<span item_type="fundamental" item_id="d40640cdef61fb406278c116e19eb146" counter_id="ST/US/YMAB" env="prod"></span><span item_type="announcement" item_id="547134931186094337" env="prod"></span><p>Revenue: As of FY2025 Q2, the actual value is USD 19.53 M, beating the estimate of USD 18.4 M.</p><p>EPS: As of FY2025 Q2, the actual value is USD -0.07, beating the estimate of USD -0.2625.</p><p>EBIT: As of FY2025 Q2, the actual value is USD -5.604 M.</p><p></p><h3>Segment Revenue</h3><ul><li>Total revenues for the quarter ended June 30, 2025, were $19.5 million, a 14% decrease from $22.8 million in the same period in 2024. This decrease was driven by a $2.9 million decrease in Ex-U.S. DANYELZA net product revenues and a $0.9 million decrease in U.S. DANYELZA net product revenues, partially offset by a $0.5 million increase in license revenue.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1722964/000155837025010846/ymab-20250808xex99d1.htm"></span></li></ul><h3>Operational Metrics</h3><ul><li>Gross profit for the quarter ended June 30, 2025, was $16.8 million, compared to $19.8 million for the same period in 2024, with gross margins of 86% and 87%, respectively.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1722964/000155837025010846/ymab-20250808xex99d1.htm"></span></li><li>Research and development expenses decreased to $11.1 million from $12.3 million for the quarter ended June 30, 2024.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1722964/000155837025010846/ymab-20250808xex99d1.htm"></span></li><li>Selling, general, and administrative expenses were $11.3 million, down from $17.2 million in the same period in 2024.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1722964/000155837025010846/ymab-20250808xex99d1.htm"></span></li><li>Net loss for the quarter ended June 30, 2025, was $3.2 million, compared to a net loss of $9.2 million for the same period in 2024.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1722964/000155837025010846/ymab-20250808xex99d1.htm"></span></li></ul><h3>Cash Flow</h3><ul><li>As of June 30, 2025, cash and cash equivalents were $62.3 million.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1722964/000155837025010846/ymab-20250808xex99d1.htm"></span></li><li>Net cash used in operating activities for the six months ended June 30, 2025, was $5.3 million, compared to $3.2 million for the same period in 2024.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1722964/000155837025010846/ymab-20250808xex99d1.htm"></span></li></ul><h3>Unique Metrics</h3><ul><li>The company recognized $0.5 million in license revenue during the three months ended June 30, 2025, related to sales-based milestone achievements by a partner in Israel.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1722964/000155837025010846/ymab-20250808xex99d1.htm"></span></li></ul><h3>Outlook / Guidance</h3><ul><li>Y-mAbs announced a definitive agreement for acquisition by SERB Pharmaceuticals valued at $412.0 million, expected to close by the fourth quarter of 2025, subject to customary conditions.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1722964/000155837025010846/ymab-20250808xex99d1.htm"></span></li></ul>

Y-Mabs Therapeutics | 8-K: FY2025 Q2 Revenue Beats Estimate at USD 19.53 M