Y-mAbs Therapeutics, Inc.

NasdaqGS:YMAB Voorraadrapport

Marktkapitalisatie: 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 Beheer

Beheer criteriumcontroles 1/4

De CEO Y-mAbs Therapeutics is Mike Rossi, benoemd in Nov2023, heeft een ambtstermijn van 1.83 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 4.56M, bestaande uit 15.5% salaris en 84.5% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.056% van de aandelen van het bedrijf, ter waarde $ 216.74K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 1.3 jaar en 7.8 jaar.

Belangrijke informatie

Mike Rossi

Algemeen directeur

US$4.6m

Totale compensatie

Percentage CEO-salaris15.48%
Dienstverband CEO1.8yrs
Eigendom CEO0.06%
Management gemiddelde ambtstermijn1.3yrs
Gemiddelde ambtstermijn bestuur7.8yrs

Recente managementupdates

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
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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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Nieuw narratief 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.
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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 CEO-vergoeding

Hoe is Mike Rossi's beloning veranderd ten opzichte van Y-mAbs Therapeutics's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 4.56M ) Mike } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 2.59M ).

Compensatie versus inkomsten: De vergoeding van Mike is gestegen terwijl het bedrijf verliesgevend is.


CEO

Mike Rossi (54 yo)

1.8yrs
Tenure
US$4,557,590
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
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 & COO7.8yrsgeen gegevens0.028%
$ 110.0k
Torben Lund-Hansen
Senior VP & CTO9.7yrsgeen gegevens0.11%
$ 443.2k
Courtney Dugan
VP & Head of Investor Relationsno datageen gegevensgeen gegevens
John LaRocca
Senior VPless than a yeargeen gegevensgeen gegevens
Norman D. LaFrance
Chief Development Officer & Chief Medical Officer1.3yrsgeen gegevensgeen gegevens
Doug Gentilcore
Senior VP & Head of DANYELZA Business Unitless than a yeargeen gegevensgeen gegevens
Natalie Tucker
Senior VP & Radiopharmaceutical Business Unit Headless than a yeargeen gegevensgeen gegevens
1.3yrs
Gemiddelde duur
55.5yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van YMAB wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.3 jaar), wat duidt op een nieuw team.


Bestuursleden

NaamPositieTenureCompensatieEigendom
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
Gemiddelde duur
55yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van YMAB wordt beschouwd als ervaren (gemiddelde ambtstermijn 7.8 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2025/09/15 10:45
Aandelenkoers aan het einde van de dag2025/09/15 00:00
Inkomsten2025/06/30
Jaarlijkse inkomsten2024/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Y-mAbs Therapeutics, Inc. wordt gevolgd door 8 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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