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Day One Biopharmaceuticals
Day One Biopharmaceuticals (DAWN) investor relations material
Day One Biopharmaceuticals Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary24 Feb, 2026
Executive summary
Achieved $155.4 million in net product revenue for 2025, up 172% year-over-year, driven by OJEMDA's commercial success in pediatric low-grade glioma (PLGG) and strong commercial execution.
OJEMDA prescriptions totaled 4,635 in 2025, up 181% year-over-year, with double-digit sequential quarterly growth.
Ended 2025 with over $441 million in cash and no debt, supporting ongoing pipeline and commercial investments.
Closed the acquisition of Mersana Therapeutics, integrating Emi-Le, a promising antibody-drug conjugate for adenoid cystic carcinoma (ACC), and advancing DAY301 clinical programs.
Reiterated 2026 OJEMDA net product revenue guidance of $225 million-$250 million.
Financial highlights
Q4 2025 net product revenue reached $52.8 million, a 37% sequential increase over Q3.
Total revenue for 2025 was $158.2 million, compared to $73.9 million in 2024.
Full year 2025 operating expenses were $286 million, down from $348 million in 2024, reflecting the absence of prior one-time in-licensing costs.
Net loss for 2025 was ($107.3 million), compared to ($95.5 million) in 2024.
Cash, cash equivalents, and short-term investments totaled $441.1 million as of December 31, 2025.
Outlook and guidance
2026 OJEMDA net product revenue expected between $225 million and $250 million, implying over 50% year-over-year growth at the midpoint.
FIREFLY-2 trial enrollment to complete in first half of 2026, with top-line readout in mid-2027.
Anticipated global expansion for OJEMDA, with ex-U.S. regulatory approvals targeted and EMA decision expected in 1H 2026.
Additional clinical data on Emi-Le and DAY301 expected in mid and late 2026, respectively.
Continued focus on driving new patient starts and optimizing persistence to fuel growth.
Impact of "time to next treatment" metric?
Emi-Le's role in pipeline expansion?
What drove the R&D expense reduction in 2025?
Detail new strategies to boost OJEMDA persistence
What Emi-Le data supports accelerated ACC approval?
How does TTNT impact FIREFLY-2 trial outcomes?
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Next Day One Biopharmaceuticals earnings date
TD Cowen 46th Annual Health Care Conference3 Mar, 2026
Day One Biopharmaceuticals
Next Day One Biopharmaceuticals earnings date
TD Cowen 46th Annual Health Care Conference3 Mar, 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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