Y-mAbs Therapeutics (YMAB) 12 Aug 242024 Q2 Earnings call transcript

Good morning, and welcome to Y-mAbs Therapeutics Inc.'s earnings conference call for the second quarter of 2024. [Operator Instructions] As a reminder, today's conference will be recorded. I will now hand it over to Y-mAbs Head of Investor Relations, Courtney Dugan. Please go ahead.

Thank you, operator, and good morning, everyone. second Financial Y-mAbs' Conference the to Quarter Results XXXX Call. Welcome our a morning press issued results release We opened. with this market before the press website. slides Relations The accompanying on and Investor the are section available our of release

certain model Let me that to Litigation by are limited you but quickly Reform defined statements and Act forward-looking as our Private Such to, statements statements are discussion statements include, the considered the that following remind respect development, contains business Securities of about XXXX. our with not trial expectations programs; plans, of distribution product regulatory and and of and and and regulatory current studies expectations timing marketing clinical completion reimbursement research early future initiation the commercialization data, development and approvals, the submissions related preclinical to development advancement runway anticipated and financial are of potential collaborations burn for and with development and and benefits other related to other expenditure that our beyond thereof, and territory DANYELZA partnerships our statements assumptions facts. and programs, SADA historical estimates an expansion cash for respect and of and XXXX expectations and resources our and the thereto, label cash requirements future cash of or guidance including revenues, strategic related potential expenses, expectations potential our including statements regarding capital sufficiency not performance, the of and to

year Rossi. filed or Chief on from a those expressed report XXXX, the company's and not be XX-K now filed future to to XX-Q previously for annual performance, turn on quarter of factors those like would including for they by and report statements President ended call guarantees December the statements may Form discussed Mike forward-looking risk ended are Because to results with June quarterly March quarterly to and differ risks XX, Form report in the SEC Executive our of for the and materially I XXXX, uncertainties, involve Officer, these quarter company's the ended XXXX, today. the variety actual factors due implied XX-Q XX, Form the on over XX, forward-looking

begin and Raja; Courtney. key disassembly, second me platform. Thank for progress Officer, Vinesh our radiotherapy and morning, sales Officer, performance and Financial today of morning, the Medical Officer, our Dr. Commercial DANYELZA's Dugan. reviewing Chief utilizing pretargeted joining Chief our will new Good This by SADAprint Sue us. you, have and you or Smith, self-assembly, clinical thank financial our operational radioimmunotherapy technology with the highlights including quarter clinical of Courtney I Chief and XXXX our I for programs,

provide will trials. Next, naxitamab sales DANYELZA Sue provide details around ongoing updates clinical quarter. around our will then in our global second the Vignesh ISS

XXXX for Pete year line before our will review guidance performance, our update cash quarter financial XXXX our then an full provide Q&A. to second and the open we resources of

Let's begin highlights the quarter key starting second DANYELZA. with for with of XXXX,

of neuroblastoma is common many cancer know, in common infants you and cancer the As most in third children. the most

in DANYELZA, critically anti-GDX for children commercial high-risk relapsed/refractory remains Our with the therapy important therapy U.S. a drug, is leading neuroblastoma. and

who only also bone for disease the in incomplete the is have therapy or neuroblastoma immunotherapy designed for and/or and humanized FDA-approved is and high-risk have relapsed is DANYELZA children specifically marrow. bone to induction that response an

quarter Mexico. our international in XXXX. Brazil orders in increase from from the primarily partners' his a DANYELZA product outpatient and needs either the and can of Latin or total family. In in net achieved was XXXX, Importantly, launch which by second boost child the quarter includes her of on XX% up or DANYELZA ADM Western of in Europe and The be administered $XX.X specific revenue million, second depending web America, the of driven we inpatient the commercial

X% up same half DANYELZA of net months was first U.S. the X period total the XXXX. The of primarily in the driven XXXX year, in the to an in For $XX.X we revenues by million, revenues increase the achieved compared from first year of period. increase product prior

In and are to X quarter the hospital second added We penetrating centers. DANYELZA been formularies. to alone, more continuing DANYELZA has drive new forward are

competition Although net we saw patients for the this for families. view quarter, and patients the increased second in during as market intical trial we a U.S. positive

is As has educational and to neuroblastoma. Y-mAbs pediatric a specifically on saw first to Ex U.S., deep investments market the in around we to parent knowledge compared The quarter a as year focused differentiators boost bone of of this quarter company, of we team second the orders marrow. direct are driving bone efforts the DANYELZA and year. in in dedicated this

the executed Brazil commercial in AVM Mexico. partner, launch and both Our DANYELZA

forward We launches future look to these in partner providing Asia, continues our expand are of China. are the quarters. how very further DANYELZA use updates pleased In to and in progressing cyclone with

in DANYELZA are for Hong to Asia cyclone Hong approval we Additionally, to received thrilled in anticipation working DANYELZA of commercial the look Kong. Eastern of in have launch partner Kong with our and forward

neuroblastoma Our with European web with as Europe. also need to we is high-risk named continuing Western builder progress in relapsed/refractory the clinical support program patient

our with into Turkey. TR Hong distribution DANYELZA patient for In approval a in addition Farm agreement named of program and to new Kong, entered distribution we

strategy later this DANYELZA. commercial expansion We continued the our remain We trajectory in for updates plan call. submit investigator-sponsored of of during on in in to provide a year. also DANYELZA will BLA and this naxitamab later and our U.S. trials confident DANYELZA ex U.S. Argentina

to programs. our now our of progress shift SADA clinical print me Let

tumors, cell SADA GDX-positive currently and the malignant in sarcomas including GDX melanoma. A treatment Phase print evaluating cancer, of our are and I We safety trial, tolerability of lung of SADA the small the Part solid in

efficacy multicenter protein, this the I the and are we lutetium of dosing. demonstrate A, XXX Part protein reminder, in of GDX structured and to the study of dose data payload. is the the for C single-arm days dose molecule using determines the to it testing intervals repeat Phase the ought has X which lutetium of currently of and evaluates safety profile SADA X optimal dose escalation dose X safety between of initial a signs B explores Part As finding parts. Part XXX while

progressing is with advanced We how X. Cohort and through trial are the pleased

X. Cohort in currently are We

We have date and trial. open to dosed of We to Part sites additional in total currently of this continue A sites. XX plan have adding patients X a

not so to adverse PK To we there and It full encouraged success we've results demonstrated by these complete the patients development no any SADA of program. date, no trials can we humans and instances or we important are indicative or to believe GDX both trial what to been far. CT the and concept seen have serious have toxicities, spec in We have early necessarily that have the of the of in of ultimate experienced seen bind proof date, are not treatment-related tumors. and is note that scans events. Based activity find on SADA data dose-limiting

full of We A the look trial, inform optimal data to the and the expect Part readout the the to Part profile medical to is year will of safety radionuclide, the set administer of complete B. A from A objective Part end present this I demonstrate a which XXXX. In our the at all study early the Part the timing of protein to and from in of by data Phase meeting determine

addition, we PK data. plan additional images In scan to and show

our on print we in SADA, lymphoma. This SADA treatment B will to the T SADA be is study circulating cell first program first lymphoma which and plan tumors. of in CDXX program Our focusing second non-Hodgkin's

follows plan our can design Our Phase see to X Phase trial, here. I a which SADA comparable GDX you

print believe We sites this SADA half second facing. even have indications the year. cancers selected treatment X paradigm radiotherapy are beyond [indiscernible] and infrastructure, strongly in that many of across other the first potentially the while many first variety We a to to the potential dose avoiding administration has technologies all oncology expect and and shift in the the of challenges manufacturing of

look We further providing forward. to our programs updates on SADA forward print going

I'm XXXX. Our patient commitment team advance of therapies to quarter call proud further will continue the our improve now Smith through we development. to steadfast progress color DANYELZA second over and for to Sue collective the the to Global to sales make novel of I very provide our remains pass on in clinical lives,

and Thank you, good everyone. morning, Mike,

As we ex pleased U.S. markets. across commercial you both U.S. in with of the are heard the DANYELZA, from Mike, and traction our

in received activity. year, due of unique increase $XX.X X who trials, continuing XXXX. compared to remain the efforts sharpen dedicated arises market we're their therapy. second for and in bone to this XXXX, of of ongoing decrease and campaign our of critical commercial complete revenues highlights neuroblastoma quarter new out second our agents in an have therapy of therapy characteristics an same competition second the induction continuing marrow. The form of XX% DANYELZA's or QX DANYELZA of to In after on by orders. therapy $XX product features in our and performance Ex U.S. and patients had a the relapsed in advance in In are in clinical anti-GDX were Those XX% and XXXX elaborate high-risk to quarter increase period driven driven DANYELZA highlights trial neuroblastoma revenues refractory a new increase therapy. campaign million, of by in also DANYELZA DANYELZA to the an to aimed softness another with Breaking worldwide are U.S., response different who quarter XXXX. The new U.S., revenues previously the patients. In This DANYELZA bringing U.S., X% second benefits patient campaign were were XXXX million patients was of product populations. our more incomplete As reposition entrants induction experienced net our product DANYELZA's launch confident in response last and strategic who and U.S. to to total compared the clinical million, compared second and team the patients piece the international bone $XX.X differentiating some is primarily quarter volume net quarter response the of children prior to DANYELZA's the net competing a treatment decrease ex is to class

specifically needs out rolled a to campaign recently parents. direct-to-consumer speaks we new of Additionally, the that

rare that be particularly space, good young As Mike in mentioned, The is impacts approach treatment patient disease for predominantly different. for may each competition children. patients, individual the

accounts families. the accounts the mission of XXXX, the seen now we in added believe positive at is new bone have their XX bone only our of currently on the XXXX. with used market of unlocking of the of We in approximately XX%. months X DANYELZA's had first initial share of beginning anti-GDX launch DANYELZA relapsed/refractory the the has in its and neuroblastoma patients of A the U.S. children in and around marrow, U.S. DANYELZA have with X total since total lives are improving and impact at potential DANYELZA high-risk

physicians X continues started of in with DANYELZA the or treatment care grow, her Since starting DANYELZA the have those total on more on X health patients. health X Physician treatment first patients. a XX patients of providers DANYELZA utilization on launch, to or of of prescribed half have more XXX started care practitioners and XXXX,

Our dedicated feedback provider customer sales continues U.S. receive interactions. commercial to positive DANYELZA ongoing through health team care on

X we second XXXX. formularies continue see hospital was as total institutional added of XXXX, to of to the launch DANYELZA, which of adoption bringing In XX, XX in quarter formularies addition, the to since hospital June

America our and saw commercial recent their continued the South ex in driven to partner, traction boost Brazil marked quarter of the launches versus quarter gaining a across are partners the quarter turning and second distribution international U.S. first sales Now in quarter second DANYELZA ADM. in Mexico, this our We by led of orders progress. year, first the U.S. ex by our markets. This

additional China. over to continues in partner market adoption quarters dynamics the In these more learn of and our about Asia, see coming to DANYELZA expand regions. expect use Cyclone We in

months, sales year. approval providing thrilled forward their during variability orders, Kong will particularly the DANYELZA received of commercial call Kong. Despite the in U.S. an I to of to see we Eastern in trend launch the in Cyclone to throughout DANYELZA look the Asia with anticipation for working continued initial further in summer we're growth to We Additionally, partner, pass Vignesh. have the and in launch Hong our in Hong now overall look updates back forward of since have to upward XXXX.

Sue, update I'm our on ongoing everyone. you, Thank a and pleased to investigator-sponsored hello, naxitamab provide clinical brief trials.

opportunities for and We with continue leading several KOLs potential label expansion collaboration to in DANYELZA institutions. evaluate

abstract Kettering with patients of Sloan late second-line investigator-sponsored MSK received a me Let multicenter from draft osteosarcoma naxitamab by we relapsed begin in Memorial for June on the update with trial. led this Center. In XXXX, results trial on Cancer an certain preliminary

results meeting. at set neuroblastoma or neuroblastoma. primary evaluate In GDX the in multicenter the than XX our intend expected further to complete subjects For clinical iris MSK further in to months. event-free of therapy BCC, and presented in MSK's induction a the results patients inform setting, the determinations combination correlation potential MSK, we study such of to with Phase with of leading XX medical are to endpoint underway. Once at the a were plan Cancer only months be rather relapsed expression of development patients immunotherapy XX the osteosarcoma. The there the at patients endpoints, pulmonary trial by full response. XX this and this with we summary including diagnosed with frontline trial from XX undertake recurrence, standard newly from Consortium, II with secondary with analysis use still BEAT data evaluating primary study further Analysis for high-risk efficacy, of patients analysis study partner respect event-free stated is our naxitamab-based obtain is investigators degree Research Childhood year the full the naxitamab in We patients later to results tumor of

XX patients being have been from randomized currently sites and IND. BCC a to file the to which the trial which process to for for date control The single-arm protocol current trial a where randomized standard with care transition therapy, trial to year, to be evaluated. current chemotherapy for treated plan later recruitment opened trial will continues of ongoing. induction with amended transition nuxilumab expect the standard is The is this and the arm a treatment have for we for an been the in to XX added induction

NK patients TGF-beta In and demonstrate Our to Ib/II gemcitabine aim induction in breast cancer, we of complete University care. have is cells. combination be will patients safety superiority X for combination initial study cells, Phase triple-negative is naxcitamab of the breast been well end in gemcitabine combination added the first metastatic partnering have the trial cells. patients. response been NK gemcitabine both versus bar cancer. Two and for and investigating is evaluate GDX-positive designed randomized naxitamab with standard treatment to to naxitamab on the with a at patients are tolerated, this the and enrolled subsequent the Ohio with therapy treated The treated the trial, the in in with State NK of If

we by year. be if II treated the the outcome with of supports the this so, of with end the Phase the data would first expect forward of to addition trial, nixilumab the consider We patient Upon multicenter moving this doing trial.

cancer breast to MD increase of in I/II Phase In current addition Phase a nexitimab patients the in the therapy triple-negative one anticipated addition, trial which hypothesis Cancer in is we sarcoma, to Anderson standard multicenter further will of Child response This Phase triple-negative breast refractory Poland are XXXX. III that received Center a rate the in trial, a of for In randomized the Institute with care I & discussions quarter seeks future cancer. start will the a and prior study study, that have with program in with on run-in test II metastatic with us to of metastatic least initiated who fourth Mother was of line leading viewing Phase at initiate of naxitamab. during efficacy to evaluating objective inform systemic the safety is disease. The mid-XXXX patients

is in ongoing. The patients X arm and to have naxitamab date the been dosed recruitment

anti-GDX in a in both We pediatric to space XXXX. completed and The remains a expect believe adult trial treatment expected cancers. patients gap we that in significant in is total be of XX arm. this

of and investing naxitamab. through Peter the to supporting development unlock clinical over to to now untapped advancement We call of committed hand the studies Pfreundschuh. are working these responsored the potential We

morning, Thank you, everyone. Vignesh, and good

XXXX, represented by of June $XX.X As DANYELZA heard net product total of compared representing from earlier revenue, XXXX, of from million a was DANYELZA region. the primarily product XXXX, ended net second quarter a Europe total revenues quarter DANYELZA Sue, Mike increase you and revenues. The XX% Latin the as quarter the in in product in volume net of for total $XX.X June commercial increase $XX.X respectively, were ended driven product million to and months Brazil XX, X% launches international and ended the DANYELZA revenue second quarter revenues million net X for and increased $XX.X U.S. American as the result XXXX, Western XX, compared a Mexico million increased June decline. XXXX, XXXX, XX, to of well net and

in ex XXXX. product was in revenue million $XX by million driven ended did June comparable product revenue June XXXX. DANYELZA with of XXXX, million months net in net a while XXXX. XX, as relatively of X XXXX, was net licensing X to $X.X the June compared ended revenue DANYELZA product reported licensing months months increase net and ended was the have U.S. revenue total increase increase months have The period X XX, product not in in Our total million ended X primarily June X XX, $XX.X did X% flat. We revenue for XX, in XXXX, We ended for the revenue the the revenue licensing $XX an June XX, XXXX, DANYELZA and U.S. not months

operating to Moving expenses.

$X.X relatively X $XX.X June June ended X for loss impact and in the for the research X XXXX, or net a XX, to by XXXX, to a ended proceeds. We and net and quarter X $XX.X million million in share the XXXX, the or and million X periods and recorded to flat $X.X $XX.X $X.X the $XX.X and and XX, insurance XX, June XXXX. The in million compared were for XXXX, million June to $X.X XX, a compared and which ended and quarter months and loss expenses related million per million ended development a share of net and net XXXX. ended of negative for increased increase respectively, months of selling, million for months per XXXX. Selling, XX, same that diluted were charges and quarter expenses administrative the and the months basic which compared negative June to administrative million the $X.X a attributable finalized million in expenses Our $XX.X of X quarter $XX.X June legal of settlements XX, basic were priorly quarter X second diluted general to anticipated $X.XX $X.XX million ended were general is XXXX, for

legal have and net ended the X net for X XX, months million months diluted addition, or we net or mentioned the million the per diluted by XXXX. The $X.X In X with a loss XX, for share driven per compared basic loss a reported basic loss of $XX.X in ended increase a previously the X a negative June was of for June settlements share and to XXXX, months million impact. a X and primarily net ended negative $XX.X XXXX, XX, $X.XX $X.XX June

ended million cash $XX.X million $XX.X earlier, second year-end at equivalents compared we to mentioned and XXXX decrease of of As cash the million was $X.X quarter with XXXX. The year-to-date.

cash same improvement we reporting in $X.X balance sheet the a second to period of XXXX, million burn in an cash Importantly, the in inflows from for maintain quarter XXXX. strong $X continue million

our guidance. now Turning year to full XXXX

$XX $XX previous $XXX our We million. of range in range million net our of to revenue to and full be a million million are XXXX $XX guidance revising between in from year between total the

higher potentially guidance new return work commercial refined our Although data deliver that to as we second physician greater and to adoption. the XXXX, strategy execute and we could expanded our XXXX lead for to of is that half DANYELZA reduced believe clinical rates current in growth indications will

million, million the for in $XXX operating our remain of with full consistent in between between And the our anticipate $XXX to consistent year range with remain the continue expenses prior burn million, to XXXX which is which is our prior guidance. million $XX guidance. expect we We and and of cash $XX to range

our to cash support We programs pipeline operations continue planned expect our to equivalents currently cash into as and commercial XXXX. and

assumptions this underlying noted in to are for quarters, the important guidance previous we understand. As

analysis specific analysis. to For the part DANYELZA in of purpose product of runway minimal assumed only, net revenues growth is of the cash be this

increased we previously the Although are half first U.S. slower communicated, XXXX than result clinical by as and driven the anticipated seeing single-digit primarily of a patients competition for for in trial of activity growth

our future that DANYELZA on cash new second and impact rates periods, to in and deliver adoption. a indications and half potentially strategy to the expanded believe execute work DANYELZA growth material could We this have greater of refined data We physician we lead will XXXX not as believe clinical will flow to continue grow guidance. our to that higher will in return commercial

a our planned and we own than assumed are and This In terms the programs support a all I strategy, priorities positioned that of have over its turn programs of strong call advancing focused ahead. for this that mission move now at and back assumed sheet financial be Mike. to balance on will our no trials the purposes of strategic we point is anticipated other this to and our development believe and new are milestones the will at And of we the to activities, as well expense, update. multiple concludes ones the studies biomass execute analysis. With delivery

overview, Pete. for you Thank that

open questions. Operator? Now line the for let's

with Darout Etzer from comes question first BMO Capital Markets. Our

Great.

sort had on the of was First study. one I frontline BCC

about Just the a talk enrolling I could you follow-up portion randomized study? wondered many had on anticipate maybe how you in of that And if patients SADA.

Great. Thank you, Etzer.

study, pass far Vigensh. that as I'll BCC As off to the

bit a study. little you on inform more can Vigensh the So

Yes.

So expected is as patients as further be. arm being Mike exact can't don't this year, many the we design we soon share to of mentioned, randomized is give evaluated details the later But will get we're how transitioning that still XX that. a an -- anticipating I to you figure study, ongoing moment. I And patients where current at single enrolled the far. study, study as so

of then the Part A study. And the Great. for SADA

thinking sort sort C? this the and types in specific Just start wondered or Part is GDX enough about maybe tumor-specific B Or and tumor cohorts tumors if early too to B, the exploring the still you'll you process could that various Part to beyond? into in of of expression about will, you get expansions and you're of in to learn C subsequent if kind evaluation, sort the enrolling of be

a question. That's good

we don't go enough wide a Part account we'll I at B. As that that into data. patients we to all sound have one as to looking collect know take or this, have opted with focus information one. look will tumor move and into we different on at But eliminate expressions, basket any to we that we'll

Our next question comes from Nicole Germino with Truist Securities.

Sorry about that.

For data BTS, I a through experience could can roughly us data efficacy when part you walk potential the some of get quick we milestones have and from B? follow-up.

Yes,t's Nicole.

As at Part do in -- for the we not not where we're study look drug efficacy designed the -- itself, A. we

we're what can we move on where we do really that and for making the continue protein Part of to a to safety So dose the escalation. is looking sure B,

and to of the from interval the looking the for protein we're between Secondary isotope. that, injection additional the injection the information the load coming of and protein

really from So as safety the focused B. Part additional is that well as Part move we'll coming from the interval use the data in Part we on to A, of the forward in overall our this as later concluded year with load A protein the

more then just Got broadly Okay. on it. SADA. And

both may can the Medic help the early. Well, administration Can a and understand infusion. us out So the for the Radon. administered a you the treating for this that isotope before infusion how oncologist bit reimbursement would be SADA has coprotein work be by

be physicians the question. infrastructure nuclear This novel in well enough time in to utilizing medicine there's the both Yes. to oncologist better to take well that. infusions with as a as users do suites overall offices to is medicine. enough approach isotope in a theranostic long nuclear that's authorized having as Again, We today know as do challenges able good

into for move that look going But our like. So looking is and not we what as may overall driving different trials, that reimbursement strategy. forward we're opportunities our registration at

ultimately able to to as those more be departments nuclear dose an be in effectively better from centers able medicine well to as both treat Our patients more and infusion effective resources utilize to manner. strategy is patients

Our next Wolf with comes Trading. question Jones from Justin

long might your sense time soup line take to C how we relative provide of for and you a have on Can Do A? going forward? any B color expectations Part Part

That's conclude right this as today, have it Part later year. into to A and we moved Part out -- we expect laid B.

we've speed our in of Now been recruitment our trials. the increasing

So trial. in we've quickly as Part progress A been able to we recruit rather this

Part as able my or we Part close at that to B, early treating potential take be the information side? 'XX your in we the would 'XX Vignesh, in would from A, anything early expectation to that be So on additional with 'XX. start patients out looking 'XX,

on add to that. Nothing

frame the But that is so very you think I at in dependent results what on on as best time a about dosimetry seen that's I reasonable Obviously, based estimation we've far. we it's along what very, think see way. make can stage. this

with Stranahan Our Bank comes Alec America. from next question of

move was asked. these Any versus the the flag you GX getting ground, Parts how especially to and quick expectations question B Maybe C. you'd GDX studies thinking SADA as recruitment through studies has for considerations the unique on gone the to walk off other last us logistical your that follow-up a far. for CDXX either or Maybe so

Thank Alex. you,

was first As the up. getting goes, as at sites it far slow crib we're as

an seen and for in we've Now trial XXXX increase in expect continue. that speed recruitment GDX. our to I'd see

As site with we've XXXX, far behind it. second the one initiated recently the right as our first

patient for first XXXX. the seeking actively our we're So

how. look once But in increase to they expect see and rolling as first start proteins you time patients judicious speed DLTs, overall in as in in who select seeing dose the But for of and physicians really at the we you be trial. an we this, data the would for the safety the I lack of

recruitment. you time. Vignesh, of But happy anything speed the with So do I'm see lag first human, some additional? again, in

Yes.

SADA we to X.X testing intervals know, where complex was original including X all XX part much different test as is up the from out dosing add, I milligrams to doses, dose earlier this Just levels a to on, way X, you X of set strategy, protocol, mentioned of to Mike Phase days. the as to up higher

at process moment. that in we're the So still

it's So the price B. of but combination before the process is optimal on taking actually we this to kind step determine of too we're the to Part soon optimal determine to permutation, get

Next operator? question,

Stanley. [Operator from Mike comes Instructions] Ulz Our question Morgan with next

Maybe dose any you X, GDX at a on Part you're SADA. plans just remind in A, for just a what are can? follow-up Cohort then Cohort there for or Can example, to go us you to if dose And higher? X

good question. the Vignesh, cohort Mike, X. address

patients proceed we're not or X-day a is Yes, where on whether we will what in required whether Cohort based are kilo per X X milligram on look X, Cohort depend really currently how Cohort disimetry. testing the we determine like interval, X will

So any what have see in on will X. we the that cohort moment, the look wait results what show to like. We'll immediate at thoughts don't this

So X at day interval. and moment, X milligram the it's

next comes Canaccord John with question Genuity. from Our Newman

the United curious could see contribution to you're seeing DANYELZA forward, with the internationally, and expansion of some to in you meaningful could growth. on but continuing States if which obviously, duration I'm wondering you're Just ongoing going a make the comment therapy mature whether that whether

John. you, Thank

this growth, For pass to Sue. I'll Daniel specific

been -- our we're that. and has data patients been When on response have more actually get on has bone Yes, can duration patients well data or have if And prior bone they as we our we marrow now involvement prior have disease to that added. on has a with are therapy. campaign not showing not Great. efficacy with older if actually Thank new over progressed a therapy GDX switching that seeing increase a product, showing some actually seen GDX you. some continued has in use general, someone

we're uptake So increase setting in an that as among well. physicians seeing in

Walsh Justin next Our from for question Trading. comes Jones

in frontline you indication. market currently opportunity and in the high-risk refractory us versus can neuroblastoma DANYELZA if wondering remind osteosarcoma, for how and you relapsed view the approved induction I'm relative

you, Sue? Justin. Thank Again,

Sure.

disease we this a of precisely our new an nice bulk separating new our the data the treatment of after has the the that with does bone actually, currently, and refractory in that is the setting our the studied. job increasing And awareness where residual a So any in of is out response in campaign, marrow, patient efficacy use this nice job who incomplete in U.S. or is bone in were setting. showing of a has actually relapsed the and done campaign

with see, to their that from based use settings intend they and the So to in we're both on heard new those of new the campaign we've starting physicians increase data.

would back turn Rossi no time. are to closing the this over like at comments. now floor Mike questions to There for I further

to differentiated radioimmunotherapy growing you our medical potentially better the variety positioned made development in growth a the of all for expansion supported seeing SADA print advancing of treatment by and during year. uniquely by quarter DANYELZA. throughout the and of continue is forward of discuss believe the today geographic platform, commercial safer investor joining driven success foundation, We therapeutic Thank we're strong while this us many the day. upcoming financial deliver Y-mAbs a progress great to of to cancers. We you options meetings fall. at a and the to clinical look Have of second

teleconference. today's concludes This

may You time. at lines Thank participation. your you your this disconnect for