[SC14D9C] Y-mAbs Therapeutics, Inc. SEC Filing
Transaction overview: Y-mAbs Therapeutics, Inc. entered into a Merger Agreement dated August 4, 2025 with Perseus BidCo US, Inc. (Parent), Yosemite Merger Sub, Inc. (Purchaser) and Stark International Lux. Purchaser will commence a cash Tender Offer of $8.60 per Share for all outstanding common stock, without interest and subject to applicable withholding taxes. If successful, the Tender Offer will be followed by a merger under Section 251(h) of the Delaware General Corporation Law, with the Company surviving the Merger.
Communications included: This Schedule 14D-9 consists of communications dated August 5, 2025, incorporated as Exhibits 99.1鈥�99.6: a joint press release, an employee email, an investor/analyst letter, a patient and advocacy organization letter, a vendor/supplier letter, and a LinkedIn post.
Panoramica della transazione: Y-mAbs Therapeutics, Inc. ha stipulato un Accordo di Fusione in data 4 agosto 2025 con Perseus BidCo US, Inc. (Parent), Yosemite Merger Sub, Inc. (Purchaser) e Stark International Lux. L'acquirente avvier脿 un'Offerta in contanti (Tender Offer) di $8.60 per azione per tutte le azioni ordinarie in circolazione, senza interessi e soggetta alle ritenute fiscali applicabili. In caso di esito positivo, l'Offerta sar脿 seguita da una fusione ai sensi della Sezione 251(h) del Delaware General Corporation Law, con la Societ脿 che continuer脿 a esistere a seguito della fusione.
Comunicazioni incluse: Questo Schedule 14D-9 comprende comunicazioni datate 5 agosto 2025, incorporate come Exhibits 99.1鈥�99.6: un comunicato stampa congiunto, un'email ai dipendenti, una lettera per investitori/analisti, una lettera a pazienti e organizzazioni di advocacy, una lettera a fornitori/venditori e un post LinkedIn.
Resumen de la operaci贸n: Y-mAbs Therapeutics, Inc. celebr贸 un Acuerdo de Fusi贸n con fecha 4 de agosto de 2025 con Perseus BidCo US, Inc. (Parent), Yosemite Merger Sub, Inc. (Purchaser) y Stark International Lux. El Comprador iniciar谩 una Oferta en efectivo (Tender Offer) de $8.60 por acci贸n por todas las acciones ordinarias en circulaci贸n, sin intereses y sujeta a las retenciones fiscales aplicables. Si tiene 茅xito, la Oferta ser谩 seguida por una fusi贸n conforme a la Secci贸n 251(h) del Delaware General Corporation Law, y la Compa帽铆a permanecer谩 como entidad sobreviviente tras la fusi贸n.
Comunicaciones incluidas: Este Schedule 14D-9 consta de comunicaciones fechadas el 5 de agosto de 2025, incorporadas como Exhibits 99.1鈥�99.6: un comunicado de prensa conjunto, un correo electr贸nico a empleados, una carta a inversores/analistas, una carta dirigida a pacientes y organizaciones de defensa, una carta a proveedores/vendedores y una publicaci贸n en LinkedIn.
瓯半灅 臧滌殧: Y-mAbs Therapeutics, Inc.電� 2025雲� 8鞗� 4鞚茧秬搿� Perseus BidCo US, Inc. (Parent), Yosemite Merger Sub, Inc. (Purchaser) 氚� Stark International Lux鞕� 頃╇硲瓿勳暯(Merger Agreement)鞚� 觳搓舶頄堨姷雼堧嫟. 鞚胳垬鞛愲姅 氇摖 氤错喌欤检棎 雽�頃� 鞚挫瀽 鞐嗢澊 甏�霠� 鞗愳矞歆曥垬靹胳潣 鞝侅毄鞚� 氚涬姅 欤茧嫻 $8.60鞚� 順勱笀 瓿店皽毵れ垬(Tender Offer)毳� 臧滌嫓頃� 鞓堨爼鞛呺媹雼�. 瓿店皽毵れ垬臧� 靹标车頃橂┐, 頃措嫻 瓿店皽毵れ垬電� 雿鸽澕鞗柎 鞚茧皹須岇偓氩�(Delaware General Corporation Law) 靹轨厴 251(h)鞐� 霐半ジ 頃╇硲鞙茧 鞚挫柎歆�氅�, 須岇偓電� 頃╇硲 頉� 臁挫啀頃橁矊 霅╇媹雼�.
韽暔霅� 旎る雼堨紑鞚挫厴: 氤� Schedule 14D-9電� 2025雲� 8鞗� 5鞚检瀽 旎る雼堨紑鞚挫厴鞚� 韽暔頃橂┌, Exhibits 99.1鈥�99.6鞙茧 韼胳瀰霅� 雮挫毄鞚� 雼れ潓瓿� 臧欖姷雼堧嫟: 瓿惦彊 氤措弰鞛愲, 歆侅洂 雽�靸� 鞚措⿺鞚�, 韴瀽鞛�/鞎犽剱毽姢韸� 靹滍暅, 頇橃瀽 氚� 鞓鬼樃雼泊 靹滍暅, 瓿店笁鞐呾泊/韺愲Г鞐呾泊 靹滍暅, 攴鸽Μ瓿� LinkedIn 瓴岇嫓氍�.
R茅sum茅 de la transaction: Y-mAbs Therapeutics, Inc. a conclu un accord de fusion dat茅 du 4 ao没t 2025 avec Perseus BidCo US, Inc. (Parent), Yosemite Merger Sub, Inc. (Purchaser) et Stark International Lux. L'acqu茅reur lancera une offre publique d'achat en num茅raire (Tender Offer) de 8,60 $ par action portant sur l'ensemble des actions ordinaires en circulation, sans int茅r锚ts et sous r茅serve des retenues fiscales applicables. Si l'offre aboutit, elle sera suivie d'une fusion en vertu de la Section 251(h) du Delaware General Corporation Law, la Soci茅t茅 survivant 脿 la fusion.
Communications incluses: Le pr茅sent Schedule 14D-9 comprend des communications dat茅es du 5 ao没t 2025, incorpor茅es en tant qu'Exhibits 99.1鈥�99.6 : un communiqu茅 de presse conjoint, un courriel aux employ茅s, une lettre aux investisseurs/analystes, une lettre destin茅e aux patients et aux organisations de d茅fense, une lettre aux fournisseurs/vendeurs et une publication LinkedIn.
罢谤补苍蝉补办迟颈辞苍蝉眉产别谤蝉颈肠丑迟: Y-mAbs Therapeutics, Inc. hat am 4. August 2025 einen Fusionsvertrag (Merger Agreement) mit Perseus BidCo US, Inc. (Parent), Yosemite Merger Sub, Inc. (Purchaser) und Stark International Lux geschlossen. Der Erwerber wird ein Barkaufangebot (Tender Offer) in H枚he von $8.60 pro Aktie f眉r alle ausstehenden Stammaktien starten, ohne Zinsen und vorbehaltlich der anwendbaren Quellensteuern. Bei Erfolg wird das Angebot durch eine Fusion gem盲脽 Section 251(h) des Delaware General Corporation Law abgeschlossen, wobei die Gesellschaft als 脺berlebende der Fusion bestehen bleibt.
Enthaltene Mitteilungen: Dieser Schedule 14D-9 umfasst Mitteilungen vom 5. August 2025, die als Exhibits 99.1鈥�99.6 eingearbeitet sind: eine gemeinsame Pressemitteilung, eine Mitarbeiter-E-Mail, ein Schreiben an Investoren/Analysten, ein Schreiben an Patienten- und Interessenvertretungen, ein Schreiben an Lieferanten/Verk盲ufer sowie ein LinkedIn-Beitrag.
- Definitive Merger Agreement dated August 4, 2025 is disclosed
- Tender Offer price: $8.60 per Share payable in cash
- Planned follow-on merger under Section 251(h) is specified
- Comprehensive stakeholder communications (Exhibits 99.1鈥�99.6) dated August 5, 2025 are included
- No board recommendation or explicit shareholder voting guidance is contained in the provided excerpt
- No financial valuation, fairness opinion, or detailed financial tables are included in the excerpt
- Transaction timing, definitive closing conditions, and financing details are not disclosed in the provided content
- Offer is subject to applicable withholding taxes and unspecified conditions
Insights
TL;DR: Filing discloses a $8.60 cash tender offer and planned Section 251(h) merger; key deal terms and stakeholder communications are provided.
The Schedule 14D-9 is a factual disclosure of the proposed acquisition: it states the Merger Agreement date (August 4, 2025), the cash consideration ($8.60 per Share), the acquiring entities (Perseus BidCo US, Inc. and Yosemite Merger Sub, Inc.), and that the Tender Offer will be followed by a Section 251(h) merger. The filing compiles stakeholder-targeted communications (Exhibits 99.1鈥�99.6) dated August 5, 2025, indicating coordinated public and stakeholder outreach. The excerpt does not include financial valuations, board recommendation text, or detailed conditions/timeline for closing.
TL;DR: The filing documents formal notice and stakeholder communications for a definitive cash tender offer and follow-on merger under Delaware law.
The Schedule 14D-9 covers the Company鈥檚 communications regarding a definitive Merger Agreement and planned cash Tender Offer. It lists targeted communications to employees, investors/analysts, patients/advocacy groups, vendors/suppliers, and a public LinkedIn post, suggesting an organized disclosure and stakeholder engagement plan. The document explicitly confirms cash consideration and statutory merger route (Section 251(h)). The excerpt lacks explicit statements regarding the boards recommendation, financing sources, or regulatory/closing conditions.
Panoramica della transazione: Y-mAbs Therapeutics, Inc. ha stipulato un Accordo di Fusione in data 4 agosto 2025 con Perseus BidCo US, Inc. (Parent), Yosemite Merger Sub, Inc. (Purchaser) e Stark International Lux. L'acquirente avvier脿 un'Offerta in contanti (Tender Offer) di $8.60 per azione per tutte le azioni ordinarie in circolazione, senza interessi e soggetta alle ritenute fiscali applicabili. In caso di esito positivo, l'Offerta sar脿 seguita da una fusione ai sensi della Sezione 251(h) del Delaware General Corporation Law, con la Societ脿 che continuer脿 a esistere a seguito della fusione.
Comunicazioni incluse: Questo Schedule 14D-9 comprende comunicazioni datate 5 agosto 2025, incorporate come Exhibits 99.1鈥�99.6: un comunicato stampa congiunto, un'email ai dipendenti, una lettera per investitori/analisti, una lettera a pazienti e organizzazioni di advocacy, una lettera a fornitori/venditori e un post LinkedIn.
Resumen de la operaci贸n: Y-mAbs Therapeutics, Inc. celebr贸 un Acuerdo de Fusi贸n con fecha 4 de agosto de 2025 con Perseus BidCo US, Inc. (Parent), Yosemite Merger Sub, Inc. (Purchaser) y Stark International Lux. El Comprador iniciar谩 una Oferta en efectivo (Tender Offer) de $8.60 por acci贸n por todas las acciones ordinarias en circulaci贸n, sin intereses y sujeta a las retenciones fiscales aplicables. Si tiene 茅xito, la Oferta ser谩 seguida por una fusi贸n conforme a la Secci贸n 251(h) del Delaware General Corporation Law, y la Compa帽铆a permanecer谩 como entidad sobreviviente tras la fusi贸n.
Comunicaciones incluidas: Este Schedule 14D-9 consta de comunicaciones fechadas el 5 de agosto de 2025, incorporadas como Exhibits 99.1鈥�99.6: un comunicado de prensa conjunto, un correo electr贸nico a empleados, una carta a inversores/analistas, una carta dirigida a pacientes y organizaciones de defensa, una carta a proveedores/vendedores y una publicaci贸n en LinkedIn.
瓯半灅 臧滌殧: Y-mAbs Therapeutics, Inc.電� 2025雲� 8鞗� 4鞚茧秬搿� Perseus BidCo US, Inc. (Parent), Yosemite Merger Sub, Inc. (Purchaser) 氚� Stark International Lux鞕� 頃╇硲瓿勳暯(Merger Agreement)鞚� 觳搓舶頄堨姷雼堧嫟. 鞚胳垬鞛愲姅 氇摖 氤错喌欤检棎 雽�頃� 鞚挫瀽 鞐嗢澊 甏�霠� 鞗愳矞歆曥垬靹胳潣 鞝侅毄鞚� 氚涬姅 欤茧嫻 $8.60鞚� 順勱笀 瓿店皽毵れ垬(Tender Offer)毳� 臧滌嫓頃� 鞓堨爼鞛呺媹雼�. 瓿店皽毵れ垬臧� 靹标车頃橂┐, 頃措嫻 瓿店皽毵れ垬電� 雿鸽澕鞗柎 鞚茧皹須岇偓氩�(Delaware General Corporation Law) 靹轨厴 251(h)鞐� 霐半ジ 頃╇硲鞙茧 鞚挫柎歆�氅�, 須岇偓電� 頃╇硲 頉� 臁挫啀頃橁矊 霅╇媹雼�.
韽暔霅� 旎る雼堨紑鞚挫厴: 氤� Schedule 14D-9電� 2025雲� 8鞗� 5鞚检瀽 旎る雼堨紑鞚挫厴鞚� 韽暔頃橂┌, Exhibits 99.1鈥�99.6鞙茧 韼胳瀰霅� 雮挫毄鞚� 雼れ潓瓿� 臧欖姷雼堧嫟: 瓿惦彊 氤措弰鞛愲, 歆侅洂 雽�靸� 鞚措⿺鞚�, 韴瀽鞛�/鞎犽剱毽姢韸� 靹滍暅, 頇橃瀽 氚� 鞓鬼樃雼泊 靹滍暅, 瓿店笁鞐呾泊/韺愲Г鞐呾泊 靹滍暅, 攴鸽Μ瓿� LinkedIn 瓴岇嫓氍�.
R茅sum茅 de la transaction: Y-mAbs Therapeutics, Inc. a conclu un accord de fusion dat茅 du 4 ao没t 2025 avec Perseus BidCo US, Inc. (Parent), Yosemite Merger Sub, Inc. (Purchaser) et Stark International Lux. L'acqu茅reur lancera une offre publique d'achat en num茅raire (Tender Offer) de 8,60 $ par action portant sur l'ensemble des actions ordinaires en circulation, sans int茅r锚ts et sous r茅serve des retenues fiscales applicables. Si l'offre aboutit, elle sera suivie d'une fusion en vertu de la Section 251(h) du Delaware General Corporation Law, la Soci茅t茅 survivant 脿 la fusion.
Communications incluses: Le pr茅sent Schedule 14D-9 comprend des communications dat茅es du 5 ao没t 2025, incorpor茅es en tant qu'Exhibits 99.1鈥�99.6 : un communiqu茅 de presse conjoint, un courriel aux employ茅s, une lettre aux investisseurs/analystes, une lettre destin茅e aux patients et aux organisations de d茅fense, une lettre aux fournisseurs/vendeurs et une publication LinkedIn.
罢谤补苍蝉补办迟颈辞苍蝉眉产别谤蝉颈肠丑迟: Y-mAbs Therapeutics, Inc. hat am 4. August 2025 einen Fusionsvertrag (Merger Agreement) mit Perseus BidCo US, Inc. (Parent), Yosemite Merger Sub, Inc. (Purchaser) und Stark International Lux geschlossen. Der Erwerber wird ein Barkaufangebot (Tender Offer) in H枚he von $8.60 pro Aktie f眉r alle ausstehenden Stammaktien starten, ohne Zinsen und vorbehaltlich der anwendbaren Quellensteuern. Bei Erfolg wird das Angebot durch eine Fusion gem盲脽 Section 251(h) des Delaware General Corporation Law abgeschlossen, wobei die Gesellschaft als 脺berlebende der Fusion bestehen bleibt.
Enthaltene Mitteilungen: Dieser Schedule 14D-9 umfasst Mitteilungen vom 5. August 2025, die als Exhibits 99.1鈥�99.6 eingearbeitet sind: eine gemeinsame Pressemitteilung, eine Mitarbeiter-E-Mail, ein Schreiben an Investoren/Analysten, ein Schreiben an Patienten- und Interessenvertretungen, ein Schreiben an Lieferanten/Verk盲ufer sowie ein LinkedIn-Beitrag.
FAQ
What price per share is being offered for YMAB?
Who are the buyer and merger parties in the YMAB transaction?
When was the Merger Agreement executed?
Will the tender offer be followed by a merger?
What communications are included with this Schedule 14D-9?
Is the consideration cash or stock?
