share_log

Y-mAbs Therapeutics, Inc. (YMAB) Q3 2024 Earnings Call Transcript Summary

Y-mAbs Therapeutics, Inc. (YMAB) Q3 2024 Earnings Call Transcript Summary

Y-mAbs Therapeutics, Inc.(YMAB)2024年第三季度業績會電話交易簡報摘要
moomoo AI ·  2024/11/09 03:10  · 電話會議

The following is a summary of the Y-mAbs Therapeutics, Inc. (YMAB) Q3 2024 Earnings Call Transcript:

以下是y-mabs therapeutics公司(YMAB)2024年第三季度業績會交易記錄摘要:

Financial Performance:

財務表現:

  • Y-mAbs Therapeutics reported a total net revenue of $18.5 million for Q3 2024, a decrease of 10% from $20.0 million in the same period in 2023.

  • U.S. DANYELZA net product revenues were $15.3 million, a 5% decrease relative to Q3 2023, influenced by changes in Medicaid claims estimates.

  • Ex-U.S. DANYELZA net product revenues stood at $3.1 million, a 19% decrease compared to Q3 2023, primarily driven by lower volume from the Western Europe patient access program.

  • y-mabs therapeutics報告了2024年第三季度總淨營業收入1850萬美元,較2023年同期的2000萬美元下降了10%。

  • 美國的DANYELZA淨產品收入爲1530萬美元,相對於2023年第三季度下降了5%,受到醫療補助索賠估計變化的影響。

  • 非美國地區的DANYELZA淨產品收入爲310萬美元,較2023年第三季度下降了19%,主要是由於來自西歐病人接觸計劃的成交量減少所致。

Business Progress:

業務進展:

  • Y-mAbs expanded its commercial footprint by adding three new U.S. accounts for DANYELZA and launching the DANYELZA named patient program in Turkey.

  • The company entered a lease agreement for a new headquarters in Princeton, which is expected to be completed in the first half of 2025.

  • Y-mAbs entered into an exclusive license and distribution agreement with Nobelpharma for the development and commercialization of DANYELZA in Japan.

  • y-mabs擴大了其商業版圖,爲DANYELZA增加了三家新的美國帳戶,並在土耳其推出了DANYELZA命名患者計劃。

  • 公司簽訂了普林斯頓新總部的租賃協議,預計將在2025年上半年竣工。

  • y-mabs therapeutics與Nobelpharma簽署了一項獨家許可和分銷協議,用於在日本開發和商業推廣DANYELZA。

Opportunities:

機會:

  • The company has an ongoing focus on expanding the uses and market reach of DANYELZA and SADA PRIT technologies, particularly with activities in Asia, like pending launches in Hong Kong and planned regulatory filings in Argentina for market approval.

  • 公司正在不斷擴大DANYELZA和SADA PRIt技術的用途和市場覆蓋範圍,特別是在亞洲開展的活動,如在香港即將推出以及在阿根廷計劃進行市場審批文件的申請。

Risks:

風險:

  • DANYELZA faces increasing physician adoption challenges alongside competition, which could impact both domestic and international market growth and product revenue.

  • DANYELZA面臨着與競爭對手一起日益增多的醫生採納挑戰,這可能會影響國內和國際市場增長以及產品營業收入。

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:本文由人工智能生成。內容準確性無法完全保證。如需更全面詳情,請參閱IR網站。本文僅供投資者參考,不具有任何指導或推薦建議。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
    搶先評論