Jun 30, 2024

Y-mAbs Q2 2024 Earnings Report

Y-mAbs reported mixed results for Q2 2024. Total DANYELZA net product revenues increased by 10% YoY, driven by international revenues. The company is progressing with its clinical trials and appointed a new CFO and Chief Development Officer.

Key Takeaways

Y-mAbs Therapeutics reported a 10% increase in total DANYELZA net product revenues for Q2 2024, reaching $22.8 million. The growth was primarily driven by increased international revenues, while U.S. revenues saw a slight decline. The company is advancing its clinical trials and expects to complete Part A of its GD2-SADA Phase 1 trial in Q4 2024. Management reiterates anticipated cash runway into 2027.

Total DANYELZA net product revenues reached $22.8 million, a 10% increase year-over-year.

International DANYELZA revenues increased by 55%, driven by growth in Western Europe and launches in Brazil and Mexico.

U.S. DANYELZA revenues slightly declined by 4% due to competition and clinical trial activities.

The company anticipates cash runway into 2027.

Total Revenue
$22.8M
Previous year: $20.8M
+9.9%
EPS
-$0.21
Previous year: -$0.14
+50.0%
Gross Profit
$19.8M
Previous year: $16.1M
+22.9%
Cash and Equivalents
$77.8M
Previous year: $87.9M
-11.5%
Free Cash Flow
$298K
Total Assets
$144M
Previous year: $132M
+8.8%

Y-mAbs

Y-mAbs

Forward Guidance

Management updates its full year 2024 guidance with anticipated total net revenues expected to be between $87 million and $95 million, operating expenses between $115 million and $120 million, total annual cash burn between $15 million and $20 million, and cash and cash equivalents anticipated to continue to support operations as currently planned into 2027.

Positive Outlook

  • Anticipated Total Net Revenues now expected to be between $87 million and $95 million
  • Anticipated Operating Expenses expected to remain between $115 million and $120 million
  • Anticipated Total Annual Cash Burn expected to remain between $15 million and $20 million
  • Cash and Cash Equivalents anticipated to continue to support operations as currently planned into 2027