Y-mAbs Therapeutics, Inc.
ymabs.comNo Longer Reporting
The company has not filed an annual or quarterly report since its Q2 FY2025 10-Q, filed Aug 8, 2025. Its latest SEC filing is a SCHEDULE 13G/A from Nov 14, 2025.
10-Q for Q2 FY2025, filed Aug 8, 2025
The sections below describe the company as of the FY2024 annual report.
What Did They Do?
Commercializes DANYELZA for patients with relapsed or refractory high-risk neuroblastoma and develops antibody-based and radioimmunotherapy candidates for cancer treatment.
10-K for FY2024, filed Mar 4, 2025
How Did They Make Money?
Revenue comes from DANYELZA sales and royalties from distribution partners. U.S. product sales are counted when the end-user hospital receives the drug, and international sales when distributors receive it.
10-K for FY2024, filed Mar 4, 2025
$87.7M
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10-K for FY2024, filed Mar 4, 2025
$87.7M ↗
Who Were Their Customers?
U.S. DANYELZA sales mainly run through national specialty distributors; international distribution partners also receive product, while U.S. sales are tied to delivery to end-user hospitals.
10-K for FY2024, filed Mar 4, 2025The Company’s product sales are made through arrangements primarily with three national U.S. specialty distributors. As of December 31…View ↗
The Company recognizes revenue from sales of DANYELZA at a point in time when customer is deemed to have obtained control of the product…View ↗
In December 2022, the Company announced a distribution agreement with WEP Clinical Ltd., or WEP, in connection with an early access program…View ↗
10-K for FY2024, filed Mar 4, 2025
The Company had product sales to certain customers that accounted for more than 10% of total net product revenue for the years ended…View ↗
Did Revenues Turn Into Profits?
No. It lost $29.7M in FY2024.
10-K for FY2024, filed Mar 4, 2025
How Were They Changing?
- Net income
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Sources
10-Q for Q2 FY2025, filed Aug 8, 2025
−$3.2MView ↗
- ▼ −65% (Loss)
- vs −$9.2M in Q2 FY2024
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Sep 16, 2025
Y-mAbs became a wholly owned subsidiary after its merger with Parent
The merger followed completion of a cash tender offer.
Sources
8-K, filed Sep 16, 2025
The Offer expired at one minute following 11:59 p.m., Eastern Time, on September 15, 2025 (such date and time, the “Expiration Time”) and…View ↗
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Aug 5, 2025
SERB agreed to acquire Y-mAbs
The agreement called for an all-cash tender offer followed by a merger.
Sources
8-K, filed Aug 5, 2025
WEST CONSHOHOCKEN, PA and PRINCETON, NJ, August 5, 2025 – SERB Pharmaceuticals (“SERB”), a global specialty pharmaceutical company focused…View ↗
Grew. Revenue grew 4.2x in 4 years, from $20.8M in FY2020 to $87.7M in FY2024, about 43% a year.
Portfolio focus
The earlier business description included omburtamab and T-cell-engaging antibody candidates alongside SADA; the current description says the omburtamab program stopped and other pipeline programs were deprioritized, with development centered on DANYELZA and the SADA radiopharmaceutical platform.
10-K for FY2021, filed Mar 1, 2022 10-K for FY2024, filed Mar 4, 2025Omburtamab, our lead product candidate, is a murine monoclonal antibody that targets B7-H3, an immune checkpoint molecule that is widely…View ↗
We are advancing a new generation of T cell engaging bispecific antibodies, or BsAbs, that may destroy tumor cells by recruitment of host T…View ↗
We are using the SADA Technology to advance a series of antibody constructs based on the SADA technology, where bispecific antibody…View ↗
Who Did They Compete With?
Competes with United Therapeutics, Apeiron, EUSA, Renaissance Pharma, US WorldMeds, and OncoOne
10-K for FY2024, filed Mar 4, 2025With respect to DANYELZA, which targets GD2-positive tumors, United Therapeutics Corporation, or United Therapeutics, has commercialized…View ↗
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