Research/Valuation, page-6

Also, Y-mab therapeutics' Danyelza (Naxitamab) is on track for 80M a year in revenues for Neuroblastoma
- 2022 Revenues were 65M
- 2021 Revenues were 34.9M

Currently approved line of therapy is relapsed/refractory high-risk neuroblastoma in the bone or bone marrow who have demonstrated a partial response, minor response, or stable disease in prior therapy.

They are trying to expand the label to front-line neuroblastoma (this would be big) and then to second-line relapsed osteosarcoma patients.

If they get the front-line and second-line indications then this could be 100m per quarter just for Neuroblastoma

If you're going to compare Cu64/67 SARTATE's commercial and revenue projections if it got approved, then I would look at this Danyelza's development and commercial performance.

Y-Mab Therapeutics is also developing a 131-I Ombortumab and this was given a CRL because they tried to shortcut the development by submitting phase 1 trial data to the FDA for approval. CU6 would be aware of this and will look to design their trial in response to this CRL. One thing is for sure, there will be another trial on top of the current CL-04.