NASDAQ$YMAB
Y-mAbs Therapeutics Inc · Q2 2025 earnings
Q2 2025 earnings · · Before market open · Investor relations
Briefing
Y-mAbs posted Q2 2025 revenue of $19.5M with an 86% gross margin and a narrower net loss versus last year.
For Q2 2025, Y-mAbs reported total revenue of 19,525,000, gross profit of 16,863,000 (86% margin), and a net loss of 3,239,000 (EPS: -0.07). U.S. DANYELZA net product revenue was 14,300,000 and Ex-U.S. was 4,700,000; segment revenue remained concentrated in DANYELZA, with RIT generating no product revenue. The company recognized 500,000 in license revenue and ended the quarter with 62,293,000 in cash and cash equivalents. :contentReference[oaicite:0]{index=0}
- Total revenue was 19,525,000, including 19,025,000 of DANYELZA product revenue and 500,000 of license revenue. :contentReference[oaicite:1]{index=1}
- Gross margin held at 86% (gross profit 16,863,000; COGS 2,662,000). :contentReference[oaicite:2]{index=2}
- U.S. DANYELZA net product revenue was 14,300,000; Ex-U.S. was 4,700,000. :contentReference[oaicite:3]{index=3}
- Net loss narrowed to 3,239,000 (EPS: -0.07) from a 9,249,000 loss a year ago. :contentReference[oaicite:4]{index=4}
Headline financials
Revenue & EPS history
Y-mAbs · Revenue · Quarterly
$19.5M
Forward guidance
No formal forward guidance provided; company announced a definitive agreement to be acquired by SERB, with transaction expected to close by Q4 2025, subject to customary conditions. :contentReference[oaicite:5]{index=5}
Tailwinds
- Exceeded revenue guidance range with $19.5M reported. :contentReference[oaicite:6]{index=6}
- Gross margin remained strong at 86%. :contentReference[oaicite:7]{index=7}
- Recognized $0.5M in license revenue tied to sales-based milestone. :contentReference[oaicite:8]{index=8}
- Net loss narrowed year over year. :contentReference[oaicite:9]{index=9}
- Ended quarter with $62.3M in cash and cash equivalents. :contentReference[oaicite:10]{index=10}
Headwinds
- Total revenue decreased year over year due to lower DANYELZA sales. :contentReference[oaicite:11]{index=11}
- Ex-U.S. sales declined without prior-year stocking orders. :contentReference[oaicite:12]{index=12}
- RIT segment generated no product revenue. :contentReference[oaicite:13]{index=13}
- U.S. volumes impacted by clinical study enrollments and competition. :contentReference[oaicite:14]{index=14}
- Transaction-related uncertainty until anticipated close by Q4 2025. :contentReference[oaicite:15]{index=15}
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 Q2 2025
+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
| Quarter | Report date | Reaction (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 | — | — | — |
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