Y-mAbs Therapeutics, Inc.

NasdaqGS:YMAB Rapport sur les actions

Capitalisation boursière : 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 Gestion

Gestion contrôle des critères 1/4

Le PDG Y-mAbs Therapeutics est Mike Rossi, nommé en Nov2023, a un mandat de 1.83 ans. La rémunération annuelle totale est $ 4.56M, composée du salaire de 15.5% et des bonus 84.5%, y compris les actions et options de la société. détient directement 0.056% des actions de la société, d'une valeur de $ 216.74K. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1.3 ans et 7.8 ans.

Informations clés

Mike Rossi

Directeur général

US$4.6m

Rémunération totale

Pourcentage du salaire du PDG15.48%
Durée du mandat du directeur général1.8yrs
Propriété du PDG0.06%
Durée moyenne d'occupation des postes de direction1.3yrs
Durée moyenne du mandat des membres du conseil d'administration7.8yrs

Mises à jour récentes de la gestion

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
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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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Nouveau récit 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.
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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...

Analyse de la rémunération des PDG

Comment la rémunération de Mike Rossi a-t-elle évolué par rapport aux bénéfices de Y-mAbs Therapeutics?
DateRémunération totaleSalaireBénéfices de l'entreprise
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

Rémunération vs marché: La rémunération totale de Mike ($USD 4.56M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 2.64M ).

Rémunération et revenus: La rémunération de Mike a augmenté alors que l'entreprise n'est pas rentable.


PDG

Mike Rossi (54 yo)

1.8yrs
Titularisation
US$4,557,590
Compensation

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...


Équipe de direction

NomPositionTitularisationCompensationPropriété
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 & COO7.8yrspas de données0.028%
$ 110.0k
Torben Lund-Hansen
Senior VP & CTO9.7yrspas de données0.11%
$ 443.2k
Courtney Dugan
VP & Head of Investor Relationsno datapas de donnéespas de données
John LaRocca
Senior VPless than a yearpas de donnéespas de données
Norman D. LaFrance
Chief Development Officer & Chief Medical Officer1.3yrspas de donnéespas de données
Doug Gentilcore
Senior VP & Head of DANYELZA Business Unitless than a yearpas de donnéespas de données
Natalie Tucker
Senior VP & Radiopharmaceutical Business Unit Headless than a yearpas de donnéespas de données
1.3yrs
Durée moyenne de l'emploi
55.5yo
Âge moyen

Gestion expérimentée: L'équipe de direction de YMAB n'est pas considérée comme expérimentée (ancienneté moyenne 1.3 ans), ce qui suggère une nouvelle équipe.


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
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
Durée moyenne de l'emploi
55yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de YMAB sont considérés comme expérimentés (ancienneté moyenne 7.8 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2025/09/15 10:43
Cours de l'action en fin de journée2025/09/15 00:00
Les revenus2025/06/30
Revenus annuels2024/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Y-mAbs Therapeutics, Inc. est couverte par 8 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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