)
Visual
test
Y-mAbs Therapeutics
Y-mAbs Therapeutics (YMAB) investor relations material
Y-mAbs Therapeutics has been acquired
Y-mAbs Therapeutics Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary8 Aug, 2025
Executive summary
Entered into a definitive merger agreement with Perseus BidCo US, Inc. and SERB Pharmaceuticals for a cash tender offer at $8.60 per share, with the company to become a wholly owned subsidiary upon completion; deal valued at $412 million and expected to close by Q4 2025.
DANYELZA remains the only FDA-approved product, with ongoing clinical trials and expansion into new indications and geographies.
Business realignment in January 2025 led to a 12% workforce reduction, operational restructuring into two segments, and reduced personnel and compensation costs.
Cash and cash equivalents stood at $62.3 million as of June 30, 2025.
Financial highlights
Q2 2025 revenues were $19.5 million, down 14% year-over-year but exceeding guidance, mainly due to lower DANYELZA sales in the US and ex-US markets.
Net loss for Q2 2025 was $3.2 million, or ($0.07) per share, improved from $9.2 million or ($0.21) per share in Q2 2024.
Gross margin for Q2 2025 was 86%.
Operating expenses declined due to lower R&D and SG&A costs, including the absence of prior year litigation settlements.
Interest and other income rose to $2.3 million, mainly from foreign currency gains.
Outlook and guidance
Cash position projected to support operations as currently planned into 2028, assuming no merger completion.
Ongoing clinical trials for DANYELZA and SADA PRIT platform, with key studies expected to complete enrollment or report results by 2028.
Manufacturing transition for DANYELZA to Italy in 2026 may temporarily increase costs and inventory levels.
Transaction with SERB expected to close by Q4 2025, pending tender offer and regulatory approvals.
Why did Y-mAbs' U.S. DANYELZA revenue decline?
Explain the foreign currency transaction gains.
Detail the terms of SERB's acquisition of Y-mAbs.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
Y-mAbs Therapeutics
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Y-mAbs Therapeutics Inc. is a biopharmaceutical company focused on the development and commercialization of antibody-based therapies for the treatment of cancer. The company specializes in creating monoclonal antibody treatments that target tumors in pediatric and adult patients. Y-mAbs leverages its expertise in immunotherapies to advance a pipeline of innovative treatments designed to improve survival rates and patient outcomes in oncology. Its focus is primarily on addressing rare and difficult-to-treat cancers. The company is headquartered in New York, New York, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage