Earnings summaries and quarterly performance for Day One Biopharmaceuticals.
Executive leadership at Day One Biopharmaceuticals.
Board of directors at Day One Biopharmaceuticals.
Research analysts who have asked questions during Day One Biopharmaceuticals earnings calls.
Alec Stranahan
Bank of America
3 questions for DAWN
Also covers: AGIO, ALEC, BTAI +11 more
Ami Fadia
Needham & Company, LLC
3 questions for DAWN
Also covers: ACAD, ALKS, AVDL +10 more
AN
Andrea Newkirk
Goldman Sachs
3 questions for DAWN
Also covers: ABCL, ALKS, ARWR +9 more
Andres Maldonado
H.C. Wainwright & Co.
3 questions for DAWN
Also covers: IMAB, SRRK
TB
Tara Bancroft
TD Cowen
3 questions for DAWN
Also covers: ADVM, CELC, FATE +10 more
JC
Joseph Catanzaro
Wolfe Research, LLC
2 questions for DAWN
Also covers: AADI, CPRX, CRDF +7 more
Priyanka Grover
JPMorgan Chase & Co.
2 questions for DAWN
Also covers: FOLD, SNDX, SRPT
SR
Soumit Roy
JonesTrading
2 questions for DAWN
Also covers: AVXL, CMRX, CRIS +4 more
AT
Andrea Tan
Goldman Sachs
1 question for DAWN
Also covers: ABCL, ARWR, INSM +3 more
AR
Anupam Rama
JPMorgan Chase & Co.
1 question for DAWN
Also covers: APLS, BBIO, BOLD +16 more
Recent press releases and 8-K filings for DAWN.
Day One Biopharmaceuticals Reports Strong 2025 Revenue, Provides 2026 Guidance, and Completes Mersana Acquisition
DAWN
Earnings
Guidance Update
M&A
- Day One Biopharmaceuticals reported preliminary unaudited full year 2025 net product revenues of $155.4 million, marking 172% year-over-year growth, and Q4 2025 net product revenue of $52.8 million, a 37% sequential increase over Q3.
- The company ended 2025 in a strong financial position with more than $440 million in cash and no debt.
- For 2026, Day One is guiding to OJEMDA net product revenue of $225 million-$250 million.
- Day One completed the acquisition of Mersana last week, adding the Emmy Lee program, which is projected to generate $300 million or more in revenue and has a potential three-year path to approval.
- Enrollment in the FIREFLY-2 trial for frontline pLGG is expected to be complete in the first half of 2026, with data anticipated in mid-2027 and potential approval in 2028.
Jan 13, 2026, 1:15 AM
Day One Biopharmaceuticals Reports Strong 2025 Ojenda Revenue, Provides 2026 Guidance, and Expands Pipeline with Mersana Acquisition
DAWN
Guidance Update
Revenue Acceleration/Inflection
M&A
- Day One Biopharmaceuticals reported preliminary unaudited Q4 2025 net product revenue for Ojenda of $52.8 million, contributing to a full-year 2025 net product revenue of $155.4 million, representing a 172% year-over-year increase. For 2026, the company is guiding for Ojenda net product revenue of $225-$250 million.
- The company completed the acquisition of Mersana in Q4 2025, adding new pipeline programs including Emmy Lee and Day 301. Emmy Lee, targeting adenoid cystic carcinoma (ACC), has the potential to generate $300 million or more in revenue, with expanded Phase 1 data expected in mid-2026. Early clinical updates for Day 301 are anticipated in H2 2026.
- Day One ended 2025 with over $440 million in cash and no debt. The company projects a clear path to achieve more than $1 billion in revenue based on the potential sales from Ojenda and Emmy Lee alone.
- Enrollment in the Firefly-2 trial for frontline pediatric lobar glioma (PLGG) is expected to be completed in the first half of 2026, with potential approval anticipated in 2028. Additionally, an EME approval decision for Ojenda outside the U.S. is expected in 2026 through its partner Ipsen.
Jan 13, 2026, 1:15 AM
Day One Biopharmaceuticals Reports Strong 2025 Revenue, Provides 2026 Guidance, and Details Pipeline Expansion
DAWN
Guidance Update
M&A
New Projects/Investments
- Day One Biopharmaceuticals reported unaudited full-year 2025 net product revenues of $155.4 million, with Q4 net product revenue reaching $52.8 million, and ended 2025 with more than $440 million in cash and no debt.
- The company provided 2026 guidance for Ojenda net product revenue of $225-$250 million.
- Day One recently completed the acquisition of Mersana, adding the Emmy Lee program to its portfolio, which has the potential to generate $300 million or more in revenue. Expanded Phase 1 data for Emmy Lee is expected in mid-2026.
- Enrollment for the Firefly-2 trial, expanding Ojenda into frontline pediatric lobar glioma (PLGG), is anticipated to be complete in the first half of 2026, with data expected in mid-2027 and potential approval in 2028.
- The company aims to achieve more than $1 billion in revenue based on the potential sales from Ojenda and Emmy Lee alone.
Jan 13, 2026, 1:15 AM
Day One Biopharmaceuticals Announces Preliminary 2025 OJEMDA Net Product Revenue and 2026 Guidance
DAWN
Earnings
Guidance Update
New Projects/Investments
- Day One Biopharmaceuticals reported preliminary unaudited OJEMDA net product revenue of $52.8 million for Q4 2025 and $155.4 million for the full year 2025, representing 172% year-over-year growth compared to 2024.
- The company projects 2026 OJEMDA U.S. net product revenue to be between $225 million and $250 million, which signifies 53% year-over-year growth at the midpoint.
- As of December 31, 2025, Day One had approximately $441.1 million in cash, cash equivalents, and short-term investments (unaudited).
- Key corporate priorities for 2026 include completing enrollment in the pivotal Phase 3 FIREFLY-2 clinical trial in the first half of 2026, delivering Phase 1 clinical data for Emi-Le by mid-2026, and providing initial data from the Phase 1a clinical trial for DAY301 in the second half of 2026.
Jan 12, 2026, 1:11 PM
DAWN Reports Strong OJEMDA 2025 Revenue and Provides 2026 Outlook
DAWN
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- DAWN reported strong OJEMDA net product revenues of $155.4 million for the full year 2025, marking a 172% growth compared to 2024, with Q4 2025 revenues reaching $52.8 million.
- The company anticipates 2026 OJEMDA net product revenue to be between $225 million and $250 million, representing over 50% growth at the midpoint.
- DAWN maintained a strong financial position, ending 2025 with approximately $441 million in cash, cash equivalents, and short-term investments.
- Significant pipeline developments include the expected full enrollment of the FIREFLY-2 pivotal Phase 3 trial for front-line pLGG in 1H 2026, which is projected to double OJEMDA's commercial opportunity, alongside anticipated Phase 1 data for Emi-Le (mid-2026) and DAY301 (2H 2026).
Jan 12, 2026, 12:00 PM
Day One Biopharmaceuticals Completes Acquisition of Mersana Therapeutics
DAWN
M&A
New Projects/Investments
- Day One Biopharmaceuticals, Inc. completed its acquisition of Mersana Therapeutics, Inc. on January 6, 2026.
- The acquisition consideration included $25 per share in cash plus one non-tradable contingent value right (CVR) per share, offering potential milestone payments of up to $30.25 per CVR, for a total possible consideration of up to $55.25 per share.
- This acquisition expands Day One's pipeline with emiltatug ledadotin (Emi-Le), a clinical-stage antibody drug conjugate (ADC) targeting the rare cancer adenoid cystic carcinoma (ACC).
- The aggregate cash paid by Day One for the acquisition was approximately $128.8 million, funded from its available cash on hand.
- Following the completion of the acquisition, Mersana's common stock ceased trading and was delisted from Nasdaq prior to market open on January 6, 2026.
Jan 6, 2026, 2:27 PM
Day One Biopharmaceuticals Completes Acquisition of Mersana Therapeutics
DAWN
M&A
New Projects/Investments
- Day One Biopharmaceuticals, Inc. has successfully closed its acquisition of Mersana Therapeutics, Inc..
- The acquisition terms include $25 per share in cash plus one non-tradable contingent value right (CVR) per share, which could yield up to an aggregate of $30.25 per CVR in cash, for a total consideration of up to $55.25 per share.
- This strategic acquisition adds Emi-Le (emiltatug ledadotin), a novel antibody-drug conjugate (ADC) targeting B7-H4 for adenoid cystic carcinoma (ACC), to Day One's clinical pipeline, expanding its focus into adult oncology.
- Following the completion of the tender offer and statutory merger on January 6, 2026, Mersana's common stock ceased trading on the Nasdaq stock exchange and was delisted.
Jan 6, 2026, 2:02 PM
Day One Biopharmaceuticals Updates on OJEMDA Performance and Strategic Pipeline Expansion
DAWN
Product Launch
M&A
New Projects/Investments
- OJEMDA, approved in April 2024 for relapsed or refractory pediatric low-grade glioma (PLGG), has seen its launch exceed expectations, driving significant growth in 2024 and 2025.
- New three-year data for OJEMDA indicates strong long-term efficacy, with 77% of patients completing 24 months of treatment not requiring additional systemic therapy a year post-treatment.
- Day One Biopharmaceuticals is acquiring Mersana Therapeutics for Emi-Le, an antibody-drug conjugate for adenoid cystic carcinoma (ACC), with the deal expected to close in early Q1 2026 and a rapid path to approval anticipated.
- Key pipeline updates include published data for Day 301 in 2026, Emi-Le data and regulatory timelines in 2026, and FIREFLY-2 trial enrollment completion in H1 2026 with data in mid-2027.
Dec 2, 2025, 9:00 PM
Day One Biopharmaceuticals Discusses Ojemda's Strong Launch, Mersana Acquisition, and Pipeline Updates
DAWN
Product Launch
M&A
New Projects/Investments
- Ojemda, approved in April 2024 for relapsed or refractory pediatric low-grade glioma (PLGG), has seen a successful launch that exceeded expectations, driving significant growth in 2024 and 2025. Recent three-year data reinforces its long-term efficacy, with 77% of patients not requiring additional systemic therapy a year after completing 24 months of treatment. The median duration of treatment in the expanded access program cohort is 20 months.
- Day One announced a definitive agreement to acquire Mersana Therapeutics for the MELE program, an antibody-drug conjugate targeting adenoid cystic carcinoma (ACC), anticipated to close in early Q1. This acquisition is expected to provide a rapid path to approval for MELE, potentially via a single-arm Phase 2 trial, with an estimated investment of at or below $200 million to reach registrational trial data.
- The FIREFLY-2 trial for Ojemda in the frontline setting is on track for enrollment completion in H1 2026, with data expected in mid-2027. The Day 301 program, a PTK7-targeted antibody-drug conjugate, is currently in a Phase 1A trial, and the company expects to provide published data in 2026.
- Day One remains active in business development, seeking to license or acquire additional programs that are either early-stage and strategically aligned or later-stage (at or near commercial) to drive short-term value and revenue growth.
Dec 2, 2025, 9:00 PM
Day One Biopharmaceuticals Discusses Ojemda Launch, Pipeline, and Mersana Acquisition
DAWN
Product Launch
M&A
New Projects/Investments
- Day One Biopharmaceuticals' Ojemda, approved in April 2024 for relapsed or refractory pediatric low-grade glioma (PLGG), has seen its launch exceed expectations, driving significant growth in 2024 and 2025. Recent three-year data indicates that 77% of patients completing 24 months of treatment did not require additional systemic therapy a year post-treatment.
- The FIREFLY-2 trial for Ojemda in the frontline setting is on track for enrollment completion in H1 2026, with data expected in mid-2027. Additionally, the Day 301 program, a PTK7-targeted antibody-drug conjugate, is in Phase 1A, with published data anticipated in 2026.
- Day One announced a definitive agreement to acquire Mersana Therapeutics, expected to close in early Q1 2026, primarily for the MELE program. MELE, an antibody-drug conjugate for adenoid cystic carcinoma (ACC), is viewed as having a potential rapid path to approval, with an estimated investment of $200 million or less to reach registrational trial data. Updates on MELE data and regulatory timelines are expected in 2026.
Dec 2, 2025, 9:00 PM
Quarterly earnings call transcripts for Day One Biopharmaceuticals.
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