NASDAQ$YMAB

Y-mAbs Therapeutics Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Y-mAbs reported third quarter results with a focus on DANYELZA commercial business and SADA PRIT platform development.

Y-mAbs reported total net revenues of $18.5 million for Q3 2024, a 10% decrease compared to Q3 2023. The company continues to focus on DANYELZA commercial business and SADA PRIT platform development.

  • Total DANYELZA net product revenues were $18.5 million for Q3 2024.
  • Entered into an exclusive license and distribution agreement with Nobelpharma for DANYELZA in Japan, recognizing an upfront payment of $2.0 million in Q4 2024.
  • Extension of primary DANYELZA U.S. patent through February 2034 was achieved.
  • Continued geographic expansion of DANYELZA with new market revenues recorded in the third quarter from Turkey.

Headline financials

Total Revenue

$18.5M

Previous: $20.5M-9.7%
EPS (adj)

-$0.16

Previous: -$0.18+11.1%
Capital Expenditures

$0.00

Previous: $0.00
Free Cash Flow

-$10.7M

Previous: -$1.34M-697.1%
Net Income

-$7M

Previous: -$7.7M+9.1%
Operating Income

-$8.57M

Previous: -$7.75M-10.6%
Gross Profit

$16.2M

Previous: $17.8M-9.0%
R&D Expense

$11.2M

Previous: $15.4M-27.3%
Stock-Based Comp

$4.2M

Previous: $2.41M+74.1%

Revenue & EPS history

Y-mAbs · Revenue · Quarterly

$18.5M

Q3 2024-9.7%vs Q3 2023
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Forward guidance

Management reiterates its full year 2024 guidance.

Tailwinds

  • Anticipated Total Net Revenues expected to be between $87 million and $95 million.
  • Anticipated Operating Expenses expected to remain between $115 million and $120 million.
  • Anticipated Total Annual Cash Investment expected to remain 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 Q3 2024

Historical avgQ3 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

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