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Day One Biopharmaceuticals (DAWN) investor relations material
Day One Biopharmaceuticals Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
OJEMDA net product revenue reached $33.6M in Q2 2025, up 310% year-over-year and 10% sequentially, with over 1,000 prescriptions and strong commercial momentum.
FDA approved OJEMDA in April 2024 for relapsed/refractory pLGG; commercial launch underway in the U.S.
Cumulative net revenue for the trailing twelve months reached $113.1M, surpassing initial launch expectations.
Entered Ipsen License Agreement for ex-U.S. commercialization, with $70.8M upfront, $40M equity investment, and EMA submission planned for Q1 2025.
Ended Q2 2025 with $453.1M in cash, cash equivalents, and short-term investments, and no debt.
Financial highlights
Q2 2025 net product revenue was $33.6M, up 10% sequentially and 310% year-over-year.
Year-to-date net product revenue reached $64.1M; trailing twelve-month revenue totaled $113.1M.
Q2 2025 total operating expenses were $68.9M, including $36.1M R&D and $29.0M SG&A, both down year-over-year.
Net loss for Q2 2025 was $30.3M, compared to $4.4M in Q2 2024, which included a $108M gain from a priority voucher sale.
Cash, cash equivalents, and short-term investments totaled $453.1M as of June 30, 2025.
Outlook and guidance
Full-year 2025 OJEMDA net product revenue is projected at $140M–$150M, implying about 150% year-over-year growth at the midpoint.
Patient enrollment for the pivotal Phase 3 FIREFLY-2 trial is on track for completion in H1 2026; three-year follow-up data from FIREFLY-1 expected in Q4 2025.
Guidance assumes steady increase in new patient starts and persistence on therapy; gross-to-net range expected at 12%–15%.
EMA regulatory submission for OJEMDA expected in Q1 2025; eligible for up to $380M in milestones and double-digit royalties from Ipsen.
Cash position expected to fund operations for at least 12 months from filing date.
Assess impact of VRK1 program termination.
Elaborate on DAY301 Phase 1a/b trial progress.
Explain the decrease in R&D expenses.
What factors drive 2025 revenue guidance?
How did ASCO data impact new scripts?
Comment on DAY301's dose escalation.
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Next Day One Biopharmaceuticals earnings date
Q3 20254 Nov, 2025
Next Day One Biopharmaceuticals earnings date
Q3 20254 Nov, 2025
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Frequently asked questions
Day One Biopharmaceuticals Inc. is a biopharmaceutical company focused on developing and commercializing targeted therapies for cancer patients. The company specializes in identifying and advancing therapies designed for patients with genetically defined cancers, particularly in pediatric and young adult populations. The company is headquartered in Brisbane, California, and its shares are listed on the NASDAQ.
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