Y-mAbs Therapeutics, Inc.

Informe acción NasdaqGS:YMAB

Capitalización de mercado: US$390.3m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Y-mAbs Therapeutics Dirección

Dirección controles de criterios 1/4

El CEO de Y-mAbs Therapeutics es Mike Rossi , nombrado en Nov 2023, tiene una permanencia de 1.83 años. compensación anual total es $4.56M, compuesta por 15.5% salario y 84.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.056% de las acciones de la empresa, por valor de $216.74K. La antigüedad media del equipo directivo y de la junta directiva es de 1.3 años y 7.8 años, respectivamente.

Información clave

Mike Rossi

Chief Executive Officer (CEO)

US$4.6m

Compensación total

Porcentaje del salario del CEO15.48%
Permanencia del CEO1.8yrs
Participación del CEO0.06%
Permanencia media de la dirección1.3yrs
Promedio de permanencia en la Junta Directiva7.8yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha Aug 06

Y-mAbs Therapeutics: The Next Deal Showcases The Value And Challenges Of Biotech M&A

Summary Y-mAbs Therapeutics announced that it would be acquired at a >100% premium relative to recent trading. The deal showcases how little optimism there is in the biotech market at this time, even though recent investors are seeing substantial gains. This article lays out what SERB is going to get, and what I feel this transaction means for near-term biotech M&A. Read the full article on Seeking Alpha
Actualización de narrativa Aug 06

Pipeline Developments And Radiopharmaceutical Advances Will Extend Global Reach

Despite improved profitability—with net profit margin rising to 12.26% and a lower future P/E of 47.56x—analysts have cut Y-mAbs Therapeutics’ consensus price target from $14.70 to $11.68, suggesting tempered growth expectations. What's in the News SERB S.A.S. agreed to acquire Y-mAbs Therapeutics for approximately $398.67 million ($8.6 per share); deal approved by Y-mAbs board and expected to close by December 31, 2025, subject to antitrust approval.
Artículo de análisis May 16

Earnings Update: Y-mAbs Therapeutics, Inc. (NASDAQ:YMAB) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts

A week ago, Y-mAbs Therapeutics, Inc. ( NASDAQ:YMAB ) came out with a strong set of first-quarter numbers that could...
Artículo de análisis Apr 29

Insufficient Growth At Y-mAbs Therapeutics, Inc. (NASDAQ:YMAB) Hampers Share Price

Y-mAbs Therapeutics, Inc.'s ( NASDAQ:YMAB ) price-to-sales (or "P/S") ratio of 2.2x might make it look like a strong...
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Nueva narrativa Mar 31

DANYELZA And Radiopharmaceuticals Realignment Will Energize Global Opportunities

Strategic realignment into DANYELZA and Radiopharmaceuticals could enhance revenue growth and operational efficiency through focused business units.
Artículo de análisis Mar 07

Y-mAbs Therapeutics, Inc. (NASDAQ:YMAB) Just Reported And Analysts Have Been Cutting Their Estimates

Y-mAbs Therapeutics, Inc. ( NASDAQ:YMAB ) shareholders are probably feeling a little disappointed, since its shares...
Seeking Alpha Jan 24

Y-mAbs Therapeutics: Finding Direction Through The Murk Of Clinical Trials

Summary YMAB's naxitamab sales declined from Q3 2023 to Q3 2024, but the company has a strong cash runway, supporting operations until 2027. Upcoming data readouts for GD2-SADA in Q2 2025 are critical for assessing the viability of their radiotherapy platform, most notably concerns related to toxicity. Despite risks, YMAB's current market cap of $270 million may be a bargain if upcoming data provides a clear clinical direction. I reiterate a "Buy" sentiment, with reservations about naxitamab sales growth and the uncertain future of GD2-SADA. Read the full article on Seeking Alpha
Artículo de análisis Jan 10

Benign Growth For Y-mAbs Therapeutics, Inc. (NASDAQ:YMAB) Underpins Stock's 26% Plummet

To the annoyance of some shareholders, Y-mAbs Therapeutics, Inc. ( NASDAQ:YMAB ) shares are down a considerable 26% in...
Artículo de análisis Dec 10

We Think Y-mAbs Therapeutics (NASDAQ:YMAB) Can Afford To Drive Business Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Artículo de análisis Nov 19

The Market Doesn't Like What It Sees From Y-mAbs Therapeutics, Inc.'s (NASDAQ:YMAB) Revenues Yet As Shares Tumble 26%

Y-mAbs Therapeutics, Inc. ( NASDAQ:YMAB ) shareholders that were waiting for something to happen have been dealt a blow...
Seeking Alpha Oct 21

Y-mAbs Therapeutics: Slow But Steady Prospect In Rare Cancers

Summary Y-mAbs Therapeutics' naxitamab is approved for R/R High-Risk Neuroblastoma, with ongoing trials to expand its use, but the market size is limited. Financially, YMAB has a market cap of $644 million and a cash runway of 4-5 quarters, raising concerns about its ability to fund future R&D. The company is focusing on the SADA platform, but the lack of efficacy data makes it a speculative investment at this stage. Despite promising prospects, YMAB's low cash reserves and small market potential for naxitamab warrant a cautious investment approach. Read the full article on Seeking Alpha
Artículo de análisis Sep 12

Y-mAbs Therapeutics, Inc. (NASDAQ:YMAB) Held Back By Insufficient Growth Even After Shares Climb 33%

Y-mAbs Therapeutics, Inc. ( NASDAQ:YMAB ) shares have had a really impressive month, gaining 33% after a shaky period...
Seeking Alpha Aug 12

Revisiting Y-mAbs After The Summer Oncology Meeting (Rating Upgrade)

Summary YMAB maintains a market valuation around $500 million, potential for substantial appreciation. Pipeline updates include expanding the naxitamab market and progressing SADA radioimmunotherapeutic. Financially, YMAB has $77.8 million in cash, growing product revenues, and a cash runway of 8-9 quarters. Read the full article on Seeking Alpha
Artículo de análisis Jul 15

We're Not Worried About Y-mAbs Therapeutics' (NASDAQ:YMAB) Cash Burn

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Artículo de análisis Jun 02

Investors Don't See Light At End Of Y-mAbs Therapeutics, Inc.'s (NASDAQ:YMAB) Tunnel And Push Stock Down 29%

The Y-mAbs Therapeutics, Inc. ( NASDAQ:YMAB ) share price has fared very poorly over the last month, falling by a...
Seeking Alpha May 09

Y-mAbs: There's A Ceiling Here Somewhere

Summary Y-mAbs Therapeutics has experienced a significant recovery in value but lacks upcoming catalysts for near-term growth. Their approved therapy, naxitamab, has shown promising results in treating pediatric cancers. Y-mAbs' GD2-SADA pipeline project has potential but carries high risk, and the company's financials are stable for now. Read the full article on Seeking Alpha
Artículo de análisis Mar 14

We're Not Worried About Y-mAbs Therapeutics' (NASDAQ:YMAB) Cash Burn

There's no doubt that money can be made by owning shares of unprofitable businesses. By way of example, Y-mAbs...
Artículo de análisis Feb 17

Y-mAbs Therapeutics, Inc.'s (NASDAQ:YMAB) Shares Bounce 66% But Its Business Still Trails The Industry

Y-mAbs Therapeutics, Inc. ( NASDAQ:YMAB ) shares have continued their recent momentum with a 66% gain in the last month...
Seeking Alpha Jan 14

Y-mAbs Therapeutics: A Monoclonal Antibody Play

Summary Y-mAbs Therapeutics' shares have rebounded massively since March 2023 due to the company's restructuring, extending its cash runway until 2027. The company's main commercial asset is Danyelza, a monoclonal antibody for the treatment of neuroblastoma, which has shown promising sales. Y-mAbs is also evaluating Danyelza for other indications and has a novel cancer treatment program called SADA, but these are still in early stages. Chase the rally or time to take some profits? A full investment analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Artículo de análisis Nov 13

We're Not Very Worried About Y-mAbs Therapeutics' (NASDAQ:YMAB) Cash Burn Rate

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Mike Rossi en comparación con los beneficios de Y-mAbs Therapeutics?
FechaCompensación totalSalarioIngresos de la empresa
Jun 30 2025n/an/a

-US$22m

Mar 31 2025n/an/a

-US$28m

Dec 31 2024US$5mUS$706k

-US$30m

Sep 30 2024n/an/a

-US$24m

Jun 30 2024n/an/a

-US$25m

Mar 31 2024n/an/a

-US$22m

Dec 31 2023US$3mUS$110k

-US$21m

Compensación vs. Mercado: La compensación total de Mike($USD4.56M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD2.54M).

Compensación vs. Ingresos: La compensación de Mike ha aumentado mientras la empresa no es rentable.


CEO

Mike Rossi (54 yo)

1.8yrs
Permanencia
US$4,557,590
Compensación

Mr. Michael Rossi, also known as Mike, serves as Chief Executive Officer, President & Director of Y-mAbs Therapeutics, Inc. since November 06, 2023. He has been Director at Nucleus RadioPharma, Inc. He had...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Michael Rossi
CEO, President & Director1.8yrsUS$4.56m0.056%
$ 216.7k
Thomas Gad
Founder10.4yrsUS$2.08m0.82%
$ 3.2m
Peter Pfreundschuh
Executive VP1.3yrsUS$2.75m0.13%
$ 496.8k
Joris Wiel Wilms
Senior VP & COO7.8yrssin datos0.028%
$ 110.0k
Torben Lund-Hansen
Senior VP & CTO9.7yrssin datos0.11%
$ 443.2k
Courtney Dugan
VP & Head of Investor Relationsno datasin datossin datos
John LaRocca
Senior VPless than a yearsin datossin datos
Norman D. LaFrance
Chief Development Officer & Chief Medical Officer1.3yrssin datossin datos
Doug Gentilcore
Senior VP & Head of DANYELZA Business Unitless than a yearsin datossin datos
Natalie Tucker
Senior VP & Radiopharmaceutical Business Unit Headless than a yearsin datossin datos
1.3yrs
Permanencia media
55.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de YMAB no se considera experimentado ( 1.3 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Michael Rossi
CEO, President & Director1.8yrsUS$4.56m0.056%
$ 216.7k
Thomas Gad
Founder10.4yrsUS$2.08m0.82%
$ 3.2m
James Healy
Independent Chairman of the Board7.8yrsUS$262.79k0.070%
$ 271.5k
David Gill
Independent Director7.8yrsUS$250.29k0.013%
$ 50.0k
Johan Wedell-Wedellsborg
Independent Director10yrsUS$227.79k0.013%
$ 50.0k
Ashutosh Tyagi
Independent Director7.8yrsUS$227.79k0.013%
$ 50.0k
Laura Hamill
Independent Director5.3yrsUS$237.79k0.013%
$ 50.0k
7.8yrs
Permanencia media
55yo
Promedio de edad

Junta con experiencia: La junta directiva de YMAB se considera experimentada (7.8 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2025/09/15 23:58
Precio de las acciones al final del día2025/09/15 00:00
Beneficios2025/06/30
Ingresos anuales2024/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Y-mAbs Therapeutics, Inc. está cubierta por 8 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Peter LawsonBarclays
Yun ZhongBrean Capital Historical (Janney Montgomery)
Thomas ShraderBTIG