Y-mAbs Therapeutics, Inc.

NasdaqGS:YMAB 株式レポート

時価総額: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 過去の業績

過去 基準チェック /06

Y-mAbs Therapeuticsは29.4%の年平均成長率で業績を伸ばしているが、Biotechs業界はgrowingで33.8%毎年増加している。売上は成長しており、年平均32.2%の割合である。

主要情報

29.40%

収益成長率

31.88%

EPS成長率

Biotechs 業界の成長17.04%
収益成長率32.18%
株主資本利益率-25.40%
ネット・マージン-26.03%
前回の決算情報30 Jun 2025

最近の業績更新

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
ナラティブの更新 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.
分析記事 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...
分析記事 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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新しいナラティブ 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.
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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
分析記事 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...

収支内訳

Y-mAbs Therapeutics の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqGS:YMAB 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Jun 2585-224543
31 Mar 2589-285145
31 Dec 2488-305047
30 Sep 2485-245049
30 Jun 2487-255154
31 Mar 2484-224553
31 Dec 2385-214550
30 Sep 2393-194456
30 Jun 2385-394862
31 Mar 2375-745076
31 Dec 2265-965289
30 Sep 2243-1345798
30 Jun 2240-1355799
31 Mar 2240-1175892
31 Dec 2135-555791
30 Sep 2146-385686
30 Jun 2137-425484
31 Mar 2126-605095
31 Dec 2021-1194693
30 Sep 200-1233886
30 Jun 200-1143185
31 Mar 200-912469
31 Dec 190-812063
30 Sep 190-721657
30 Jun 190-591447
31 Mar 190-521240
31 Dec 180-43934
30 Sep 180-38930
30 Jun 180-31724
31 Mar 180-24518
31 Dec 170-19514

質の高い収益: YMABは現在利益が出ていません。

利益率の向上: YMABは現在利益が出ていません。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: YMABは利益を出していないが、過去 5 年間で年間29.4%の割合で損失を削減してきた。

成長の加速: YMABの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: YMABは利益が出ていないため、過去 1 年間の収益成長をBiotechs業界 ( 43% ) と比較することは困難です。


株主資本利益率

高いROE: YMABは現在利益が出ていないため、自己資本利益率 ( -25.4% ) はマイナスです。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2025/09/15 18:02
終値2025/09/15 00:00
収益2025/06/30
年間収益2024/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Y-mAbs Therapeutics, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8

アナリスト機関
Peter LawsonBarclays
Yun ZhongBrean Capital Historical (Janney Montgomery)
Thomas ShraderBTIG