Day One Biopharmaceuticals pany(DAWN) - 2025 Q3 - Earnings Call Presentation

Financial Performance - Net product revenue reached $38.5 million in Q3 2025[11], a 15% or $4.9 million increase compared to Q2 2025[11, 17] - The company is raising its 2025 net product revenue guidance to $145 million - $150 million[11, 29] - Year-to-date net product revenue for 2025 reached $102.6 million, exceeding the full-year 2024 revenue by approximately 89%[19] - The company has a strong financial position with $452 million in cash[11] OJEMDA Launch Performance - There was an 18% growth in total prescriptions, with 1,256 prescriptions (TRx) in Q3 2025[15] - New patient starts increased by 19%[15, 21] - Adoption of OJEMDA in the 2L setting grew by over 60% in the past 12 months[23] Pipeline Progress - Tovorafenib EMA regulatory decision is expected in 2026[11] - FIREFLY-2 trial enrollment completion is expected in the first half of 2026[11] - Three-year follow-up data from FIREFLY-1 will be presented at the SNO conference[11, 30]