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Day One Biopharmaceuticals
Day One Biopharmaceuticals (DAWN) investor relations material
Day One Biopharmaceuticals 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Strategic and operational highlights
Ended 2025 with over $440 million in cash and no debt, supporting continued investment in high-value programs.
Completed the acquisition of Mersana, adding the Emmy Lee program to the pipeline alongside DAY301.
OJEMDA established as the standard of care in relapsed/refractory pediatric low-grade glioma (pLGG), with plans to expand into frontline pLGG.
Ipsen is driving OJEMDA's global expansion and registration outside the U.S.
Projected path to over $1 billion in revenue, driven by OJEMDA and Emmy Lee.
Product performance and market development
OJEMDA treated over 1,000 children to date and is the first approved product for this patient population.
2025 net product revenue reached $155.4 million, up 172% year-over-year, with Q4 revenue at $52.8 million (37% sequential growth).
Full-year total prescriptions grew 181% versus 2024, with new patient starts in H2 outpacing H1 by 20%.
Median duration of therapy for new patients is trending to 19 months, with persistency and extended treatment duration as key growth drivers.
2026 OJEMDA net product revenue guidance is $225–$250 million, driven by new patient starts, treatment persistence, and favorable payer dynamics.
Clinical data and future milestones
Three-year data for OJEMDA showed 19.4 months' duration of response and 42.6 months' median time to next treatment.
75% of patients taking a drug holiday after 24 months remained treatment-free for 12 months, with successful retreatment outcomes.
FIREFLY-2 frontline trial enrollment to complete in H1 2026, with data expected mid-2027 and potential approval in 2028.
Emmy Lee phase I expanded data to be presented mid-2026, informing registration-enabling trial design.
DAY301 phase I dose escalation data expected in the second half of 2026, with early evidence of antitumor activity.
Remaining market opportunity for OJEMDA in 2L+ pLGG?
Emi-Le's key differentiators beyond first-in-class?
What data validates DAY301's multi-billion potential?
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Next Day One Biopharmaceuticals earnings date
Q4 202527 Feb, 2026
Day One Biopharmaceuticals
Next Day One Biopharmaceuticals earnings date
Q4 202527 Feb, 2026
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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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