Justin Walsh • Jones Trading

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CEO Brian Markison expressed high confidence in obtaining TPT status. President Paul Blanchfield detailed that a key gallium competitor lost TPT on July 1, while a primary F-18 competitor will lose it on October 1, 2026. He noted Lantheus's new formulation could gain TPT status around the same time the competitor's expires, leveling the reimbursement field.

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CEO Brian Markison detailed the strategic value of the GRPR target, noting its expression can be negatively correlated with PSMA, creating an opportunity in patients with low PSMA expression. He sees a distinct role for the imaging agent alone and envisions the therapeutic being used in combination with other modalities across all stages of prostate cancer, not just as a single agent.

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CEO Brian Markison stated that the company's focus is currently U.S.-based. The pending acquisition of Life Molecular Imaging will provide a stronger international footprint, and the company will carefully evaluate expanding into other markets like the EU on an opportunity basis, rather than through a greenfield approach. The goal is to reduce reliance on out-licensing assets.

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Executive Mark Kinarney highlighted Dr. Sartor's recent ESMO presentation, which showed positive findings from post-hoc analyses that adjusted for the high patient crossover rate confounding the OS data. Chief Medical Officer Jeff Humphrey added that the trial clearly met its primary endpoint and showed quality-of-life benefits. Management indicated they will continue to analyze the data with their partner before determining the final path forward.

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CEO Michael Rossi confirmed that Y-mAbs continues to support investigator-sponsored studies (ISS) in osteosarcoma. He added that the company is leveraging learnings from its GD2-SADA trial to potentially develop a better diagnostic for GD2 expression, which could improve patient selection and accelerate future development in this indication.

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CEO Michael Rossi acknowledged that while there is an unmet need in non-Hodgkin's lymphoma, it is a very competitive space. He explained that the CD38 program was advanced primarily to validate a second SADA target in the clinic, test the platform in a circulating tumor, and compare data against the solid tumor program. The long-term commitment to the program will be determined by future data and the strategic target roadmap to be unveiled in Q2.

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President and CEO Michael Rossi responded that increased activity from other companies validates the pretargeting concept, which aims to maximize tumor dose while minimizing off-target effects and improving logistics. He welcomed the intellectual contributions from others, stating that it increases the likelihood of getting more pretargeting products to patients and allows Y-mAbs to focus on its own strengths. He noted that time will tell which methods are optimal.

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Chief Commercial Officer Sue Smith responded that while the bulk of current use is in the relapsed setting, a new commercial campaign is effectively increasing awareness and physician use in the refractory setting. She emphasized the drug's specific data for patients with an incomplete response and residual disease in the bone or bone marrow, which is where the company is seeing increased adoption.

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