The earnings call presented several positive developments such as revenue growth in DANYELZA, especially internationally, and advancements in the Radiopharmaceutical segment. However, there were notable challenges like the significant decline in U.S. revenues and reduced R&D expenses. The sentiment is mixed with balanced highlights and lowlights.

Company Guidance -

Q1 2025

During the Y-mAbs Therapeutics First Quarter 2025 Earnings Conference Call, several key metrics and guidance for the company were highlighted. The company reported DANYELZA net product revenues of $20.9 million for the first quarter of 2025, marking an 8% increase from the previous year. This growth was driven primarily by Ex-U.S. revenues, which saw an 816% increase to $7.5 million, largely due to the named patient program in Western Asia. Despite a challenging U.S. market, the company maintained a strong financial position with $60.3 million in cash, anticipating a runway into 2027. Research and development expenses decreased to $11.4 million, while selling, general, and administrative expenses increased to $13.1 million. The company also reported a net loss of $5.2 million, a decrease from the previous year's $6.6 million. Looking forward, Y-mAbs reiterated its full-year 2025 guidance and announced second-quarter revenue expectations of $17 million to $19 million, aligning with seasonal trends. The company also plans to update its Radiopharmaceutical pipeline and GD2-SADA Phase I trial data on May 28.

DANYELZA Revenue Growth

DANYELZA net product revenues reached $20.9 million in Q1 2025, an 8% increase from the first quarter of 2024, driven by strong growth outside the U.S.

Strong Financial Position

The company maintains a strong financial position with $60.3 million in cash, providing an anticipated runway into 2027.

Ex-U.S. Revenue Surge

Ex-U.S. DANYELZA net product revenues were $7.5 million, an 816% increase compared to the prior year period, driven by growth in Western Asia, Eastern Asia, and Latin America.

Radiopharmaceutical R&D Progress

The first patient was dosed in the CD38-SADA Phase I clinical trial, and Part A of the GD2-SADA Phase I clinical trial was completed, marking significant progress in the Radiopharmaceutical business unit.

NCCN Guidelines Inclusion

DANYELZA, in combination with chemotherapy, was added to NCCN guidelines for the treatment of relapsed or refractory neuroblastoma, potentially enhancing its market position.

Y-Mabs Therapeutics (YMAB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

YMAB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 07, 2025	2025 (Q2)	-0.26 / -	-0.21	―	―	―
May 13, 2025	2025 (Q1)	-0.21 / -0.12	-0.15	20.00% (+0.03)	―
Mar 04, 2025	2024 (Q4)	-0.12 / -0.15	-0.02	-650.00% (-0.13)	―
Nov 08, 2024	2024 (Q3)	-0.16 / -0.16	-0.18	11.11% (+0.02)	―
Aug 12, 2024	2024 (Q2)	-0.12 / -0.21	-0.14	-50.00% (-0.07)	―
May 07, 2024	2024 (Q1)	-0.14 / -0.15	-0.15	0.00% (0.00)	―
Feb 29, 2024	2023 (Q4)	-0.20 / -0.02	0.03	-166.67% (-0.05)	―
Nov 13, 2023	2023 (Q3)	-0.19 / -0.18	-0.63	71.43% (+0.45)	―
Aug 10, 2023	2023 (Q2)	-0.24 / -0.14	-0.94	85.11% (+0.80)	―
May 08, 2023	2023 (Q1)	-0.32 / -0.15	-0.64	76.56% (+0.49)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

YMAB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 13, 2025	$4.07	$4.16	+2.21%
Mar 04, 2025	$5.19	$4.96	-4.43%
Nov 08, 2024	$15.55	$15.48	-0.45%
Aug 12, 2024	$11.21	$9.95	-11.24%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Y-Mabs Therapeutics (YMAB) report earnings?

Y-Mabs Therapeutics (YMAB) is schdueled to report earning on Aug 07, 2025, TBA (Confirmed).

What is Y-Mabs Therapeutics (YMAB) earnings time?

Y-Mabs Therapeutics (YMAB) earnings time is at Aug 07, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is YMAB EPS forecast?

YMAB EPS forecast for the fiscal quarter 2025 (Q2) is -0.26.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing