YMAB
Y-mAbs Therapeutics, Inc.8.61
+0.00+0%
Sep 15, 4:00:00 PM EDT
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
391.22MP/E (TTM)
-Basic EPS (TTM)
-0.50Dividend Yield
0%Recent Filings
8-K
Y-mAbs goes private via merger
Y-mAbs Therapeutics completed its merger with Perseus BidCo's subsidiary on September 16, 2025, following a tender offer that secured 87.22% of shares at $8.60 each, totaling ~$413 million. The company delisted from Nasdaq and became a wholly owned private subsidiary. Board and key executives resigned; new Parent appointees took over. Public shareholders cashed out.
8-K
SERB to buy Y-mAbs for $412M
SERB Pharmaceuticals agreed to acquire Y-mAbs for $412.0 million equity value at $8.60 per share—a 105% premium—announced August 5, 2025, with tender offer by August 19 and close by Q4 2025 pending HSR clearance. Q2 revenues fell 14% to $19.5 million atop $62.3 million cash, yet net loss narrowed to $3.2 million from litigation savings and forex gains. Deal risks include tender thresholds and regulatory hurdles.
10-Q
Q2 FY2025 results
Y-mAbs posted Q2 revenue of $19.5M, down 14% y/y yet buoyed by $500K license revenue from an Israeli partner milestone; net product sales dipped to $19.0M from $22.8M (derived) on softer U.S. volumes and no prior Western Europe stocking, offset by new Western Asia gains. Gross margins held steady near 86%, while operating loss narrowed to $5.6M from $9.8M (derived) as R&D fell 10% and SG&A plunged 34% post-litigation settlements and realignment. Cash sits at $62.3M after $5.3M YTD operating burn, no debt. Pending merger with Perseus BidCo at $8.60/share adds uncertainty; competition shadows DANYELZA uptake.
8-K
SERB to buy Y-mAbs at $8.60/share
Y-mAbs signed a merger agreement on August 4, 2025, with Perseus BidCo (SERB) for a cash tender offer at $8.60 per share, launching no later than August 19. Supporting stockholders tendering 16% of shares back the deal, subject to majority tender and HSR clearance. Termination fee: $14.25 million. Deal locks in certain value.
8-K
Annual meeting votes approved
Y-mAbs Therapeutics stockholders approved all three proposals at its July 11, 2025 annual meeting. David N. Gill won election as Class I director with 18.9M for votes despite 11.9M withheld. PwC's auditor role ratified overwhelmingly; exec pay approved on advisory basis. Routine governance locked in.
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