility and challenge in the biotechnology space. He began his career as a research analyst in the 2010s, joining Jefferies to provide in-depth coverage on emerging and established biotech firms; prior experience at other financial institutions has not been publicly disclosed. Raycroft holds professional analyst credentials and is likely registered with FINRA, with multiple years of experience generating both quantitative and qualitative insights for institutional investors.

Amin (on for Maury Raycroft)'s questions to ABEONA THERAPEUTICS (ABEO) leadership

Question · Q3 2025

Amin inquired about the expected timeline for the 12 ZEVASKYN Product Order Form (ZPOF) patients to receive treatment, the proportion of these ZPOFs from referred patients versus existing Qualified Treatment Center (QTC) patients, and the company's timeline for achieving profitability, specifically if the recent delay impacts this projection.

Answer

Chief Commercial Officer Madhav Vasanthavada explained that the 12 ZPOF patients are at various stages, with some already scheduled for biopsy in November and early 2026, and full financial clearance is pending for others. CEO Vishwas Seshadri added that a clearer timeline for the full funnel conversion will be available in Q1 2026. Madhav Vasanthavada clarified that the vast majority of the 12 ZPOFs are from patients already at QTCs. Vishwas Seshadri stated that the company still projects profitability in the first half of 2026, with no significant impact from the temporary delay.

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Amin (on for Maury Raycroft)'s questions to AFMD leadership

Question · Q3 2024

Speaking on behalf of Maury Raycroft, he asked about the status and type of partnership discussions for AFM24 and whether the company was considering prioritizing its clinical programs, like AFM13 and AFM28, given its financial position.

Answer

The company stated they are evaluating all strategic partnership options for non-dilutive capital and are not focused on a specific deal type. Regarding prioritization, they are continuing to develop all three main clinical programs (AFM13, AFM24, AFM28) in parallel, as the data for each is compelling and warrants further investment.

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