Day One Biopharmaceuticals, Inc. (DAWN) closed the last trading session at $6.94, gaining 7.8% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $28 indicates a 303.5% upside potential.The average comprises eight short-term price targets ranging from a low of $20.00 to a high of $36.00, with a standard deviation of $5.07. While the lowest estimate indicates an increase of 188.2% from ...

Company Overview and Financial Highlights - Day One is a commercial-stage biopharmaceutical company focused on developing targeted medicines for childhood and adult diseases[11] - As of March 31, 2025, Day One had approximately $473 million in cash, cash equivalents, and short-term investments[16,82] - OJEMDA net product revenue since launch reached $87.7 million[43] - Q1 2025 OJEMDA net product revenue was $30.5 million, representing an 11% increase compared to Q4 2024[43,47] - Cumulative prescriptions for OJEMDA since launch totaled 2,571 as of March 31, 2025[43] OJEMDA Clinical Data and Market Opportunity - OJEMDA demonstrated an overall response rate (ORR) of 51% in 76 evaluable patients with relapsed or refractory pLGG harboring a BRAF fusion or rearrangement, or BRAF V600 mutation[29,30] - The addressable U.S opportunity for OJEMDA is estimated to be approximately 2,000-3,000 patients[38,39] Pipeline Development - Enrollment completion is expected in the first half of 2026 for the FIREFLY-2 pivotal Phase 3 trial in front-line pLGG[18] - The first dose cohort for DAY301, a PTK7-targeted ADC, was cleared in January 2025[18,65]

Day One Biopharmaceuticals (DAWN) FY Conference June 10, 2025 08:40 AM ET Speaker0 Good morning, everyone. Thanks so much for joining us. I'm Andrea Newkirk, one of the biotech analysts here at Goldman Sachs, and I'm really pleased to be joined by Jeremy Bender, COO and CFO of Dawn. Thank you guys both for joining us. Speaker1 Andrea, thanks for having us. It's great to be here. Speaker0 Great. Well, as we sit here today, Ogemda has been on the market now for over a year. What has been the biggest learnings ...

Core Insights - Day One Biopharmaceuticals has appointed Dr. Michael Vasconcelles as Head of Research & Development, bringing over 25 years of oncology expertise to the company [2][3][4] - Dr. Vasconcelles will play a crucial role in advancing the company's pipeline and supporting the growth of its lead product, OJEMDA [3][5] Company Overview - Day One Biopharmaceuticals is focused on developing targeted therapies for life-threatening diseases, particularly in pediatric cancer, addressing a significant unmet need in therapeutic development [6][7] - The company aims to redefine cancer drug development and improve outcomes for patients of all ages from the moment of diagnosis [6] Leadership and Experience - Dr. Vasconcelles has a robust background in oncology research and development, having held leadership roles at ImmunoGen, Flatiron Health, Unum Therapeutics, and Takeda [4][5] - His previous experience includes transforming ImmunoGen into a global biotech enterprise and overseeing clinical development at Genzyme [4] Strategic Goals - The company is committed to expanding its pipeline of first- or best-in-class medicines, with a focus on delivering transformative therapies for children with cancer [3][5] - Dr. Vasconcelles' leadership is expected to enhance the company's medical and scientific strategies, driving growth and innovation [3][5]

Core Insights - Day One Biopharmaceuticals (NASDAQ: DAWN) has completed one year since the launch of Ojemda (tovorafenib) for treating pediatric low-grade glioma, but the recent earnings updates did not lead to a stock price increase [1] Company Overview - The company focuses on developing treatments for pediatric low-grade glioma, a type of brain tumor [1] - Ojemda is the primary product launched by the company, aimed at addressing a significant medical need in the pediatric population [1] Market Performance - Despite the launch anniversary, the stock has not experienced a rally following the earnings updates, indicating potential investor concerns or market conditions affecting performance [1]

Day One Biopharmaceuticals (DAWN) 2025 Conference May 13, 2025 11:00 AM ET Speaker0 Equity Capital. So sitting in a really strong financial position as well. To get to your point specifically, I'll I'll touch on some highlights and then pass it over to Lauren, our chief commercial officer to dig into a little bit of the details. But at a very high level, we're very pleased with where we are right now in regards to the commercial launch of it. It's been about $90,000,000 of revenue in the first eleven months ...

Company Performance - Day One Biopharmaceuticals reported a quarterly loss of $0.35 per share, better than the Zacks Consensus Estimate of a loss of $0.46, and an improvement from a loss of $0.72 per share a year ago, representing an earnings surprise of 23.91% [1] - The company posted revenues of $30.76 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 4.90%, compared to zero revenues a year ago [2] - The stock has lost about 41% since the beginning of the year, while the S&P 500 has declined by 3.9% [3] Earnings Outlook - The current consensus EPS estimate for the coming quarter is -$0.44 on revenues of $34.88 million, and for the current fiscal year, it is -$1.67 on revenues of $149.97 million [7] - The estimate revisions trend for Day One Biopharmaceuticals is currently unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Medical - Biomedical and Genetics industry, to which Day One Biopharmaceuticals belongs, is currently in the top 31% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Day One Biopharmaceuticals (DAWN) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Joey Perrone - SVP - Investor RelationsJeremy Bender - CEO, President & DirectorLauren Merendino - Chief Commercial OfficerCharles York - COO, CFO & SecretaryAlec Stranahan - Vice President - Equity ResearchElly Barry - Chief Medical OfficerAndrea Newkirk - Biotechnolgy Equity ResearchAndres Maldonado - Vice President Conference Call Participants None - AnalystTara Bancroft - Director, Senior Analyst, Biote ...

Financial Performance - Since launch, OJEMDA net product revenue reached $87.7 million[10, 14] - In Q1 2025, OJEMDA net product revenue was $30.5 million[10, 14, 19] - Q1 2025 saw a $3 million (+11%) increase in U S net product revenue compared to Q4 2024[14, 19] - Total revenue for Q1 2025 was $30.8 million[29] - The company holds a strong financial position with $473 million in cash[10, 29] - Net loss for the company was ($360) million[29] Commercial Performance - Cumulative prescriptions since launch totaled 2,571[14, 21] - Prescription growth in Q1 2025 was driven by new patient starts and continued therapy among on-label patients[21] Market Opportunity - Priority 1 centers manage approximately 4,000 estimated patients[24] - Priority 2 centers manage approximately 5,000 estimated patients[24] - Priority 3 centers manage approximately 4,000 estimated patients[24]

Day One Biopharmaceuticals (DAWN) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Speaker0 Hello, ladies and gentlemen, and welcome to the DayOne Biopharmaceuticals First Quarter twenty twenty five Financial and Operating Results Conference Call. At this time, all participants are in a listen only mode. Later, we will conduct a question and answer session. Please be advised that this conference call is being recorded. I would now like to turn the call over to Joy Peroni, Senior Vice President of Finance and ...