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Jun 30, 2025
Y-mAbs Q2 2025 Earnings Report
Y-mAbs posted Q2 2025 revenue of $19.5M with an 86% gross margin and a narrower net loss versus last year.
Key Takeaways
For Q2 2025, Y-mAbs reported total revenue of 19,525,000, gross profit of 16,863,000 (86% margin), and a net loss of 3,239,000 (EPS: -0.07). U.S. DANYELZA net product revenue was 14,300,000 and Ex-U.S. was 4,700,000; segment revenue remained concentrated in DANYELZA, with RIT generating no product revenue. The company recognized 500,000 in license revenue and ended the quarter with 62,293,000 in cash and cash equivalents. :contentReference[oaicite:0]{index=0}
Total revenue was 19,525,000, including 19,025,000 of DANYELZA product revenue and 500,000 of license revenue. :contentReference[oaicite:1]{index=1}
Gross margin held at 86% (gross profit 16,863,000; COGS 2,662,000). :contentReference[oaicite:2]{index=2}
U.S. DANYELZA net product revenue was 14,300,000; Ex-U.S. was 4,700,000. :contentReference[oaicite:3]{index=3}
Net loss narrowed to 3,239,000 (EPS: -0.07) from a 9,249,000 loss a year ago. :contentReference[oaicite:4]{index=4}
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
No formal forward guidance provided; company announced a definitive agreement to be acquired by SERB, with transaction expected to close by Q4 2025, subject to customary conditions. :contentReference[oaicite:5]{index=5}
Positive Outlook
- Exceeded revenue guidance range with $19.5M reported. :contentReference[oaicite:6]{index=6}
- Gross margin remained strong at 86%. :contentReference[oaicite:7]{index=7}
- Recognized $0.5M in license revenue tied to sales-based milestone. :contentReference[oaicite:8]{index=8}
- Net loss narrowed year over year. :contentReference[oaicite:9]{index=9}
- Ended quarter with $62.3M in cash and cash equivalents. :contentReference[oaicite:10]{index=10}
Challenges Ahead
- Total revenue decreased year over year due to lower DANYELZA sales. :contentReference[oaicite:11]{index=11}
- Ex-U.S. sales declined without prior-year stocking orders. :contentReference[oaicite:12]{index=12}
- RIT segment generated no product revenue. :contentReference[oaicite:13]{index=13}
Historical Earnings Impact
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Avg. Return Before/After Earnings
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