Company Overview - Y-mAbs Therapeutics, Inc. (YMAB) is expected to report a year-over-year decline in earnings despite higher revenues for the quarter ended December 2024, with a consensus EPS estimate of a loss of $0.13 per share, reflecting a -550% change from the previous year [1][3] - Revenues are anticipated to be $27.2 million, which represents a 16.4% increase compared to the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for release on March 4, 2025, and could lead to stock price movements depending on whether the actual results exceed or fall short of expectations [2] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4] Earnings Surprise Prediction - The Most Accurate Estimate for Y-mAbs Therapeutics is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +31.65%, suggesting a bullish outlook from analysts [10] - The company currently holds a Zacks Rank of 3 (Hold), indicating a moderate expectation of beating the consensus EPS estimate [11] Historical Performance - In the last reported quarter, Y-mAbs Therapeutics was expected to post a loss of $0.14 per share but actually reported a loss of $0.16, resulting in a surprise of -14.29% [12] - Over the past four quarters, the company has only beaten consensus EPS estimates once [13] Industry Context - In the broader context of the Zacks Medical - Biomedical and Genetics industry, Apellis Pharmaceuticals, Inc. (APLS) is also expected to report a loss of $0.39 per share for the same quarter, reflecting a year-over-year change of +46.6% [17] - Apellis Pharmaceuticals has an Earnings ESP of -44.73% and a Zacks Rank of 3, making it challenging to predict a beat on the consensus EPS estimate [18]

Core Viewpoint - Y-mAbs Therapeutics, Inc. is set to report its fourth quarter and full year 2024 results on March 4, 2025, indicating ongoing developments in its biopharmaceutical operations focused on cancer treatment [1][2]. Company Overview - Y-mAbs is a commercial-stage biopharmaceutical company specializing in novel radioimmunotherapy and antibody-based therapeutic products for cancer treatment [3]. - The company utilizes advanced technologies such as the Self-Assembly DisAssembly (SADA) Pretargeted Radioimmunotherapy Platform (PRIT) and bispecific antibodies from the Y-BiClone platform [3]. - Y-mAbs has a robust product pipeline, including DANYELZA® (naxitamab-gqgk), which is the first FDA-approved treatment for relapsed or refractory high-risk neuroblastoma in specific patient conditions [3]. Upcoming Events - A conference call and webcast will be held on March 4, 2025, at 8:00 a.m. ET to discuss the financial results, with a live audio webcast available on the company's Investor Relations website [2].

Core Insights - Y-mAbs Therapeutics, Inc. is a commercial-stage biopharmaceutical company focused on developing and commercializing novel radioimmunotherapy and antibody-based therapeutic products for cancer treatment [3] Group 1: Company Overview - The company is known for its investigational Self-Assembly DisAssembly (SADA) Pretargeted Radioimmunotherapy Platform (PRIT) and bispecific antibodies generated using the Y-BiClone platform [3] - Y-mAbs has a broad and advanced product pipeline, including DANYELZA® (naxitamab-gqgk), which is the first FDA-approved treatment for patients with relapsed or refractory high-risk neuroblastoma in the bone or bone marrow after prior therapy [3] Group 2: Upcoming Events - Michael Rossi, President and CEO of Y-mAbs, will participate in a fireside chat at the Oppenheimer 35th Annual Life Sciences Conference on February 11, 2025, at 4:40 p.m. ET [1] - A live webcast of the event will be available on the company's investor relations website and will be archived for 30 days after the event [2]

Core Viewpoint - Y-mAbs Therapeutics, Inc. (YMAB) is experiencing significant selling pressure, with a 25.7% decline over the past four weeks, but is now positioned for a potential trend reversal due to being in oversold territory and positive earnings expectations from Wall Street analysts [1] Group 1: Technical Indicators - The Relative Strength Index (RSI) is a key technical indicator used to identify oversold stocks, with a reading below 30 typically indicating oversold conditions [2] - YMAB has an RSI reading of 18.67, suggesting that heavy selling may be exhausting itself, indicating a potential bounce back towards equilibrium in supply and demand [5] Group 2: Fundamental Indicators - There is a strong consensus among sell-side analysts that earnings estimates for YMAB will improve, with a 2.6% increase in the consensus EPS estimate over the last 30 days [6] - An upward trend in earnings estimate revisions is generally associated with price appreciation in the near term [6] Group 3: Analyst Ratings - YMAB holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, indicating a strong potential for a turnaround [7]

Core Viewpoint - Y-mAbs Therapeutics, Inc. (YMAB) is experiencing significant selling pressure, with a 26.9% decline over the past four weeks, but is now positioned for a potential trend reversal due to being in oversold territory and positive earnings outlook from analysts [1]. Group 1: Technical Indicators - The Relative Strength Index (RSI) is utilized to identify oversold stocks, with a reading below 30 indicating oversold conditions [2]. - YMAB's current RSI reading is 20.9, suggesting that the heavy selling may be exhausting, indicating a possible bounce back towards equilibrium [5]. Group 2: Fundamental Indicators - There is a strong consensus among sell-side analysts that earnings estimates for YMAB will improve, with a 2.6% increase in the consensus EPS estimate over the last 30 days [6]. - An upward trend in earnings estimate revisions typically correlates with price appreciation in the near term [6]. Group 3: Analyst Ratings - YMAB holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, indicating a strong potential for a turnaround [7].

Core Insights - Y-mAbs Therapeutics, Inc. presented preclinical and translational pharmacokinetics data of GD2-SADA at the SNMMI Mid-Winter and ACNM Annual Meeting, highlighting its focus on cancer treatment through novel radioimmunotherapy and antibody-based products [1][2] Company Overview - Y-mAbs is a commercial-stage biopharmaceutical company dedicated to developing and commercializing innovative cancer therapies, including the SADA Pretargeted Radioimmunotherapy Platform and bispecific antibodies [4] - The company’s product pipeline includes DANYELZA®, the first FDA-approved treatment for relapsed or refractory high-risk neuroblastoma [4] GD2-SADA PRIT Details - GD2-SADA is a bispecific fusion protein designed for pretargeted radioimmunotherapy, binding to GD2-expressing tumors and delivering a radioactive payload for localized treatment [5] - Preclinical studies have shown robust anti-tumor efficacy of GD2-SADA with Lutetium 177 [5] Research and Development - The pharmacokinetics study characterizes GD2-SADA plasma levels in animal models and informs the design of the ongoing first-in-human Phase 1 Trial (Trial 1001) [2][3] - The research was conducted by Memorial Sloan Kettering Cancer Center, which has licensed the SADA technology to Y-mAbs [3]

Company Overview - Y-mAbs Therapeutics (NASDAQ: YMAB) has been covered with increasing optimism throughout 2024, with a "Buy" sentiment being highlighted [1] - The company operates in the biotech sector, focusing on clinical trials and innovative treatments [1] Analyst Background - The analyst holds a PhD in biochemistry and has extensive experience in analyzing clinical trials and biotech companies [1] - The analyst's mission is to educate investors on the science behind biotech investments and help them conduct due diligence [1] Disclosure and Independence - The analyst has no stock, option, or derivative positions in Y-mAbs Therapeutics or any other mentioned companies [2] - The article expresses the analyst's independent opinions and is not influenced by compensation or business relationships with the mentioned companies [2] Platform Disclaimer - Seeking Alpha emphasizes that past performance does not guarantee future results and does not provide specific investment recommendations [3] - The platform's analysts are third-party authors, including both professional and individual investors, who may not be licensed or certified by regulatory bodies [3]

Financial Performance - Y-mAbs Therapeutics reported preliminary estimated unaudited total net revenue of approximately $88 million for the year ended December 31, 2024, within the guidance range of $87 million to $95 million[4]. - The company expects operating expenses for the year ended December 31, 2024, to be between $115 million and $120 million[4]. - Preliminary estimated cash and cash equivalents as of December 31, 2024, are approximately $67 million, with a total annual cash investment of about $11 million, below the guidance range of $15 million to $20 million[4]. Workforce and Restructuring - The company plans to reduce its workforce by up to approximately 13% as part of a business realignment plan[9]. - Restructuring expenses related to the workforce reduction are expected to be up to approximately $2.6 million, primarily for severance payments and stock-based compensation[10][11]. - The company anticipates the restructuring expenses will impact results during Q4 2024 and Q1 2025, with cash payments occurring through the first half of 2026[11]. Business Strategy - The business realignment will focus on two units: one for expanding market access to DANYELZA and another for advancing the radiopharmaceutical platform[8]. - The business realignment aims to increase operational flexibility and speed, and accelerate clinical development within the radiopharmaceutical platform[8]. - The company appointed Doug Gentilcore as SVP, Danyelza Business Unit Head, and promoted Natalie Tucker to SVP, Radiopharmaceutical Business Head[13]. Cautionary Statements - The company cautions that actual results may differ materially from preliminary estimates due to various factors, including completion of year-end closing procedures[16].

Core Insights - Y-mAbs Therapeutics, Inc. has established two business units focused on Radiopharmaceuticals and DANYELZA to enhance clinical development and commercial potential [3][4][5] - Preliminary data from the GD2-SADA Phase 1 trial indicates the tolerability and validity of the SADA PRIT platform, with data presentation expected in Q2 2025 [8][9] - The company reported an estimated unaudited total net revenue of approximately $88 million for FY 2024, aligning with its guidance range [10] - As of December 31, 2024, the company has approximately $67 million in cash and marketable securities, expected to support operations until 2027 [10] Business Update - The company is realigning operations by creating two business units: Radiopharmaceuticals and DANYELZA, aimed at optimizing resources and enhancing clinical execution [3][4] - The realignment is expected to improve capital efficiencies and align strategic priorities [5] Radiopharmaceuticals - The SADA PRIT platform aims to enhance traditional radioimmunotherapy by delivering high therapeutic doses while minimizing off-target exposure [6] - The platform is currently being evaluated in two clinical trials in the U.S. [6] DANYELZA - DANYELZA is the only FDA-approved treatment for high-risk relapsed/refractory neuroblastoma in patients aged one year and older, launched commercially in 2021 [6] Workforce Adjustment - The company anticipates a workforce reduction of up to approximately 13%, with some roles being relocated from Denmark to the U.S. [7] Pipeline Advancement - In the GD2-SADA Phase 1 trial, 21 patients have been dosed, showing no dose-limiting toxicities or treatment-related adverse events [8][9] - The company plans to dose the first patient in the CD38-SADA Phase 1 trial in Q1 2025 [9] Financial Results - Preliminary estimated unaudited total net revenue for FY 2024 is approximately $88 million, within the guidance range of $87 million to $95 million [10] - The estimated cash investment for FY 2024 is approximately $11 million, below the guidance range of $15 million to $20 million [10] Upcoming Events - The company will present at the 43rd Annual J.P. Morgan Healthcare Conference on January 15, 2025 [12]

Core Insights - Y-mAbs Therapeutics, Inc. has announced the establishment of two business units aimed at accelerating the clinical development of its Radiopharmaceuticals Platform and optimizing the commercial potential of DANYELZA [2][3][4] - Preliminary data from the GD2-SADA Phase 1 trial indicates the tolerability and validity of the SADA PRIT platform's pre-targeting approach, with data presentation expected in Q2 2025 [8][9] - The company reported preliminary estimated unaudited total net revenue of approximately $88 million for the year ended December 31, 2024, aligning with its guidance range [10] - As of December 31, 2024, the company has approximately $67 million in cash, cash equivalents, and marketable securities, which is expected to support operations into 2027 [10] Business Update - The company is realigning operations by creating two business units: Radiopharmaceuticals and DANYELZA, to enhance resource optimization and clinical development agility [3][4] - The realignment is expected to lead to a workforce reduction of up to approximately 13%, with some roles being moved from Denmark to the U.S. for better coordination [7] Radiopharmaceuticals - The SADA PRIT platform aims to improve traditional radioimmunotherapy by delivering high therapeutic doses while minimizing off-target exposure and reducing costs [6] - The platform is currently being evaluated in two clinical trials in the U.S. [6] DANYELZA - DANYELZA is the only FDA-approved treatment for patients aged one year and older with high-risk relapsed/refractory neuroblastoma, commercially launched in 2021 [6] Pipeline Advancement - In the GD2-SADA Phase 1 trial, 21 patients have been dosed, showing no dose-limiting toxicities or treatment-related adverse events [8][9] - The company anticipates dosing the first patient in the CD38-SADA Phase 1 trial in the first quarter of 2025 [9] Financial Overview - Preliminary estimated total cash investment for FY 2024 is approximately $11 million, below the guidance range of $15 million to $20 million [10] - The company plans to provide full-year 2025 guidance alongside the FY 2024 earnings report in Q1 2025 [13] Upcoming Events - The company will present at the 43rd Annual J.P. Morgan Healthcare Conference on January 15, 2025 [12]