Y-Mabs Therapeutics Stock Price, News & Analysis

Y-mAbs Therapeutics (NASDAQ:YMAB), a commercial-stage biopharmaceutical company specializing in antibody-based cancer therapeutics, will release its Q2 2025 financial results on Friday, August 8, 2025, before market open.

Due to the previously announced transaction with SERB Pharmaceuticals affiliates, the company will not conduct an earnings conference call for this quarter.

Y-mAbs Therapeutics (NASDAQ:YMAB) has entered into a definitive merger agreement with SERB Pharmaceuticals in an all-cash transaction valued at approximately $412 million. Under the agreement, SERB will acquire all outstanding YMAB shares for $8.60 per share, representing a 105% premium to Y-mAbs' closing price on August 4, 2025.

The acquisition includes Y-mAbs' lead commercial asset DANYELZA® (naxitamab-gqgk), the first FDA-approved treatment for relapsed or refractory high-risk neuroblastoma. The transaction strengthens SERB's rare oncology portfolio, which includes Voraxaze®, Vistogard®, and Xermelo®.

The deal, unanimously approved by Y-mAbs' Board, is expected to close by Q4 2025. Approximately 16% of Y-mAbs stockholders have agreed to tender their shares. SERB will commence the tender offer by August 19, 2025, subject to customary conditions including Hart-Scott-Rodino approval.

Y-mAbs Therapeutics (YMAB) provided updates on its Radiopharmaceutical Business Unit during a virtual R&D update. The company reported positive results from Part A of Trial 1001, validating their GD2-SADA platform in treating patients with recurrent or refractory metastatic solid tumors. Key findings showed that GD2-SADA was safe and well-tolerated, with no treatment-related serious adverse events. The company plans to advance with "Proteus," a novel universal radiohapten, and will initiate a Bridge study (Part 2A) in 1H 2026, followed by Part B in 1H 2027. Y-mAbs is expanding its radiopharmaceutical pipeline to focus on lung cancer, women's cancers, and gastrointestinal cancers, with plans to file an IND for its first molecular imaging asset by end of 2025.

Y-mAbs Therapeutics (NASDAQ: YMAB) presented a trial in progress poster for their GD2-SADA Pretargeted Radioimmunotherapy (PRIT) at the Advances in Neuroblastoma Research Meeting. The presentation focuses on Trial 1001, a Phase 1 clinical trial evaluating the safety and tolerability of GD2-SADA PRIT with Lutetium 177 DOTA in patients aged 16 and older.

The trial targets patients with recurrent or refractory metastatic GD2-expressing solid tumors, including high-risk neuroblastoma, small cell lung cancer, sarcoma, and melanoma. The company has completed Part A of the trial, which involved dose escalation of GD2-SADA protein to determine optimal safe dosing. Initial data readout is scheduled for May 28th during their virtual Radiopharmaceutical R&D update.

Y-mAbs Therapeutics (NASDAQ: YMAB) has announced a virtual Radiopharmaceutical R&D update scheduled for May 28, 2025, at 8:00 a.m. ET. The 90-minute presentation will cover several key areas including:

• Part A clinical data from the ongoing Phase 1 GD2-SADA clinical trial (Trial 1001), featuring pharmacokinetic and dosimetry data
• Updates on nonclinical optimization studies for the GD2-SADA asset and clinical implementation plans
• The company's Radiopharmaceutical pipeline strategy, including new planned target programs and timelines

The event will be accessible via webcast on Y-mAbs' Investor Relations website and will remain archived for at least 30 days.

Y-mAbs Therapeutics (YMAB) reported its Q1 2025 financial results with total revenues of $20.9 million, up 5% year-over-year. DANYELZA net product revenues increased 8% to $20.9 million, with U.S. revenues declining 28% to $13.4 million while Ex-U.S. revenues grew by $6.7 million to $7.5 million. The company reported a net loss of $5.2 million ($0.12 per share), improved from $6.6 million loss in Q1 2024. Cash position stands at $60.3 million, expected to fund operations into 2027. Notable developments include NCCN Guidelines inclusion of DANYELZA for neuroblastoma treatment and first patient dosing in CD38-SADA Phase 1 trial for non-Hodgkin Lymphoma. Management reiterated FY2025 revenue guidance of $75-90 million and expects Q2 2025 revenues between $17-19 million.

Y-mAbs Therapeutics (NASDAQ: YMAB) announced that its drug naxitamab-gqgk (DANYELZA®) has been included in the National Comprehensive Cancer Network® (NCCN®) Clinical Practice Guidelines as a Category 2A treatment option for high-risk neuroblastoma. The drug, which received FDA accelerated approval in November 2020, is used in combination with GM-CSF for treating relapsed or refractory high-risk neuroblastoma in pediatric patients (1+ years) and adults.

DANYELZA's FDA approval was based on efficacy results from two single-arm, open-label trials: Study 201 and Study 12-230. The drug was developed by Memorial Sloan Kettering Cancer Center and is exclusively licensed to Y-mAbs. This NCCN recognition reinforces DANYELZA's position as a leading anti-GD2 therapy for treating relapsed/refractory high-risk neuroblastoma.

Y-mAbs Therapeutics (NASDAQ: YMAB), a commercial-stage biopharmaceutical company specializing in radioimmunotherapy and antibody-based cancer treatments, has scheduled its Q1 2025 financial results announcement for Tuesday, May 13, 2025, before market open. The company will host a conference call and webcast at 8:00 a.m. ET on the same day to discuss the results. Investors can access the webcast through Y-mAbs' Investor Relations website, where it will remain archived for at least 30 days.

Y-mAbs Therapeutics (YMAB) presented preclinical and translational pharmacokinetics data for their CD38-SADA platform at the 2025 AACR Annual Meeting in Chicago. The research focuses on their pretargeted radioimmunotherapy (PRIT) technology, specifically analyzing plasma concentrations of CD38-SADA in animal models.

Key findings revealed that CD38-SADA monomers clear 20 times faster than tetramers, supporting the platform's potential effectiveness in targeted cancer treatment. The study data has informed the design and initial dosing regimen of their Phase 1 Trial 1201 in patients with r/r NHL, with the first patient already dosed.

The SADA technology, developed at Memorial Sloan Kettering Cancer Center and exclusively licensed to Y-mAbs, involves a two-step process: a pre-targeting infusion followed by a radioactive payload delivery using Lutetium 177-DOTA.