Sign in

    William Maughan • Clear Street LLC

    William Maughan's questions to Y-mAbs Therapeutics Inc (YMAB) leadership

    William Maughan's questions to Y-mAbs Therapeutics Inc (YMAB) leadership • Q1 2025

    Question

    William Maughan asked about the long-term strategy to return DANYELZA to robust growth and questioned the translatability of learnings from the GD2-SADA program to the broader radiotherapy platform.

    Answer

    DANYELZA Business Unit Head Doug Gentilcore outlined a strategy focused on building physician advocacy, stronger financial messaging, and global expansion. CEO Michael Rossi addressed the platform question, stating that learnings are platform-wide. The new proprietary linker-chelator, once validated, will become the standard for all future SADA constructs to improve performance.

    Ask Fintool Equity Research AI

    William Maughan's questions to Y-mAbs Therapeutics Inc (YMAB) leadership • Q4 2024

    Question

    William Maughan of Clear Street asked for more detail on the evolving competitive dynamic for DANYELZA and how it should be factored into long-term growth expectations.

    Answer

    CEO Michael Rossi identified competition for patients coming from other therapies, new market entrants, and clinical trials. DANYELZA Business Unit Head, Doug Gentilcore, added that much of the near-term impact is transient, as competing for study doses lays groundwork for future growth, and noted positive feedback and new patient starts in early 2025. Rossi also highlighted the outpatient option for DANYELZA as a key differentiator and growth opportunity.

    Ask Fintool Equity Research AI

    William Maughan's questions to Delcath Systems Inc (DCTH) leadership

    William Maughan's questions to Delcath Systems Inc (DCTH) leadership • Q4 2024

    Question

    William Maughan of Clear Street inquired about the effectiveness of the physician referral network, the patient population split between liver-confined and liver-dominant disease, and sought commentary on 2025 revenue consensus.

    Answer

    GM, Interventional Oncology Kevin Muir confirmed the referral network is functioning well. CEO Gerard Michel added that the company now plans to activate up to 40 centers, double the original estimate, to reduce patient travel burdens. He also clarified that the label and TAM always included liver-dominant patients, and the recent guideline update simply removed a potential headwind. He declined to comment on revenue consensus.

    Ask Fintool Equity Research AI