NASDAQ$YMAB

Y-mAbs Therapeutics Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Y-mAbs' first quarter results for 2024 were reported, featuring U.S. DANYELZA® net product revenues of $18.6 million, and worldwide DANYELZA net product revenues of $19.4 million.

Y-mAbs reported its Q1 2024 financial results, highlighting the highest quarter of U.S. demand for DANYELZA® since its launch and progress in clinical development initiatives, particularly the SADA PRIT Technology platform. The company's financial guidance for the full year 2024 was reiterated, expecting to continue operations into 2027.

  • U.S. DANYELZA® net product revenues reached $18.6 million, an 11% increase year-over-year.
  • Worldwide DANYELZA net product revenues were $19.4 million, a 4% decrease year-over-year.
  • Cash and cash equivalents totaled $75.7 million as of March 31, 2024, with a cash burn of $2.9 million for the quarter.
  • Full year 2024 financial guidance and anticipated cash runway into 2027 were reiterated.

Headline financials

Total Revenue

$19.9M

Previous: $20.3M-1.6%
EPS (adj)

-$0.15

Previous: -$0.15+0.0%
Gross Margin

89.0%

No prior period
Capital Expenditures

$0.00

No prior period
Net Income

-$6.63M

Previous: -$5.1M-30.1%
Operating Income

-$6.91M

Previous: -$7.5M+7.9%
Gross Profit

$17.8M

Previous: $18.2M-1.8%
R&D Expense

$13.3M

No prior period
Stock-Based Comp

$3.85M

Previous: $5.3M-27.5%

Revenue & EPS history

Y-mAbs · Revenue · Quarterly

$19.9M

Q1 2024-1.6%vs Q1 2023
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Forward guidance

Management reiterated its full year 2024 financial guidance.

Tailwinds

  • Anticipated total DANYELZA® net product revenues of between $95 million and $100 million.
  • Anticipated operating expenses of between $115 million and $120 million.
  • Anticipated total annual cash burn of between $15 million and $20 million.
  • Cash and cash equivalents anticipated to continue to support operations as currently planned into 2027.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 5 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+2.2%

Avg return

Earnings day

-4.2%

Avg return

5 days after

-5.4%

Avg return

30 days after

36%

10 / 28 earnings

Positive

+54.6%

Q4 2022

Best reaction

-21.1%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025
Q2 2025+0.0%+0.0%+0.8%
Q1 2025-11.4%+0.2%+14.0%
Q4 2024-4.4%-0.4%-9.9%
Q3 2024-4.4%-15.2%-32.3%
Q2 2024-3.5%+9.4%+18.4%
Q1 2024-21.1%-25.4%-28.7%
Q4 2023+14.5%+2.0%-0.2%
Q3 2023+6.1%
Q2 2023-5.0%
Q1 2023+33.6%
Q4 2022+54.6%
Q3 2022+15.4%
Q2 2022-5.6%
Q1 2022+13.2%
Q4 2021+12.9%
Q3 2021-19.7%
Q2 2021-17.8%
Q1 2021+20.8%
Q4 2020-3.6%
Q3 2020-3.0%
Q2 2020-1.6%
Q1 2020+14.4%
Q4 2019-8.7%
Q3 2019-1.6%
Q2 2019+2.4%
Q1 2019-9.9%
Q4 2018-4.4%
Q3 2018-1.1%
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro