Morgan Stanley analyst Michael Ulz maintained a Sell rating on Y-Mabs Therapeutics (YMAB – Research Report) yesterday and set a price target of $7.00.
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Michael Ulz has given his Sell rating due to a combination of factors affecting Y-Mabs Therapeutics. Despite Danyelza’s sales reaching the higher end of guidance, the company faces persistent challenges, including competition from other therapies and issues with clinical trial enrollment, which have impacted revenue growth. The company’s strategy to boost advocacy and increase patient starts has not yet fully offset these challenges.
Furthermore, while the SADA program update is anticipated, the slow progress in this area contributes to a cautious outlook. The financial guidance for the second quarter of 2025 suggests a sequential decline in revenue, indicating ongoing difficulties. With these factors in mind, Ulz maintains a conservative stance on the stock, reflecting concerns about the company’s ability to overcome these hurdles in the near term.
Ulz covers the Healthcare sector, focusing on stocks such as Alnylam Pharma, Sarepta Therapeutics, and Rhythm Pharmaceuticals. According to TipRanks, Ulz has an average return of -6.1% and a 37.75% success rate on recommended stocks.
In another report released on April 28, Bank of America Securities also maintained a Sell rating on the stock with a $3.00 price target.
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