Y-mAbs Therapeutics (YMAB)

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)	68.12 mm	68.12 mm	68.12 mm	68.12 mm	68.12 mm	68.12 mm
Cash burn (monthly)	3.23 mm	1.54 mm	2.86 mm	2.37 mm	3.56 mm	1.82 mm
Cash used (since last report)	16.40 mm	7.81 mm	14.51 mm	12.05 mm	18.06 mm	9.26 mm
Cash remaining	51.72 mm	60.31 mm	53.61 mm	56.07 mm	50.06 mm	58.86 mm
Runway (months of cash)	16.0	39.2	18.8	23.6	14.1	32.3

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

YMAB institutional ownership history Ownership history

90.2% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	115	109	+5.5%
Opened positions	18	20	-10.0%
Closed positions	12	10	+20.0%
Increased positions	38	37	+2.7%
Reduced positions	32	28	+14.3%

13F shares	Current	Prev Q	Change
Total value	224.08 bn	335.54 bn	-33.2%
Total shares	40.41 mm	37.39 mm	+8.1%
Total puts	900.00	400.00	+125.0%
Total calls	5.60 k	40.30 k	-86.1%
Total put/call ratio	0.2	0.0	+1519.2%

Largest owners	Shares	Value	Change
Biotech ApS WG	4.56 mm	$57.17 mm	0.0%
Paradigm Biocapital Advisors	4.24 mm	$33.17 bn	+3.7%
HBM Healthcare Investments	3.30 mm	$41.35 mm	0.0%
BlackRock	3.00 mm	$23.48 bn	-0.9%
Acorn Capital Advisors	2.86 mm	$22.41 bn	NEW
Sofinnova Investments	2.19 mm	$17.18 bn	0.0%
Sofinnova Venture Partners X	2.19 mm	$52.07 mm	0.0%
Vanguard	2.00 mm	$15.66 bn	-1.7%
Polar Capital	1.83 mm	$14.34 bn	0.0%
Caligan Partners	1.77 mm	$13.84 bn	+47.9%

Largest transactions	Shares	Bought/sold	Change
Acorn Capital Advisors	2.86 mm	+2.86 mm	NEW
Cormorant Asset Management	425.00 k	-1.02 mm	-70.7%
Caligan Partners	1.77 mm	+572.73 k	+47.9%
Logos Global Management	1.00 mm	+200.00 k	+25.0%
D. E. Shaw & Co.	615.13 k	-172.41 k	-21.9%
Infinitum Asset Management	155.53 k	+155.53 k	NEW
Paradigm Biocapital Advisors	4.24 mm	+150.00 k	+3.7%
Boothbay Fund Management	693.69 k	+136.26 k	+24.4%
Acadian Asset Management	0.00	-105.78 k	EXIT
STT State Street	1.31 mm	+104.63 k	+8.6%

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
17 Jan 25	John LaRocca	Common Stock	Grant	Acquire A	No	No	0	21,500	0.00	21,500
17 Jan 25	John LaRocca	Employee Stock Option Common Stock	Grant	Acquire A	No	No	6.16	42,900	264.26 k	42,900
17 Jan 25	Michael J Rossi	Common Stock	Grant	Acquire A	No	No	0	105,300	0.00	141,000
17 Jan 25	Michael J Rossi	Employee Stock Option Common Stock	Grant	Acquire A	No	No	6.16	210,700	1.30 mm	210,700
17 Jan 25	Joris Wilms	Common Stock	Grant	Acquire A	No	No	0	21,500	0.00	52,100
17 Jan 25	Joris Wilms	Employee Stock Option Common Stock	Grant	Acquire A	No	No	6.16	42,900	264.26 k	42,900
17 Jan 25	Douglas J Gentilcore	Employee Stock Option Common Stock	Grant	Acquire A	No	No	6.16	142,600	878.42 k	142,600
17 Jan 25	Thomas Gad	Common Stock	Grant	Acquire A	No	No	0	32,000	0.00	213,531
17 Jan 25	Thomas Gad	Employee Stock Option Common Stock	Grant	Acquire A	No	No	6.16	64,000	394.24 k	64,000