Day One Biopharmaceuticals Reports $155.4M OJEMDA Revenue for 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 12 2026
0mins
Should l Buy DAWN?
Source: NASDAQ.COM
- Significant Revenue Growth: Day One Biopharmaceuticals reported approximately $52.8 million in net product revenue for OJEMDA in Q4 2025, totaling $155.4 million for the year, which represents a remarkable 172% year-over-year increase driven by rising patient demand and prescription volumes.
- Optimistic 2026 Outlook: The company projects U.S. OJEMDA net product revenue between $225 million and $250 million for 2026, reflecting a midpoint growth of 53%, indicating a strategic commitment to establishing the product as the standard of care and expanding its global market presence.
- Clinical Trial Progress: Day One expects to complete enrollment in the pivotal Phase 3 FIREFLY-2 trial in the first half of 2026, with mid-2027 data readout anticipated, positioning the company for potential approval in 2028, thereby solidifying its market position in treating pediatric low-grade glioma.
- Strong Financial Position: As of December 31, 2025, Day One reported approximately $441.1 million in cash and short-term investments, which, while preliminary, underscores the company's robust financial foundation for ongoing investments and research and development efforts.
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Analyst Views on DAWN
Wall Street analysts forecast DAWN stock price to rise
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 10.030
Low
16.00
Averages
22.29
High
29.00
Current: 10.030
Low
16.00
Averages
22.29
High
29.00
About DAWN
Day One Biopharmaceuticals, Inc. is a commercial-stage biopharmaceutical company focused on developing and commercializing targeted therapies for people of all ages with life-threatening diseases. It partners with clinical oncologists, families, and scientists to identify, acquire, and develop cancer treatments. Its commercial product, OJEMDA (tovorafenib), is an oral, brain-penetrant, selective type II rapidly accelerated fibrosarcoma (RAF) kinase inhibitor. OJEMDA is used for the treatment of patients over six months of age and older with relapsed or refractory pLGG harboring a BRAF fusion or rearrangement, or BRAF V600 mutation. Its pipeline product candidates include DAY301 and Emi-Le (emiltatug ledadotin). DAY301 is a novel Antibody Drug Conjugate, or ADC, targeting protein-tyrosine kinase 7, or PTK7. Emi-Le (emiltatug ledadotin) is a novel antibody drug conjugate (ADC) targeting the B7-H4 protein in clinical development to treat the rare cancer adenoid cystic carcinoma (ACC).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Day One Biopharmaceuticals Soars 17% Amid Takeover Speculation
- Takeover Speculation: Day One Biopharmaceuticals (DAWN) shares surged 17% amid rumors of potential acquisitions by Ipsen (IPSEY) and Jazz Pharmaceuticals (JAZZ), reflecting market optimism about the company's future prospects.
- Strong Market Reaction: Traders cited a Betaville 'uncooked' alert indicating that Jazz is viewed as the most likely acquirer of Day One, which has heightened investor interest and speculation surrounding the stock.
- Short-Term Concerns: Despite the surge in stock price due to takeover rumors, Day One faces short-term headwinds with a short interest of 10%, which could impact the stability of its stock price moving forward.
- Positive Earnings Outlook: Day One Biopharmaceuticals reiterated its revenue target of $225 million to $250 million for OJEMDA in 2025, and with the integration of Emi-Le, the expansion of its pipeline suggests promising growth potential ahead.
See More
Day One Biopharmaceuticals Acquisition Rumors Spark Retail Interest
- Significant Stock Surge: Day One Biopharmaceuticals (DAWN) shares closed 28% higher on Wednesday amid acquisition rumors, indicating strong market interest and reflecting investor optimism about the company's future prospects.
- Positive Analyst Ratings: According to Koyfin, eight out of nine analysts covering DAWN stock rate it as ‘Buy’ or higher, with only one rating it as ‘Hold’, suggesting a generally favorable outlook for the company, with an average price target of $22.75 representing over 75% potential upside.
- Retail Sentiment Soars: On Stocktwits, retail sentiment around DAWN stock remained in the ‘extremely bullish’ territory over the past 24 hours, with message volume rising from ‘high’ to ‘extremely high’, indicating increasing investor anticipation for a potential merger that could further drive stock prices up.
- Financial Performance Insights: Despite a net loss of $107.3 million in 2025, up from $95.5 million in 2024, the company expects U.S. revenue from Ojemda to reach between $225 million and $250 million in 2026, highlighting the potential and market demand for its therapies targeting life-threatening diseases.
See More
Day One Biopharmaceuticals Reports Q4 and Full-Year 2025 Financial Results
- Improved Financial Performance: Day One Biopharmaceuticals reported a reduced net loss of $21.3 million for Q4 2025, down from $65.7 million the previous year, indicating effective cost management and revenue growth strategies.
- Product Revenue Surge: OJEMDA net product revenues reached $52.8 million in Q4 2025, an 82.8% increase from $29 million in the prior year, reflecting strong market demand and enhancing the company's revenue base.
- Optimistic Future Outlook: The company anticipates U.S. OJEMDA net product revenue to range between $225 million and $250 million in 2026, demonstrating management's confidence in future sales growth, which may attract more investor interest.
- Strong Cash Reserves: As of December 31, 2025, the company had $441.1 million in cash and short-term investments, providing financial flexibility for R&D and market expansion, supporting future clinical trials and product development.
See More
Day One Biopharmaceuticals Reports Strong Q4 2025 Earnings and Growth Outlook
- Significant Revenue Growth: Day One Biopharmaceuticals reported net product revenue of $155.4 million for 2025, marking a 172% year-over-year increase, demonstrating strong commercial performance, with 2026 revenue guidance set between $225 million and $250 million, reinforcing market position.
- Improved Product Persistence: In Q4, prescriptions for OJEMDA exceeded 1,300, reflecting an 11% quarter-over-quarter growth, while the median duration of therapy is trending towards 19 months, indicating positive progress in driving new patient starts and optimizing treatment persistence.
- Strong Financial Foundation: The company ended 2025 with approximately $441 million in net cash and no debt, providing robust financial support for future commercial growth and pipeline advancement, showcasing the scalability of its operating model.
- Global Expansion Strategy: Management emphasized the partnership with Ipsen for ex-U.S. regulatory approvals and the completion of the Mersana acquisition, which enriches the product pipeline and is expected to drive future international market expansion and clinical milestone achievements.
See More
Day One Biopharmaceuticals Reports Q4 2025 Earnings Highlights
- Revenue Beat: Day One Biopharmaceuticals reported Q4 2025 revenue of $52.8 million, exceeding expectations by $2.99 million, indicating strong product sales performance that is likely to boost future market confidence.
- Reduced Net Loss: The net loss for Q4 2025 was $21.3 million, significantly down from $65.7 million in Q4 2024, suggesting improvements in cost control and operational efficiency, which may enhance investor perceptions of the company's financial health.
- Strong Cash Position: As of December 31, 2025, the company had $441.1 million in cash, cash equivalents, and short-term investments, ensuring sufficient funding for future R&D and market expansion, thereby strengthening its operational sustainability.
- Optimistic Outlook: Day One projects 2026 U.S. net product revenue for OJEMDA between $225 million and $250 million, reflecting confidence in future product market performance, which may attract more investor interest in its long-term growth potential.
See More
Day One Biopharmaceuticals Reports Strong 2025 Financial Results and Growth Outlook
- Revenue Growth: In 2025, Day One's OJEMDA net product revenue reached $155.4 million, reflecting a 172% year-over-year increase, indicating strong market demand and widespread adoption by prescribers, with guidance for 2026 projected between $225 million and $250 million.
- Clinical Trial Progress: Three-year data from the FIREFLY-1 trial was presented at the 2025 Society for Neuro-Oncology Annual Meeting, confirming the long-term safety and efficacy of OJEMDA in patients with relapsed or refractory pLGG, thereby enhancing the company's market position in rare cancers.
- R&D Expense Management: Research and development expenses totaled $148.1 million in 2025, significantly down from 2024, demonstrating the company's ability to control costs while still advancing product development and improving overall financial health.
- Strong Cash Position: As of December 31, 2025, Day One reported cash and short-term investments totaling $441.1 million, ensuring sufficient funding for future R&D and market expansion initiatives.
See More
Day One Biopharmaceuticals Soars 17% Amid Takeover Speculation
- Takeover Speculation: Day One Biopharmaceuticals (DAWN) shares surged 17% amid rumors of potential acquisitions by Ipsen (IPSEY) and Jazz Pharmaceuticals (JAZZ), reflecting market optimism about the company's future prospects.
- Strong Market Reaction: Traders cited a Betaville 'uncooked' alert indicating that Jazz is viewed as the most likely acquirer of Day One, which has heightened investor interest and speculation surrounding the stock.
- Short-Term Concerns: Despite the surge in stock price due to takeover rumors, Day One faces short-term headwinds with a short interest of 10%, which could impact the stability of its stock price moving forward.
- Positive Earnings Outlook: Day One Biopharmaceuticals reiterated its revenue target of $225 million to $250 million for OJEMDA in 2025, and with the integration of Emi-Le, the expansion of its pipeline suggests promising growth potential ahead.
See More
Day One Biopharmaceuticals Acquisition Rumors Spark Retail Interest
- Significant Stock Surge: Day One Biopharmaceuticals (DAWN) shares closed 28% higher on Wednesday amid acquisition rumors, indicating strong market interest and reflecting investor optimism about the company's future prospects.
- Positive Analyst Ratings: According to Koyfin, eight out of nine analysts covering DAWN stock rate it as ‘Buy’ or higher, with only one rating it as ‘Hold’, suggesting a generally favorable outlook for the company, with an average price target of $22.75 representing over 75% potential upside.
- Retail Sentiment Soars: On Stocktwits, retail sentiment around DAWN stock remained in the ‘extremely bullish’ territory over the past 24 hours, with message volume rising from ‘high’ to ‘extremely high’, indicating increasing investor anticipation for a potential merger that could further drive stock prices up.
- Financial Performance Insights: Despite a net loss of $107.3 million in 2025, up from $95.5 million in 2024, the company expects U.S. revenue from Ojemda to reach between $225 million and $250 million in 2026, highlighting the potential and market demand for its therapies targeting life-threatening diseases.
See More
Day One Biopharmaceuticals Reports Q4 and Full-Year 2025 Financial Results
- Improved Financial Performance: Day One Biopharmaceuticals reported a reduced net loss of $21.3 million for Q4 2025, down from $65.7 million the previous year, indicating effective cost management and revenue growth strategies.
- Product Revenue Surge: OJEMDA net product revenues reached $52.8 million in Q4 2025, an 82.8% increase from $29 million in the prior year, reflecting strong market demand and enhancing the company's revenue base.
- Optimistic Future Outlook: The company anticipates U.S. OJEMDA net product revenue to range between $225 million and $250 million in 2026, demonstrating management's confidence in future sales growth, which may attract more investor interest.
- Strong Cash Reserves: As of December 31, 2025, the company had $441.1 million in cash and short-term investments, providing financial flexibility for R&D and market expansion, supporting future clinical trials and product development.
See More
Day One Biopharmaceuticals Reports Strong Q4 2025 Earnings and Growth Outlook
- Significant Revenue Growth: Day One Biopharmaceuticals reported net product revenue of $155.4 million for 2025, marking a 172% year-over-year increase, demonstrating strong commercial performance, with 2026 revenue guidance set between $225 million and $250 million, reinforcing market position.
- Improved Product Persistence: In Q4, prescriptions for OJEMDA exceeded 1,300, reflecting an 11% quarter-over-quarter growth, while the median duration of therapy is trending towards 19 months, indicating positive progress in driving new patient starts and optimizing treatment persistence.
- Strong Financial Foundation: The company ended 2025 with approximately $441 million in net cash and no debt, providing robust financial support for future commercial growth and pipeline advancement, showcasing the scalability of its operating model.
- Global Expansion Strategy: Management emphasized the partnership with Ipsen for ex-U.S. regulatory approvals and the completion of the Mersana acquisition, which enriches the product pipeline and is expected to drive future international market expansion and clinical milestone achievements.
See More
Day One Biopharmaceuticals Reports Q4 2025 Earnings Highlights
- Revenue Beat: Day One Biopharmaceuticals reported Q4 2025 revenue of $52.8 million, exceeding expectations by $2.99 million, indicating strong product sales performance that is likely to boost future market confidence.
- Reduced Net Loss: The net loss for Q4 2025 was $21.3 million, significantly down from $65.7 million in Q4 2024, suggesting improvements in cost control and operational efficiency, which may enhance investor perceptions of the company's financial health.
- Strong Cash Position: As of December 31, 2025, the company had $441.1 million in cash, cash equivalents, and short-term investments, ensuring sufficient funding for future R&D and market expansion, thereby strengthening its operational sustainability.
- Optimistic Outlook: Day One projects 2026 U.S. net product revenue for OJEMDA between $225 million and $250 million, reflecting confidence in future product market performance, which may attract more investor interest in its long-term growth potential.
See More
Day One Biopharmaceuticals Reports Strong 2025 Financial Results and Growth Outlook
- Revenue Growth: In 2025, Day One's OJEMDA net product revenue reached $155.4 million, reflecting a 172% year-over-year increase, indicating strong market demand and widespread adoption by prescribers, with guidance for 2026 projected between $225 million and $250 million.
- Clinical Trial Progress: Three-year data from the FIREFLY-1 trial was presented at the 2025 Society for Neuro-Oncology Annual Meeting, confirming the long-term safety and efficacy of OJEMDA in patients with relapsed or refractory pLGG, thereby enhancing the company's market position in rare cancers.
- R&D Expense Management: Research and development expenses totaled $148.1 million in 2025, significantly down from 2024, demonstrating the company's ability to control costs while still advancing product development and improving overall financial health.
- Strong Cash Position: As of December 31, 2025, Day One reported cash and short-term investments totaling $441.1 million, ensuring sufficient funding for future R&D and market expansion initiatives.
See More
