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Day One Biopharmaceuticals (DAWN) investor relations material
Day One Biopharmaceuticals TD Cowen 46th Annual Health Care Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Key business highlights
Achieved over $155 million in revenue in 2025, marking 170% year-over-year growth, with Q4 revenue exceeding $52 million and 37% quarter-over-quarter growth.
Provided 2026 net product revenue guidance of $225–$250 million, targeting about 50% year-over-year growth at the midpoint.
OJEMDA is positioned as the main driver of durable growth, with ongoing expansion into new indications and pipeline programs.
Frontline trial enrollment for OJEMDA expected to complete in the first half of the year, with key data readouts anticipated.
Emphasized a strong, execution-focused team and seamless integration of new assets.
Product performance and launch metrics
New patient starts (NPS) grew 25% in the second half of 2025 compared to the first half, driven by additional data and physician education.
Duration of therapy averages 17 months (mean) and 19 months (median), supporting sustained growth.
Persistence is expected to improve with more data, physician experience, and better management of side effects like rash.
Second line use is increasing as familiarity grows, with education and data dissemination as key priorities.
Recent data show nearly 80% of children remain off therapy for a year after completing OJEMDA, with a median time to next therapy of almost 43 months.
Pipeline and R&D updates
DAY301 (PTK7-targeted ADC) began dose escalation in late 2024, with initial clinical data expected in the back half of 2025.
Early antitumor signals and a favorable safety profile observed, with plans to expand into tumor-specific cohorts.
Emi-Le (B7-H4-targeted ADC) for adenoid cystic carcinoma (ACC) will have updated data mid-year, focusing on safety and efficacy.
ACC chosen as the lead indication due to strong clinical data and urgent unmet need; TNBC remains a possible future target.
Emi-Le’s safety profile shows no hematologic, neuropathic, or ocular toxicity, which is notable for its class.
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