UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38650 Y-mAbs Therapeutics, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of (I. ...

Exhibit 99.1 Y-mAbs Reports Second Quarter 2025 Financial Results and Recent Corporate Developments Princeton, NJ, August 8, 2025 (GLOBE NEWSWIRE) – Y-mAbs Therapeutics, Inc. (the "Company" or "Y-mAbs") (Nasdaq: YMAB), a commercial-stage biopharmaceutical company focused on the development and commercialization of novel radioimmunotherapy and antibody-based therapeutic products for the treatment of cancer, today reported financial results for the second quarter ended June 30, 2025. Recent Transaction Announ ...

Financial Performance - Total revenues for Q2 2025 were $19.5 million, a 14% decrease from $22.8 million in Q2 2024, primarily due to a $2.9 million decrease in Ex-U.S. DANYELZA net product revenues and a $0.9 million decrease in U.S. DANYELZA net product revenues [3][4] - Total DANYELZA net product revenues for Q2 2025 were $19.0 million, reflecting a 17% decrease from $22.8 million in Q2 2024 [3] - For the first half of 2025, total revenues were $40.4 million, down 5% from $42.7 million in the same period of 2024 [4] Revenue Breakdown - U.S. DANYELZA net product revenues for Q2 2025 were $14.3 million, a 6% decrease from Q2 2024, attributed to declining patient volume and competition [5] - Ex-U.S. DANYELZA net product revenues for Q2 2025 were $4.7 million, a decrease of $2.9 million from Q2 2024, with no stocking orders from Western Europe or Eastern Asia in Q2 2025 [6] Cost and Profitability - Cost of goods sold for Q2 2025 was $2.7 million, down from $3.0 million in Q2 2024, primarily due to decreased sales [11] - Gross profit for Q2 2025 was $16.8 million, consistent with $19.8 million in Q2 2024, with gross margins remaining relatively flat at 86% [13] Operating Expenses - Research and development expenses for Q2 2025 were $11.1 million, down from $12.3 million in Q2 2024, mainly due to a decrease in personnel and stock-based compensation costs [15] - Selling, general, and administrative expenses for Q2 2025 were $11.3 million, a significant decrease from $17.2 million in Q2 2024, largely due to litigation settlements in the prior year [17] Net Loss - The company reported a net loss of $3.2 million for Q2 2025, an improvement from a net loss of $9.2 million in Q2 2024, driven by reduced litigation settlements and favorable foreign currency transaction gains [22] Cash Position - As of June 30, 2025, the company had approximately $62.3 million in cash and cash equivalents, down from $67.2 million at the end of 2024 [23] Acquisition Announcement - Y-mAbs announced a definitive agreement with SERB Pharmaceuticals for an acquisition valued at $412.0 million, with a tender offer expected to commence by August 19, 2025 [8][7]

NEW YORK, Aug. 7, 2025 /PRNewswire/ -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating Y-mAbs Therapeutics, Inc. (NASDAQ: YMAB) related to its sale to SERB Pharmaceuticals. Under the terms of the proposed transaction, Y-mAb ...

PRINCETON, N.J., Aug. 07, 2025 (GLOBE NEWSWIRE) -- Y-mAbs Therapeutics, Inc. (the “Company” or “Y-mAbs”) (Nasdaq: YMAB), a commercial-stage biopharmaceutical company focused on the development and commercialization of antibody-based therapeutics for the treatment of cancer, today announced it will report results for the second quarter 2025 before the market open on Friday, August 8, 2025. In light of the previously announced transaction with affiliated entities of SERB Pharmaceuticals, Y-mAbs will not be ho ...

Y-mAbs Therapeutics, Inc. (YMAB) shares ended the last trading session 103.3% higher at $8.52. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 0.7% loss over the past four weeks.The stock rallied after SERB Pharmaceuticals announced that it would acquire Y-mAbs Therapeutics in an all-cash transaction for an equity value of approximately $412 million. The transaction is expected to be closed by the fourth quarter of ...

MILWAUKEE, Aug. 5, 2025 /PRNewswire/ -- The Ademi Firm is investigating Y-mAbs (NASDAQ: YMAB) for possible breaches of fiduciary duty and other violations of law in its transaction with SERB Pharmaceuticals.Click here to learn how to join our investigation and obtain additional information or contact us at [email protected] or toll-free: 866-264-3995.  There is no cost or obligation to you.In the tender offer transaction, shareholders of Y-mAbs will receive $ $8.60 per share in cash, representing approximat ...

Core Viewpoint - Y-mAbs Therapeutics, Inc. (YMAB) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][4][6]. Earnings Estimates and Stock Ratings - The Zacks rating system is primarily driven by changes in a company's earnings picture, with the Zacks Consensus Estimate reflecting EPS estimates from sell-side analysts [2][3]. - The Zacks Rank stock-rating system categorizes stocks into five groups based on earnings estimates, with a strong historical performance, particularly Zacks Rank 1 stocks averaging a +25% annual return since 1988 [8][10]. Recent Performance of Y-mAbs Therapeutics - Y-mAbs Therapeutics is projected to earn -$0.97 per share for the fiscal year ending December 2025, showing no year-over-year change, but the Zacks Consensus Estimate has increased by 5.1% over the past three months [9]. - The upgrade to Zacks Rank 2 places Y-mAbs in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [11]. Influence of Institutional Investors - Changes in earnings estimates are closely correlated with stock price movements, influenced by institutional investors who adjust their valuations based on these estimates, leading to significant stock transactions [5].

Radiopharmaceutical R&D Update May 28, 2025 Mike Rossi President and Chief Executive Officer Natalie Tucker SVP, Radiopharmaceutical Business Unit Head Norman LaFrance, MD Chief Medical and Development Officer Additional Team Members Available During Q&A Disclaimer Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the US Private Securities Litigation Reform Act of 1995. The forward-looking statements involve substantial risks and uncertainties. All statem ...

Summary of Y-mAbs Therapeutics Inc (YMAB) Conference Call on May 28, 2025 Company Overview - **Company**: Y-mAbs Therapeutics Inc (YMAB) - **Focus**: Development of next-generation therapies, particularly in the field of radiopharmaceuticals and immunotherapy for cancer treatment [4][5] Key Industry Insights - **Radiopharmaceuticals**: The company aims to address significant gaps in the current radiopharmaceutical space through innovative approaches, including pre-targeting to reduce off-target toxicity and enhance treatment efficacy [6][8] - **Theranostic Platform**: YMAB is working towards a fully operational theranostic platform that combines novel radioimmunotherapies with diagnostic tools [6] Core Points Discussed 1. **Clinical Trial Updates**: - The company reported on the progress of its GD2 SADA Phase 1 clinical trial (Trial 1,001), achieving the primary endpoint of safety and tolerability [14][24] - The trial included 23 patients, with a diverse representation across various cancer types, including sarcoma, melanoma, and high-risk neuroblastoma [22][41] 2. **Safety Profile**: - No dose-limiting toxicities or serious adverse events were observed, indicating a robust safety profile for the GD2 SADA protein and Luedota [24][29] - Most adverse events were mild (grade one and two), with nausea and lymphopenia being the most common [26][28] 3. **Pharmacokinetics (PK)**: - The PK of GD2 SADA protein was found to be predictable and dose-dependent, which is crucial for optimizing dosing intervals and maximizing therapeutic indices [30][41] - The study demonstrated that higher concentrations of GD2 SADA showed slower clearance rates, which is beneficial for treatment efficacy [32] 4. **Tumor Uptake Analysis**: - Expanded evaluations showed a higher number of patients with tumor uptake than initially reported, indicating the potential for broader patient eligibility for treatment [42][67] - The company emphasized the importance of using SPECT imaging to identify GD2 expression, which may lead to better patient selection [59][67] 5. **Future Development Plans**: - YMAB plans to initiate a bridge study in early 2026 to evaluate the new Proteus radiohapton, with results expected by the end of 2026 [46][81] - The company is also working on a GD2 PET diagnostic to enhance patient selection and expedite the development of its therapeutic programs [51][78] 6. **Target Evaluation**: - The company has narrowed down potential high-value targets for its pre-targeting platform, focusing on cancers with high unmet needs, particularly in lung, women's, and gastrointestinal cancers [47][48] Additional Important Insights - **Modular Platform**: The introduction of the Proteus radiohapton is expected to improve tumor uptake and reduce off-target effects, enhancing the overall therapeutic index [45][69] - **Regulatory Engagement**: YMAB is actively working with the FDA on its next IND for a new GD2 PET diagnostic, which is anticipated to facilitate the development of its therapeutic assets [46][51] - **Patient-Centric Approach**: The company emphasizes a patient-centric treatment model, allowing for personalized therapy based on individual tumor characteristics and responses [10][10] This summary encapsulates the critical insights and developments discussed during the conference call, highlighting the company's strategic direction and advancements in the field of radiopharmaceuticals.