Y-mAbs Therapeutics Inc
NASDAQ:YMAB
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Y-mAbs Therapeutics Inc
Y-mAbs Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which focuses on the development and commercialization of antibody based therapeutic products for the treatment of cancer. The company is headquartered in New York City, New York and currently employs 148 full-time employees. The company went IPO on 2018-09-21. The company is focused on development and commercialization of antibody based therapeutic products for the treatment of cancer. The Company’s technologies include bispecific antibodies generated using the Y-BiClone platform and the SADA platform. The Company’s product pipeline includes DANYELZA (naxitamab-gqgk), which targets tumors that express GD2, and omburtamab, which targets tumors that express B7-H3. DANYELZA, which is a humanized monoclonal antibody in combination with granulocyte-macrophage colony-stimulating factor (GM-CSF) for the treatment of in the bone or bone marrow stable disease to prior therapy and being evaluated for the treatment of other GD2-positive tumors. The company also develops Omburtamab, which is novel murine monoclonal antibody targeting B7-H3. The firm is conducting Phase II clinical trials for the treatment of patients with first-line NB, third-line NB, and in relapsed osteosarcoma.
Y-mAbs Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which focuses on the development and commercialization of antibody based therapeutic products for the treatment of cancer. The company is headquartered in New York City, New York and currently employs 148 full-time employees. The company went IPO on 2018-09-21. The company is focused on development and commercialization of antibody based therapeutic products for the treatment of cancer. The Company’s technologies include bispecific antibodies generated using the Y-BiClone platform and the SADA platform. The Company’s product pipeline includes DANYELZA (naxitamab-gqgk), which targets tumors that express GD2, and omburtamab, which targets tumors that express B7-H3. DANYELZA, which is a humanized monoclonal antibody in combination with granulocyte-macrophage colony-stimulating factor (GM-CSF) for the treatment of in the bone or bone marrow stable disease to prior therapy and being evaluated for the treatment of other GD2-positive tumors. The company also develops Omburtamab, which is novel murine monoclonal antibody targeting B7-H3. The firm is conducting Phase II clinical trials for the treatment of patients with first-line NB, third-line NB, and in relapsed osteosarcoma.
Revenue: DANYELZA net product revenue was $20.9 million for Q1 2025, up 8% from last year and at the high end of the company’s range.
US vs ex-US: US DANYELZA revenue fell 28% due to competitive pressures and changing ordering patterns, but ex-US sales surged, driven by new programs in Asia and Latin America.
Guidance: Full-year 2025 revenue guidance reiterated at $75–90 million; Q2 revenue expected between $17–19 million, reflecting seasonality and fewer international stocking orders.
Profitability: DANYELZA segment profit was $8.8 million, representing a profit margin of 42%.
Cash Position: Company ended Q1 with $60.3 million in cash, with runway into 2027.
Pipeline Progress: Completed Part A of GD2-SADA Phase I trial and dosed first patient in CD38-SADA trial, with further updates and new targets to be announced at a May 28 R&D event.
NCCN Guidelines: DANYELZA added to NCCN guidelines for relapsed/refractory neuroblastoma, potentially removing a major headwind in clinician adoption.
