Y-mAbs Therapeutics (YMAB) 43rd Annual J.P. Morgan Healthcare Conference 2025 summary

Business strategy and organizational updates

• Aligned into two business units: Danyelza commercial and radiopharmaceutical R&D to optimize focus and capital allocation.

• Enhanced commercial capabilities and global reach through direct U.S. operations and ex-U.S. partnerships.

• Maintained capital efficiency with minimal cash burn and a cash runway into 2027.

• Preliminary 2024 net revenue reported at $88 million, with final results and 2025 guidance due in March 2025.

• Strategic focus on expanding Danyelza and advancing the radiopharmaceutical pipeline.

Product and pipeline developments

• Danyelza remains a key therapy for high-risk, relapsed/refractory neuroblastoma, with growing demand and new approvals in China, Brazil, and Mexico.

• Ongoing efforts to expand Danyelza labeling into osteosarcoma based on recent clinical data.

• SADA PRIT platform demonstrated proof of concept in phase I GD2-SADA trial, with two active clinical programs (GD2 and CD38 targets).

• 1001 trial (GD2) dosed 21 patients; nine showed GD2 expression and tumor uptake, with further optimization underway.

• 1201 trial (CD38) targeting non-Hodgkin's lymphoma, with first patient dosing expected soon.

Radiopharmaceutical platform and innovation

• SADA PRIT platform enables in vivo assembly of radiotherapeutics, improving efficiency and reducing manufacturing challenges.

• Two-step approach allows for broader physician participation and use of short half-life isotopes.

• Platform supports rapid development of multiple drugs, with 40–50 prioritized targets for preclinical and clinical advancement over the next three years.

• Upcoming Q2 update will detail new high-value targets and franchise focus areas.