Y-Mabs Therapeutics (YMAB)

Company Profile

Y-mAbs is a commercial-stage biopharmaceutical company focused on the development and commercialization of novel, antibody-based therapeutic products for the treatment of cancer. The Company has a broad and advanced product pipeline, including one FDA approved product, DANYELZA® (naxitamab-gqgk), which targets tumors that express GD2, and one pivotal-stage product candidate, omburtamab, which targets tumors that express B7-H3.

Company profile

Ticker

YMAB

Exchange

NASDAQ

Website

www.ymabs.com

CEO

Claus Juan Møller-San Pedro

Incorporated

Delaware

Location

New York

Fiscal year end

Dec 31

Sector

Professional, Scientific, and Technical Services > Research and Development in Biotechnology

Industry (SIC)

Pharmaceutical Preparations

Pfizer • Johnson & Johnson • Merck & Co • Abbott Laboratories • Teva- Pharmaceutical Industries • Bristol-Myers Squibb • Lilly(Eli) & Co • Viatris • Abbvie • Bausch Health Companies ...

SEC CIK

0001722964

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

Y-mAbs Therapeutics A/S • Y-mAbs Therapeutics Limited • Note: Y-mAbs Therapeutics (Cayman Islands) and Y-mAbs Therapeutics Limited ...

IRS number

474619612

YMAB stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Latest filings (excl ownership)

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Y-mAbs and the European Medicines Agency Reach Agreement on the Pediatric Investigation Plan for Naxitamab

2 Feb 23

8-K

Y-mAbs Announces Restructuring Plan and Provides Financial Outlook Following Complete Response Letter from FDA

4 Jan 23

8-K

Y-mAbs Announces Partnership regarding Early Access Program for DANYELZA (naxitamab-gqgk) in Europe

21 Dec 22

8-K

The CHMP has Adopted a Negative Opinion for Omburtamab for the Treatment of CNS/LM Metastasis from Neuroblastoma in Europe

16 Dec 22

8-K

Y-mAbs Announces Pipeline Update

14 Dec 22

8-K

Y-mAbs’ DANYELZA® (naxitamab-gqgk) for the Treatment of High-Risk Neuroblastoma approved in China

8 Dec 22

8-K

Y-mAbs Announces Complete Response Letter for Omburtamab Biologics License Application

7 Nov 22

Y-mAbs Reports Third Quarter 2022 Financial Results and Recent Corporate Developments

7 Nov 22

Transcripts

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YMAB

Earnings call transcript

2022 Q3

12 Nov 22

YMAB

Earnings call transcript

2022 Q2

13 Aug 22

YMAB

Earnings call transcript

2022 Q1

14 May 22

YMAB

Earnings call transcript

2021 Q4

25 Feb 22

YMAB

Earnings call transcript

2021 Q3

5 Nov 21

YMAB

Earnings call transcript

2021 Q2

8 Aug 21

YMAB

Earnings call transcript

2021 Q1

9 May 21

YMAB

Earnings call transcript

2020 Q4

26 Feb 21

YMAB

Earnings call transcript

2020 Q3

8 Nov 20

YMAB

Earnings call transcript

2020 Q2

11 Aug 20

Latest ownership filings

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SC 13G/A

HBM Healthcare Investments (Cayman) Ltd.

Financial summary

Financial statements Chart YMAB financial data

Quarter (USD)	Sep 22	Jun 22	Mar 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 21	Dec 20	Dec 19	Dec 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	114.53 mm	114.53 mm	114.53 mm	114.53 mm	114.53 mm	114.53 mm
Cash burn (monthly)	6.38 mm	8.43 mm	9.18 mm	6.46 mm	6.41 mm	8.43 mm
Cash used (since last report)	37.34 mm	49.37 mm	53.71 mm	37.80 mm	37.53 mm	49.33 mm
Cash remaining	77.18 mm	65.16 mm	60.82 mm	76.73 mm	76.99 mm	65.20 mm
Runway (months of cash)	12.1	7.7	6.6	11.9	12.0	7.7

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2022

YMAB institutional ownership history Ownership history

16.6% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	95	103	-7.8%
Opened positions	22	15	+46.7%
Closed positions	30	8	+275.0%
Increased positions	26	28	-7.1%
Reduced positions	32	32	–

13F shares	Current	Prev Q	Change
Total value	86.67 bn	600.16 mm	+14341.1%
Total shares	29.55 mm	30.14 mm	-2.0%
Total puts	0.00	0.00
Total calls	15.40 k	111.50 k	-86.2%
Total put/call ratio	–	–	–

Largest owners	Shares	Value	Change
Biotech ApS WG	4.18 mm	$130.58 mm	0.0%
HBM Healthcare Investments	3.81 mm	$0.00	+79.0%
BLK Blackrock	2.58 mm	$12.58 bn	-11.0%
Vanguard	2.26 mm	$11.02 bn	+17.6%
Sofinnova Investments	2.19 mm	$10.71 bn	0.0%
Sofinnova Venture Partners X	2.19 mm	$52.07 mm	0.0%
Polar Capital	1.99 mm	$9.72 bn	-21.3%
Millennium Management	1.13 mm	$5.49 bn	+4676.0%
Citadel Advisors	960.42 k	$4.69 bn	+961.7%
STT State Street	832.15 k	$4.06 bn	NEW

Largest transactions	Shares	Bought/sold	Change
Alliancebernstein	155.64 k	-1.99 mm	-92.8%
Wellington Management	0.00	-1.95 mm	EXIT
HBM Healthcare Investments	3.81 mm	+1.68 mm	+79.0%
FMR	1.20 k	-1.38 mm	-99.9%
Millennium Management	1.13 mm	+1.11 mm	+4676.0%
Citadel Advisors	960.42 k	+869.96 k	+961.7%
STT State Street	832.15 k	+832.15 k	NEW
Polar Capital	1.99 mm	-539.62 k	-21.3%
Aqr Capital Management	480.17 k	+480.17 k	NEW
Point72 Asset Management	449.43 k	+449.43 k	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

YMAB insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
26 Jan 23	Susan Laura Smith	Employee Stock Option Common stock	Grant	Acquire A	No	No	4.55	32,000	145.60 k	32,000
26 Jan 23	Steen Lisby	Employee Stock Option Common stock	Grant	Acquire A	No	No	4.55	32,000	145.60 k	32,000
26 Jan 23	Torben Lund-Hansen	Employee Stock Option Common stock	Grant	Acquire A	No	No	4.55	32,000	145.60 k	32,000
26 Jan 23	Vignesh Rajah	Employee Stock Option Common stock	Grant	Acquire A	No	No	4.55	32,000	145.60 k	32,000
26 Jan 23	Joris Wilms	Employee Stock Option Common stock	Grant	Acquire A	No	No	4.55	32,000	145.60 k	32,000