Inferra AI / Company / DAWN
Day One Biopharmaceuticals, Inc.
DAWN · Health Care
Last earnings Mar 9, 2026
Key results
Revenuequarter
$33.6 million
” OJEMDA Commercial Performance • OJEMDA net product revenue was $33.6 million in the second quarter of 2025, an increase of 310% from the second quarter of 2024.
SEC original ↗Day One Biopharmaceuticals, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
OJEMDA net product revenue increased 10% from the first quarter of 2025.
SEC original ↗Day One Biopharmaceuticals, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
• Achieved $113.1 million in OJEMDA net product revenue for the most recent 12-month period ended June 30, 2025.
SEC original ↗Day One Biopharmaceuticals, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Second Quarter 2025 Financial Highlights • Product Revenue, Net: OJEMDA net product revenue was $33.6 million for the second quarter of 2025 compared to $8.2 million for the second quarter of 2024.
SEC original ↗Day One Biopharmaceuticals, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
M OJEMDA Net revenuequarter
10%
+10% growth vs Q1 2025 +310% growth vs Q2 20242 $113.1M OJEMDA Net Revenue For The Most Recent 12 Months Q2 2025 OJEMDA Prescriptions1 +15% growth vs Q1 2025 +346% growth vs Q2 20242 1 Q3 2024 and Q4 2024 revenue included approximately $1.6M and $1.4M, respectively of revenue associated with Ex-US sales which has been removed for the purposes of calculating compounded quarterly revenue growth rate.
SEC original ↗Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
OJEMDA Delivering Steady revenuequarter
$33.6M
One Year In: OJEMDA Delivering Steady Revenue Growth Achieved $33.6M in Q2 2025 OJEMDA net product revenue Net Revenue Highlights Achieved $64.1M in net product revenue for the first half of 2025 Free drug represented ~5% of total scripts in Q2 2025 Net Revenue For The Most Recent 12 Months Q2 2025 Named Patient Program Net Revenue Transitioned to Ipsen OJEMDA U.
SEC original ↗Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
Net revenuequarter
$64.1M
One Year In: OJEMDA Delivering Steady Revenue Growth Achieved $33.6M in Q2 2025 OJEMDA net product revenue Net Revenue Highlights Achieved $64.1M in net product revenue for the first half of 2025 Free drug represented ~5% of total scripts in Q2 2025 Net Revenue For The Most Recent 12 Months Q2 2025 Named Patient Program Net Revenue Transitioned to Ipsen OJEMDA U.
SEC original ↗Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
Net Product revenuequarter
$3M
Net Product Revenue Q3 2024 Q4 2024 Q1 2025 +$3M +10% ~22% Compounded Quarterly Growth1,2 Prescriptions For The Most Recent 12 Months OJEMDA Prescriptions (TRx)1 +15% One Year In: Consistent Uptake Driving Quarterly OJEMDA Growth Achieved greater than 1,000 scripts in Q2 2025 Prescription Highlights Strong and consistent patient demand, driven by new patient starts and high percentage of patients staying on therapy month-to-month Continued prescriber adoption accompanied by growing breadth & depth ¹ Prescriptions are approximations based on data available as of June 30, 2025.
SEC original ↗Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
One year in: OJEMDA delivering steady revenue growth Achieved $33.6M in Q2 2025 OJEMDA net product revenue Net Revenue Highlights Achieved $64.1M in net product revenue for the first half of 2025 Free drug represented ~5% of total scripts in Q2 2025 Net Revenue For The Most Recent 12 Months Q2 2025 Named Patient Program Net Revenue Transitioned to Ipsen OJEMDA U.
SEC original ↗Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
AI analysis
Q2 2025 · reported Aug 5, 2025
Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-K — transcript not held
The quarter in charts
Segment mix
Business-unit revenue, as stated
Segment revenue figures as stated in the event record.
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $33.6 million | — | — |
| M OJEMDA Net revenue | 10% | — | — |
| OJEMDA Delivering Steady revenue | $33.6M | — | — |
| Net revenue | $64.1M | — | — |
| Net Product revenue | $3M | — | — |
Guidance · company-stated
No guidance located in the held release
Capital allocation
commercial partnership with Ipsen for OJEMDA, EMA regulatory submission Q1 2025 Acquisition of DAY301 (PTK7-targeted ADC) meaningfully expands our pipeline Strong balance sheet with ~$453M cash1 (no debt) Compelling near-term opportunities to help patients are the foundation for long-term growth and sustainability 1 As used herein the term, “Cash” means our cash, cash equivalents and short-term investments as of June 30, 2025.
Event summary
Day One Biopharmaceuticals, Inc. Q2 2025 — ” OJEMDA Commercial Performance • OJEMDA net product revenue was $33.6 million in the second quarter of 2025, an increase of 310% from the second quarter of 2024.
Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-K — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
commercial partnership with Ipsen for OJEMDA, EMA regulatory submission Q1 2025 Acquisition of DAY301 (PTK7-targeted ADC) meaningfully expands our pipeline Strong balance sheet with ~$453M cash1 (no debt) Compelling near-term opportunities to help patients are the foundation for long-term growth and sustainability 1 As used herein the term, “Cash” means our cash, cash equivalents and short-term investments as of June 30, 2025.
SEC original ↗Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
Strategy & priorities
We continue to focus on our three core priorities: accelerating revenue growth with OJEMDA, advancing our pipeline, and pursuing value-driving portfolio expansion anchored in financial discipline,” said Jeremy Bender, Ph.
SEC original ↗Day One Biopharmaceuticals, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
• Day One terminated its research collaboration and license agreement with Sprint Bioscience AB following careful consideration of the current development status for the VRK1 program and the Company’s overall strategic objectives.
SEC original ↗Day One Biopharmaceuticals, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
• Net Loss: Net loss totaled $30.3 million for the second quarter of 2025 with non-cash stock-based compensation expense of $10.9 million, compared to a net loss of $4.4 million for the second quarter of 2024, with non-cash stock-based compensation expense of $13.0 million and gain from sale of priority voucher of $108.0 million.
SEC original ↗Day One Biopharmaceuticals, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Tovorafenib was granted Breakthrough Therapy and Rare Pediatric Disease designations by the FDA for the treatment of patients with pLGG harboring an activating RAF alteration, and it was evaluated by the FDA under priority review.
SEC original ↗Day One Biopharmaceuticals, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Q1 2025 Q3 2024 Q4 2024 Q2 2025 Expanding Prescriber Adoption with Meaningful Growth Opportunity Remaining Launch Dec 2024 Jun 2025 1 Patient 2-3 Patients 4-5 Patients Growing Depth of Prescribing by Account Since Launch 6+ Patients Continued growth in breadth of unique prescribers initiating at least one patient on OJEMDA Growth driven by increased penetration of priority 2 & 3 accounts Growing number of accounts with multiple patients on OJEMDA >60% of prescribing accounts now have treated multiple patients with OJEMDA OJEMDA Priorities to Drive Revenue Growth in 2025 r/r, relapsed or refractory.
SEC original ↗Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
Risks & headwinds
These forward-looking statements involve risks and uncertainties, as well as assumptions, which, if they do not fully materialize or prove incorrect, could cause our results to differ materially from those expressed or implied by such forward-looking statements.
SEC original ↗Day One Biopharmaceuticals, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified.
SEC original ↗Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
Forward-looking statements are subject to known and unknown risks, uncertainties, assumptions and other factors.
SEC original ↗Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
In light of the significant uncertainties in these forward-looking statements, you should not regard these statements as a representation or warranty by us or any other person that we will achieve our objectives and plans in any specified time frame, or at all.
SEC original ↗Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
In addition, projections, assumptions and estimates of our future performance and the future performance of the markets in which we operate are necessarily subject to a high degree of uncertainty and risk.
SEC original ↗Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
The words believe, may, will, potentially, estimate, continue, anticipate, predict, target, intend, could, would, should, project, plan, expect, and other similar expressions that convey uncertainty of future events or outcomes are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words.
SEC original ↗Day One Biopharmaceuticals, Inc. — 10-K Annual report10-KFeb 24, 2026
Earnings deck slides
0 decks with slide viewDay One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Day One Biopharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
34 documents- Q1 2026
- 8-KDAWN
- Q4 2025
- 8-K/ADAWN
- 8-KDAWN
- 8-KDAWN
- 8-KDAWN
- 10-KDAWN
- 8-KDAWN
- 8-KDAWN
- EX-99DAWN
- Q3 2025
- 8-KDAWN
- EX-99DAWN
- 8-KDAWN
- EX-99DAWN
- 8-KDAWN
- 10-QDAWN
- 8-KDAWN
- Q2 2025
- 8-KDAWN
- 10-QDAWN
- Q1 2025
- 8-KDAWN
- 8-KDAWN
- 10-QDAWN
- Q4 2024
- 8-KDAWN
- 10-KDAWN
- 8-KDAWN
- EX-99DAWN
- Q3 2024
- 8-KDAWN
- 8-KDAWN
- 10-QDAWN
- Q2 2024
- 10-QDAWN
- 8-KDAWN
- 8-KDAWN
- 8-KDAWN
- Q1 2024
- 8-KDAWN
- 8-KDAWN
Earnings releases
15 documentsPresentations
18 documents
Transcripts
0 documentsNo transcripts for Day One Biopharmaceuticals, Inc. are held in this edition of the library.
Mentioned by
1 companyOther tracked companies whose held documents mention Day One Biopharmaceuticals, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
Bicara Therapeutics Inc. (BCAX)
“…Bender, who most recently served as Chief Executive Officer at Day One Biopharmaceuticals through its acquisition by Servier in 2026, brings more than 20 years of corporate strategy and operating experience in biotechnology”
See also the earnings calendar for every tracked company’s next earnings date.